LSLIGHT STREET CAPITAL MANAGEMENT, LLC
Institutional investor · Portfolio as of Q4 2025
Top Holdings24 positions
TAIWAN SEMICONDUCTOR MANUFAC | 268,392 | $81.6M | 12.6% | $121.26 | +148.65% | 12 qtrssince 2023-Q1 | Decreased 0 |
CHIME FINL INC | 2.7M | $68.2M | 10.5% | $26.09 | -3.52% | 3 qtrssince 2025-Q2 | Increased 89 |
NVIDIA CORPORATION | 340,000 | $63.4M | 9.8% | $59.95 | +210.37% | 13 qtrssince 2022-Q4 | Increased 70 |
BROADCOM INC | 143,779 | $49.8M | 7.7% | $178.75 | +92.56% | 10 qtrssince 2023-Q3 | Increased 78 |
BILL HOLDINGS INC | 878,000 | $47.9M | 7.4% | $51.79 | +5.32% | 9 qtrssince 2023-Q4 | Decreased 0 |
ADVANCED MICRO DEVICES INC | 219,487 | $47M | 7.2% | $119.54 | +79.15% | 13 qtrssince 2022-Q4 | Decreased 0 |
ALPHABET INC | 134,500 | $42.1M | 6.5% | $248.71 | +25.61% | 2 qtrssince 2025-Q3 | Increased 63 |
GITLAB INC | 1.1M | $39.8M | 6.1% | $45.99 | -18.39% | 6 qtrssince 2024-Q3 | Increased 70 |
JFROG LTD | 462,000 | $28.9M | 4.4% | $25.24 | +147.44% | 12 qtrssince 2023-Q1 | Decreased 0 |
CONFLUENT INC | 910,000 | $27.5M | 4.2% | $20.11 | — | 2 qtrssince 2025-Q3 | Decreased 0 |
CONSTELLATION ENERGY CORP | 63,065 | $22.3M | 3.4% | $324.76 | -14.28% | 5 qtrssince 2024-Q4 | Increased 67 |
REDDIT INC | 90,000 | $20.7M | 3.2% | $229.87 | 0.00% | 1 qtr | New 80 |
NETFLIX INC. | 200,000 | $18.8M | 2.9% | $93.76 | +2.55% | 1 qtr | New 74 |
AMPLITUDE INC | 1.5M | $17.4M | 2.7% | $11.75 | 0.00% | 1 qtr | New 74 |
AMAZON COM INC | 69,500 | $16M | 2.5% | $166.67 | +38.49% | 11 qtrssince 2023-Q2 | Increased 65 |
ASML HLDG NV | 10,988 | $11.8M | 1.8% | $875.09 | +21.67% | 7 qtrssince 2024-Q2 | Decreased 0 |
AMKOR TECHNOLOGY INC | 287,895 | $11.4M | 1.7% | $39.29 | 0.00% | 1 qtr | New 65 |
ATLASSIAN CORPORATION | 63,272 | $10.3M | 1.6% | $162.14 | -57.91% | 1 qtr | New 64 |
CELLEBRITE DI LTD | 492,755 | $8.9M | 1.4% | $13.86 | +30.05% | 18 qtrssince 2021-Q3 | Increased 58 |
NXP SEMICONDUCTORS N V | 24,927 | $5.4M | 0.8% | $196.15 | +9.22% | 7 qtrssince 2024-Q2 | Decreased 0 |
LIGHT STREET CAPITAL MANAGEMENT, LLC manages $649.8M across 24 positions as of Q4 2025. Top holdings: TSM (12.6%), CHYM (10.5%), NVDA (9.8%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 6 new positions, 9 exits, 9 increased. Top move: CHYM (INCREASED, conviction 89). Portfolio: $650M across 24 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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