Light Street Capital Management as of Dec. 31, 2025
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 | 268k | 303.89 | |
| Chime Finl Com Shs Cl A (CHYM) | 10.5 | $68M | 2.7M | 25.17 | |
| NVIDIA Corporation (NVDA) | 9.8 | $63M | 340k | 186.50 | |
| Broadcom (AVGO) | 7.7 | $50M | 144k | 346.10 | |
| Bill Com Holdings Ord (BILL) | 7.4 | $48M | 878k | 54.54 | |
| Advanced Micro Devices (AMD) | 7.2 | $47M | 220k | 214.16 | |
| Alphabet Cap Stk Cl A (GOOGL) | 6.5 | $42M | 135k | 313.00 | |
| Gitlab Class A Com (GTLB) | 6.1 | $40M | 1.1M | 37.53 | |
| Jfrog Ord Shs (FROG) | 4.4 | $29M | 462k | 62.46 | |
| Confluent Class A Com (CFLT) | 4.2 | $28M | 910k | 30.24 | |
| Constellation Energy (CEG) | 3.4 | $22M | 63k | 353.27 | |
| Reddit Cl A (RDDT) | 3.2 | $21M | 90k | 229.87 | |
| Netflix (NFLX) | 2.9 | $19M | 200k | 93.76 | |
| Amplitude Com Cl A (AMPL) | 2.7 | $17M | 1.5M | 11.58 | |
| Amazon (AMZN) | 2.5 | $16M | 70k | 230.82 | |
| Asml Holding N V N Y Registry Shs (ASML) | 1.8 | $12M | 11k | 1069.86 | |
| Amkor Technology (AMKR) | 1.7 | $11M | 288k | 39.48 | |
| Atlassian Corporation Cl A (TEAM) | 1.6 | $10M | 63k | 162.14 | |
| Cellebrite Di Ordinary Shares (CLBT) | 1.4 | $8.9M | 493k | 18.03 | |
| Nxp Semiconductors N V (NXPI) | 0.8 | $5.4M | 25k | 217.06 | |
| MKS Instruments (MKSI) | 0.5 | $3.1M | 20k | 159.80 | |
| Analog Devices (ADI) | 0.4 | $2.8M | 10k | 271.20 | |
| Apple (AAPL) | 0.4 | $2.7M | 10k | 271.86 | |
| GDS HLDGS Sponsored Ads (GDS) | 0.4 | $2.3M | 65k | 34.90 |
