Light Street Capital Management, LLC 13F Holdings · Q2 2026
Light Street Capital Management, LLC reported 27 securities worth $902.84M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: TSM (17.73%), AMD (7.05%), ALAB (6.73%). Among its top 25 positions this quarter: 7 new, 10 added, 7 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $160.1M | 17.73% | 335,149 | Trimmed |
| 2 | AMD | ADVANCED MICRO DEVICES INC | $63.6M | 7.05% | 109,500 | Trimmed |
| 3 | ALAB | ASTERA LABS INC | $60.7M | 6.73% | 125,750 | New |
| 4 | GTLB | GITLAB INC | $59.4M | 6.58% | 1.9M | Added |
| 5 | AVGO | BROADCOM INC | $57.9M | 6.41% | 153,250 | Added |
| 6 | AMKR | AMKOR TECHNOLOGY INC | $51.5M | 5.70% | 596,783 | Added |
| 7 | FROG | JFROG LTD | $46.8M | 5.18% | 514,500 | Trimmed |
| 8 | MKSI | MKS INC. | $46.2M | 5.11% | 103,800 | Trimmed |
| 9 | CHYM | CHIME FINL INC | $45.0M | 4.99% | 2.2M | Added |
| 10 | CPNG | COUPANG INC | $35.2M | 3.90% | 2.0M | Added |
| 11 | TOST | TOAST INC | $32.5M | 3.60% | 1.2M | New |
| 12 | RDDT | REDDIT INC | $31.7M | 3.51% | 182,500 | New |
| 13 | NVDA | NVIDIA CORPORATION | $27.4M | 3.03% | 136,720 | Trimmed |
| 14 | BE | BLOOM ENERGY CORP | $25.5M | 2.82% | 84,167 | Added |
| 15 | ASML | ASML HLDG NV | $21.8M | 2.41% | 10,957 | Added |
| 16 | MELI | MERCADOLIBRE INC | $21.6M | 2.40% | 12,750 | New |
| 17 | CLBT | CELLEBRITE DI LTD | $19.2M | 2.12% | 1.3M | Added |
| 18 | SNOW | SNOWFLAKE INC | $17.8M | 1.97% | 70,000 | New |
| 19 | MDB | MONGODB INC | $16.8M | 1.86% | 50,000 | New |
| 20 | GOOGL | ALPHABET INC | $15.2M | 1.69% | 42,650 | Added |
| 21 | AMZN | AMAZON COM INC | $12.2M | 1.35% | 51,000 | Trimmed |
| 22 | DDOG | DATADOG INC | $10.4M | 1.15% | 40,000 | Hold |
| 23 | DRAM | ROUNDHILL ETF TRUST | $8.9M | 0.98% | 120,000 | New |
| 24 | NXPI | NXP SEMICONDUCTORS N V | $6.5M | 0.72% | 23,003 | Trimmed |
| 25 | ADI | ANALOG DEVICES INC | $4.2M | 0.46% | 10,523 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR