LSLIGHT STREET CAPITAL MANAGEMENT, LLC
Institutional investor · Portfolio as of Q2 2025
Top Holdings26 positions
Taiwan Semiconductor Manufactu | 358,757 | $81.3M | 16.6% | $121.26 | +84.24% | 10 qtrssince 2023-Q1 | Increased 66 |
NVIDIA Corp | 352,582 | $55.7M | 11.4% | $31.09 | +407.00% | 11 qtrssince 2022-Q4 | Increased 64 |
Advanced Micro Devices Inc | 292,788 | $41.5M | 8.5% | $119.54 | +18.70% | 11 qtrssince 2022-Q4 | Increased 66 |
Broadcom Inc | 122,471 | $33.8M | 6.9% | $104.65 | +161.00% | 8 qtrssince 2023-Q3 | Increased 57 |
Bill.Com Holdings Inc | 639,820 | $29.6M | 6.0% | $51.19 | -9.63% | 7 qtrssince 2023-Q4 | Decreased 0 |
JFROG LTD | 608,770 | $26.7M | 5.5% | $25.24 | +73.83% | 10 qtrssince 2023-Q1 | Decreased 0 |
Celestica Inc | 169,252 | $26.4M | 5.4% | $156.11 | +57.82% | 1 qtr | New 89 |
CHIME FINL INC | 693,530 | $23.9M | 4.9% | $34.51 | 0.00% | 1 qtr | New 80 |
GDS Holdings Ltd | 714,582 | $21.8M | 4.5% | $30.57 | 0.00% | 1 qtr | New 80 |
GITLAB INC | 474,415 | $21.4M | 4.4% | $50.45 | -10.58% | 4 qtrssince 2024-Q3 | Increased 61 |
Facebook Inc | 26,905 | $19.9M | 4.1% | $383.70 | +90.75% | 10 qtrssince 2023-Q1 | Increased 60 |
Sea Ltd | 120,630 | $19.3M | 3.9% | $159.94 | 0.00% | 1 qtr | New 80 |
Amazon.com Inc | 84,784 | $18.6M | 3.8% | $141.72 | +54.81% | 9 qtrssince 2023-Q2 | Decreased 0 |
Netflix Inc | 11,539 | $15.5M | 3.2% | $133.91 | 0.00% | 1 qtr | New 79 |
Blackline Inc | 257,518 | $14.6M | 3.0% | $48.42 | +9.67% | 2 qtrssince 2025-Q1 | Decreased 0 |
Cellebrite DI Ltd | 552,755 | $8.8M | 1.8% | $12.42 | +27.44% | 16 qtrssince 2021-Q3 | Decreased 0 |
MercadoLibre Inc | 3,049 | $8M | 1.6% | $2,613.63 | 0.00% | 1 qtr | New 64 |
NXP Semiconductors NV | 22,890 | $5M | 1.0% | $193.39 | +10.51% | 5 qtrssince 2024-Q2 | Increased 49 |
ASML Holding NV | 5,511 | $4.4M | 0.9% | $671.07 | +18.34% | 5 qtrssince 2024-Q2 | Decreased 0 |
NCINO INC | 150,820 | $4.2M | 0.9% | $27.47 | -1.31% | 2 qtrssince 2025-Q1 | Decreased 0 |
LIGHT STREET CAPITAL MANAGEMENT, LLC manages $489.5M across 26 positions as of Q2 2025. Top holdings: TSM (16.6%), NVDA (11.4%), AMD (8.5%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4.5/5.0.
Active quarter - 7 new positions, 1 exits, 10 increased. Top move: CLS (NEW, conviction 89). Portfolio: $490M across 26 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
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