Light Street Capital Management

Latest statistics and disclosures from Light Street Capital Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are TSM, CHYM, NVDA, AVGO, BILL, and represent 47.84% of Light Street Capital Management's stock portfolio.
  • Added to shares of these 10 stocks: CHYM (+$31M), RDDT (+$21M), NFLX (+$19M), AMPL (+$17M), AVGO (+$15M), NVDA (+$12M), AMKR (+$11M), TEAM (+$10M), GTLB (+$7.9M), CEG (+$5.3M).
  • Started 6 new stock positions in MKSI, AMPL, NFLX, TEAM, AMKR, RDDT.
  • Reduced shares in these 10 stocks: DDOG (-$30M), SNOW (-$22M), MDB (-$21M), BABA (-$19M), SE (-$12M), CFLT (-$11M), ASML (-$8.0M), FROG (-$7.3M), AMD (-$6.8M), TSM (-$6.3M).
  • Sold out of its positions in BABA, APPF, CDNS, DDOG, MDB, SE, SNOW, SNPS, MNDY.
  • Light Street Capital Management was a net seller of stock by $-2.2M.
  • Light Street Capital Management has $650M in assets under management (AUM), dropping by 9.30%.
  • Central Index Key (CIK): 0001569049

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Portfolio Holdings for Light Street Capital Management

Light Street Capital Management holds 24 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 12.6 $82M -7% 268k 303.89
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Chime Finl Com Shs Cl A (CHYM) 10.5 $68M +81% 2.7M 25.17
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NVIDIA Corporation (NVDA) 9.8 $63M +22% 340k 186.50
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Broadcom (AVGO) 7.7 $50M +44% 144k 346.10
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Bill Com Holdings Ord (BILL) 7.4 $48M -8% 878k 54.54
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Advanced Micro Devices (AMD) 7.2 $47M -12% 220k 214.16
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Alphabet Cap Stk Cl A (GOOGL) 6.5 $42M +9% 135k 313.00
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Gitlab Class A Com (GTLB) 6.1 $40M +24% 1.1M 37.53
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Jfrog Ord Shs (FROG) 4.4 $29M -20% 462k 62.46
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Confluent Class A Com (CFLT) 4.2 $28M -28% 910k 30.24
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Constellation Energy (CEG) 3.4 $22M +31% 63k 353.27
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Reddit Cl A (RDDT) 3.2 $21M NEW 90k 229.87
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Netflix (NFLX) 2.9 $19M NEW 200k 93.76
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Amplitude Com Cl A (AMPL) 2.7 $17M NEW 1.5M 11.58
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Amazon (AMZN) 2.5 $16M +38% 70k 230.82
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Asml Holding N V N Y Registry Shs (ASML) 1.8 $12M -40% 11k 1069.86
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Amkor Technology (AMKR) 1.7 $11M NEW 288k 39.48
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Atlassian Corporation Cl A (TEAM) 1.6 $10M NEW 63k 162.14
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Cellebrite Di Ordinary Shares (CLBT) 1.4 $8.9M +37% 493k 18.03
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Nxp Semiconductors N V (NXPI) 0.8 $5.4M 25k 217.06
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MKS Instruments (MKSI) 0.5 $3.1M NEW 20k 159.80
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Analog Devices (ADI) 0.4 $2.8M +50% 10k 271.20
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Apple (AAPL) 0.4 $2.7M -5% 10k 271.86
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GDS HLDGS Sponsored Ads (GDS) 0.4 $2.3M -73% 65k 34.90
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Past Filings by Light Street Capital Management

SEC 13F filings are viewable for Light Street Capital Management going back to 2012

View all past filings