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
| Hist | Stock | Activity | Share change | % change to portfolio |
|---|---|---|---|---|
| Q1 2026filed May 15, 265 new7 added7 reduced6 exited | ||||
| ≡ | MKSI – MKS INC. | Add 524.00% | 102,682 | 4.78 |
| ≡ | CPNG – COUPANG INC | Buy | 1,051,957 | 3.72 |
| ≡ | AMZN – AMAZON COM INC | Add 80.00% | 55,300 | 2.40 |
| ≡ | IOT – SAMSARA INC | Buy | 384,000 | 2.28 |
| ≡ | AMKR – AMKOR TECHNOLOGY INC | Add 41.00% | 119,095 | 1.68 |
| ≡ | GTLB – GITLAB INC | Add 10.00% | 110,000 | −1.38 |
| ≡ | BE – BLOOM ENERGY CORP | Buy | 50,625 | 1.28 |
| ≡ | DDOG – DATADOG INC | Buy | 40,000 | 0.88 |
| ≡ | FROG – JFROG LTD | Add 24.00% | 113,000 | 0.61 |
| ≡ | LITE – LUMENTUM HLDGS INC | Buy | 2,892 | 0.38 |
| ≡ | CLBT – CELLEBRITE DI LTD | Add 30.00% | 148,170 | 0.29 |
| ≡ | GDS – GDS HLDGS LTD | Add 10.00% | 6,370 | 0.19 |
| Q4 2025filed Feb 17, 266 new9 added8 reduced9 exited | ||||
| ≡ | CHYM – CHIME FINL INC | Add 82.00% | 1,218,612 | 5.44 |
| ≡ | RDDT – REDDIT INC | Buy | 90,000 | 3.18 |
| ≡ | NFLX – NETFLIX INC | Buy | 200,000 | 2.89 |
| ≡ | AMPL – AMPLITUDE INC | Buy | 1,500,000 | 2.67 |
| ≡ | AVGO – BROADCOM INC | Add 45.00% | 44,474 | 2.15 |
| ≡ | AMKR – AMKOR TECHNOLOGY INC | Buy | 287,895 | 1.75 |
| ≡ | TEAM – ATLASSIAN CORPORATION | Buy | 63,272 | 1.58 |
| ≡ | GOOGL – ALPHABET INC | Add 10.00% | 12,000 | 1.47 |
| ≡ | NVDA – NVIDIA CORPORATION | Add 23.00% | 63,325 | 1.07 |
| ≡ | CEG – CONSTELLATION ENERGY CORP | Add 31.00% | 15,090 | 0.77 |
| ≡ | AMZN – AMAZON COM INC | Add 39.00% | 19,467 | 0.62 |
| ≡ | MKSI – MKS INC. | Buy | 19,582 | 0.48 |
| ≡ | GTLB – GITLAB INC | Add 25.00% | 210,000 | −0.32 |
| ≡ | CLBT – CELLEBRITE DI LTD | Add 38.00% | 135,000 | 0.25 |
| ≡ | ADI – ANALOG DEVICES INC | Add 50.00% | 3,384 | 0.14 |
| Q3 2025filed Nov 14, 258 new8 added10 reduced7 exited | ||||
| ≡ | GOOGL – ALPHABET INC | Buy | 122,500 | 5.01 |
| ≡ | DDOG – DATADOG INC | Buy | 207,000 | 4.96 |
| ≡ | CFLT – CONFLUENT INC | Buy | 1,268,640 | 4.23 |
| ≡ | SNOW – SNOWFLAKE INC | Buy | 99,000 | 3.76 |
| ≡ | MDB – MONGODB INC | Buy | 68,500 | 3.58 |
| ≡ | BABA – ALIBABA GROUP HLDG LTD | Buy | 105,000 | 3.16 |
| ≡ | BILL – BILL HOLDINGS INC | Add 50.00% | 322,680 | 2.53 |
| ≡ | CEG – CONSTELLATION ENERGY CORP | Add 1022.00% | 43,698 | 2.37 |
| ≡ | ASML – ASML HOLDING N V | Add 235.00% | 12,974 | 2.11 |
| ≡ | GTLB – GITLAB INC | Add 79.00% | 375,585 | 2.07 |
| ≡ | APPF – APPFOLIO INC | Buy | 20,000 | 0.93 |
| ≡ | MNDY – MONDAY COM LTD | Buy | 19,843 | 0.65 |
| ≡ | CHYM – CHIME FINL INC | Add 115.00% | 798,147 | 0.17 |
| ≡ | AAPL – APPLE INC | Add 29.00% | 2,391 | 0.11 |
| ≡ | NXPI – NXP SEMICONDUCTORS N V | Add 10.00% | 2,289 | −0.06 |
| ≡ | ADI – ANALOG DEVICES INC | Add 11.00% | 698 | −0.02 |
| Q2 2025filed Aug 14, 257 new7 added5 reduced1 exited | ||||
| ≡ | CLS – CELESTICA INC | Buy | 169,252 | 5.40 |
| ≡ | CHYM – CHIME FINL INC | Buy | 693,530 | 4.89 |
| ≡ | GDS – GDS HLDGS LTD | Buy | 714,582 | 4.46 |
| ≡ | SE – SEA LTD | Buy | 120,630 | 3.94 |
| ≡ | NFLX – NETFLIX INC | Buy | 11,539 | 3.16 |
| ≡ | TSM – TAIWAN SEMICONDUCTOR MFG LTD | Add 21.00% | 61,257 | 2.81 |
| ≡ | NVDA – NVIDIA CORPORATION | Add 10.00% | 30,867 | 1.64 |
| ≡ | MELI – MERCADOLIBRE INC | Buy | 3,049 | 1.63 |
| ≡ | AMD – ADVANCED MICRO DEVICES INC | Add 15.00% | 37,118 | 1.15 |
| ≡ | GTLB – GITLAB INC | Add 15.00% | 60,098 | −1.07 |
| ≡ | ADI – ANALOG DEVICES INC | Buy | 6,070 | 0.30 |
| ≡ | META – META PLATFORMS INC | Add 12.00% | 2,970 | 0.20 |
| ≡ | AAPL – APPLE INC | Add 30.00% | 1,909 | −0.05 |
| ≡ | NXPI – NXP SEMICONDUCTORS N V | Add 14.00% | 2,870 | −0.04 |
| Q1 2025filed May 15, 253 new10 added7 reduced12 exited | ||||
| ≡ | BILL – BILL HOLDINGS INC | Add 332.00% | 509,252 | 6.11 |
| ≡ | RDDT – REDDIT INC | Buy | 176,550 | 5.17 |
| ≡ | BL – BLACKLINE INC | Buy | 380,988 | 5.15 |
| ≡ | NCNO – NCINO INC | Buy | 367,537 | 2.82 |
| ≡ | AMD – ADVANCED MICRO DEVICES INC | Add 20.00% | 42,931 | 2.62 |
| ≡ | AVGO – BROADCOM INC | Add 38.00% | 33,830 | 1.95 |
| ≡ | GTLB – GITLAB INC | Add 10.00% | 37,514 | 1.54 |
| ≡ | ASML – ASML HOLDING N V | Add 1465.00% | 6,563 | 1.24 |
| ≡ | NXPI – NXP SEMICONDUCTORS N V | Add 1151.00% | 18,420 | 1.00 |
| ≡ | AKX – ANSYS INC | Add 677.00% | 4,669 | 0.43 |
| ≡ | SNPS – SYNOPSYS INC | Add 708.00% | 3,220 | 0.40 |
| ≡ | CDNS – CADENCE DESIGN SYSTEM INC | Add 658.00% | 5,131 | 0.38 |
| ≡ | CEG – CONSTELLATION ENERGY CORP | Add 391.00% | 4,054 | 0.24 |