CIK 1569049
LIGHT STREET CAPITAL MANAGEMENT, LLC
Institutional 13F holdings & portfolio
Holdings
24
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 1–24 of 24
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 268K | $1M+ | SH |
| CHYM | CHIME FINL INC | 2.7M | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 340K | $1M+ | SH |
| AVGO | BROADCOM INC | 144K | $1M+ | SH |
| BILL | BILL HOLDINGS INC | 878K | $1M+ | SH |
| AMD | ADVANCED MICRO DEVICES INC | 219K | $1M+ | SH |
| GOOGL | ALPHABET INC | 135K | $1M+ | SH |
| GTLB | GITLAB INC | 1.1M | $1M+ | SH |
| FROG | JFROG LTD | 462K | $1M+ | SH |
| CFLT | CONFLUENT INC | 910K | $1M+ | SH |
| CEG | CONSTELLATION ENERGY CORP | 63K | $1M+ | SH |
| RDDT | REDDIT INC | 90K | $1M+ | SH |
| NFLX | NETFLIX INC | 200K | $1M+ | SH |
| AMPL | AMPLITUDE INC | 1.5M | $1M+ | SH |
| AMZN | AMAZON COM INC | 70K | $1M+ | SH |
| ASML | ASML HOLDING N V | 11K | $1M+ | SH |
| AMKR | AMKOR TECHNOLOGY INC | 288K | $1M+ | SH |
| TEAM | ATLASSIAN CORPORATION | 63K | $1M+ | SH |
| CLBT | CELLEBRITE DI LTD | 493K | $1M+ | SH |
| NXPI | NXP SEMICONDUCTORS N V | 25K | $1M+ | SH |
| MKSI | MKS INC. | 20K | $1M+ | SH |
| ADI | ANALOG DEVICES INC | 10K | $1M+ | SH |
| AAPL | APPLE INC | 10K | $1M+ | SH |
| GDS | GDS HLDGS LTD | 65K | $1M+ | SH |