LSLIGHT STREET CAPITAL MANAGEMENT, LLC
Institutional investor · Portfolio as of Q2 2026
Top Holdings28 positions
TAIWAN SEMICONDUCTOR-SP ADR | 225,949 | $107.9M | 12.0% | $121.26 | +273.83% | 14 qtrssince 2023-Q1 | Decreased 0 |
ADVANCED MICRO DEVICES | 109,500 | $63.6M | 7.0% | $119.54 | +408.70% | 15 qtrssince 2022-Q4 | Decreased 0 |
ASTERA LABS INC | 125,750 | $60.7M | 6.7% | $483.02 | -29.15% | 1 qtr | New 92 |
GITLAB INC | 1.9M | $59.4M | 6.6% | $38.45 | +43.28% | 8 qtrssince 2024-Q3 | Increased 85 |
BROADCOM INC | 153,250 | $57.9M | 6.4% | $188.31 | +91.99% | 12 qtrssince 2023-Q3 | Increased 59 |
TAIWAN SEMICONDUCTOR-SP ADR | 109,200 | $52.2M | 5.8% | — | — | — | Unchanged — |
AMKOR TECHNOLOGY INC | 596,783 | $51.5M | 5.7% | $55.29 | -11.15% | 3 qtrssince 2025-Q4 | Increased 79 |
JFROG LTD | 514,500 | $46.8M | 5.2% | $29.50 | +246.49% | 14 qtrssince 2023-Q1 | Decreased 0 |
MKS INSTRUMENTS INC | 103,800 | $46.2M | 5.1% | $218.20 | +21.22% | 3 qtrssince 2025-Q4 | Decreased 0 |
CHIME FINL INC | 2.2M | $45M | 5.0% | $25.78 | +16.69% | 5 qtrssince 2025-Q2 | Increased 58 |
COUPANG INC | 2M | $35.2M | 3.9% | $18.15 | -12.86% | 2 qtrssince 2026-Q1 | Increased 85 |
TOAST INC | 1.2M | $32.5M | 3.6% | $27.82 | +12.54% | 1 qtr | New 81 |
REDDIT INC | 182,500 | $31.7M | 3.5% | $173.58 | -7.88% | 1 qtr | New 81 |
NVIDIA CORP | 136,720 | $27.4M | 3.0% | $59.95 | +282.45% | 15 qtrssince 2022-Q4 | Decreased 0 |
BLOOM ENERGY CORP- A | 84,167 | $25.5M | 2.8% | $202.13 | +38.77% | 2 qtrssince 2026-Q1 | Increased 73 |
ASML HOLDING NV-NY REG SHS | 10,957 | $21.8M | 2.4% | $876.21 | +103.19% | 9 qtrssince 2024-Q2 | Increased 50 |
MERCADOLIBRE INC | 12,750 | $21.6M | 2.4% | $1,697.39 | +11.34% | 1 qtr | New 75 |
CELLEBRITE DI LTD | 1.3M | $19.2M | 2.1% | $14.26 | -21.05% | 20 qtrssince 2021-Q3 | Increased 79 |
SNOWFLAKE INC-CLASS A | 70,000 | $17.8M | 2.0% | $254.50 | +44.95% | 1 qtr | New 66 |
MONGODB INC | 50,000 | $16.8M | 1.9% | $335.90 | +14.89% | 1 qtr | New 65 |
LIGHT STREET CAPITAL MANAGEMENT, LLC manages $902.8M across 28 positions as of Q2 2026. Top holdings: TSM (12.0%), AMD (7.0%), ALAB (6.7%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4.5/5.0.
Active quarter - 8 new positions, 4 exits, 11 increased. Top move: ALAB (NEW, conviction 92). Portfolio: $903M across 28 positions.
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR