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, AMD, ALAB, GTLB, AVGO, and represent 44.49% of Light Street Capital Management's stock portfolio.
- Added to shares of these 10 stocks: ALAB (+$61M), TOST (+$33M), RDDT (+$32M), GTLB (+$24M), MELI (+$22M), SNOW (+$18M), CPNG (+$17M), MDB (+$17M), AMKR (+$16M), BE (+$10M).
- Started 8 new stock positions in ALAB, SNOW, Quantinuum Cl A Ord, Roundhill Memory Etf, MELI, RDDT, TOST, MDB.
- Reduced shares in these 10 stocks: AMD (-$64M), NVDA (-$27M), BILL (-$24M), AMZN (-$18M), IOT (-$12M), MKSI (-$8.2M), FROG (-$5.5M), LITE, AMPL, TSM.
- Sold out of its positions in AMPL, BILL, LITE, IOT.
- Light Street Capital Management was a net buyer of stock by $110M.
- Light Street Capital Management has $903M in assets under management (AUM), dropping by 69.00%.
- Central Index Key (CIK): 0001569049
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Portfolio Holdings for Light Street Capital Management
Light Street Capital Management holds 27 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 17.7 | $160M | 335k | 477.57 |
|
|
| Advanced Micro Devices (AMD) | 7.0 | $64M | -50% | 110k | 580.91 |
|
| Astera Labs (ALAB) | 6.7 | $61M | NEW | 126k | 483.02 |
|
| Gitlab Class A Com (GTLB) | 6.6 | $59M | +66% | 1.9M | 30.53 |
|
| Broadcom (AVGO) | 6.4 | $58M | +2% | 153k | 377.75 |
|
| Amkor Technology (AMKR) | 5.7 | $52M | +46% | 597k | 86.23 |
|
| Jfrog Ord Shs (FROG) | 5.2 | $47M | -10% | 515k | 90.88 |
|
| MKS Instruments (MKSI) | 5.1 | $46M | -15% | 104k | 444.80 |
|
| Chime Finl Com Shs Cl A (CHYM) | 5.0 | $45M | +5% | 2.2M | 20.48 |
|
| Coupang Cl A (CPNG) | 3.9 | $35M | +92% | 2.0M | 17.37 |
|
| Toast Cl A (TOST) | 3.6 | $33M | NEW | 1.2M | 27.82 |
|
| Reddit Cl A (RDDT) | 3.5 | $32M | NEW | 183k | 173.58 |
|
| NVIDIA Corporation (NVDA) | 3.0 | $27M | -49% | 137k | 200.09 |
|
| Bloom Energy Corp Com Cl A (BE) | 2.8 | $26M | +66% | 84k | 302.70 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 2.4 | $22M | 11k | 1989.44 |
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|
| MercadoLibre (MELI) | 2.4 | $22M | NEW | 13k | 1697.39 |
|
| Cellebrite Di Ordinary Shares (CLBT) | 2.1 | $19M | +104% | 1.3M | 14.60 |
|
| Snowflake Com Shs (SNOW) | 2.0 | $18M | NEW | 70k | 254.50 |
|
| Mongodb Cl A (MDB) | 1.9 | $17M | NEW | 50k | 335.90 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.7 | $15M | 43k | 357.37 |
|
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| Amazon (AMZN) | 1.3 | $12M | -59% | 51k | 238.34 |
|
| Datadog Cl A Com (DDOG) | 1.2 | $10M | 40k | 260.36 |
|
|
| Roundhill Etf Trust Memory Etf | 1.0 | $8.9M | NEW | 120k | 73.85 |
|
| Nxp Semiconductors N V (NXPI) | 0.7 | $6.5M | -9% | 23k | 281.03 |
|
| Analog Devices (ADI) | 0.5 | $4.2M | 11k | 397.17 |
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|
| Quantinuum Cl A Com | 0.3 | $2.9M | NEW | 35k | 81.74 |
|
| GDS HLDGS Sponsored Ads (GDS) | 0.2 | $2.2M | 72k | 30.03 |
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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
- Light Street Capital Management 2026 Q2 filed Aug. 14, 2026
- Light Street Capital Management 2026 Q1 filed May 15, 2026
- Light Street Capital Management 2025 Q4 filed Feb. 17, 2026
- Light Street Capital Management 2025 Q3 filed Nov. 14, 2025
- Light Street Capital Management 2025 Q2 filed Aug. 14, 2025
- Light Street Capital Management 2025 Q1 filed May 15, 2025
- Light Street Capital Management 2024 Q4 filed Feb. 14, 2025
- Light Street Capital Management 2024 Q3 filed Nov. 14, 2024
- Light Street Capital Management 2024 Q2 filed Aug. 14, 2024
- Light Street Capital Management 2024 Q1 filed May 15, 2024
- Light Street Capital Management 2023 Q4 filed Feb. 14, 2024
- Light Street Capital Management 2023 Q3 filed Nov. 14, 2023
- Light Street Capital Management 2023 Q2 filed Aug. 14, 2023
- Light Street Capital Management 2023 Q1 filed May 15, 2023
- Light Street Capital Management 2022 Q4 filed Feb. 14, 2023
- Light Street Capital Management 2022 Q3 filed Nov. 14, 2022