Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
LIGHT STREET CAPITAL MANAGEMENT, LLC (CIK 1569049) reported $534.2M across 22 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: TSM ($113.8M, 21.30%), NVDA ($47.5M, 8.89%), AVGO ($46.4M, 8.68%), AMD ($44.6M, 8.35%), CHYM ($38.9M, 7.28%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $113.8M | 21.30% | 336,785 | Added |
| 2 | NVDA | NVIDIA CORPORATION | $47.5M | 8.89% | 272,214 | Trimmed |
| 3 | AVGO | BROADCOM INC | $46.4M | 8.68% | 149,800 | Added |
| 4 | AMD | ADVANCED MICRO DEVICES INC | $44.6M | 8.35% | 219,251 | Trimmed |
| 5 | CHYM | CHIME FINL INC | $38.9M | 7.28% | 2.1M | Trimmed |
| 6 | MKSI | MKS INC. | $28.1M | 5.26% | 122,264 | Added |
| 7 | FROG | JFROG LTD | $27.0M | 5.05% | 575,000 | Added |
| 8 | AMZN | AMAZON COM INC | $26.0M | 4.87% | 124,800 | Added |
| 9 | GTLB | GITLAB INC | $25.3M | 4.74% | 1.2M | Added |
| 10 | BILL | BILL HOLDINGS INC | $23.9M | 4.48% | 625,000 | Trimmed |
| 11 | CPNG | COUPANG INC | $19.9M | 3.72% | 1.1M | New |
| 12 | AMKR | AMKOR TECHNOLOGY INC | $18.3M | 3.43% | 406,990 | Added |
| 13 | ASML | ASML HLDG NV | $14.5M | 2.71% | 10,946 | Trimmed |
| 14 | GOOGL | ALPHABET INC | $12.2M | 2.29% | 42,500 | Trimmed |
| 15 | IOT | SAMSARA INC | $12.2M | 2.28% | 384,000 | New |
| 16 | CLBT | CELLEBRITE DI LTD | $8.8M | 1.65% | 640,925 | Added |
| 17 | BE | BLOOM ENERGY CORP | $6.9M | 1.28% | 50,625 | New |
| 18 | NXPI | NXP SEMICONDUCTORS N V | $5.0M | 0.94% | 25,500 | Added |
| 19 | DDOG | DATADOG INC | $4.7M | 0.88% | 40,000 | New |
| 20 | ADI | ANALOG DEVICES INC | $3.3M | 0.63% | 10,500 | Added |
| 21 | GDS | GDS HLDGS LTD | $2.9M | 0.54% | 71,642 | Added |
| 22 | LITE | LUMENTUM HLDGS INC | $2.0M | 0.38% | 2,892 | New |
| 23 | AMPL | AMPLITUDE INC | $2.0M | 0.37% | 292,844 | Trimmed |
| 24 | AAPL | APPLE INC | $0 | 0.00% | 0 | Exited |
| 25 | TEAM | ATLASSIAN CORPORATION | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31