# EDGAR Filing Document

**Accession Number:** 0001569049
**File Stem:** 0001569049-25-000003
**Filing Date:** 2025-8
**Character Count:** 19001
**Document Hash:** a2c1df6e857adec3ecf23ff43005a109
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001569049-25-000003.hdr.sgml**: 20250827

**ACCESSION NUMBER**: 0001569049-25-000003

**CONFORMED SUBMISSION TYPE**: N-PX

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250827

**EFFECTIVENESS DATE**: 20250827

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** LIGHT STREET CAPITAL MANAGEMENT, LLC
- **CENTRAL INDEX KEY:** 0001569049

**ORGANIZATION NAME:**
- **EIN:** 272888103
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** N-PX
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-15239
- **FILM NUMBER:** 251266516

**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

## FORM N-PX
### ANNUAL REPORT OF PROXY VOTING RECORD

## N-PX: Filer Information

**Filer CIK:** 0001569049

**Date of Report:** 06/30/2025

**Are you a Registered Management Investment Company or an Institutional Manager?:** Institutional Manager

**Is this a LIVE or TEST Filing?:** LIVE

**Is this an electronic copy of an official filing submitted in paper format?:** [ ]

### Submission Contact Information
_Not provided in this filing._

### Notification Information
**Notify via Filing Website only?:** [ ]

## N-PX: Cover Page

**Name of reporting person:** LIGHT STREET CAPITAL MANAGEMENT, LLC

**Address:** 505 HAMILTON AVENUE, PALO ALTO, CA 94301

**Telephone number:** 650-234-1640

**Name of agent for service:** —

**Agent Address:** —, —, — —

**Reporting Period:** Report for the year ended 06/30/2025

**SEC File Number:** 028-15239

**CRD Number (if any):** —

**Other SEC File Number (if any):** —

**LEI (if any):** —

**Report Type (check only one):**

Institutional Manager.

- [x] Institutional Manager Voting Report

- [ ] Institutional Manager Notice Report

- [ ] Institutional Manager Combination Report

Registered Management Investment Company.

- [ ] Fund Voting Report

- [ ] Fund Notice Report

**Do you wish to provide explanatory information pursuant to Special Instruction B.4?:**

- [x] No

- [ ] Yes

**Additional information:** —

## N-PX: Summary - Included Managers

**Number of Included Institutional Managers:** 0

**Included Institutional Managers:** —

## FORM N-PX PROXY VOTING RECORD

| NAME OF ISSUER              | CUSIP   | MEETING DATE   | VOTE DESCRIPTION                                                                                                                                                                                                       | VOTE CATEGORY                |   SHARES VOTED |   SHARES ON LOAN | HOW VOTED   |   SHARES VOTED FOR OR AGAINST MANAGEMENT | FOR OR AGAINST MANAGEMENT   | OTHER INFO   |
|:---|:---|:---|:---|:---|---:|---:|:---|---:|:---|:---|
| AUTODESK, INC.              |  | 07/16/2024     | Approve, on an advisory (non-binding) basis, the compensation ofAutodesk, Inc.'s named executiveofficers.                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |          38635 |                0 | FOR         |                                    38635 | NONE                        |  |
| NETAPP, INC.                |  | 09/11/2024     | To hold an advisory vote to approveNamed Executive Officercompensation.                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |          68830 |                0 | FOR         |                                    68830 | NONE                        |  |
| CELLEBRITE DI LTD.          |  | 09/17/2024     | To approve the Non-ExecutiveDirectors' Compensation Packageand External Directors'Compensation Package.                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |         270000 |                0 | FOR         |                                   270000 | NONE                        |  |
| CAMTEK LTD.                 |  | 09/25/2024     | Approval of Compensation to theCompany's Chief Executive Officer.                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |          39057 |                0 | FOR         |                                    39057 | NONE                        |  |
| CAMTEK LTD.                 |  | 09/25/2024     | Approval of equity awards to eachof the Company's non-controllingdirectors, subject to their respective re-election for service.                                                                                       | SECTION 14A SAY-ON-PAY VOTES |          39057 |                0 | FOR         |                                    39057 | NONE                        |  |
| BILL HOLDINGS, INC.         |  | 12/05/2024     | To approve, on an advisory basis,the compensation of our NamedExecutive Officers (Say-on-Pay).                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |         127142 |                0 | FOR         |                                   127142 | NONE                        |  |
| ZSCALER, INC.               |  | 01/10/2025     | To approve on a non-binding,advisory basis, the compensation ofour named executive officers.                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |           6419 |                0 | FOR         |                                     6419 | NONE                        |  |
| MICRON TECHNOLOGY, INC.     |  | 01/16/2025     | PROPOSAL BY THE COMPANY TOAPPROVE, ON A NON-BINDINGADVISORY BASIS, THECOMPENSATION OF OUR NAMEDEXECUTIVE OFFICERS AS DESCRIBEDIN THE PROXY STATEMENT.                                                                  | SECTION 14A SAY-ON-PAY VOTES |           2000 |                0 | FOR         |                                     2000 | NONE                        |  |
| APPLE INC.                  |  | 02/25/2025     | Advisory vote to approve executivecompensation                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |          36957 |                0 | FOR         |                                    36957 | NONE                        |  |
| CIENA CORPORATION           |  | 03/27/2025     | Advisory vote on our namedexecutive officer compensation, asdescribed in the proxy materials.                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |         104370 |                0 | FOR         |                                   104370 | NONE                        |  |
| SYNOPSYS, INC.              |  | 04/10/2025     | To approve, on an advisory basis,the compensation of our namedexecutive officers, as disclosed inthe attached Proxy Statement.                                                                                         | SECTION 14A SAY-ON-PAY VOTES |            131 |                0 | FOR         |                                      131 | NONE                        |  |
| BROADCOM INC                |  | 04/21/2025     | Advisory vote to approve the namedexecutive officer compensation.                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |         124448 |                0 | FOR         |                                   124448 | NONE                        |  |
| ASML HOLDINGS N.V.          |  | 04/23/2025     | Advisory vote on the remunerationreport for the Board ofManagement and the SupervisoryBoard for the financial year 2024                                                                                                | SECTION 14A SAY-ON-PAY VOTES |           5292 |                0 | FOR         |                                     5292 | NONE                        |  |
| ASML HOLDINGS N.V.          |  | 04/23/2025     | APPROVE NUMBER OF SHARES FOR MANAGEMENT BOARD                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |          36417 |                0 | FOR         |                                    36417 | NONE                        |  |
| ASML HOLDINGS N.V.          |  | 04/23/2025     | AMEND REMUNERATION POLICY OF EXECUTIVE BOARD                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |          36417 |                0 | FOR         |                                    36417 | NONE                        |  |
| ASML HOLDINGS N.V.          |  | 04/23/2025     | AMEND REMUNERATION POLICY OF SUPERVISORY BOARD                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |          36417 |                0 | FOR         |                                    36417 | NONE                        |  |
| ASML HOLDINGS N.V.          |  | 04/23/2025     | Proposal to approve the number of shares for the Board of Management                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |           7011 |                0 | FOR         |                                     7011 | NONE                        |  |
| ASML HOLDINGS N.V.          |  | 04/23/2025     | Proposal to adopt the revised remuneration policy of the Board of Management                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |           7011 |                0 | FOR         |                                     7011 | NONE                        |  |
| ASML HOLDINGS N.V.          |  | 04/23/2025     | Proposal to amend the remuneration of the members of the Supervisory Board                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |           7011 |                0 | FOR         |                                     7011 | NONE                        |  |
| CONSTELLATION ENERGY CORP   |  | 04/29/2025     | To consider and act on an advisoryvote regarding the approval ofcompensation paid to namedexecutive officers                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |          39587 |                0 | FOR         |                                    39587 | NONE                        |  |
| BLACKLINE, INC.             |  | 05/08/2025     | Approval, on a non-binding,advisory basis, of the 2024compensation of the Company'snamed executive officers.                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |         387716 |                0 | FOR         |                                   387716 | NONE                        |  |
| BLACKLINE, INC.             |  | 05/08/2025     | Approval, on a non-binding,advisory basis, on the frequency offuture advisory votes on thecompensation of the Company'snamed executive officers.                                                                       | SECTION 14A SAY-ON-PAY VOTES |         387716 |                0 | 1 YEAR      |                                   387716 | NONE                        |  |
| CADENCE DESIGN SYSTEMS,INC. |  | 05/08/2025     | Advisory resolution to approvenamed executive officercompensation.                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |           5911 |                0 | FOR         |                                     5911 | NONE                        |  |
| ADVANCED MICRO DEVICES,INC. |  | 05/14/2025     | Approve on a non-binding, advisorybasis the compensation of thenamed executive officers, asdisclosed in this proxy statementpursuant to the compensationdisclosure rules of the U.S.Securities and ExchangeCommission. | SECTION 14A SAY-ON-PAY VOTES |         308534 |                0 | FOR         |                                   308534 | NONE                        |  |
| JFROG LTD.                  |  | 05/20/2025     | To approve changes to thecompensation of Shlomi Ben Haim,our Chief Executive Officer.                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |         703940 |                0 | FOR         |                                   703940 | NONE                        |  |
| JFROG LTD.                  |  | 05/20/2025     | To approve changes to thecompensation of Yoav Landman, ourChief Technology Officer.                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |         703940 |                0 | FOR         |                                   703940 | NONE                        |  |
| JFROG LTD.                  |  | 05/20/2025     | To approve the Company's 2025Executive Officer and DirectorCompensation Policy.                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |         703940 |                0 | FOR         |                                   703940 | NONE                        |  |
| JFROG LTD.                  |  | 05/20/2025     | To approve changes to thecompensation program of our non-executive members of our board ofdirectors.                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |         703940 |                0 | FOR         |                                   703940 | NONE                        |  |
| AMAZON.COM, INC.            |  | 05/21/2025     | ADVISORY VOTE TO APPROVEEXECUTIVE COMPENSATION                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |          90510 |                0 | FOR         |                                    90510 | NONE                        |  |
| META PLATFORMS, INC.        |  | 05/28/2025     | To approve, on a non-bindingadvisory basis, the compensationprogram for Meta Platforms, Inc.'snamed executive officers asdisclosed in Meta Platforms, Inc.'sproxy statement.                                           | SECTION 14A SAY-ON-PAY VOTES |          23935 |                0 | FOR         |                                    23935 | NONE                        |  |
| META PLATFORMS, INC.        |  | 05/28/2025     | To vote, on a non-binding advisorybasis, whether a non-bindingadvisory vote on the compensationprogram for Meta Platforms, Inc.'snamed executive officers should beheld every one, two or three years.                 | SECTION 14A SAY-ON-PAY VOTES |          23935 |                0 | 1 YEAR      |                                    23935 | NONE                        |  |
| NXP SEMICONDUCTORS N.V.     |  | 06/11/2025     | Non-binding, advisory vote toapprove Named Executive Officercompensation                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |          21178 |                0 | FOR         |                                    21178 | NONE                        |  |
| NCINO, INC.                 |  | 06/18/2025     | Approval, on a non-binding,advisory basis, of the compensationpaid to the company's namedexecutive officers (or NEOs).                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |         363277 |                0 | FOR         |                                   363277 | NONE                        |  |
| GITLAB INC.                 |  | 06/20/2025     | Approve, on a non-binding advisorybasis, the compensation paid byGitLab Inc. to its named executiveofficers.                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |         361549 |                0 | FOR         |                                   361549 | NONE                        |  |
| SUNCORPORATION              |  | 06/24/2025     | Approve Details of the StockCompensation to be received byDirectors (Excluding Directors whoare Audit and SupervisoryCommittee Members)                                                                                | SECTION 14A SAY-ON-PAY VOTES |         229800 |                0 | FOR         |                                   229800 | NONE                        |  |
| SUNCORPORATION              |  | 06/24/2025     | Approve Details of theCompensation to be received byDirectors who are Audit andSupervisory Committee Members                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |         114900 |                0 | FOR         |                                   114900 | NONE                        |  |
| NVIDIA CORPORATION          |  | 06/25/2025     | Advisory approval of our executivecompensation.                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |         340439 |                0 | FOR         |                                   340439 | NONE                        |  |

## N-PX: Signature Block

**Reporting Person:** LIGHT STREET CAPITAL MANAGEMENT, LLC

**By (Signature):** Theo J. Robins

**By (Printed Signature):** Theo J. Robins

**By (Title):** Chief Compliance Officer

**Date:** 08/27/2025