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GOOG has hit a 52 week high
Google annnouced there quarterly earnings and beating analysts estimates causing the stock to surge to a new 52 week high.
NOC has hit a 52 week high
Northrop Grumman annnouced there quarterly earnings and beating analysts estimates causing the stock to surge to a new 52 week high.
TSLA is down 2%
Tesla is down 2% today after the company annnouced they will be delaying the new model 3.
MSFT has hit a 52 week high
Microsoft annnouced there quarterly earnings and beating analysts estimates causing the stock to surge to a new 52 week high.

Light Street Capital Management, Llc

13F Holdings
Filed: 2025-05-15
Portfolio Value
358.11M arrow_downward -34.24%
Number of Holdings
lock info
Reporting Date
2025-03-31
Key Stats trending_flat
CIK
0001569049
Filing Date
2025-05-15 16:06:24
Address
505 Hamilton Avenue
Palo Alto
CA
Prior Value
544.60M
Top 10 Holdings %
lock
Portfolio Value
Light Street Capital Management, Llc
(13F - 2025-03-31)
Taiwan Semiconductor Mfg Ltd
-
2025-05-15
Value
53.08M
Shares
319.75K
Portfolio %
14.82%
Taiwan Semiconductor Mfg Ltd PUT
-
2025-05-15
Value
49.38M
Shares
297.50K
Portfolio %
13.79%
Nvidia Corporation
-
2025-05-15
Value
34.87M
Shares
321.71K
Portfolio %
9.74%
Bill Holdings Inc
-
2025-05-15
Value
30.41M
Shares
662.60K
Portfolio %
8.49%
Advanced Micro Devices Inc
AMD
2025-05-15
Value
26.27M
Shares
255.67K
Portfolio %
7.34%
Jfrog Ltd
FROG
2025-05-15
Value
20.51M
Shares
640.94K
Portfolio %
5.73%
Broadcom Inc
AVGO
2025-05-15
Value
20.43M
Shares
122.00K
Portfolio %
5.70%
Gitlab Inc
GTLB
2025-05-15
Value
19.47M
Shares
414.32K
Portfolio %
5.44%
Reddit Inc
-
2025-05-15
Value
18.52M
Shares
176.55K
Portfolio %
5.17%
Blackline Inc
-
2025-05-15
Value
18.45M
Shares
380.99K
Portfolio %
5.15%
Top Increases | Light Street Capital Management, Llc
(2024-12-31 → 2025-03-31)
Bill Holdings Inc
-
2025-05-15
Value Change
arrow_upward 17.42M
Shares
arrow_upward 509.25K
Portfolio % Change
arrow_upward 6.11%
Portfolio %
8.49%
Advanced Micro Devices Inc
AMD
2025-05-15
Value Change
arrow_upward 570.79K
Shares
arrow_upward 42.93K
Portfolio % Change
arrow_upward 2.62%
Portfolio %
7.34%
Taiwan Semiconductor Mfg Ltd
-
2025-05-15
Value Change
arrow_upward -14296833.00
Shares
arrow_upward -21409.00
Portfolio % Change
arrow_upward 2.45%
Portfolio %
14.82%
Broadcom Inc
AVGO
2025-05-15
Value Change
arrow_upward -15001.00
Shares
arrow_upward 33.83K
Portfolio % Change
arrow_upward 1.95%
Portfolio %
5.70%
Jfrog Ltd
FROG
2025-05-15
Value Change
arrow_upward -1989099.00
Shares
arrow_upward -124078.00
Portfolio % Change
arrow_upward 1.60%
Portfolio %
5.73%
Gitlab Inc
GTLB
2025-05-15
Value Change
arrow_upward -1759950.00
Shares
arrow_upward 37.51K
Portfolio % Change
arrow_upward 1.54%
Portfolio %
5.44%
Asml Holding N V
-
2025-05-15
Value Change
arrow_upward 4.34M
Shares
arrow_upward 6.56K
Portfolio % Change
arrow_upward 1.24%
Portfolio %
1.30%
Nxp Semiconductors N V
-
2025-05-15
Value Change
arrow_upward 3.47M
Shares
arrow_upward 18.42K
Portfolio % Change
arrow_upward 1.00%
Portfolio %
1.06%
Cellebrite Di Ltd
CLBT
2025-05-15
Value Change
arrow_upward -1901337.00
Shares
arrow_upward -20480.00
Portfolio % Change
arrow_upward 0.69%
Portfolio %
3.03%
Ansys Inc
ANSS
2025-05-15
Value Change
arrow_upward 1.46M
Shares
arrow_upward 4.67K
Portfolio % Change
arrow_upward 0.43%
Portfolio %
0.47%
Top Decreases | Light Street Capital Management, Llc
(2024-12-31 → 2025-03-31)
Nvidia Corporation
-
2025-05-15
Value Change
arrow_downward -21441668.00
Shares
arrow_downward -97595.00
Portfolio % Change
arrow_downward 0.60%
Portfolio %
9.74%
Meta Platforms Inc
-
2025-05-15
Value Change
arrow_downward -17615678.00
Shares
arrow_downward -29712.00
Portfolio % Change
arrow_downward 1.92%
Portfolio %
3.85%
Apple Inc
AAPL
2025-05-15
Value Change
arrow_downward -11820145.00
Shares
arrow_downward -46482.00
Portfolio % Change
arrow_downward 2.04%
Portfolio %
0.39%
Light Street Capital Management, Llc (13F - 2025-03-31) Comparing to 2024-12-31
New/Increased Position added or increased from previous period Closed/Decreased Position closed or decreased from previous period
arrow_upward Increase arrow_downward Decrease
Company Ticker Type Shares Value Current % Previous % % Change $ Change $ Change % Shares Change Status Qtr End Price Filing Date
New Positions | Light Street Capital Management, Llc
(2024-12-31 → 2025-03-31)
Taiwan Semiconductor Mfg Ltd PUT
-
2025-05-15
Value
add_circle 49.38M
Shares
297.50K
Portfolio %
13.79%
% Change
13.79%
Reddit Inc
-
2025-05-15
Value
add_circle 18.52M
Shares
176.55K
Portfolio %
5.17%
% Change
5.17%
Blackline Inc
-
2025-05-15
Value
add_circle 18.45M
Shares
380.99K
Portfolio %
5.15%
% Change
5.15%
Ncino Inc
-
2025-05-15
Value
add_circle 10.10M
Shares
367.54K
Portfolio %
2.82%
% Change
2.82%
Closed Positions | Light Street Capital Management, Llc
(2024-12-31 → 2025-03-31)
Ge Vernova Inc
-
2025-02-14
Value
remove_circle 5.56M
Shares
16.89K
Previous %
12.37%
% Change
-12.37%
Zscaler Inc
-
2025-02-14
Value
remove_circle 5.99M
Shares
33.22K
Previous %
12.37%
% Change
-12.37%
Indie Semiconductor Inc
-
2025-02-14
Value
remove_circle 9.47M
Shares
2.34M
Previous %
12.37%
% Change
-12.37%
Alphabet Inc
-
2025-02-14
Value
remove_circle 11.41M
Shares
60.30K
Previous %
12.37%
% Change
-12.37%
Workday Inc
-
2025-02-14
Value
remove_circle 11.55M
Shares
44.77K
Previous %
12.37%
% Change
-12.37%
Mercadolibre Inc
-
2025-02-14
Value
remove_circle 13.50M
Shares
7.94K
Previous %
12.37%
% Change
-12.37%
Autodesk Inc
-
2025-02-14
Value
remove_circle 15.06M
Shares
50.96K
Previous %
12.37%
% Change
-12.37%
Mobileye Global Inc
-
2025-02-14
Value
remove_circle 15.28M
Shares
766.89K
Previous %
12.37%
% Change
-12.37%
Salesforce Inc
-
2025-02-14
Value
remove_circle 16.80M
Shares
50.26K
Previous %
12.37%
% Change
-12.37%
Gds Hldgs Ltd
-
2025-02-14
Value
remove_circle 18.66M
Shares
785.16K
Previous %
12.37%
% Change
-12.37%