LIGHT STREET CAPITAL MANAGEMENT, LLC: 13F holdings
CIK 15690492026Q2
| Positions | 27 |
|---|
| Reported value | $902.8m |
|---|
| Filed | 2026-08-14 |
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Change since last quarter
| Positions | 27 (+4 vs prior quarter) |
|---|
| Reported value | $902.8m (+69.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 225,949 | $107.9m | 12.0% |
| AMD ADVANCED MICRO DEVICES INC | 109,500 | $63.6m | 7.0% |
| ALAB ASTERA LABS INC | 125,750 | $60.7m | 6.7% |
| GTLB GITLAB INC | 1,945,000 | $59.4m | 6.6% |
| AVGO BROADCOM INC | 153,250 | $57.9m | 6.4% |
| AMKR AMKOR TECHNOLOGY INC | 596,783 | $51.5m | 5.7% |
| JFROG LTD | 514,500 | $46.8m | 5.2% |
| MKSI MKS INC. | 103,800 | $46.2m | 5.1% |
| CHYM CHIME FINL INC | 2,199,089 | $45.0m | 5.0% |
| CPNG COUPANG INC | 2,025,000 | $35.2m | 3.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1569049")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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