Question 1

Does Light Street Capital Management own NVDA stock?

Accepted Answer

Yes. As of its Q2 2026 13F, Light Street Capital Management holds 136,720 shares of NVDA (NVIDIA), worth $27.4M.

Question 2

How many shares of NVDA does Light Street Capital Management own?

Accepted Answer

As of its Q2 2026 13F, Light Street Capital Management holds 136,720 shares of NVDA (NVIDIA).

Question 3

What is Light Street Capital Management's NVDA position worth?

Accepted Answer

As of its Q2 2026 13F, Light Street Capital Management's NVDA position is worth $27.4M.

Question 4

Is Light Street Capital Management buying or selling NVDA?

Accepted Answer

In Q2 2026, Light Street Capital Management reduced its NVDA position by 135,494 shares (-49.8%).

Question 5

When did Light Street Capital Management first buy NVDA?

Accepted Answer

Light Street Capital Management first reported NVDA in its Q1 2021 13F and has listed it in 19 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	136,720	-49.8%	$27.4M	3.0%	$199.87	0
2026-Q1	Decreased	272,214	-19.9%	$47.5M	8.9%	$174.00	0
2025-Q4	Increased	340,000	+22.9%	$63.4M	9.8%	$186.06	70
2025-Q3	Decreased	276,675	-21.5%	$51.6M	8.7%	$186.13	0
2025-Q2	Increased	352,582	+9.6%	$55.7M	11.4%	$157.60	64
2025-Q1	Decreased	321,715	-23.3%	$34.9M	9.7%	$108.11	0
2024-Q4	Decreased	419,310	-26.9%	$56.3M	10.3%	$133.94	0
2024-Q3	Decreased	573,690	-0.4%	$69.7M	16.5%	$121.12	0