Light Street Capital Management, LLC Top Holdings and 13F Report (2021) About Light Street Capital Management, LLCInvestment ActivityLight Street Capital Management, LLC has $534.23 million in total holdings as of September 30, 2021.Light Street Capital Management, LLC owns shares of 23 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 22.71% of the portfolio was purchased this quarter.About 31.89% of the portfolio was sold this quarter.This quarter, Light Street Capital Management, LLC has purchased 24 new stocks and bought additional shares in 11 stocks.Light Street Capital Management, LLC sold shares of 7 stocks and completely divested from 6 stocks this quarter.Largest Holdings Taiwan Semiconductor Manufacturing $113,816,491NVIDIA $47,474,122Broadcom $46,364,598Advanced Micro Devices $44,602,231CHIME FINL INC $38,913,729 Largest New Holdings this Quarter 22266T109 - Coupang $19,860,948 Holding79589L106 - Samsara $12,168,960 Holding093712107 - Bloom Energy $6,859,181 Holding23804L103 - Datadog $4,722,000 Holding55024U109 - Lumentum $2,032,382 Holding Largest Purchases this Quarter MKS 102,682 shares (about $23.60M)Taiwan Semiconductor Manufacturing 68,393 shares (about $23.11M)Coupang 1,051,957 shares (about $19.86M)Samsara 384,000 shares (about $12.17M)Amazon.com 55,300 shares (about $11.52M) Largest Sales this Quarter Alphabet 92,000 shares (about $26.46M)CHIME FINL INC 632,674 shares (about $11.85M)NVIDIA 67,786 shares (about $11.82M)BILL 253,000 shares (about $9.69M)Amplitude 1,207,156 shares (about $8.23M) Sector Allocation Over TimeMap of 500 Largest Holdings ofLight Street Capital Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorTSMTaiwan Semiconductor Manufacturing$113,816,491$23,113,414 â–²25.5%336,78521.3%Computer and TechnologyNVDANVIDIA$47,474,122$11,821,878 â–¼-19.9%272,2148.9%Computer and TechnologyAVGOBroadcom$46,364,598$1,863,560 â–²4.2%149,8008.7%Computer and TechnologyAMDAdvanced Micro Devices$44,602,231$48,009 â–¼-0.1%219,2518.3%Computer and TechnologyCHIME FINL INC$38,913,729$11,849,984 â–¼-23.3%2,077,6157.3%COM SHS CL AMKSIMKS$28,097,490$23,597,351 â–²524.4%122,2645.3%Computer and TechnologyFROGJFrog$26,984,750$5,303,090 â–²24.5%575,0005.1%Computer and TechnologyAMZNAmazon.com$25,992,096$11,517,331 â–²79.6%124,8004.9%Retail/WholesaleGTLBGitLab$25,318,800$2,380,400 â–²10.4%1,170,0004.7%Computer and TechnologyBILLBILL$23,937,500$9,689,900 â–¼-28.8%625,0004.5%Computer and TechnologyCPNGCoupang$19,860,948$19,860,948 â–²New Holding1,051,9573.7%Retail/WholesaleAMKRAmkor Technology$18,326,760$5,362,848 â–²41.4%406,9903.4%Computer and TechnologyASMLASML$14,457,805$55,475 â–¼-0.4%10,9462.7%Computer and TechnologyGOOGLAlphabet$12,221,300$26,455,520 â–¼-68.4%42,5002.3%Computer and TechnologyIOTSamsara$12,168,960$12,168,960 â–²New Holding384,0002.3%Computer and TechnologyCLBTCellebrite DI$8,831,947$2,041,783 â–²30.1%640,9251.7%Computer and TechnologyBEBloom Energy$6,859,181$6,859,181 â–²New Holding50,6251.3%EnergyNXPINXP Semiconductors$5,019,930$112,801 â–²2.3%25,5000.9%Computer and TechnologyDDOGDatadog$4,722,000$4,722,000 â–²New Holding40,0000.9%Computer and TechnologyADIAnalog Devices$3,340,470$110,713 â–²3.4%10,5000.6%Computer and TechnologyGDSGDS$2,886,456$256,647 â–²9.8%71,6420.5%Business ServicesLITELumentum$2,032,382$2,032,382 â–²New Holding2,8920.4%Computer and TechnologyAMPLAmplitude$1,997,196$8,232,804 â–¼-80.5%292,8440.4%Business ServicesCFLTConfluent$0$27,518,400 â–¼-100.0%00.0%Computer and TechnologyCEGConstellation Energy$0$22,278,973 â–¼-100.0%00.0%EnergyREDDIT INC$0$20,688,300 â–¼-100.0%00.0%CL ANFLXNetflix$0$18,752,000 â–¼-100.0%00.0%Consumer DiscretionaryTEAMAtlassian$0$10,258,922 â–¼-100.0%00.0%Computer and TechnologyAAPLApple$0$2,729,203 â–¼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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