Light Street Capital Management, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$534.2M
Q ending 2026-03-31
Prior quarter
$649.8M
Q ending 2025-12-31
Change
-17.8% QoQ · +49.2% YoY
Positions
24
reported holdings
Largest positions
All 24 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Taiwan Semiconductor Manufac | TSM | Shares | $76.9M | 228K |
| Nvidia Corporation | NVDA | Shares | $47.5M | 272K |
| Broadcom Inc | AVGO | Shares | $46.4M | 150K |
| Advanced Micro Devices Inc | AMD | Shares | $44.6M | 219K |
| Chime Finl Inc | CHYM | Shares | $38.9M | 2.1M |
| Taiwan Semiconductor Manufac | TSM | Put | $36.9M | 109K |
| Mks Inc. | MKSI | Shares | $28.1M | 122K |
| Jfrog Ltd | Shares | $27.0M | 575K | |
| Amazon Com Inc | AMZN | Shares | $26.0M | 125K |
| Gitlab Inc | GTLB | Shares | $25.3M | 1.2M |
| Bill Holdings Inc | BILL | Shares | $23.9M | 625K |
| Coupang Inc | CPNG | Shares | $19.9M | 1.1M |
| Amkor Technology Inc | AMKR | Shares | $18.3M | 407K |
| Asml Hldg Nv | Shares | $14.5M | 11K | |
| Alphabet Inc | GOOGL | Shares | $12.2M | 43K |
| Samsara Inc | IOT | Shares | $12.2M | 384K |
| Cellebrite Di Ltd | Shares | $8.8M | 641K | |
| Bloom Energy Corp | BE | Shares | $6.9M | 51K |
| Nxp Semiconductors N V | Shares | $5.0M | 26K | |
| Datadog Inc | DDOG | Shares | $4.7M | 40K |
| Analog Devices Inc | ADI | Shares | $3.3M | 11K |
| Gds Hldgs Ltd | GDS | Shares | $2.9M | 72K |
| Lumentum Hldgs Inc | LITE | Shares | $2.0M | 3K |
| Amplitude Inc | AMPL | Shares | $2.0M | 293K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.