Institutions / Light Street Capital Management, LLC
Light Street Capital Management, LLC
CIK 1569049 · Institution · as of Dec 31, 2025
Portfolio value
$649.79M
Positions
24
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Taiwan Semiconductor Manufacturing Co LtdTSM | $81.56M | 12.6% |
| Chime Financial, Inc. | $68.22M | 10.5% |
| NVIDIA Corp | $63.41M | 9.8% |
| Broadcom Inc. | $49.76M | 7.7% |
| BILL Holdings Inc | $47.89M | 7.4% |
| Advanced Micro Devices Inc | $47.01M | 7.2% |
| Alphabet Inc. | $42.10M | 6.5% |
| Gitlab Inc. | $39.78M | 6.1% |
| JFrog Ltd | $28.86M | 4.4% |
| Confluent, Inc. | $27.52M | 4.2% |
| Constellation Energy Corp | $22.28M | 3.4% |
| Reddit, Inc. | $20.69M | 3.2% |
| Netflix Inc | $18.75M | 2.9% |
| Amplitude, Inc. | $17.37M | 2.7% |
| Amazon.com Inc | $16.04M | 2.5% |
| Asml Holding N V | $11.76M | 1.8% |
| Amkor Technology Inc | $11.37M | 1.7% |
| Atlassian Corporation | $10.26M | 1.6% |
| Cellebrite di Ltd | $8.88M | 1.4% |
| NXP Semiconductors N.V. | $5.41M | 0.8% |
| MKS Inc | $3.13M | 0.5% |
| Analog Devices Inc | $2.75M | 0.4% |
| Apple Inc. | $2.73M | 0.4% |
| GDS Holdings LtdGDS | $2.28M | 0.4% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.