Quarter snapshot

Light Street Capital Management

history	Ticker	Type	Change	% of portfolio	Shares / amount	Value
≡	AAPL	Direct	SOLD	—	—	—
≡	TEAM	Direct	SOLD	—	—	—
≡	NFLX	Direct	SOLD	—	—	—
≡	RDDT	Direct	SOLD	—	—	—
≡	CEG	Direct	SOLD	—	—	—
≡	CFLT	Direct	SOLD	—	—	—
≡	AMPL	Direct	−81%	0.37%	292,844	$1,997,196
≡	LITE	Direct	Newly reported	0.38%	2,892	$2,032,382
≡	GDS	Direct	+10%	0.54%	71,642	$2,886,456
≡	ADI	Direct	+3%	0.63%	10,500	$3,340,470
≡	DDOG	Direct	Newly reported	0.88%	40,000	$4,722,000
≡	NXPI	Direct	+2%	0.94%	25,500	$5,019,930
≡	BE	Direct	Newly reported	1.28%	50,625	$6,859,181
≡	CLBT	Direct	+30%	1.65%	640,925	$8,831,947
≡	IOT	Direct	Newly reported	2.28%	384,000	$12,168,960
≡	GOOG	Direct	−68%	2.29%	42,500	$12,221,300
≡	ASML	Direct	−0%	2.71%	10,946	$14,457,805
≡	AMKR	Direct	+41%	3.43%	406,990	$18,326,760
≡	CPNG	Direct	Newly reported	3.72%	1,051,957	$19,860,948
≡	BILL	Direct	−29%	4.48%	625,000	$23,937,500
≡	GTLB	Direct	+10%	4.74%	1,170,000	$25,318,800
≡	AMZN	Direct	+80%	4.87%	124,800	$25,992,096
≡	FROG	Direct	+25%	5.05%	575,000	$26,984,750
≡	MKSI	Direct	+524%	5.26%	122,264	$28,097,490
—	TSM	Put	Newly reported	6.91%	109,200	$36,904,140
≡	CHYM	Direct	−23%	7.28%	2,077,615	$38,913,729
≡	AMD	Direct	−0%	8.35%	219,251	$44,602,231
≡	AVGO	Direct	+4%	8.68%	149,800	$46,364,598
≡	NVDA	Direct	−20%	8.89%	272,214	$47,474,122
≡	TSM	Direct	−15%	14.4%	227,585	$76,912,351

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