LSLIGHT STREET CAPITAL MANAGEMENT, LLC
Institutional investor · Portfolio as of Q1 2026
Top Holdings24 positions
TAIWAN SEMICONDUCTOR MANUFAC | 227,585 | $76.9M | 14.4% | $121.26 | +177.30% | 13 qtrssince 2023-Q1 | Decreased 0 |
NVIDIA CORPORATION | 272,214 | $47.5M | 8.9% | $59.95 | +190.24% | 14 qtrssince 2022-Q4 | Decreased 0 |
BROADCOM INC | 149,800 | $46.4M | 8.7% | $183.97 | +67.67% | 11 qtrssince 2023-Q3 | Increased 60 |
ADVANCED MICRO DEVICES INC | 219,251 | $44.6M | 8.3% | $119.54 | +70.18% | 14 qtrssince 2022-Q4 | Decreased 0 |
CHIME FINANCIAL INC | 2.1M | $38.9M | 7.3% | $26.09 | -28.20% | 4 qtrssince 2025-Q2 | Decreased 0 |
TAIWAN SEMICONDUCTOR MANUFAC | 109,200 | $36.9M | 6.9% | — | — | — | New — |
MKS INC. | 122,264 | $28.1M | 5.3% | $218.20 | +5.14% | 2 qtrssince 2025-Q4 | Increased 91 |
JFROG LTD | 575,000 | $27M | 5.1% | $29.50 | +59.06% | 13 qtrssince 2023-Q1 | Increased 69 |
AMAZON COM INC | 124,800 | $26M | 4.9% | $185.11 | +12.51% | 12 qtrssince 2023-Q2 | Increased 81 |
GITLAB INC | 1.2M | $25.3M | 4.7% | $43.70 | -50.48% | 7 qtrssince 2024-Q3 | Increased 59 |
BILL HOLDINGS INC | 625,000 | $23.9M | 4.5% | $51.79 | -30.17% | 10 qtrssince 2023-Q4 | Decreased 0 |
COUPANG INC | 1.1M | $19.9M | 3.7% | $18.88 | 0.00% | 1 qtr | New 80 |
AMKOR TECHNOLOGY INC | 406,990 | $18.3M | 3.4% | $40.93 | +9.69% | 2 qtrssince 2025-Q4 | Increased 70 |
ASML HOLDING NV | 10,946 | $14.5M | 2.7% | $875.09 | +50.41% | 8 qtrssince 2024-Q2 | Decreased 0 |
ALPHABET INC | 42,500 | $12.2M | 2.3% | $248.71 | +15.48% | 3 qtrssince 2025-Q3 | Decreased 0 |
SAMSARA INC | 384,000 | $12.2M | 2.3% | $31.69 | +2.34% | 1 qtr | New 73 |
CELLEBRITE DI LTD | 640,925 | $8.8M | 1.7% | $13.84 | -0.47% | 19 qtrssince 2021-Q3 | Increased 56 |
BLOOM ENERGY CORP | 50,625 | $6.9M | 1.3% | $135.49 | 0.00% | 1 qtr | New 63 |
NXP SEMICONDUCTORS N V | 25,500 | $5M | 0.9% | $196.13 | -0.42% | 8 qtrssince 2024-Q2 | Increased 40 |
DATADOG INC | 40,000 | $4.7M | 0.9% | $118.05 | 0.00% | 1 qtr | New 53 |
LIGHT STREET CAPITAL MANAGEMENT, LLC manages $534.2M across 24 positions as of Q1 2026. Top holdings: TSM (14.4%), NVDA (8.9%), AVGO (8.7%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 5 new positions, 6 exits, 10 increased. Top move: MKSI (INCREASED, conviction 91). Portfolio: $534M across 24 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