Holdings
Light Street Capital Management, LLC
As of Jun 30, 2026, Light Street Capital Management, LLC reported 23 positions worth US$769M. Largest: Taiwan Semiconductor Manufacturing Co., Ltd., Advanced Micro Devices Inc and Astera Labs, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Taiwan Semiconductor Manufacturing Co., Ltd. | 226K | US$108M | −1,636 | Jun 30, 2026 |
| Advanced Micro Devices Inc | 110K | US$63.6M | −110K | Jun 30, 2026 |
| Astera Labs, Inc. | 126K | US$60.7M | new | Jun 30, 2026 |
| Gitlab Inc. | 1.95M | US$59.4M | +775K | Jun 30, 2026 |
| Broadcom Inc. | 153K | US$57.9M | +3,450 | Jun 30, 2026 |
| Amkor Technology, Inc. | 597K | US$51.5M | +190K | Jun 30, 2026 |
| Mks Inc. | 104K | US$46.2M | −18,464 | Jun 30, 2026 |
| Chime Financial, Inc. | 2.2M | US$45M | +121K | Jun 30, 2026 |
| Coupang, Inc. | 2.02M | US$35.2M | +973K | Jun 30, 2026 |
| Toast, Inc. | 1.17M | US$32.5M | new | Jun 30, 2026 |