Light Street Capital Management
Long / Short- Manager
- Light Street Capital Management
- Quarter
- Q2 2026
- Filed
- 2026-08-14
- 13F value
- $850.7M
- Positions
- 27
- CIK
- 0001569049
| # | # Shares | Source | ||||||
|---|---|---|---|---|---|---|---|---|
| 1 | Taiwan Semiconductor ManufacTSMHISTORY | 12.68% | (0.7%) | $107.9M | 225,949 | (1,636) | 0.00% | 13F |
| 2 | Advanced Micro Devices IncAMDHISTORY | 7.48% | (50.1%) | $63.6M | 109,500 | (109,751) | 0.01% | 13F |
| 3 | Astera Labs IncALABHISTORY | 7.14% | NEW | $60.7M | 125,750 | +125,750 | 0.07% | 13F |
| 4 | Gitlab IncGTLBHISTORY | 6.98% | +66.2% | $59.4M | 1,945,000 | +775,000 | 1.15% | 13F |
| 5 | Broadcom IncAVGOHISTORY | 6.81% | +2.3% | $57.9M | 153,250 | +3,450 | 0.00% | 13F |
| 6 | Amkor Technology IncAMKRHISTORY | 6.05% | +46.6% | $51.5M | 596,783 | +189,793 | — | 13F |
| 7 | Jfrog LTDFROGHISTORY | 5.50% | (10.5%) | $46.8M | 514,500 | (60,500) | 0.42% | 13F |
| 8 | MKS Inc.MKSIHISTORY | 5.43% | (15.1%) | $46.2M | 103,800 | (18,464) | 0.15% | 13F |
| 9 | Chime Finl IncCHYMHISTORY | 5.29% | +5.8% | $45.0M | 2,199,089 | +121,474 | 0.58% | 13F |
| 10 | Coupang IncCPNGHISTORY | 4.13% | +92.5% | $35.2M | 2,025,000 | +973,043 | 0.11% | 13F |
| 11 | Toast IncTOSTHISTORY | 3.82% | NEW | $32.5M | 1,167,500 | +1,167,500 | 0.20% | 13F |
| 12 | Reddit IncRDDTHISTORY | 3.72% | NEW | $31.7M | 182,500 | +182,500 | 0.10% | 13F |
| 13 | Nvidia CorporationNVDAHISTORY | 3.22% | (49.8%) | $27.4M | 136,720 | (135,494) | 0.00% | 13F |
| 14 | Bloom Energy CorpBEHISTORY | 2.99% | +66.3% | $25.5M | 84,167 | +33,542 | — | 13F |
| 15 | ASML Hldg NVASMLHISTORY | 2.56% | +0.1% | $21.8M | 10,957 | +11 | 0.00% | 13F |
| 16 | Mercadolibre IncMELIHISTORY | 2.54% | NEW | $21.6M | 12,750 | +12,750 | 0.03% | 13F |
| 17 | Cellebrite Di LTDCLBTHISTORY | 2.25% | +104.8% | $19.2M | 1,312,755 | +671,830 | 0.53% | 13F |
| 18 | Snowflake IncSNOWHISTORY | 2.09% | NEW | $17.8M | 70,000 | +70,000 | 0.02% | 13F |
| 19 | Mongodb IncMDBHISTORY | 1.97% | NEW | $16.8M | 50,000 | +50,000 | 0.06% | 13F |
| 20 | Alphabet IncGOOGLHISTORY | 1.79% | +0.4% | $15.2M | 42,650 | +150 | 0.00% | 13F |
| 21 | Amazon Com IncAMZNHISTORY | 1.43% | (59.1%) | $12.2M | 51,000 | (73,800) | 0.00% | 13F |
| 22 | Datadog IncDDOGHISTORY | 1.22% | — | $10.4M | 40,000 | — | 0.01% | 13F |
| 23 | Roundhill ETF TrustDRAMHISTORY | 1.04% | NEW | $8.9M | 120,000 | +120,000 | — | 13F |
| 24 | NXP Semiconductors N VNXPIHISTORY | 0.76% | (9.8%) | $6.5M | 23,003 | (2,497) | — | 13F |
| 25 | Analog Devices IncADIHISTORY | 0.49% | +0.2% | $4.2M | 10,523 | +23 | 0.00% | 13F |
| 26 | Quantinuum IncQNTHISTORY | 0.34% | NEW | $2.9M | 35,242 | +35,242 | 0.10% | 13F |
| 27 | GDS Hldgs LTDGDSHISTORY | 0.25% | +0.2% | $2.2M | 71,790 | +148 | 0.00% | 13F |
Positions are from the latest 13F-HR (period end 2026-06-30). Weights are calculated: position value ÷ the 13F book. Schedule 13D/13G stakes are merged in when present (shares and percent of class, no dollar value). Chg Shares and % Chg compare with the adjacent prior quarter's 13F only. % Out is either calculated (position shares ÷ issuer shares outstanding from the issuer's XBRL cover page; weighted-average basic shares as a fallback) or reported (percent of class on a Schedule 13D/13G newer than the 13F period) — hover a value for its source and date. Unavailable figures show “—”, never an estimate. Methodology