LIGHT STREET CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | APPF | 20K | $5.51M |
 | MNDY | 20K | $3.84M |
 | ASML | 18K | $17.90M |
 | AAPL | 11K | $2.72M |
 | ADI | 7K | $1.66M |
 | SNPS | 4K | $1.73M |
 | CDNS | 2K | $847.24K |
AppFolio, Inc.
APPF
Shares Held
20K
Value
$5.51M
monday.com Ltd.
MNDY
Shares Held
20K
Value
$3.84M
ASML Holding N.V.
ASML
Shares Held
18K
Value
$17.90M
Apple Inc.
AAPL
Shares Held
11K
Value
$2.72M
Analog Devices, Inc.
ADI
Shares Held
7K
Value
$1.66M
Synopsys, Inc.
SNPS
Shares Held
4K
Value
$1.73M
Cadence Design Systems, Inc.
CDNS
Shares Held
2K
Value
$847.24K