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LIGHT STREET CAPITAL MANAGEMENT, LLC
Q2 2026 13F filing
Updated 27 days ago28 disclosed positions worth $902.8M
Portfolio value
$902.8M
Total holdings
28
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
—
Filed
2026-08-14
Full holdings
Every line item disclosed in 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% | — |
| 21 | G GOOGN ALPHABET INC | $15.2M | 42.6K | 1.69% | — |
| 22 | A AMZN AMAZON COM INC | $12.2M | 51.0K | 1.35% | — |
| 23 | D DDOG DATADOG INC | $10.4M | 40.0K | 1.15% | — |
| 24 | ? N/A ROUNDHILL ETF TRUST | $8.9M | 120.0K | 0.98% | — |
| 25 | N NXPI NXP SEMICONDUCTORS N V | $6.5M | 23.0K | 0.72% | — |
| 26 | A ADI ANALOG DEVICES INC | $4.2M | 10.5K | 0.46% | — |
| 27 | Q QNT QUANTINUUM INC | $2.9M | 35.2K | 0.32% | — |
| 28 | G GDHLF GDS HLDGS LTD | $2.2M | 71.8K | 0.24% | — |