LIGHT STREET CAPITAL MANAGEMENT, LLC — 13F Holdings & Portfolio
CIK 1569049 · latest 13F-HR filed 2026-05-15
LIGHT STREET CAPITAL MANAGEMENT, LLC manages $534.2M in 13F-reported U.S. long-equity assets across 24 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are TSM (14.40%), NVDA (8.89%), AVGO (8.68%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 5 new positions, exited 6, added to 6, and trimmed 11.
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.
$534.2M
Long-equity book
24
Distinct positions
2026-03-31
Filed 2026-05-15
+5 / −6 / ↑6 / ↓11
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- MKS INC.$25.0M +797.9%
- AMAZON COM INC$10.0M +62.0%
- AMKOR TECHNOLOGY INC$7.0M +61.2%
- ASML HLDG NV$2.7M +23.0%
- GDS HLDGS LTD$608.5K +26.7%
Top Trims
- ALPHABET INC-$29.9M -71.0%
- CHIME FINL INC-$29.3M -43.0%
- BILL HOLDINGS INC-$23.9M -50.0%
- NVIDIA CORPORATION-$15.9M -25.1%
- AMPLITUDE INC-$15.4M -88.5%
New Positions
- COUPANG INC$19.9M
- SAMSARA INC$12.2M
- BLOOM ENERGY CORP$6.9M
- DATADOG INC$4.7M
- LUMENTUM HLDGS INC$2.0M
Exited Positions
- CONFLUENT INC$27.5M
- CONSTELLATION ENERGY CORP$22.3M
- REDDIT INC$20.7M
- NETFLIX INC$18.8M
- ATLASSIAN CORPORATION$10.3M
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 | $76.9M | 14.40% | 227,585 | SH |
| 2 | NVIDIA CORPORATION | NVDA | 67066G104 | $47.5M | 8.89% | 272,214 | SH |
| 3 | BROADCOM INC | AVGO | 11135F101 | $46.4M | 8.68% | 149,800 | SH |
| 4 | ADVANCED MICRO DEVICES INC | AMD | 007903107 | $44.6M | 8.35% | 219,251 | SH |
| 5 | CHIME FINL INC | CHYM | 16935C109 | $38.9M | 7.28% | 2,077,615 | SH |
| 6 | TAIWAN SEMICONDUCTOR MANUFAC Put | TSM | 874039100 | $36.9M | 6.91% | 109,200 | SH |
| 7 | MKS INC. | MKSI | 55306N104 | $28.1M | 5.26% | 122,264 | SH |
| 8 | JFROG LTD | FROG | M6191J100 | $27.0M | 5.05% | 575,000 | SH |
| 9 | AMAZON COM INC | AMZN | 023135106 | $26.0M | 4.87% | 124,800 | SH |
| 10 | GITLAB INC | GTLB | 37637K108 | $25.3M | 4.74% | 1,170,000 | SH |
| 11 | BILL HOLDINGS INC | BILL | 090043100 | $23.9M | 4.48% | 625,000 | SH |
| 12 | COUPANG INC | CPNG | 22266T109 | $19.9M | 3.72% | 1,051,957 | SH |
| 13 | AMKOR TECHNOLOGY INC | AMKR | 031652100 | $18.3M | 3.43% | 406,990 | SH |
| 14 | ASML HLDG NV | ASML | N07059210 | $14.5M | 2.71% | 10,946 | SH |
| 15 | ALPHABET INC | GOOGL | 02079K305 | $12.2M | 2.29% | 42,500 | SH |
| 16 | SAMSARA INC | IOT | 79589L106 | $12.2M | 2.28% | 384,000 | SH |
| 17 | CELLEBRITE DI LTD | CLBT | M2197Q107 | $8.8M | 1.65% | 640,925 | SH |
| 18 | BLOOM ENERGY CORP | BE | 093712107 | $6.9M | 1.28% | 50,625 | SH |
| 19 | NXP SEMICONDUCTORS N V | NXPI | N6596X109 | $5.0M | 0.94% | 25,500 | SH |
| 20 | DATADOG INC | DDOG | 23804L103 | $4.7M | 0.88% | 40,000 | SH |
| 21 | ANALOG DEVICES INC | ADI | 032654105 | $3.3M | 0.63% | 10,500 | SH |
| 22 | GDS HLDGS LTD | GDS | 36165L108 | $2.9M | 0.54% | 71,642 | SH |
| 23 | LUMENTUM HLDGS INC | LITE | 55024U109 | $2.0M | 0.38% | 2,892 | SH |
| 24 | AMPLITUDE INC | AMPL | 03213A104 | $2.0M | 0.37% | 292,844 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 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 |