Light Street Capital Management as of June 30, 2026
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 | 110k | 580.91 | |
| Astera Labs (ALAB) | 6.7 | $61M | 126k | 483.02 | |
| Gitlab Class A Com (GTLB) | 6.6 | $59M | 1.9M | 30.53 | |
| Broadcom (AVGO) | 6.4 | $58M | 153k | 377.75 | |
| Amkor Technology (AMKR) | 5.7 | $52M | 597k | 86.23 | |
| Jfrog Ord Shs (FROG) | 5.2 | $47M | 515k | 90.88 | |
| MKS Instruments (MKSI) | 5.1 | $46M | 104k | 444.80 | |
| Chime Finl Com Shs Cl A (CHYM) | 5.0 | $45M | 2.2M | 20.48 | |
| Coupang Cl A (CPNG) | 3.9 | $35M | 2.0M | 17.37 | |
| Toast Cl A (TOST) | 3.6 | $33M | 1.2M | 27.82 | |
| Reddit Cl A (RDDT) | 3.5 | $32M | 183k | 173.58 | |
| NVIDIA Corporation (NVDA) | 3.0 | $27M | 137k | 200.09 | |
| Bloom Energy Corp Com Cl A (BE) | 2.8 | $26M | 84k | 302.70 | |
| Asml Hldg Nv N Y Registry Shs (ASML) | 2.4 | $22M | 11k | 1989.44 | |
| MercadoLibre (MELI) | 2.4 | $22M | 13k | 1697.39 | |
| Cellebrite Di Ordinary Shares (CLBT) | 2.1 | $19M | 1.3M | 14.60 | |
| Snowflake Com Shs (SNOW) | 2.0 | $18M | 70k | 254.50 | |
| Mongodb Cl A (MDB) | 1.9 | $17M | 50k | 335.90 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.7 | $15M | 43k | 357.37 | |
| Amazon (AMZN) | 1.3 | $12M | 51k | 238.34 | |
| Datadog Cl A Com (DDOG) | 1.2 | $10M | 40k | 260.36 | |
| Roundhill Etf Trust Memory Etf | 1.0 | $8.9M | 120k | 73.85 | |
| Nxp Semiconductors N V (NXPI) | 0.7 | $6.5M | 23k | 281.03 | |
| Analog Devices (ADI) | 0.5 | $4.2M | 11k | 397.17 | |
| Quantinuum Cl A Com | 0.3 | $2.9M | 35k | 81.74 | |
| GDS HLDGS Sponsored Ads (GDS) | 0.2 | $2.2M | 72k | 30.03 |
