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PALO ALTO, CA · CIK 0001569049
New positions
8
Added to
11
Trimmed
7
Exited
4
LIGHT STREET CAPITAL MANAGEMENT, LLC (PALO ALTO, CA) reported a portfolio value of $850.69M across 27 positions in their Q2 2026 SEC 13F filing (period ending 2026-06-30). The top 10 positions account for 67.5% of the portfolio.
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 |
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