Quarter snapshot

Light Street Capital Management

Earliest quarter on record — change badges compare to the prior quarter, which isn't stored before this one.

history	Ticker	Change	% of portfolio	Shares	Value
≡	TSM	NEW	12.55%	268,392	$81,561,645
≡	CHYM	NEW	10.5%	2,710,289	$68,217,974
≡	NVDA	NEW	9.76%	340,000	$63,410,000
≡	AVGO	NEW	7.66%	143,779	$49,761,912
≡	BILL	NEW	7.37%	878,000	$47,886,120
≡	AMD	NEW	7.23%	219,487	$47,005,336
≡	GOOG	NEW	6.48%	134,500	$42,098,500
≡	GTLB	NEW	6.12%	1,060,000	$39,781,800
≡	FROG	NEW	4.44%	462,000	$28,856,520
≡	CFLT	NEW	4.23%	910,000	$27,518,400
≡	CEG	NEW	3.43%	63,065	$22,278,973
≡	RDDT	NEW	3.18%	90,000	$20,688,300
≡	NFLX	NEW	2.89%	200,000	$18,752,000
≡	AMPL	NEW	2.67%	1,500,000	$17,370,000
≡	AMZN	NEW	2.47%	69,500	$16,041,990
≡	ASML	NEW	1.81%	10,988	$11,755,622
≡	AMKR	NEW	1.75%	287,895	$11,366,095
≡	TEAM	NEW	1.58%	63,272	$10,258,922
≡	CLBT	NEW	1.37%	492,755	$8,884,373
≡	NXPI	NEW	0.83%	24,927	$5,410,655
≡	MKSI	NEW	0.48%	19,582	$3,129,204
≡	ADI	NEW	0.42%	10,152	$2,753,222
≡	AAPL	NEW	0.42%	10,039	$2,729,203
≡	GDS	NEW	0.35%	65,272	$2,277,993