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LIGHT STREET CAPITAL MANAGEMENT, LLC
hedge fundUpdated 27 days agoManaged by Light Street Capital Management, Llc • Latest filing Q2 2026
Portfolio value
$902.8M
Q2 2026
Filings
14
Quarterly 13F history
Top-10 concentration
94.2%
Weight of largest holdings
Annualized return
9.2%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 14 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q1 2023 | $410M |
| Q2 2023 | $377.3M |
| Q3 2023 | $339.8M |
| Q4 2023 | $333.9M |
| Q1 2024 | $413.5M |
| Q2 2024 | $435.3M |
| Q3 2024 | $422.6M |
| Q4 2024 | $544.6M |
| Q1 2025 | $358.1M |
| Q2 2025 | $489.5M |
| Q3 2025 | $594.5M |
| Q4 2025 | $649.8M |
| Q1 2026 | $534.2M |
| Q2 2026 | $902.8M |
Top holdings
28 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | T TSMWF TAIWAN SEMICONDUCTOR MANUFAC | $107.9M | 225.9K | 11.95% | — |
| 2 | A AMD ADVANCED MICRO DEVICES INC | $63.6M | 109.5K | 7.05% | — |
| 3 | A ALAB ASTERA LABS INC | $60.7M | 125.8K | 6.73% | — |
| 4 | G GTLB GITLAB INC | $59.4M | 1.95M | 6.58% | — |
| 5 | A AVGO BROADCOM INC | $57.9M | 153.3K | 6.41% | — |
| 6 | T TSMWF TAIWAN SEMICONDUCTOR MANUFAC | $52.2M | 109.2K | 5.78% | — |
| 7 | A AMKR AMKOR TECHNOLOGY INC | $51.5M | 596.8K | 5.70% | — |
| 8 | F FROG JFROG LTD | $46.8M | 514.5K | 5.18% | — |
| 9 | M MKSI MKS INC. | $46.2M | 103.8K | 5.11% | — |
| 10 | C CHYM CHIME FINL INC | $45M | 2.20M | 4.99% | — |
| 11 | C CPNG COUPANG INC | $35.2M | 2.02M | 3.90% | — |
| 12 | T TOST TOAST INC | $32.5M | 1.17M | 3.60% | — |
| 13 | R RDDT REDDIT INC | $31.7M | 182.5K | 3.51% | — |
| 14 | N NVDA NVIDIA CORPORATION | $27.4M | 136.7K | 3.03% | — |
| 15 | B BE BLOOM ENERGY CORP | $25.5M | 84.2K | 2.82% | — |
| 16 | A ASMLF ASML HLDG NV | $21.8M | 11.0K | 2.41% | — |
| 17 | M MELI MERCADOLIBRE INC | $21.6M | 12.8K | 2.40% | — |
| 18 | C CLBT CELLEBRITE DI LTD | $19.2M | 1.31M | 2.12% | — |
| 19 | S SNOW SNOWFLAKE INC | $17.8M | 70.0K | 1.97% | — |
| 20 | M MDB MONGODB INC | $16.8M | 50.0K | 1.86% | — |