Quarter snapshot

Light Street Capital Management

history	Ticker	Change	% of portfolio	Shares	Value
≡	TSM	−1%	12.68%	225,949	$107,906,464
≡	AMD	−50%	7.48%	109,500	$63,609,645
≡	ALAB	NEW	7.14%	125,750	$60,739,765
≡	GTLB	+66%	6.98%	1,945,000	$59,380,850
≡	AVGO	+2%	6.81%	153,250	$57,890,188
≡	AMKR	+47%	6.05%	596,783	$51,460,598
≡	FROG	−11%	5.5%	514,500	$46,757,760
≡	MKSI	−15%	5.43%	103,800	$46,170,240
≡	CHYM	+6%	5.29%	2,199,089	$45,037,343
≡	CPNG	+93%	4.13%	2,025,000	$35,174,250
≡	TOST	NEW	3.82%	1,167,500	$32,479,850
≡	RDDT	NEW	3.72%	182,500	$31,678,350
≡	NVDA	−50%	3.22%	136,720	$27,356,305
≡	BE	+66%	2.99%	84,167	$25,477,351
≡	ASML	+0%	2.56%	10,957	$21,798,294
≡	MELI	NEW	2.54%	12,750	$21,641,723
≡	CLBT	+105%	2.25%	1,312,755	$19,166,223
≡	SNOW	NEW	2.09%	70,000	$17,815,000
≡	MDB	NEW	1.97%	50,000	$16,795,000
≡	GOOG	+0%	1.79%	42,650	$15,241,831
≡	AMZN	−59%	1.43%	51,000	$12,155,340
≡	DDOG		1.22%	40,000	$10,414,400
≡	Unmapped CUSIP	NEW	1.04%	120,000	$8,862,000
≡	NXPI	−10%	0.76%	23,003	$6,464,533
≡	ADI	+0%	0.49%	10,523	$4,179,420
≡	Unmapped CUSIP	NEW	0.34%	35,242	$2,880,681
≡	GDS	+0%	0.25%	71,790	$2,155,854
≡	BILL	SOLD	—	—	—
≡	IOT	SOLD	—	—	—
≡	LITE	SOLD	—	—	—
≡	AMPL	SOLD	—	—	—