Light Street Capital Management as of March 31, 2026
Portfolio Holdings for Light Street Capital Management
Light Street Capital Management holds 23 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Taiwan Semiconductor Manufac Sponsored Ads Put Option (TSM) | 21.3 | $114M | 337k | 337.95 | |
| NVIDIA Corporation (NVDA) | 8.9 | $48M | 272k | 174.40 | |
| Broadcom (AVGO) | 8.7 | $46M | 150k | 309.51 | |
| Advanced Micro Devices (AMD) | 8.3 | $45M | 219k | 203.43 | |
| Chime Finl Com Shs Cl A (CHYM) | 7.3 | $39M | 2.1M | 18.73 | |
| MKS Instruments (MKSI) | 5.3 | $28M | 122k | 229.81 | |
| Jfrog Ord Shs (FROG) | 5.1 | $27M | 575k | 46.93 | |
| Amazon (AMZN) | 4.9 | $26M | 125k | 208.27 | |
| Gitlab Class A Com (GTLB) | 4.7 | $25M | 1.2M | 21.64 | |
| Bill Com Holdings Ord (BILL) | 4.5 | $24M | 625k | 38.30 | |
| Coupang Cl A (CPNG) | 3.7 | $20M | 1.1M | 18.88 | |
| Amkor Technology (AMKR) | 3.4 | $18M | 407k | 45.03 | |
| Asml Hldg Nv N Y Registry Shs (ASML) | 2.7 | $15M | 11k | 1320.83 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.3 | $12M | 43k | 287.56 | |
| Samsara Com Cl A (IOT) | 2.3 | $12M | 384k | 31.69 | |
| Cellebrite Di Ordinary Shares (CLBT) | 1.7 | $8.8M | 641k | 13.78 | |
| Bloom Energy Corp Com Cl A (BE) | 1.3 | $6.9M | 51k | 135.49 | |
| Nxp Semiconductors N V (NXPI) | 0.9 | $5.0M | 26k | 196.86 | |
| Datadog Cl A Com (DDOG) | 0.9 | $4.7M | 40k | 118.05 | |
| Analog Devices (ADI) | 0.6 | $3.3M | 11k | 318.14 | |
| GDS HLDGS Sponsored Ads (GDS) | 0.5 | $2.9M | 72k | 40.29 | |
| Lumentum Hldgs (LITE) | 0.4 | $2.0M | 2.9k | 702.76 | |
| Amplitude Com Cl A (AMPL) | 0.4 | $2.0M | 293k | 6.82 |
