13F-HRCIK 0001569049
Last filed Aug 14, 2026Light Street Capital Management, LLC·13F Holdings
$692.1M+78.4% vs prior quarter
- Positions
- 20
- Top-10 weight
- 77%
- Largest
- TSM · 16%
- Quarter ending
- Jun 30, 2026
- Added
- 12
- Trimmed
- 7
- Sold out
- 2
- Last filed
- Aug 14, 2026
Portfolio
What does Light Street Capital Management, LLC own?
Light Street Capital Management, LLC reported 20 long equity positions worth $692.1M for the quarter ending Jun 30, 2026. The largest is TSM at 16% of reported value. The ten largest positions make up 77% of the portfolio. Against the prior quarter it added to 12 positions, trimmed 7 and sold out of 2. The latest 13F was filed Aug 14, 2026.
Largest positionsValue · weight
- TSMTaiwan Semiconductor Manufacturing$107.9M16% of portfolio
- AMDAdvanced Micro Devices, Inc.$63.6M9.2% of portfolio
- ALABAstera Labs, Inc.$60.7M8.8% of portfolio
- AVGOBroadcom Inc.$57.9M8.4% of portfolio
- AMKRAmkor Technology Inc.$51.5M7.4% of portfolio
- MKSIMKS Inc.$46.2M6.7% of portfolio
- CHYMChime Financial Inc. Class A$45.0M6.5% of portfolio
- CPNGCoupang, Inc.$35.2M5.1% of portfolio
- TOSTToast, Inc.$32.5M4.7% of portfolio
- RDDTReddit, Inc.$31.7M4.6% of portfolio
Sector tilt
Which sectors does Light Street Capital Management, LLC lean on?
Technology (52%) and Electronic technology (8.8%) are the two largest sectors by reported value.
By share of reported value, across 20 classified tickers.
Quarter changes
What did Light Street Capital Management, LLC buy and sell last quarter?
Largest additions last quarterEst. value
Reported value
How has Light Street Capital Management, LLC's 13F value moved?
Reported value went from $313.3M to $692.1M over 10 quarters. It moves with prices and with buying and selling, so it is not a fund return.
$313.3MMar 2024
$342.5MJun 2024
$308.4MSep 2024
$372.1MDec 2024
$188.8MMar 2025
$352.1MJun 2025
$403.6MSep 2025
$460.1MDec 2025
$387.9MMar 2026
$692.1MJun 2026
Latest 13F
What Light Street Capital Management, LLC changed in its latest 13F
| Company | Change | Shares vs prior | Est. value | Filed |
|---|---|---|---|---|
| Advanced Micro Devices, Inc. AMD | -50% | $63.8M | Aug 14, 2026 | |
| Astera Labs, Inc. ALAB | New | $60.7M | Aug 14, 2026 | |
| Toast, Inc. TOST | New | $32.5M | Aug 14, 2026 | |
| NVIDIA Corporation NVDA | -50% | $27.1M | Aug 14, 2026 | |
| Amazon.com, Inc. AMZN | -59% | $17.6M | Aug 14, 2026 | |
| Coupang, Inc. CPNG | +92% | $16.9M | Aug 14, 2026 | |
| MercadoLibre, Inc. MELI | +318% | $16.5M | Aug 14, 2026 | |
| Amkor Technology Inc. AMKR | +47% | $16.4M | Aug 14, 2026 | |
| Reddit, Inc. RDDT | +103% | $16.1M | Aug 14, 2026 | |
| Samsara Inc. Class A IOT | -100% | $12.2M | Aug 14, 2026 | |
| Bloom Energy Corp. Class A BE | +66% | $10.2M | Aug 14, 2026 | |
| Roundhill Memory ETF DRAM | New | $8.9M | Aug 14, 2026 | |
| MKS Inc. MKSI | -15% | $8.2M | Aug 14, 2026 | |
| Snowflake Inc. SNOW | -29% | $7.4M | Aug 14, 2026 | |
| MongoDB MDB | -27% | $6.2M | Aug 14, 2026 |
