Filed: 11/14/2025ACC: 0000935836-25-000702
📋 What this filing means
LIGHT STREET CAPITAL MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 27 equity positions with a total reported market value of $594.48M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
27
Positions
$594.48M
Total AUM (reported)
7.55M
Total Shares
Allocation by class
COM$215.45M36.2%
SPONSORED ADS$108.97M18.3%
CLASS A COM$63.44M10.7%
COM SHS CL A$30.09M5.1%
CAP STK CL A$29.78M5.0%
CL A COM$29.48M5.0%
ORD SHS$27.42M4.6%
Portfolio Concentration
Top 3$183.35M30.8%
4–10$228.47M38.4%
11–25$180.16M30.3%
Rest$2.51M0.4%
Top 3 weight
30.8%
Top 10 weight
69.3%
Voting Authority Distribution
Total shares with voting rights: 7.55M
Sole
Full voting authority
7.35M
shares
% of voting shares97.4%
Shared
Joint voting authority
199.35K
shares
% of voting shares2.6%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole27
Shared0
Other0
Dominant voting typeSole · 97.4% of voting shares
Institutional Holdings27
Rows:
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares289.10K
TypeSH
Market value$80.74M
13.58%
Sole
254.31K
Shared
34.79K
None
0.00
NVIDIA CORPORATION
SOLEShares276.68K
TypeSH
Market value$51.62M
8.68%
Sole
252.74K
Shared
23.94K
None
0.00
BILL HOLDINGS INC
SOLEShares962.50K
TypeSH
Market value$50.98M
8.58%
Sole
962.50K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares251.11K
TypeSH
Market value$40.63M
6.83%
Sole
223.82K
Shared
27.29K
None
0.00
GITLAB INC
SOLEShares850K
TypeSH
Market value$38.32M
6.45%
Sole
850K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares99.31K
TypeSH
Market value$32.76M
5.51%
Sole
89.65K
Shared
9.66K
None
0.00
CHIME FINL INC
SOLEShares1.49M
TypeSH
Market value$30.09M
5.06%
Sole
1.49M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares122.50K
TypeSH
Market value$29.78M
5.01%
Sole
122.50K
Shared
0.00
None
0.00
DATADOG INC
SOLEShares207K
TypeSH
Market value$29.48M
4.96%
Sole
207K
Shared
0.00
None
0.00
JFROG LTD
SOLEShares579.26K
TypeSH
Market value$27.42M
4.61%
Sole
579.26K
Shared
0.00
None
0.00
CONFLUENT INC
SOLEShares1.27M
TypeSH
Market value$25.12M
4.23%
Sole
1.27M
Shared
0.00
None
0.00
SNOWFLAKE INC
SOLEShares99K
TypeSH
Market value$22.33M
3.76%
Sole
99K
Shared
0.00
None
0.00
MONGODB INC
SOLEShares68.50K
TypeSH
Market value$21.26M
3.58%
Sole
68.50K
Shared
0.00
None
0.00
ALIBABA GROUP HLDG LTD
SOLEShares105K
TypeSH
Market value$18.77M
3.16%
Sole
105K
Shared
0.00
None
0.00
ASML HOLDING N V
SOLEShares18.48K
TypeSH
Market value$17.90M
3.01%
Sole
13.77K
Shared
4.71K
None
0.00
CONSTELLATION ENERGY CORP
SOLEShares47.98K
TypeSH
Market value$15.79M
2.66%
Sole
40.42K
Shared
7.55K
None
0.00
SEA LTD
SOLEShares69.30K
TypeSH
Market value$12.39M
2.08%
Sole
69.30K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares50.03K
TypeSH
Market value$10.99M
1.85%
Sole
50.03K
Shared
0.00
None
0.00
GDS HLDGS LTD
SOLEShares244.56K
TypeSH
Market value$9.46M
1.59%
Sole
189.78K
Shared
54.78K
None
0.00
CELLEBRITE DI LTD
SOLEShares357.75K
TypeSH
Market value$6.63M
1.12%
Sole
357.75K
Shared
0.00
None
0.00
NXP SEMICONDUCTORS N V
SOLEShares25.18K
TypeSH
Market value$5.73M
0.96%
Sole
6.17K
Shared
19.01K
None
0.00
APPFOLIO INC
SOLEShares20K
TypeSH
Market value$5.51M
0.93%
Sole
20K
Shared
0.00
None
0.00
MONDAY COM LTD
SOLEShares19.84K
TypeSH
Market value$3.84M
0.65%
Sole
19.84K
Shared
0.00
None
0.00
APPLE INC
SOLEShares10.67K
TypeSH
Market value$2.72M
0.46%
Sole
2.60K
Shared
8.06K
None
0.00
SYNOPSYS INC
SOLEShares3.50K
TypeSH
Market value$1.73M
0.29%
Sole
858.00
Shared
2.64K
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 289.10K | SH | $80.74M 13.58% | 254.31K | 34.79K | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 276.68K | SH | $51.62M 8.68% | 252.74K | 23.94K | 0.00 |
BILL HOLDINGS INCSOLE | COM | 962.50K | SH | $50.98M 8.58% | 962.50K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 251.11K | SH | $40.63M 6.83% | 223.82K | 27.29K | 0.00 |
GITLAB INCSOLE | CLASS A COM | 850K | SH | $38.32M 6.45% | 850K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 99.31K | SH | $32.76M 5.51% | 89.65K | 9.66K | 0.00 |
CHIME FINL INCSOLE | COM SHS CL A | 1.49M | SH | $30.09M 5.06% | 1.49M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 122.50K | SH | $29.78M 5.01% | 122.50K | 0.00 | 0.00 |
DATADOG INCSOLE | CL A COM | 207K | SH | $29.48M 4.96% | 207K | 0.00 | 0.00 |
JFROG LTDSOLE | ORD SHS | 579.26K | SH | $27.42M 4.61% | 579.26K | 0.00 | 0.00 |
CONFLUENT INCSOLE | CLASS A COM | 1.27M | SH | $25.12M 4.23% | 1.27M | 0.00 | 0.00 |
SNOWFLAKE INCSOLE | COM SHS | 99K | SH | $22.33M 3.76% | 99K | 0.00 | 0.00 |
MONGODB INCSOLE | CL A | 68.50K | SH | $21.26M 3.58% | 68.50K | 0.00 | 0.00 |
ALIBABA GROUP HLDG LTDSOLE | SPONSORED ADS | 105K | SH | $18.77M 3.16% | 105K | 0.00 | 0.00 |
ASML HOLDING N VSOLE | N Y REGISTRY SHS | 18.48K | SH | $17.90M 3.01% | 13.77K | 4.71K | 0.00 |
CONSTELLATION ENERGY CORPSOLE | COM | 47.98K | SH | $15.79M 2.66% | 40.42K | 7.55K | 0.00 |
SEA LTDSOLE | SPONSORD ADS | 69.30K | SH | $12.39M 2.08% | 69.30K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 50.03K | SH | $10.99M 1.85% | 50.03K | 0.00 | 0.00 |
GDS HLDGS LTDSOLE | SPONSORED ADS | 244.56K | SH | $9.46M 1.59% | 189.78K | 54.78K | 0.00 |
CELLEBRITE DI LTDSOLE | ORDINARY SHARES | 357.75K | SH | $6.63M 1.12% | 357.75K | 0.00 | 0.00 |
NXP SEMICONDUCTORS N VSOLE | COM | 25.18K | SH | $5.73M 0.96% | 6.17K | 19.01K | 0.00 |
APPFOLIO INCSOLE | COM CL A | 20K | SH | $5.51M 0.93% | 20K | 0.00 | 0.00 |
MONDAY COM LTDSOLE | SHS | 19.84K | SH | $3.84M 0.65% | 19.84K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 10.67K | SH | $2.72M 0.46% | 2.60K | 8.06K | 0.00 |
SYNOPSYS INCSOLE | COM | 3.50K | SH | $1.73M 0.29% | 858.00 | 2.64K | 0.00 |
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