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LIGHT STREET CAPITAL MANAGEMENT, LLC — 13F Holdings & Portfolio

CIK 1569049 · latest 13F-HR filed 2026-08-14

Backtest portfolio

LIGHT STREET CAPITAL MANAGEMENT, LLC manages $902.8M in 13F-reported U.S. long-equity assets across 28 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are TSM (11.95%), AMD (7.05%), ALAB (6.73%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 8 new positions, exited 4, added to 16, and trimmed 3.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
505 HAMILTON AVENUE
SUITE 110
PALO ALTO, CA 94301
Phone
(650) 234-1640
Filing Manager
LIGHT STREET CAPITAL MANAGEMENT, LLC
Palo Alto, CA
Signatory
Theo J. Robins
Chief Compliance Officer
Loading holdings…
AUM

$902.8M

Long-equity book

Holdings

28

Distinct positions

Period

2026-06-30

Filed 2026-08-14

Q/Q Activity

+8 / −4 / ↑16 / ↓3

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • GITLAB INC$34.1M +134.5%
  • AMKOR TECHNOLOGY INC$33.1M +180.8%
  • TAIWAN SEMICONDUCTOR MANUFAC$31.0M +40.3%
  • JFROG LTD$19.8M +73.3%
  • ADVANCED MICRO DEVICES INC$19.0M +42.6%
Show all 16 →

Top Trims

  • NVIDIA CORPORATION-$20.1M -42.4%
  • AMAZON COM INC-$13.8M -53.2%
  • GDS HLDGS LTD-$730.6K -25.3%
Show all 3 →

New Positions

  • ASTERA LABS INC$60.7M
  • TOAST INC$32.5M
  • REDDIT INC$31.7M
  • MERCADOLIBRE INC$21.6M
  • SNOWFLAKE INC$17.8M
Show all 8 →

Exited Positions

  • BILL HOLDINGS INC$23.9M
  • SAMSARA INC$12.2M
  • LUMENTUM HLDGS INC$2.0M
  • AMPLITUDE INC$2.0M
Show all 4 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $107.9M 11.95% 225,949 SH
2 ADVANCED MICRO DEVICES INC AMD 007903107 $63.6M 7.05% 109,500 SH
3 ASTERA LABS INC ALAB 04626A103 $60.7M 6.73% 125,750 SH
4 GITLAB INC GTLB 37637K108 $59.4M 6.58% 1,945,000 SH
5 BROADCOM INC AVGO 11135F101 $57.9M 6.41% 153,250 SH
6 TAIWAN SEMICONDUCTOR MANUFAC Put TSM 874039100 $52.2M 5.78% 109,200 SH
7 AMKOR TECHNOLOGY INC AMKR 031652100 $51.5M 5.70% 596,783 SH
8 JFROG LTD FROG M6191J100 $46.8M 5.18% 514,500 SH
9 MKS INC. MKSI 55306N104 $46.2M 5.11% 103,800 SH
10 CHIME FINL INC CHYM 16935C109 $45.0M 4.99% 2,199,089 SH
11 COUPANG INC CPNG 22266T109 $35.2M 3.90% 2,025,000 SH
12 TOAST INC TOST 888787108 $32.5M 3.60% 1,167,500 SH
13 REDDIT INC RDDT 75734B100 $31.7M 3.51% 182,500 SH
14 NVIDIA CORPORATION NVDA 67066G104 $27.4M 3.03% 136,720 SH
15 BLOOM ENERGY CORP BE 093712107 $25.5M 2.82% 84,167 SH
16 ASML HLDG NV ASML N07059210 $21.8M 2.41% 10,957 SH
17 MERCADOLIBRE INC MELI 58733R102 $21.6M 2.40% 12,750 SH
18 CELLEBRITE DI LTD CLBT M2197Q107 $19.2M 2.12% 1,312,755 SH
19 SNOWFLAKE INC SNOW 833445109 $17.8M 1.97% 70,000 SH
20 MONGODB INC MDB 60937P106 $16.8M 1.86% 50,000 SH
21 ALPHABET INC GOOGL 02079K305 $15.2M 1.69% 42,650 SH
22 AMAZON COM INC AMZN 023135106 $12.2M 1.35% 51,000 SH
23 DATADOG INC DDOG 23804L103 $10.4M 1.15% 40,000 SH
24 ROUNDHILL ETF TRUST DRAM 77926X320 $8.9M 0.98% 120,000 SH
25 NXP SEMICONDUCTORS N V NXPI N6596X109 $6.5M 0.72% 23,003 SH
26 ANALOG DEVICES INC ADI 032654105 $4.2M 0.46% 10,523 SH
27 QUANTINUUM INC QNT 74768A104 $2.9M 0.32% 35,242 SH
28 GDS HLDGS LTD GDS 36165L108 $2.2M 0.24% 71,790 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-14 $902.8M 28 0000935836-26-000422
2026-03-31 2026-05-15 $534.2M 24 0000935836-26-000261
2025-12-31 2026-02-17 $649.8M 24 0000935836-26-000112
2025-09-30 2025-11-14 $594.5M 27 0000935836-25-000702