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PALO ALTO, CA · CIK 0001569049
Portfolio Value
$534.23M
Positions
24
New
0
Increased
0
Decreased
0
Sold Out
0
Sectors derived from SEC SIC codes, value-weighted. Positions without a resolvable ticker are shown as Unclassified.
Source: SEC 13F-HR filing filed on 2026-05-15 ·View on SEC.gov →
Top 24 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | TSMTAIWAN SEMICONDUCTOR MANUFAC | $76.91M | 14.40% | - |
| 2 | NVDANVIDIA CORPORATION | $47.47M | 8.89% | - |
| 3 | AVGOBROADCOM INC | $46.36M | 8.68% | - |
| 4 | AMDADVANCED MICRO DEVICES INC | $44.60M | 8.35% | - |
| 5 | CHYMCHIME FINL INC | $38.91M | 7.28% | - |
| 6 | TSMTAIWAN SEMICONDUCTOR MANUFAC | $36.90M | 6.91% | - |
| 7 | MKSIMKS INC. | $28.10M | 5.26% | - |
| 8 | FROGJFROG LTD | $26.98M | 5.05% | - |
| 9 | AMZNAMAZON COM INC | $25.99M | 4.87% | - |
| 10 | GTLBGITLAB INC | $25.32M | 4.74% | - |
No positions in this category.
As of Q1 2026, LIGHT STREET CAPITAL MANAGEMENT, LLC reported a portfolio value of $534.23M across 24 positions in their 13F filing.
LIGHT STREET CAPITAL MANAGEMENT, LLC's largest holding is TSM with a position worth $76.91M. Their top holdings include TSM, NVDA, AVGO, AMD, CHYM.
LIGHT STREET CAPITAL MANAGEMENT, LLC files quarterly 13F reports with the SEC, disclosing their long positions in U.S. equities. These filings are due within 45 days of the quarter end and provide transparency into their investment strategy and portfolio allocation.
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