Light Street Capital Management 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Light Street Capital Management disclosed 26 US equity positions worth $489.5m in its Q2 2025 13F filing. The largest position was TSM at 16.6% of the reported book, followed by NVDA and AMD. Against the Q1 2025 filing, it opened 7 new positions, added to 9 and reduced 9 among the top 26 holdings.
What did Light Street Capital Management own in Q2 2025? Top 26 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | TSM TAIWAN SEMICONDUCTOR MFG LTD | Technology | 16.6% | $81.3m | 358,757 | 12% | added |
| 2 | NVDA NVIDIA CORPORATION | Technology | 11.4% | $55.7m | 352,582 | 10% | added |
| 3 | AMD ADVANCED MICRO DEVICES INC | Technology | 8.5% | $41.5m | 292,788 | 15% | added |
| 4 | AVGO BROADCOM INC | Technology | 6.9% | $33.8m | 122,471 | 0% | held |
| 5 | BILL BILL HOLDINGS INC | Technology | 6.0% | $29.6m | 639,820 | -3% | reduced |
| 6 | FROG JFROG LTD | Technology | 5.5% | $26.7m | 608,770 | -5% | reduced |
| 7 | CLS CELESTICA INC | Technology | 5.4% | $26.4m | 169,252 | – | new |
| 8 | CHYM CHIME FINL INC | Technology | 4.9% | $23.9m | 693,530 | – | new |
| 9 | GDS GDS HLDGS LTD | Technology | 4.5% | $21.8m | 714,582 | – | new |
| 10 | GTLB GITLAB INC | Technology | 4.4% | $21.4m | 474,415 | 15% | added |
| 11 | META META PLATFORMS INC | Communication Services | 4.1% | $19.9m | 26,905 | 12% | added |
| 12 | SE SEA LTD | Consumer Cyclical | 3.9% | $19.3m | 120,630 | – | new |
| 13 | AMZN AMAZON COM INC | Consumer Cyclical | 3.8% | $18.6m | 84,784 | -1% | reduced |
| 14 | NFLX NETFLIX INC | Communication Services | 3.2% | $15.5m | 11,539 | – | new |
| 15 | BL BLACKLINE INC | Technology | 3.0% | $14.6m | 257,518 | -32% | reduced |
| 16 | CLBT CELLEBRITE DI LTD | Technology | 1.8% | $8.8m | 552,755 | -1% | reduced |
| 17 | MELI MERCADOLIBRE INC | Consumer Cyclical | 1.6% | $8.0m | 3,049 | – | new |
| 18 | NXPI NXP SEMICONDUCTORS N V | Technology | 1.0% | $5.0m | 22,890 | 14% | added |
| 19 | ASML ASML HOLDING N V | Technology | 0.9% | $4.4m | 5,511 | -21% | reduced |
| 20 | NCNO NCINO INC | Technology | 0.9% | $4.2m | 150,820 | -59% | reduced |
| 21 | SNPS SYNOPSYS INC | Technology | 0.4% | $1.9m | 3,704 | 1% | added |
| 22 | CDNS CADENCE DESIGN SYSTEM INC | Technology | 0.4% | $1.8m | 5,956 | 1% | added |
| 23 | AAPL APPLE INC | Technology | 0.3% | $1.7m | 8,276 | 30% | added |
| 24 | ADI ANALOG DEVICES INC | Technology | 0.3% | $1.4m | 6,070 | – | new |
| 25 | CEG CONSTELLATION ENERGY CORP | Utilities | 0.3% | $1.4m | 4,277 | -16% | reduced |
| 26 | AKX ANSYS INC | 0.2% | $865.1k | 2,463 | -54% | reduced |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.