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, NVDA, BILL, AMD, GTLB, and represent 44.12% of Light Street Capital Management's stock portfolio.
  • Added to shares of these 10 stocks: GOOGL (+$30M), DDOG (+$30M), CFLT (+$25M), SNOW (+$22M), MDB (+$21M), BABA (+$19M), BILL (+$17M), GTLB (+$17M), CHYM (+$16M), CEG (+$14M).
  • Started 8 new stock positions in BABA, SNOW, APPF, CFLT, GOOGL, MNDY, MDB, DDOG.
  • Reduced shares in these 10 stocks: CLS (-$26M), , TSM (-$20M), GDS (-$18M), NFLX (-$16M), BL (-$15M), NVDA (-$14M), SE (-$9.2M), MELI (-$8.0M), AVGO (-$7.6M).
  • Sold out of its positions in ANSS, BL, CLS, META, MELI, NCNO, NFLX.
  • Light Street Capital Management was a net buyer of stock by $56M.
  • Light Street Capital Management has $595M in assets under management (AUM), dropping by 21.44%.
  • Central Index Key (CIK): 0001569049

Tip: Access up to 7 years of quarterly data

Positions held by Light Street Capital Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Light Street Capital Management

Light Street Capital Management holds 27 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 13.6 $81M -19% 289k 279.29
 View chart
NVIDIA Corporation (NVDA) 8.7 $52M -21% 277k 186.58
 View chart
Bill Com Holdings Ord (BILL) 8.6 $51M +50% 963k 52.97
 View chart
Advanced Micro Devices (AMD) 6.8 $41M -14% 251k 161.79
 View chart
Gitlab Class A Com (GTLB) 6.4 $38M +79% 850k 45.08
 View chart
Broadcom (AVGO) 5.5 $33M -18% 99k 329.91
 View chart
Chime Finl Com Shs Cl A (CHYM) 5.1 $30M +115% 1.5M 20.17
 View chart
Alphabet Cap Stk Cl A (GOOGL) 5.0 $30M NEW 123k 243.10
 View chart
Datadog Cl A Com (DDOG) 5.0 $30M NEW 207k 142.40
 View chart
Jfrog Ord Shs (FROG) 4.6 $27M -4% 579k 47.33
 View chart
Confluent Class A Com (CFLT) 4.2 $25M NEW 1.3M 19.80
 View chart
Snowflake Com Shs (SNOW) 3.8 $22M NEW 99k 225.55
 View chart
Mongodb Cl A (MDB) 3.6 $21M NEW 69k 310.38
 View chart
Alibaba Group Hldg Sponsored Ads (BABA) 3.2 $19M NEW 105k 178.73
 View chart
Asml Holding N V N Y Registry Shs (ASML) 3.0 $18M +235% 19k 968.09
 View chart
Constellation Energy (CEG) 2.7 $16M +1021% 48k 329.07
 View chart
Sea Sponsord Ads (SE) 2.1 $12M -42% 69k 178.73
 View chart
Amazon (AMZN) 1.8 $11M -40% 50k 219.57
 View chart
GDS HLDGS Sponsored Ads (GDS) 1.6 $9.5M -65% 245k 38.70
 View chart
Cellebrite Di Ordinary Shares (CLBT) 1.1 $6.6M -35% 358k 18.53
 View chart
Nxp Semiconductors N V (NXPI) 1.0 $5.7M +10% 25k 227.73
 View chart
Appfolio Com Cl A (APPF) 0.9 $5.5M NEW 20k 275.66
 View chart
Monday SHS (MNDY) 0.6 $3.8M NEW 20k 193.69
 View chart
Apple (AAPL) 0.5 $2.7M +28% 11k 254.63
 View chart
Synopsys (SNPS) 0.3 $1.7M -5% 3.5k 493.39
 View chart
Analog Devices (ADI) 0.3 $1.7M +11% 6.8k 245.70
 View chart
Cadence Design Systems (CDNS) 0.1 $847k -59% 2.4k 351.26
 View chart

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