Filed: 2/17/2026ACC: 0000935836-26-000112
📋 What this filing means
LIGHT STREET CAPITAL MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 24 equity positions with a total reported market value of $649.79M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
24
Positions
$649.79M
Total AUM (reported)
10.03M
Total Shares
Allocation by class
COM$290.52M44.7%
SPONSORED ADS$83.84M12.9%
COM SHS CL A$68.22M10.5%
CLASS A COM$67.30M10.4%
CAP STK CL A$42.10M6.5%
CL A$30.95M4.8%
ORD SHS$28.86M4.4%
Portfolio Concentration
Top 3$213.19M32.8%
4–10$282.91M43.5%
11–25$153.70M23.7%
Top 3 weight
32.8%
Top 10 weight
76.3%
Voting Authority Distribution
Total shares with voting rights: 10.03M
Sole
Full voting authority
9.74M
shares
% of voting shares97.1%
Shared
Joint voting authority
294.66K
shares
% of voting shares2.9%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole24
Shared0
Other0
Dominant voting typeSole · 97.1% of voting shares
Institutional Holdings24
Rows:
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares268.39K
TypeSH
Market value$81.56M
12.55%
Sole
237.84K
Shared
30.55K
None
0.00
CHIME FINL INC
SOLEShares2.71M
TypeSH
Market value$68.22M
10.50%
Sole
2.71M
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares340K
TypeSH
Market value$63.41M
9.76%
Sole
302.18K
Shared
37.83K
None
0.00
BROADCOM INC
SOLEShares143.78K
TypeSH
Market value$49.76M
7.66%
Sole
124.84K
Shared
18.93K
None
0.00
BILL HOLDINGS INC
SOLEShares878K
TypeSH
Market value$47.89M
7.37%
Sole
878K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares219.49K
TypeSH
Market value$47.01M
7.23%
Sole
195.68K
Shared
23.81K
None
0.00
ALPHABET INC
SOLEShares134.50K
TypeSH
Market value$42.10M
6.48%
Sole
134.50K
Shared
0.00
None
0.00
GITLAB INC
SOLEShares1.06M
TypeSH
Market value$39.78M
6.12%
Sole
1.06M
Shared
0.00
None
0.00
JFROG LTD
SOLEShares462K
TypeSH
Market value$28.86M
4.44%
Sole
462K
Shared
0.00
None
0.00
CONFLUENT INC
SOLEShares910K
TypeSH
Market value$27.52M
4.23%
Sole
910K
Shared
0.00
None
0.00
CONSTELLATION ENERGY CORP
SOLEShares63.06K
TypeSH
Market value$22.28M
3.43%
Sole
53.19K
Shared
9.87K
None
0.00
REDDIT INC
SOLEShares90K
TypeSH
Market value$20.69M
3.18%
Sole
90K
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares200K
TypeSH
Market value$18.75M
2.89%
Sole
200K
Shared
0.00
None
0.00
AMPLITUDE INC
SOLEShares1.50M
TypeSH
Market value$17.37M
2.67%
Sole
1.50M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares69.50K
TypeSH
Market value$16.04M
2.47%
Sole
69.50K
Shared
0.00
None
0.00
ASML HOLDING N V
SOLEShares10.99K
TypeSH
Market value$11.76M
1.81%
Sole
7.03K
Shared
3.96K
None
0.00
AMKOR TECHNOLOGY INC
SOLEShares287.89K
TypeSH
Market value$11.37M
1.75%
Sole
216.40K
Shared
71.50K
None
0.00
ATLASSIAN CORPORATION
SOLEShares63.27K
TypeSH
Market value$10.26M
1.58%
Sole
63.27K
Shared
0.00
None
0.00
CELLEBRITE DI LTD
SOLEShares492.75K
TypeSH
Market value$8.88M
1.37%
Sole
492.75K
Shared
0.00
None
0.00
NXP SEMICONDUCTORS N V
SOLEShares24.93K
TypeSH
Market value$5.41M
0.83%
Sole
6.08K
Shared
18.85K
None
0.00
MKS INC.
SOLEShares19.58K
TypeSH
Market value$3.13M
0.48%
Sole
4.77K
Shared
14.81K
None
0.00
ANALOG DEVICES INC
SOLEShares10.15K
TypeSH
Market value$2.75M
0.42%
Sole
2.48K
Shared
7.67K
None
0.00
APPLE INC
SOLEShares10.04K
TypeSH
Market value$2.73M
0.42%
Sole
2.46K
Shared
7.58K
None
0.00
GDS HLDGS LTD
SOLEShares65.27K
TypeSH
Market value$2.28M
0.35%
Sole
15.98K
Shared
49.29K
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 268.39K | SH | $81.56M 12.55% | 237.84K | 30.55K | 0.00 |
CHIME FINL INCSOLE | COM SHS CL A | 2.71M | SH | $68.22M 10.50% | 2.71M | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 340K | SH | $63.41M 9.76% | 302.18K | 37.83K | 0.00 |
BROADCOM INCSOLE | COM | 143.78K | SH | $49.76M 7.66% | 124.84K | 18.93K | 0.00 |
BILL HOLDINGS INCSOLE | COM | 878K | SH | $47.89M 7.37% | 878K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 219.49K | SH | $47.01M 7.23% | 195.68K | 23.81K | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 134.50K | SH | $42.10M 6.48% | 134.50K | 0.00 | 0.00 |
GITLAB INCSOLE | CLASS A COM | 1.06M | SH | $39.78M 6.12% | 1.06M | 0.00 | 0.00 |
JFROG LTDSOLE | ORD SHS | 462K | SH | $28.86M 4.44% | 462K | 0.00 | 0.00 |
CONFLUENT INCSOLE | CLASS A COM | 910K | SH | $27.52M 4.23% | 910K | 0.00 | 0.00 |
CONSTELLATION ENERGY CORPSOLE | COM | 63.06K | SH | $22.28M 3.43% | 53.19K | 9.87K | 0.00 |
REDDIT INCSOLE | CL A | 90K | SH | $20.69M 3.18% | 90K | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 200K | SH | $18.75M 2.89% | 200K | 0.00 | 0.00 |
AMPLITUDE INCSOLE | COM CL A | 1.50M | SH | $17.37M 2.67% | 1.50M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 69.50K | SH | $16.04M 2.47% | 69.50K | 0.00 | 0.00 |
ASML HOLDING N VSOLE | N Y REGISTRY SHS | 10.99K | SH | $11.76M 1.81% | 7.03K | 3.96K | 0.00 |
AMKOR TECHNOLOGY INCSOLE | COM | 287.89K | SH | $11.37M 1.75% | 216.40K | 71.50K | 0.00 |
ATLASSIAN CORPORATIONSOLE | CL A | 63.27K | SH | $10.26M 1.58% | 63.27K | 0.00 | 0.00 |
CELLEBRITE DI LTDSOLE | ORDINARY SHARES | 492.75K | SH | $8.88M 1.37% | 492.75K | 0.00 | 0.00 |
NXP SEMICONDUCTORS N VSOLE | COM | 24.93K | SH | $5.41M 0.83% | 6.08K | 18.85K | 0.00 |
MKS INC.SOLE | COM | 19.58K | SH | $3.13M 0.48% | 4.77K | 14.81K | 0.00 |
ANALOG DEVICES INCSOLE | COM | 10.15K | SH | $2.75M 0.42% | 2.48K | 7.67K | 0.00 |
APPLE INCSOLE | COM | 10.04K | SH | $2.73M 0.42% | 2.46K | 7.58K | 0.00 |
GDS HLDGS LTDSOLE | SPONSORED ADS | 65.27K | SH | $2.28M 0.35% | 15.98K | 49.29K | 0.00 |