Light Street Capital Management LLC
- Period:
- Q1 2026
- Portfolio date:
- Mar 31, 2026
- No. of stocks:
- 23
- Portfolio value:
- $534,226,000
- Filed:
- May 15, 2026
- CIK:
- 1569049
| Stock | Issuer | % of Portfolio | Recent Activity | Shares | Price | Value ▼ |
|---|---|---|---|---|---|---|
| TSMhist | TAIWAN SEMICONDUCTOR MANUFAC | 21.30 | Add 25.00% | 336,785 | $337.95 | $113.82M |
| NVDAhist | NVIDIA CORPORATION | 8.89 | Reduce 20.00% | 272,214 | $174.40 | $47.47M |
| AVGOhist | BROADCOM INC | 8.68 | Add 4.00% | 149,800 | $309.51 | $46.37M |
| AMDhist | ADVANCED MICRO DEVICES INC | 8.35 | — | 219,251 | $203.43 | $44.60M |
| CHYMhist | CHIME FINL INC | 7.28 | Reduce 23.00% | 2,077,615 | $18.73 | $38.91M |
| MKSIhist | MKS INC. | 5.26 | Add 524.00% | 122,264 | $229.81 | $28.10M |
| FROGhist | JFROG LTD | 5.05 | Add 24.00% | 575,000 | $46.93 | $26.98M |
| AMZNhist | AMAZON COM INC | 4.87 | Add 80.00% | 124,800 | $208.27 | $25.99M |
| GTLBhist | GITLAB INC | 4.74 | Add 10.00% | 1,170,000 | $21.64 | $25.32M |
| BILLhist | BILL HOLDINGS INC | 4.48 | Reduce 29.00% | 625,000 | $38.30 | $23.94M |
| CPNGhist | COUPANG INC | 3.72 | Buy | 1,051,957 | $18.88 | $19.86M |
| AMKRhist | AMKOR TECHNOLOGY INC | 3.43 | Add 41.00% | 406,990 | $45.03 | $18.33M |
| ASMLhist | ASML HLDG NV | 2.71 | — | 10,946 | $1320.85 | $14.46M |
| GOOGLhist | ALPHABET INC | 2.29 | Reduce 68.00% | 42,500 | $287.55 | $12.22M |
| IOThist | SAMSARA INC | 2.28 | Buy | 384,000 | $31.69 | $12.17M |
| CLBThist | CELLEBRITE DI LTD | 1.65 | Add 30.00% | 640,925 | $13.78 | $8.83M |
| BEhist | BLOOM ENERGY CORP | 1.28 | Buy | 50,625 | $135.49 | $6.86M |
| NXPIhist | NXP SEMICONDUCTORS N V | 0.94 | Add 2.00% | 25,500 | $196.86 | $5.02M |
| DDOGhist | DATADOG INC | 0.88 | Buy | 40,000 | $118.05 | $4.72M |
| ADIhist | ANALOG DEVICES INC | 0.63 | Add 3.00% | 10,500 | $318.10 | $3.34M |
| GDShist | GDS HLDGS LTD | 0.54 | Add 10.00% | 71,642 | $40.28 | $2.89M |
| LITEhist | LUMENTUM HLDGS INC | 0.38 | Buy | 2,892 | $702.63 | $2.03M |
| AMPLhist | AMPLITUDE INC | 0.37 | Reduce 80.00% | 292,844 | $6.82 | $2.00M |
| CFLThist | CONFLUENT INC | 0.00 | Sell | 0 | — | $0 |
| CEGhist | CONSTELLATION ENERGY CORP | 0.00 | Sell | 0 | — | $0 |
| RDDThist | REDDIT INC | 0.00 | Sell | 0 | — | $0 |
| NFLXhist | NETFLIX INC | 0.00 | Sell | 0 | — | $0 |
| TEAMhist | ATLASSIAN CORPORATION | 0.00 | Sell | 0 | — | $0 |
| AAPLhist | APPLE INC | 0.00 | Sell | 0 | — | $0 |