Light Street Capital Management, LLC Portfolio Holdings by Sector

Light Street Capital Management, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Semiconductors \| Technology TSM TSM NVDA MRVL AMD AVGO NXPI 7 stocks	$258,687 51.87% of portfolio	2	5	1	-	0 Calls 1 Puts
Software—Application \| Technology FROG GTLB CRM BILL ADSK WDAY CDNS ANSS 8 stocks	$98,065 19.66% of portfolio	5	3	3	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOGL 2 stocks	$43,057 8.63% of portfolio	2	-	1	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN MELI 2 stocks	$38,074 7.63% of portfolio	1	1	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology CLBT ZS SNPS 3 stocks	$18,950 3.8% of portfolio	2	1	2	-	0 Calls 0 Puts
Information Technology Services \| Technology GDS 1 stocks	$18,655 3.74% of portfolio	1	-	1	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$13,234 2.65% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology INDI ASML 2 stocks	$9,780 1.96% of portfolio	2	-	-	-	0 Calls 0 Puts
Utilities—Renewable \| Utilities CEG 1 stocks	$233 0.05% of portfolio	1	-	1	-	0 Calls 0 Puts

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