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Analyzing Light Street Capital Management's Q3 vs. Q4 2022 Holdings: Winners, Losers, and More

Ava Hoppe | 23 April, 2023

Light Street Capital Management's Q3 vs Q4 2022 13F holdings comparison is out, and it’s filled with surprises. Light Street Capital Management is known for its strategic investments in various sectors worldwide, and their Q3 vs Q4 2022 report is an interesting read. The report contains the changes in the fund's holdings, covering various companies like GITLAB, ADVANCED MICRO DEVICES, ACCEL ENTERTAINMENT, NETFLIX, and many more.

In this blog post, we'll delve into the highlights of the report by analyzing the data from the CSV file. We will begin by summarizing the changes that occurred in the period and highlighting winners and losers. We will also explore the reason behind the increase or decrease in holdings of different companies and try to make predictions for the future.

GITLAB INC holds the same number of shares in Q3 and Q4 but sees a decrease of 11.3% in its value. In contrast, ADVANCED MICRO DEVICES INC's share value jumps to $22,312 from nothing in Q3. CELLEBRITE DI LTD sees a massive decrease of 32.5% in its value, despite a decrease in the number of shares. MICROSOFT CORP observes an increase of 79.7% in its value, with an increase in the number of shares. Finally, TESLA INC observes a massive decrease of 100% in both its share value and its number of shares.

It is interesting to note that companies like BILL COM HLDGS INC, VACASA INC, and SMARTSHEET INC observe a 100% drop in holdings. It means that Light Street Capital Management has completely withdrawn its investments from these companies. In contrast, companies like NERDY INC, INDIE SEMICONDUCTOR INC, and CELLEBRITE DI LTD see a significant decrease in the value of their shares despite an increase in the number of shares.

The winners of the report are undoubtedly companies like MICROSOFT CORP, ASML HOLDING N V, and NERDY INC. They observed huge increases in share value and an increase in the number of shares held by the fund.

There are various reasons why companies' holdings changed significantly in the period covered. In cases like MICROSOFT CORP or NVIDIA CORPORATION, companies that performed well in the market observed a major increase in share values. In other cases like TESLA INC or BILL COM HLDGS INC, the fund has withdrawn its investments from the company entirely.

In conclusion, Light Street Capital Management's Q3 vs. Q4 2022 report offers valuable insights into the fund's holdings. The report highlights companies that performed exceptionally well and those that did not perform so well. The report also indicates that the fund is adapting to the market, withdrawing investments from those companies that are not performing as expected, and investing in those that show promise. If you're an investor, understanding the trends in the report can help you make informed investment decisions.

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