LSLIGHT STREET CAPITAL MANAGEMENT, LLC
Institutional investor · Portfolio as of Q3 2025
Top Holdings27 positions
Taiwan Semiconductor Manufactu | 289,095 | $80.7M | 13.6% | $121.26 | +127.91% | 11 qtrssince 2023-Q1 | Decreased 0 |
NVIDIA Corp | 276,675 | $51.6M | 8.7% | $31.09 | +498.78% | 12 qtrssince 2022-Q4 | Decreased 0 |
Bill.Com Holdings Inc | 962,500 | $51M | 8.6% | $51.79 | +2.29% | 8 qtrssince 2023-Q4 | Increased 80 |
Advanced Micro Devices Inc | 251,113 | $40.6M | 6.8% | $119.54 | +35.34% | 12 qtrssince 2022-Q4 | Decreased 0 |
GITLAB INC | 850,000 | $38.3M | 6.4% | $48.08 | -6.23% | 5 qtrssince 2024-Q3 | Increased 87 |
Broadcom Inc | 99,305 | $32.8M | 5.5% | $104.65 | +212.91% | 9 qtrssince 2023-Q3 | Decreased 0 |
CHIME FINL INC | 1.5M | $30.1M | 5.1% | $26.84 | -24.84% | 2 qtrssince 2025-Q2 | Increased 91 |
Alphabet Inc | 122,500 | $29.8M | 5.0% | $242.47 | 0.00% | 1 qtr | New 90 |
Datadog Inc | 207,000 | $29.5M | 5.0% | $142.40 | 0.00% | 1 qtr | New 81 |
JFROG LTD | 579,265 | $27.4M | 4.6% | $25.24 | +87.50% | 11 qtrssince 2023-Q1 | Decreased 0 |
Confluent Inc | 1.3M | $25.1M | 4.2% | $20.11 | 0.00% | 1 qtr | New 80 |
Snowflake Inc | 99,000 | $22.3M | 3.8% | $225.55 | 0.00% | 1 qtr | New 80 |
MongoDB Inc | 68,500 | $21.3M | 3.6% | $310.38 | 0.00% | 1 qtr | New 80 |
Alibaba Group Holding Ltd | 105,000 | $18.8M | 3.2% | $177.10 | -17.99% | 1 qtr | New 79 |
ASML Holding NV | 18,485 | $17.9M | 3.0% | $875.09 | +9.90% | 6 qtrssince 2024-Q2 | Increased 85 |
Constellation Energy Corp | 47,975 | $15.8M | 2.7% | $316.29 | +3.46% | 4 qtrssince 2024-Q4 | Increased 79 |
Sea Ltd | 69,303 | $12.4M | 2.1% | $159.94 | -20.24% | 2 qtrssince 2025-Q2 | Decreased 0 |
Amazon.com Inc | 50,033 | $11M | 1.8% | $141.72 | +54.94% | 10 qtrssince 2023-Q2 | Decreased 0 |
GDS Holdings Ltd | 244,557 | $9.5M | 1.6% | $30.57 | +26.59% | 2 qtrssince 2025-Q2 | Decreased 0 |
Cellebrite DI Ltd | 357,755 | $6.6M | 1.1% | $12.42 | +52.72% | 17 qtrssince 2021-Q3 | Decreased 0 |
LIGHT STREET CAPITAL MANAGEMENT, LLC manages $594.5M across 27 positions as of Q3 2025. Top holdings: TSM (13.6%), NVDA (8.7%), BILL (8.6%). Fund DNA: Momentum Trader.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
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