Universe · entity
LIGHT STREET CAPITAL MANAGEMENT, LLC
Institutional manager (13F) · CIK 1569049
13F holdings · as of 2026-03-31 · top 23 · reported portfolio $497M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | TAIWAN SEMICONDUCTOR MANUFAC | $77M | 227,585 |
| 2 | NVIDIA CORPORATION | $47M | 272,214 |
| 3 | BROADCOM INC | $46M | 149,800 |
| 4 | ADVANCED MICRO DEVICES INC | $45M | 219,251 |
| 5 | CHIME FINL INC | $39M | 2,077,615 |
| 6 | MKS INC. | $28M | 122,264 |
| 7 | JFROG LTD | $27M | 575,000 |
| 8 | AMAZON COM INC | $26M | 124,800 |
| 9 | GITLAB INC | $25M | 1,170,000 |
| 10 | BILL HOLDINGS INC | $24M | 625,000 |
| 11 | COUPANG INC | $20M | 1,051,957 |
| 12 | AMKOR TECHNOLOGY INC | $18M | 406,990 |
| 13 | ASML HLDG NV | $14M | 10,946 |
| 14 | ALPHABET INC | $12M | 42,500 |
| 15 | SAMSARA INC | $12M | 384,000 |
| 16 | CELLEBRITE DI LTD | $9M | 640,925 |
| 17 | BLOOM ENERGY CORP | $7M | 50,625 |
| 18 | NXP SEMICONDUCTORS N V | $5M | 25,500 |
| 19 | DATADOG INC | $5M | 40,000 |
| 20 | ANALOG DEVICES INC | $3M | 10,500 |
| 21 | GDS HLDGS LTD | $3M | 71,642 |
| 22 | LUMENTUM HLDGS INC | $2M | 2,892 |
| 23 | AMPLITUDE INC | $2M | 292,844 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.