Filed: 5/15/2026ACC: 0000935836-26-000261
📋 What this filing means
LIGHT STREET CAPITAL MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 23 equity positions with a total reported market value of $534.23M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
23
Positions
$534.23M
Total AUM (reported)
8.70M
Total Shares
Allocation by class
COM$245.19M45.9%
SPONSORED ADS$116.70M21.8%
COM SHS CL A$38.91M7.3%
ORD SHS$26.98M5.1%
CLASS A COM$25.32M4.7%
COM CL A$21.03M3.9%
CL A$19.86M3.7%
Portfolio Concentration
Top 3$207.66M38.9%
4–10$213.85M40.0%
11–25$112.73M21.1%
Top 3 weight
38.9%
Top 10 weight
78.9%
Voting Authority Distribution
Total shares with voting rights: 8.70M
Sole
Full voting authority
8.39M
shares
% of voting shares96.4%
Shared
Joint voting authority
317.40K
shares
% of voting shares3.6%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole23
Shared0
Other0
Dominant voting typeSole · 96.4% of voting shares
Institutional Holdings23
Rows:
TAIWAN SEMICONDUCTOR MANUFAC
SOLEShares336.79K
TypeSH
Market value$113.82M
21.30%
Sole
289.94K
Shared
46.85K
None
0.00
NVIDIA CORPORATION
SOLEShares272.21K
TypeSH
Market value$47.47M
8.89%
Sole
240.34K
Shared
31.87K
None
0.00
BROADCOM INC
SOLEShares149.80K
TypeSH
Market value$46.36M
8.68%
Sole
130.69K
Shared
19.11K
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares219.25K
TypeSH
Market value$44.60M
8.35%
Sole
195.66K
Shared
23.59K
None
0.00
CHIME FINL INC
SOLEShares2.08M
TypeSH
Market value$38.91M
7.28%
Sole
2.08M
Shared
0.00
None
0.00
MKS INC.
SOLEShares122.26K
TypeSH
Market value$28.10M
5.26%
Sole
104.71K
Shared
17.56K
None
0.00
JFROG LTD
SOLEShares575K
TypeSH
Market value$26.98M
5.05%
Sole
575K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares124.80K
TypeSH
Market value$25.99M
4.87%
Sole
124.80K
Shared
0.00
None
0.00
GITLAB INC
SOLEShares1.17M
TypeSH
Market value$25.32M
4.74%
Sole
1.17M
Shared
0.00
None
0.00
BILL HOLDINGS INC
SOLEShares625K
TypeSH
Market value$23.94M
4.48%
Sole
625K
Shared
0.00
None
0.00
COUPANG INC
SOLEShares1.05M
TypeSH
Market value$19.86M
3.72%
Sole
1.05M
Shared
0.00
None
0.00
AMKOR TECHNOLOGY INC
SOLEShares406.99K
TypeSH
Market value$18.33M
3.43%
Sole
315.90K
Shared
91.09K
None
0.00
ASML HLDG NV
SOLEShares10.95K
TypeSH
Market value$14.46M
2.71%
Sole
7.03K
Shared
3.92K
None
0.00
ALPHABET INC
SOLEShares42.50K
TypeSH
Market value$12.22M
2.29%
Sole
42.50K
Shared
0.00
None
0.00
SAMSARA INC
SOLEShares384K
TypeSH
Market value$12.17M
2.28%
Sole
384K
Shared
0.00
None
0.00
CELLEBRITE DI LTD
SOLEShares640.92K
TypeSH
Market value$8.83M
1.65%
Sole
640.92K
Shared
0.00
None
0.00
BLOOM ENERGY CORP
SOLEShares50.63K
TypeSH
Market value$6.86M
1.28%
Sole
50.63K
Shared
0.00
None
0.00
NXP SEMICONDUCTORS N V
SOLEShares25.50K
TypeSH
Market value$5.02M
0.94%
Sole
6.25K
Shared
19.25K
None
0.00
DATADOG INC
SOLEShares40K
TypeSH
Market value$4.72M
0.88%
Sole
40K
Shared
0.00
None
0.00
ANALOG DEVICES INC
SOLEShares10.50K
TypeSH
Market value$3.34M
0.63%
Sole
2.58K
Shared
7.92K
None
0.00
GDS HLDGS LTD
SOLEShares71.64K
TypeSH
Market value$2.89M
0.54%
Sole
17.58K
Shared
54.06K
None
0.00
LUMENTUM HLDGS INC
SOLEShares2.89K
TypeSH
Market value$2.03M
0.38%
Sole
709.00
Shared
2.18K
None
0.00
AMPLITUDE INC
SOLEShares292.84K
TypeSH
Market value$2.00M
0.37%
Sole
292.84K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 336.79K | SH | $113.82M 21.30% | 289.94K | 46.85K | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 272.21K | SH | $47.47M 8.89% | 240.34K | 31.87K | 0.00 |
BROADCOM INCSOLE | COM | 149.80K | SH | $46.36M 8.68% | 130.69K | 19.11K | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 219.25K | SH | $44.60M 8.35% | 195.66K | 23.59K | 0.00 |
CHIME FINL INCSOLE | COM SHS CL A | 2.08M | SH | $38.91M 7.28% | 2.08M | 0.00 | 0.00 |
MKS INC.SOLE | COM | 122.26K | SH | $28.10M 5.26% | 104.71K | 17.56K | 0.00 |
JFROG LTDSOLE | ORD SHS | 575K | SH | $26.98M 5.05% | 575K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 124.80K | SH | $25.99M 4.87% | 124.80K | 0.00 | 0.00 |
GITLAB INCSOLE | CLASS A COM | 1.17M | SH | $25.32M 4.74% | 1.17M | 0.00 | 0.00 |
BILL HOLDINGS INCSOLE | COM | 625K | SH | $23.94M 4.48% | 625K | 0.00 | 0.00 |
COUPANG INCSOLE | CL A | 1.05M | SH | $19.86M 3.72% | 1.05M | 0.00 | 0.00 |
AMKOR TECHNOLOGY INCSOLE | COM | 406.99K | SH | $18.33M 3.43% | 315.90K | 91.09K | 0.00 |
ASML HLDG NVSOLE | N Y REGISTRY SHS | 10.95K | SH | $14.46M 2.71% | 7.03K | 3.92K | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 42.50K | SH | $12.22M 2.29% | 42.50K | 0.00 | 0.00 |
SAMSARA INCSOLE | COM CL A | 384K | SH | $12.17M 2.28% | 384K | 0.00 | 0.00 |
CELLEBRITE DI LTDSOLE | ORDINARY SHARES | 640.92K | SH | $8.83M 1.65% | 640.92K | 0.00 | 0.00 |
BLOOM ENERGY CORPSOLE | COM CL A | 50.63K | SH | $6.86M 1.28% | 50.63K | 0.00 | 0.00 |
NXP SEMICONDUCTORS N VSOLE | COM | 25.50K | SH | $5.02M 0.94% | 6.25K | 19.25K | 0.00 |
DATADOG INCSOLE | CL A COM | 40K | SH | $4.72M 0.88% | 40K | 0.00 | 0.00 |
ANALOG DEVICES INCSOLE | COM | 10.50K | SH | $3.34M 0.63% | 2.58K | 7.92K | 0.00 |
GDS HLDGS LTDSOLE | SPONSORED ADS | 71.64K | SH | $2.89M 0.54% | 17.58K | 54.06K | 0.00 |
LUMENTUM HLDGS INCSOLE | COM | 2.89K | SH | $2.03M 0.38% | 709.00 | 2.18K | 0.00 |
AMPLITUDE INCSOLE | COM CL A | 292.84K | SH | $2.00M 0.37% | 292.84K | 0.00 | 0.00 |