LIGHT STREET CAPITAL MANAGEMENT, LLC
CIK 1569049
13F filing for Q2 2026・No. 2,747
- Holdings
- US$902.84M
- Quarter change
- +US$368.61M
- Entries
- 28
- Net bought (estimate)
- +US$173.56M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 8
- Sold out 4
- Cut 7
- Added 11
- Corporate actions 0
- Unchanged 1
Largest holdings
27 stocks worth US$850.69M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| TSMTSMC ADRSPONSORED ADS | Cut | 225,949 | US$107.91M | 12.68% |
| AMDAMDCOM | CutSplit 1:2 | 109,500 | US$63.61M | 7.48% |
| ALABASTERA LABS INCCOM | New | 125,750 | US$60.74M | 7.14% |
| GTLBGITLAB INCCLASS A COM | Added | 1,945,000 | US$59.38M | 6.98% |
| AVGOBroadcomCOM | Added | 153,250 | US$57.89M | 6.81% |
| AMKRAMKOR TECHNOLOGY INCCOM | Added | 596,783 | US$51.46M | 6.05% |
| FROGJFROG LTDORD SHS | Cut | 514,500 | US$46.76M | 5.50% |
| MKSIMKS INC.COM | Cut | 103,800 | US$46.17M | 5.43% |
| CHYMCHIME FINL INCCOM SHS CL A | Added | 2,199,089 | US$45.04M | 5.29% |
| CPNGCOUPANG INCCL A | Added | 2,025,000 | US$35.17M | 4.13% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.