StockScan > Holders > Light Street Capital Management

Light Street Capital Management's Portfolio and 13F Filing

Value: $3.39B
Website: www.lightstreet.com
CIK: 0001569049
Phone: 650-234-1640
Address: 525 University Avenue, Palo Alto, CA (94301)
Latest 13F Filing: 2026-08-14
Light Street Capital Management's Stock Holdings & 13F Form
# Stock Name Symbol Current Price

Previous Holdings

(# Shares)

Current Holdings

(# Shares)

 Current Value Percent
1 GitLab Inc. Class A Common Stock GTLB $51.95 N/A 1,945,000 $101,042,750 2.98%
2 Taiwan Semiconductor Manufacturing Company Ltd. TSM $445.12 N/A 225,949 $100,574,419 2.96%
3 Advanced Micro Devices AMD $605.53 N/A 109,500 $66,305,535 1.95%
4 Chime Financial, Inc. Class A Common Stock CHYM $29.90 N/A 2,199,089 $65,752,761 1.94%
5 Broadcom Inc. Common Stock AVGO $357.31 N/A 153,250 $54,757,758 1.61%
6 JFrog Ltd. Ordinary Shares FROG $99.28 N/A 514,500 $51,079,560 1.51%
7 Astera Labs, Inc. Common Stock ALAB $325.41 N/A 125,750 $40,920,308 1.21%
8 Toast, Inc. TOST $30.89 N/A 1,167,500 $36,064,075 1.06%
9 Nvidia Corp NVDA $228.52 N/A 136,720 $31,243,254 0.92%
10 Coupang, Inc. CPNG $15.12 N/A 2,025,000 $30,618,000 0.90%
11 Amkor Technology Inc AMKR $47.61 N/A 596,783 $28,412,839 0.84%
12 Reddit, Inc. RDDT $155.29 N/A 182,500 $28,340,425 0.84%
13 MKS Inc. Common Stock MKSI $247.56 N/A 103,800 $25,696,728 0.76%
14 Snowflake Inc. SNOW $357.76 N/A 70,000 $25,043,200 0.74%
15 Mercado Libre, Inc MELI $1,876.04 N/A 12,750 $23,919,510 0.71%
16 Bloom Energy Corporation BE $263.45 N/A 84,167 $22,173,796 0.65%
17 MongoDB, Inc. Class A MDB $373.07 N/A 50,000 $18,653,500 0.55%
18 Alphabet Inc. Class A Common Stock GOOGL $353.78 N/A 42,650 $15,088,717 0.44%
19 Amazon.Com Inc AMZN $258.58 N/A 51,000 $13,187,580 0.39%
20 Datadog, Inc. Class A Common Stock DDOG $283.34 N/A 40,000 $11,333,600 0.33%
Related 13F Filings:
berkshire hathaway 13f,   sec 13f filing list,   warren buffett 13f,   baker brothers 13f,   fundsmith 13f ,   valueact 13f,   greenlight capital 13f,   dorsey asset management 13f,   ra capital 13f,   dragoneer 13f,   vanguard group inc 13f,   hillhouse 13f,   citadel 13f,   morgan stanley 13f,   spruce house 13f,   fmr llc 13f,   sachem head 13f,   duquesne capital 13f,   maverick capital 13f,   soros fund management 13f,   light street capital 13f,   bronte capital 13f,   corvex 13f,   adw capital 13f,   arlington value capital 13f,   greenhaven road capital 13f,   fisher investments 13f,   bares capital management 13f,   generation investment management 13f,   giverny capital 13f,   goldman sachs 13f,   omega advisors 13f,   thomson reuters 13f