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PALO ALTO, CA · CIK 0001569049
Portfolio Value
$534.23M
Positions
24
New
0
Increased
0
Decreased
0
Sold Out
0
LIGHT STREET CAPITAL MANAGEMENT, LLC (PALO ALTO, CA) reported a portfolio value of $534.23M across 24 positions in their Q1 2026 SEC 13F filing (period ending 2026-03-31). The top 10 positions account for 74.4% of the portfolio.
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.
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