Institutional Fund
Light Street Capital Management, LLC
Palo Alto, CACIK 15690495 filings on record
Portfolio Value
$497.32M
Q1 2026
Holdings
23
Reported positions
New Buys
5
Opened this quarter
QoQ Change
-23.5%
from $649.79M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Taiwan Semiconductor Mfg Ltd15.5%
- Nvidia Corporation9.5%
- Broadcom Inc9.3%
- Advanced Micro Devices Inc9.0%
- Chime Finl Inc7.8%
- Mks Inc.5.6%
- Other43.2%
Portfolio Holdings
23 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Taiwan Semiconductor Mfg Ltd | 227.6K | $76.91M | 15.5% | −40.8K | Reduced |
| 2 | Nvidia Corporation | 272.2K | $47.47M | 9.5% | −67.8K | Reduced |
| 3 | Broadcom Inc | 149.8K | $46.36M | 9.3% | +6.0K | Added |
| 4 | Advanced Micro Devices Inc | 219.3K | $44.60M | 9.0% | −236 | Reduced |
| 5 | Chime Finl Inc | 2.08M | $38.91M | 7.8% | −632.7K | Reduced |
| 6 | Mks Inc. | 122.3K | $28.10M | 5.6% | +102.7K | Added |
| 7 | Jfrog Ltd | 575.0K | $26.98M | 5.4% | +113.0K | Added |
| 8 | Amazon Com Inc | 124.8K | $25.99M | 5.2% | +55.3K | Added |
| 9 | Gitlab Inc | 1.17M | $25.32M | 5.1% | +110.0K | Added |
| 10 | Bill Holdings Inc | 625.0K | $23.94M | 4.8% | −253.0K | Reduced |
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