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LIGHT STREET CAPITAL MANAGEMENT, LLC
Period ended Jun 30, 2026 · Latest filing Aug 14, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $902,839,902
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- TAIWAN SEMICONDUCTOR MANUFAC · SPONSORED ADS · 874039100 · shares: $107,906,464
- ADVANCED MICRO DEVICES INC · COM · 007903107 · shares: $63,609,645
- ASTERA LABS INC · COM · 04626A103 · shares: $60,739,765
- GITLAB INC · CLASS A COM · 37637K108 · shares: $59,380,850
- BROADCOM INC · COM · 11135F101 · shares: $57,890,188
- TAIWAN SEMICONDUCTOR MANUFAC · SPONSORED ADS · 874039100 · shares · PUT: $52,150,644
- AMKOR TECHNOLOGY INC · COM · 031652100 · shares: $51,460,598
- JFROG LTD · ORD SHS · M6191J100 · shares: $46,757,760
- MKS INC. · COM · 55306N104 · shares: $46,170,240
- CHIME FINL INC · COM SHS CL A · 16935C109 · shares: $45,037,343
Reported holdings
28 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | — | 225,949 shares | $107,906,464 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | — | 109,500 shares | $63,609,645 |
| ASTERA LABS INC | COM | 04626A103 | — | 125,750 shares | $60,739,765 |
| GITLAB INC | CLASS A COM | 37637K108 | — | 1,945,000 shares | $59,380,850 |
| BROADCOM INC | COM | 11135F101 | — | 153,250 shares | $57,890,188 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | PUT | 109,200 shares | $52,150,644 |
| AMKOR TECHNOLOGY INC | COM | 031652100 | — | 596,783 shares | $51,460,598 |
| JFROG LTD | ORD SHS | M6191J100 | — | 514,500 shares | $46,757,760 |
| MKS INC. | COM | 55306N104 | — | 103,800 shares | $46,170,240 |
| CHIME FINL INC | COM SHS CL A | 16935C109 | — | 2,199,089 shares | $45,037,343 |
| COUPANG INC | CL A | 22266T109 | — | 2,025,000 shares | $35,174,250 |
| TOAST INC | CL A | 888787108 | — | 1,167,500 shares | $32,479,850 |
| REDDIT INC | CL A | 75734B100 | — | 182,500 shares | $31,678,350 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 136,720 shares | $27,356,305 |
| BLOOM ENERGY CORP | COM CL A | 093712107 | — | 84,167 shares | $25,477,351 |
| ASML HLDG NV | N Y REGISTRY SHS | N07059210 | — | 10,957 shares | $21,798,294 |
| MERCADOLIBRE INC | COM | 58733R102 | — | 12,750 shares | $21,641,723 |
| CELLEBRITE DI LTD | ORDINARY SHARES | M2197Q107 | — | 1,312,755 shares | $19,166,223 |
| SNOWFLAKE INC | COM SHS | 833445109 | — | 70,000 shares | $17,815,000 |
| MONGODB INC | CL A | 60937P106 | — | 50,000 shares | $16,795,000 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 42,650 shares | $15,241,831 |
| AMAZON COM INC | COM | 023135106 | — | 51,000 shares | $12,155,340 |
| DATADOG INC | CL A COM | 23804L103 | — | 40,000 shares | $10,414,400 |
| ROUNDHILL ETF TRUST | MEMORY ETF | 77926X320 | — | 120,000 shares | $8,862,000 |
| NXP SEMICONDUCTORS N V | COM | N6596X109 | — | 23,003 shares | $6,464,533 |
| ANALOG DEVICES INC | COM | 032654105 | — | 10,523 shares | $4,179,420 |
| QUANTINUUM INC | CL A COM | 74768A104 | — | 35,242 shares | $2,880,681 |
| GDS HLDGS LTD | SPONSORED ADS | 36165L108 | — | 71,790 shares | $2,155,854 |