Light Street Capital Management, LLC
Light Street Capital Management, LLC reported 28 holdings worth US$903M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Light Street Capital Management, LLC reported 28 holdings worth US$903M as of Jun 30, 2026. Largest: Taiwan Semiconductor Manufacturing Co., Ltd., Advanced Micro Devices Inc and Astera Labs, Inc. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 28
- Value as reported
- US$903M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Taiwan Semiconductor Manufacturing Co., Ltd. | 226K | US$108M | 12.0% |
| Advanced Micro Devices Inc | 110K | US$63.6M | 7.0% |
| Astera Labs, Inc. | 126K | US$60.7M | 6.7% |
| Gitlab Inc. | 1.95M | US$59.4M | 6.6% |
| Broadcom Inc. | 153K | US$57.9M | 6.4% |
| Amkor Technology, Inc. | 597K | US$51.5M | 5.7% |
| Mks Inc. | 104K | US$46.2M | 5.1% |
| Chime Financial, Inc. | 2.2M | US$45M | 5.0% |
| Coupang, Inc. | 2.02M | US$35.2M | 3.9% |
| Toast, Inc. | 1.17M | US$32.5M | 3.6% |
| Reddit, Inc. | 183K | US$31.7M | 3.5% |
| Nvidia Corporation | 137K | US$27.4M | 3.0% |
| Bloom Energy Corporation | 84,167 | US$25.5M | 2.8% |
| Asml Holding Nv | 10,957 | US$21.8M | 2.4% |
| Mercadolibre, Inc. | 12,750 | US$21.6M | 2.4% |
| Snowflake Inc. | 70,000 | US$17.8M | 2.0% |
| Mongodb, Inc. | 50,000 | US$16.8M | 1.9% |
| Alphabet Inc (google) Class C | 42,650 | US$15.2M | 1.7% |
| Amazon.com, Inc. | 51,000 | US$12.2M | 1.3% |
| Datadog, Inc. | 40,000 | US$10.4M | 1.2% |
| Analog Devices, Inc. | 10,523 | US$4.18M | 0.46% |
| Quantinuum Inc. | 35,242 | US$2.88M | 0.32% |
| Gds Holdings Ltd. | 71,790 | US$2.16M | 0.24% |
| Amplitude, Inc. | 0 | US$0 | 0.00% |
| Bill Holdings, Inc. | 0 | US$0 | 0.00% |
| Lumentum Holdings Inc. | 0 | US$0 | 0.00% |
| Samsara Inc. | 0 | US$0 | 0.00% |