Quarter snapshot

Light Street Capital Management

history	Ticker	Type	Change	% of portfolio	Shares / amount	Value
≡	TSM	Direct	−1%	11.95%	225,949	$107,906,464
≡	AMD	Direct	−50%	7.05%	109,500	$63,609,645
≡	ALAB	Direct	Newly reported	6.73%	125,750	$60,739,765
≡	GTLB	Direct	+66%	6.58%	1,945,000	$59,380,850
≡	AVGO	Direct	+2%	6.41%	153,250	$57,890,188
—	TSM	Put		5.78%	109,200	$52,150,644
≡	AMKR	Direct	+47%	5.7%	596,783	$51,460,598
≡	FROG	Direct	−11%	5.18%	514,500	$46,757,760
≡	MKSI	Direct	−15%	5.11%	103,800	$46,170,240
≡	CHYM	Direct	+6%	4.99%	2,199,089	$45,037,343
≡	CPNG	Direct	+93%	3.9%	2,025,000	$35,174,250
≡	TOST	Direct	Newly reported	3.6%	1,167,500	$32,479,850
≡	RDDT	Direct	Newly reported	3.51%	182,500	$31,678,350
≡	NVDA	Direct	−50%	3.03%	136,720	$27,356,305
≡	BE	Direct	+66%	2.82%	84,167	$25,477,351
≡	ASML	Direct	+0%	2.41%	10,957	$21,798,294
≡	MELI	Direct	Newly reported	2.4%	12,750	$21,641,723
≡	CLBT	Direct	+105%	2.12%	1,312,755	$19,166,223
≡	SNOW	Direct	Newly reported	1.97%	70,000	$17,815,000
≡	MDB	Direct	Newly reported	1.86%	50,000	$16,795,000
≡	GOOG	Direct	+0%	1.69%	42,650	$15,241,831
≡	AMZN	Direct	−59%	1.35%	51,000	$12,155,340
≡	DDOG	Direct		1.15%	40,000	$10,414,400
≡	DRAM	Direct	Newly reported	0.98%	120,000	$8,862,000
≡	NXPI	Direct	−10%	0.72%	23,003	$6,464,533
≡	ADI	Direct	+0%	0.46%	10,523	$4,179,420
≡	QNT	Direct	Newly reported	0.32%	35,242	$2,880,681
≡	GDS	Direct	+0%	0.24%	71,790	$2,155,854
≡	BILL	Direct	SOLD	—	—	—
≡	IOT	Direct	SOLD	—	—	—
≡	LITE	Direct	SOLD	—	—	—
≡	AMPL	Direct	SOLD	—	—	—

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