Filed: 8/14/2026ACC: 0000935836-26-000422
📋 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 $902.84M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
27
Positions
$902.84M
Total AUM (reported)
11.53M
Total Shares
Allocation by class
COM$351.67M39.0%
SPONSORED ADS$162.21M18.0%
CL A$116.13M12.9%
CLASS A COM$59.38M6.6%
ORD SHS$46.76M5.2%
COM SHS CL A$45.04M5.0%
COM CL A$25.48M2.8%
Portfolio Concentration
Top 3$284.41M31.5%
4–10$341.87M37.9%
11–25$271.53M30.1%
Rest$5.04M0.6%
Top 3 weight
31.5%
Top 10 weight
69.4%
Voting Authority Distribution
Total shares with voting rights: 11.53M
Sole
Full voting authority
11.23M
shares
% of voting shares97.4%
Shared
Joint voting authority
296.25K
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 MANUFAC
SOLEShares335.15K
TypeSH
Market value$160.06M
17.73%
Sole
289.97K
Shared
45.18K
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares109.50K
TypeSH
Market value$63.61M
7.05%
Sole
97.45K
Shared
12.05K
None
0.00
ASTERA LABS INC
SOLEShares125.75K
TypeSH
Market value$60.74M
6.73%
Sole
110.68K
Shared
15.07K
None
0.00
GITLAB INC
SOLEShares1.95M
TypeSH
Market value$59.38M
6.58%
Sole
1.95M
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares153.25K
TypeSH
Market value$57.89M
6.41%
Sole
136.68K
Shared
16.57K
None
0.00
AMKOR TECHNOLOGY INC
SOLEShares596.78K
TypeSH
Market value$51.46M
5.70%
Sole
517.11K
Shared
79.67K
None
0.00
JFROG LTD
SOLEShares514.50K
TypeSH
Market value$46.76M
5.18%
Sole
514.50K
Shared
0.00
None
0.00
MKS INC.
SOLEShares103.80K
TypeSH
Market value$46.17M
5.11%
Sole
85.88K
Shared
17.92K
None
0.00
CHIME FINL INC
SOLEShares2.20M
TypeSH
Market value$45.04M
4.99%
Sole
2.20M
Shared
0.00
None
0.00
COUPANG INC
SOLEShares2.02M
TypeSH
Market value$35.17M
3.90%
Sole
2.02M
Shared
0.00
None
0.00
TOAST INC
SOLEShares1.17M
TypeSH
Market value$32.48M
3.60%
Sole
1.17M
Shared
0.00
None
0.00
REDDIT INC
SOLEShares182.50K
TypeSH
Market value$31.68M
3.51%
Sole
182.50K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares136.72K
TypeSH
Market value$27.36M
3.03%
Sole
136.72K
Shared
0.00
None
0.00
BLOOM ENERGY CORP
SOLEShares84.17K
TypeSH
Market value$25.48M
2.82%
Sole
84.17K
Shared
0.00
None
0.00
ASML HLDG NV
SOLEShares10.96K
TypeSH
Market value$21.80M
2.41%
Sole
7.04K
Shared
3.92K
None
0.00
MERCADOLIBRE INC
SOLEShares12.75K
TypeSH
Market value$21.64M
2.40%
Sole
12.75K
Shared
0.00
None
0.00
CELLEBRITE DI LTD
SOLEShares1.31M
TypeSH
Market value$19.17M
2.12%
Sole
1.31M
Shared
0.00
None
0.00
SNOWFLAKE INC
SOLEShares70K
TypeSH
Market value$17.82M
1.97%
Sole
70K
Shared
0.00
None
0.00
MONGODB INC
SOLEShares50K
TypeSH
Market value$16.80M
1.86%
Sole
50K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares42.65K
TypeSH
Market value$15.24M
1.69%
Sole
42.65K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares51K
TypeSH
Market value$12.16M
1.35%
Sole
51K
Shared
0.00
None
0.00
DATADOG INC
SOLEShares40K
TypeSH
Market value$10.41M
1.15%
Sole
40K
Shared
0.00
None
0.00
ROUNDHILL ETF TRUST
SOLEShares120K
TypeSH
Market value$8.86M
0.98%
Sole
120K
Shared
0.00
None
0.00
NXP SEMICONDUCTORS N V
SOLEShares23K
TypeSH
Market value$6.46M
0.72%
Sole
5.68K
Shared
17.32K
None
0.00
ANALOG DEVICES INC
SOLEShares10.52K
TypeSH
Market value$4.18M
0.46%
Sole
2.60K
Shared
7.92K
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 335.15K | SH | $160.06M 17.73% | 289.97K | 45.18K | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 109.50K | SH | $63.61M 7.05% | 97.45K | 12.05K | 0.00 |
ASTERA LABS INCSOLE | COM | 125.75K | SH | $60.74M 6.73% | 110.68K | 15.07K | 0.00 |
GITLAB INCSOLE | CLASS A COM | 1.95M | SH | $59.38M 6.58% | 1.95M | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 153.25K | SH | $57.89M 6.41% | 136.68K | 16.57K | 0.00 |
AMKOR TECHNOLOGY INCSOLE | COM | 596.78K | SH | $51.46M 5.70% | 517.11K | 79.67K | 0.00 |
JFROG LTDSOLE | ORD SHS | 514.50K | SH | $46.76M 5.18% | 514.50K | 0.00 | 0.00 |
MKS INC.SOLE | COM | 103.80K | SH | $46.17M 5.11% | 85.88K | 17.92K | 0.00 |
CHIME FINL INCSOLE | COM SHS CL A | 2.20M | SH | $45.04M 4.99% | 2.20M | 0.00 | 0.00 |
COUPANG INCSOLE | CL A | 2.02M | SH | $35.17M 3.90% | 2.02M | 0.00 | 0.00 |
TOAST INCSOLE | CL A | 1.17M | SH | $32.48M 3.60% | 1.17M | 0.00 | 0.00 |
REDDIT INCSOLE | CL A | 182.50K | SH | $31.68M 3.51% | 182.50K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 136.72K | SH | $27.36M 3.03% | 136.72K | 0.00 | 0.00 |
BLOOM ENERGY CORPSOLE | COM CL A | 84.17K | SH | $25.48M 2.82% | 84.17K | 0.00 | 0.00 |
ASML HLDG NVSOLE | N Y REGISTRY SHS | 10.96K | SH | $21.80M 2.41% | 7.04K | 3.92K | 0.00 |
MERCADOLIBRE INCSOLE | COM | 12.75K | SH | $21.64M 2.40% | 12.75K | 0.00 | 0.00 |
CELLEBRITE DI LTDSOLE | ORDINARY SHARES | 1.31M | SH | $19.17M 2.12% | 1.31M | 0.00 | 0.00 |
SNOWFLAKE INCSOLE | COM SHS | 70K | SH | $17.82M 1.97% | 70K | 0.00 | 0.00 |
MONGODB INCSOLE | CL A | 50K | SH | $16.80M 1.86% | 50K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 42.65K | SH | $15.24M 1.69% | 42.65K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 51K | SH | $12.16M 1.35% | 51K | 0.00 | 0.00 |
DATADOG INCSOLE | CL A COM | 40K | SH | $10.41M 1.15% | 40K | 0.00 | 0.00 |
ROUNDHILL ETF TRUSTSOLE | MEMORY ETF | 120K | SH | $8.86M 0.98% | 120K | 0.00 | 0.00 |
NXP SEMICONDUCTORS N VSOLE | COM | 23K | SH | $6.46M 0.72% | 5.68K | 17.32K | 0.00 |
ANALOG DEVICES INCSOLE | COM | 10.52K | SH | $4.18M 0.46% | 2.60K | 7.92K | 0.00 |
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