0000935836-23-000701.txt : 20231114 0000935836-23-000701.hdr.sgml : 20231114 20231114132827 ACCESSION NUMBER: 0000935836-23-000701 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231114 DATE AS OF CHANGE: 20231114 EFFECTIVENESS DATE: 20231114 FILER: COMPANY DATA: COMPANY CONFORMED NAME: LIGHT STREET CAPITAL MANAGEMENT, LLC CENTRAL INDEX KEY: 0001569049 IRS NUMBER: 272888103 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-15239 FILM NUMBER: 231403897 BUSINESS ADDRESS: STREET 1: 505 HAMILTON AVENUE STREET 2: SUITE 110 CITY: PALO ALTO STATE: CA ZIP: 94301 BUSINESS PHONE: 650-234-1640 MAIL ADDRESS: STREET 1: 505 HAMILTON AVENUE STREET 2: SUITE 110 CITY: PALO ALTO STATE: CA ZIP: 94301 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001569049 XXXXXXXX 09-30-2023 09-30-2023 false LIGHT STREET CAPITAL MANAGEMENT, LLC

505 Hamilton Avenue Suite 110 Palo Alto CA 94301

13F HOLDINGS REPORT 028-15239 000155215 801-77663 N Theo J. Robins 650-234-1640 /s/ Theo J. Robins Palo Alto CA 11-14-2023 0 23 339784485 INFORMATION TABLE 2 infotable.xml ADVANCED MICRO DEVICES INC COM 007903107 23144782 225100 SH SOLE 225100 0 0 ALPHABET INC CAP STK CL A 02079K305 18337804 140133 SH SOLE 140133 0 0 AMAZON COM INC COM 023135106 15172408 119355 SH SOLE 119355 0 0 AMPLITUDE INC COM CL A 03213A104 9287112 802689 SH SOLE 802689 0 0 AUTODESK INC COM 052769106 7776919 37586 SH SOLE 37586 0 0 BRIDGETOWN HOLDINGS LTD *W EXP 09/30/202 G1355U121 194482 572005 SH SOLE 572005 0 0 BROADCOM INC COM 11135F101 17305134 20835 SH SOLE 20835 0 0 CELLEBRITE DI LTD *W EXP 08/30/202 M2197Q115 2166667 1666667 SH SOLE 1666667 0 0 CELLEBRITE DI LTD ORDINARY SHARES M2197Q107 15742162 2057799 SH SOLE 2057799 0 0 GITLAB INC CLASS A COM 37637K108 36978248 817741 SH SOLE 817741 0 0 INDIE SEMICONDUCTOR INC CLASS A COM 45569U101 11950520 1896908 SH SOLE 1896908 0 0 JFROG LTD ORD SHS M6191J100 15848402 624937 SH SOLE 624937 0 0 META PLATFORMS INC CL A 30303M102 21008095 69978 SH SOLE 69978 0 0 MICROSOFT CORP COM 594918104 20186845 63933 SH SOLE 63933 0 0 NERDY INC CL A COM 64081V109 11932297 3224945 SH SOLE 3224945 0 0 NETFLIX INC COM 64110L106 5669664 15015 SH SOLE 15015 0 0 NVIDIA CORPORATION COM 67066G104 47196415 108500 SH SOLE 108500 0 0 OKTA INC CL A 679295105 9115263 111830 SH SOLE 111830 0 0 PDD HOLDINGS INC SPONSORED ADS 722304102 3749706 38235 SH SOLE 38235 0 0 SALESFORCE INC COM 79466L302 11265443 55555 SH SOLE 55555 0 0 SYNOPSYS INC COM 871607107 11492609 25040 SH SOLE 25040 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 8469622 97464 SH SOLE 97464 0 0 TESLA INC COM 88160R101 15793886 63120 SH SOLE 63120 0 0