Light Street Capital Management 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Light Street Capital Management disclosed 23 US equity positions worth $497.3m in its Q1 2026 13F filing. The largest position was TSM at 15.5% of the reported book, followed by NVDA and AVGO. Against the Q4 2025 filing, it opened 5 new positions, added to 10 and reduced 6 among the top 23 holdings.
What did Light Street Capital Management own in Q1 2026? Top 23 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2025 |
|---|---|---|---|---|---|---|---|
| 1 | TSM TAIWAN SEMICONDUCTOR MANUFAC | Technology | 15.5% | $76.9m | 227,585 | -15% | reduced |
| 2 | NVDA NVIDIA CORPORATION | Technology | 9.5% | $47.5m | 272,214 | -20% | reduced |
| 3 | AVGO BROADCOM INC | Technology | 9.3% | $46.4m | 149,800 | 4% | added |
| 4 | AMD ADVANCED MICRO DEVICES INC | Technology | 9.0% | $44.6m | 219,251 | -0% | held |
| 5 | CHYM CHIME FINL INC | Technology | 7.8% | $38.9m | 2,077,615 | -23% | reduced |
| 6 | MKSI MKS INC. | Technology | 5.6% | $28.1m | 122,264 | 524% | added |
| 7 | FROG JFROG LTD | Technology | 5.4% | $27.0m | 575,000 | 24% | added |
| 8 | AMZN AMAZON COM INC | Consumer Cyclical | 5.2% | $26.0m | 124,800 | 80% | added |
| 9 | GTLB GITLAB INC | Technology | 5.1% | $25.3m | 1,170,000 | 10% | added |
| 10 | BILL BILL HOLDINGS INC | Technology | 4.8% | $23.9m | 625,000 | -29% | reduced |
| 11 | CPNG COUPANG INC | Consumer Cyclical | 4.0% | $19.9m | 1,051,957 | – | new |
| 12 | AMKR AMKOR TECHNOLOGY INC | Technology | 3.7% | $18.3m | 406,990 | 41% | added |
| 13 | ASML ASML HLDG NV | Technology | 2.9% | $14.5m | 10,946 | -0% | held |
| 14 | GOOGL ALPHABET INC | Communication Services | 2.5% | $12.2m | 42,500 | -68% | reduced |
| 15 | IOT SAMSARA INC | Technology | 2.4% | $12.2m | 384,000 | – | new |
| 16 | CLBT CELLEBRITE DI LTD | Technology | 1.8% | $8.8m | 640,925 | 30% | added |
| 17 | BE BLOOM ENERGY CORP | Industrials | 1.4% | $6.9m | 50,625 | – | new |
| 18 | NXPI NXP SEMICONDUCTORS N V | Technology | 1.0% | $5.0m | 25,500 | 2% | added |
| 19 | DDOG DATADOG INC | Technology | 0.9% | $4.7m | 40,000 | – | new |
| 20 | ADI ANALOG DEVICES INC | Technology | 0.7% | $3.3m | 10,500 | 3% | added |
| 21 | GDS GDS HLDGS LTD | Technology | 0.6% | $2.9m | 71,642 | 10% | added |
| 22 | LITE LUMENTUM HLDGS INC | Technology | 0.4% | $2.0m | 2,892 | – | new |
| 23 | AMPL AMPLITUDE INC | Technology | 0.4% | $2.0m | 292,844 | -80% | 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.