Light Street Capital Management
LIGHT STREET CAPITAL MANAGEMENT, LLC · CIK 0001569049 · PALO ALTO, CA · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source ↗Growth Investor
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$902.8M
2026 Q2
Positions
28
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
65.5%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
TSM
TAIWAN SEMICONDUCTOR MANUFAC
12.0%
AMD
ADVANCED MICRO DEVICES INC
7.0%
ALAB
ASTERA LABS INC
6.7%
GTLB
GITLAB INC
6.6%
AVGO
BROADCOM INC
6.4%
TSMPUT
TAIWAN SEMICONDUCTOR MANUFAC
5.8%
AMKR
AMKOR TECHNOLOGY INC
5.7%
FROG
JFROG LTD
5.2%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Related managers
Five closest superinvestors by Jaccard overlap of tickers held in the latest quarter (computed nightly).
| Manager | Overlap | Shared holdings |
|---|---|---|
| Whale Rock Capital Management | 24.0% | SNOW, TSM, AMZN, NVDA, MDB, AVGO, M6191J100, GOOGL +4 |
| Tiger Global Management | 15.9% | TSM, AMZN, MELI, NVDA, AVGO, GOOGL, CPNG, AMD +2 |
| Sands Capital Management | 14.0% | TSM, AMZN, MELI, NVDA, N07059210, AVGO, DDOG, GOOGL +4 |
| Appaloosa (David Tepper) | 13.0% | TSM, AMZN, NVDA, N07059210, AVGO, AMD |
| Altimeter Capital Management | 11.9% | SNOW, TSM, AMZN, NVDA, GOOGL |
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.