Light Street Capital Management 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Light Street Capital Management disclosed 27 US equity positions worth $850.7m in its Q2 2026 13F filing. The largest position was TSM at 12.7% of the reported book, followed by AMD and ALAB. Against the Q1 2026 filing, it opened 8 new positions, added to 7 and reduced 7 among the top 27 holdings.
What did Light Street Capital Management own in Q2 2026? Top 27 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | TSM TAIWAN SEMICONDUCTOR MANUFAC | Technology | 12.7% | $107.9m | 225,949 | -1% | reduced |
| 2 | AMD ADVANCED MICRO DEVICES INC | Technology | 7.5% | $63.6m | 109,500 | -50% | reduced |
| 3 | ALAB ASTERA LABS INC | Technology | 7.1% | $60.7m | 125,750 | – | new |
| 4 | GTLB GITLAB INC | Technology | 7.0% | $59.4m | 1,945,000 | 66% | added |
| 5 | AVGO BROADCOM INC | Technology | 6.8% | $57.9m | 153,250 | 2% | added |
| 6 | AMKR AMKOR TECHNOLOGY INC | Technology | 6.0% | $51.5m | 596,783 | 47% | added |
| 7 | FROG JFROG LTD | Technology | 5.5% | $46.8m | 514,500 | -11% | reduced |
| 8 | MKSI MKS INC. | Technology | 5.4% | $46.2m | 103,800 | -15% | reduced |
| 9 | CHYM CHIME FINL INC | Technology | 5.3% | $45.0m | 2,199,089 | 6% | added |
| 10 | CPNG COUPANG INC | Consumer Cyclical | 4.1% | $35.2m | 2,025,000 | 92% | added |
| 11 | TOST TOAST INC | Technology | 3.8% | $32.5m | 1,167,500 | – | new |
| 12 | RDDT REDDIT INC | Communication Services | 3.7% | $31.7m | 182,500 | – | new |
| 13 | NVDA NVIDIA CORPORATION | Technology | 3.2% | $27.4m | 136,720 | -50% | reduced |
| 14 | BE BLOOM ENERGY CORP | Industrials | 3.0% | $25.5m | 84,167 | 66% | added |
| 15 | ASML ASML HLDG NV | Technology | 2.6% | $21.8m | 10,957 | 0% | held |
| 16 | MELI MERCADOLIBRE INC | Consumer Cyclical | 2.5% | $21.6m | 12,750 | – | new |
| 17 | CLBT CELLEBRITE DI LTD | Technology | 2.3% | $19.2m | 1,312,755 | 105% | added |
| 18 | SNOW SNOWFLAKE INC | Technology | 2.1% | $17.8m | 70,000 | – | new |
| 19 | MDB MONGODB INC | Technology | 2.0% | $16.8m | 50,000 | – | new |
| 20 | GOOGL ALPHABET INC | Communication Services | 1.8% | $15.2m | 42,650 | 0% | held |
| 21 | AMZN AMAZON COM INC | Consumer Cyclical | 1.4% | $12.2m | 51,000 | -59% | reduced |
| 22 | DDOG DATADOG INC | Technology | 1.2% | $10.4m | 40,000 | 0% | held |
| 23 | ROUNDHILL ETF TRUST | 1.0% | $8.9m | 120,000 | – | new | |
| 24 | NXPI NXP SEMICONDUCTORS N V | Technology | 0.8% | $6.5m | 23,003 | -10% | reduced |
| 25 | ADI ANALOG DEVICES INC | Technology | 0.5% | $4.2m | 10,523 | 0% | held |
| 26 | QUANTINUUM INC | 0.3% | $2.9m | 35,242 | – | new | |
| 27 | GDS GDS HLDGS LTD | Technology | 0.3% | $2.2m | 71,790 | 0% | held |
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.