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PALO ALTO, CA · CIK 0001569049
New positions
5
Added to
10
Trimmed
8
Exited
6
LIGHT STREET CAPITAL MANAGEMENT, LLC (PALO ALTO, CA) reported a portfolio value of $497.32M across 23 positions in their Q1 2026 SEC 13F filing (period ending 2026-03-31). The top 10 positions account for 77.3% of the portfolio.
Top 23 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 | 15.47% | -15.2% |
| 2 | NVDANVIDIA CORPORATION | $47.47M | 9.55% | -19.9% |
| 3 | AVGOBROADCOM INC | $46.36M | 9.32% | +4.2% |
| 4 | AMDADVANCED MICRO DEVICES INC | $44.60M | 8.97% | -0.1% |
| 5 | CHYMCHIME FINL INC | $38.91M | 7.82% | -23.3% |
| 6 | MKSIMKS INC. | $28.10M | 5.65% | +524.4% |
| 7 | FROGJFROG LTD | $26.98M | 5.43% | +24.5% |
| 8 | AMZNAMAZON COM INC | $25.99M | 5.23% | +79.6% |
| 9 | GTLBGITLAB INC | $25.32M | 5.09% | +10.4% |
| 10 | BILLBILL HOLDINGS INC | $23.94M | 4.81% | -28.8% |
| Stock | Value | Shares |
|---|---|---|
| CPNGCOUPANG INC | $19.86M | 1,051,957 |
| IOTSAMSARA INC | $12.17M | 384,000 |
| BEBLOOM ENERGY CORP | $6.86M | 50,625 |
| DDOGDATADOG INC | $4.72M | 40,000 |
| LITELUMENTUM HLDGS INC | $2.03M | 2,892 |
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