LIGHT STREET CAPITAL MANAGEMENT, LLC 13F Holdings
CIK 0001569049 · Menlo Park, CA
As of Sep 30, 2025, LIGHT STREET CAPITAL MANAGEMENT, LLC reported 27 positions worth $594.5M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSM | Technology | 289,095 | $80.7M | 13.58% |
| NVIDIA CORP | NVDA | Technology | 276,675 | $51.6M | 8.68% |
| BILL HOLDINGS INC | BILL | Technology | 962,500 | $51.0M | 8.58% |
| ADVANCED MICRO DEVICES INC | AMD | Equity | 251,113 | $40.6M | 6.83% |
| GITLAB INC | GTLB | Technology | 850,000 | $38.3M | 6.45% |
| BROADCOM INC | AVGO | Technology | 99,305 | $32.8M | 5.51% |
| Chime Finl Inc | — | — | 1,491,677 | $30.1M | 5.06% |
| ALPHABET INC | GOOGL | Equity | 122,500 | $29.8M | 5.01% |
| DATADOG INC | DDOG | Technology | 207,000 | $29.5M | 4.96% |
| JFROG LTD | FROG | Technology | 579,265 | $27.4M | 4.61% |
| CONFLUENT INC | CFLT | Technology | 1,268,640 | $25.1M | 4.23% |
| SNOWFLAKE INC | SNOW | Technology | 99,000 | $22.3M | 3.76% |
| MONGODB INC | MDB | Technology | 68,500 | $21.3M | 3.58% |
| ALIBABA GROUP HOLDING LTD | BABA | Consumer Cyclical | 105,000 |