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PALO ALTO, CA · CIK 0001569049
New positions
8
Added to
11
Trimmed
7
Exited
4
Sectors derived from SEC SIC codes, value-weighted. Positions without a resolvable ticker are shown as Unclassified.
Source: SEC 13F-HR filing filed on 2026-08-14 ·View on SEC.gov →
Top 27 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | TSMTAIWAN SEMICONDUCTOR MANUFAC | $107.91M | 12.68% | -0.7% |
| 2 | AMDADVANCED MICRO DEVICES INC | $63.61M | 7.48% | -50.1% |
| 3 | ALABASTERA LABS INC | $60.74M | 7.14% | New |
| 4 | GTLBGITLAB INC | $59.38M | 6.98% | +66.2% |
| 5 | AVGOBROADCOM INC | $57.89M | 6.81% | +2.3% |
| 6 | AMKRAMKOR TECHNOLOGY INC | $51.46M | 6.05% | +46.6% |
| 7 | FROGJFROG LTD | $46.76M | 5.50% | -10.5% |
| 8 | MKSIMKS INC. | $46.17M | 5.43% | -15.1% |
| 9 | CHYMCHIME FINL INC | $45.04M | 5.29% | +5.8% |
| 10 | CPNGCOUPANG INC | $35.17M | 4.13% | +92.5% |
| Stock | Value | Shares |
|---|---|---|
| ALABASTERA LABS INC | $60.74M | 125,750 |
| TOSTTOAST INC | $32.48M | 1,167,500 |
| RDDTREDDIT INC | $31.68M | 182,500 |
| MELIMERCADOLIBRE INC | $21.64M | 12,750 |
| SNOWSNOWFLAKE INC | $17.82M | 70,000 |
| MDBMONGODB INC | $16.80M | 50,000 |
| DRAMROUNDHILL ETF TRUST | $8.86M | 120,000 |
| QNTQUANTINUUM INC | $2.88M | 35,242 |
As of Q2 2026, LIGHT STREET CAPITAL MANAGEMENT, LLC reported a portfolio value of $850.69M across 27 positions in their 13F filing.
LIGHT STREET CAPITAL MANAGEMENT, LLC's largest holding is TSM with a position worth $107.91M. Their top holdings include TSM, AMD, ALAB, GTLB, AVGO.
In Q2 2026, LIGHT STREET CAPITAL MANAGEMENT, LLC made the following changes to their portfolio: 8 new positions, 4 positions sold out, 11 positions increased, 7 positions reduced.
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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