13F-HR filed by LIGHT STREET CAPITAL MANAGEMENT, LLC
LIGHT STREET CAPITAL MANAGEMENT, LLC filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-17, with 24 holding rows worth $649,794,759.
- Accession
- 0000935836-26-000112
- Filer
- CIK 1569049
- Filed
- 2026-02-17
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2025
A holdings report, 24 entries on the cover page, a total value of $649,794,759 stated on the cover page (in dollars after the unit check, H1), rows summing to $649,794,759 with VALUE read as dollars as filed, 13F file number 028-15239. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 268,392 | $81,561,645 | dollars as filed | |
| CHIME FINL INC COM SHS CL A | 16935C109 | Stock | 2,710,289 | $68,217,974 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 340,000 | $63,410,000 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 143,779 | $49,761,912 | dollars as filed | |
| BILL HOLDINGS INC | 090043100 | COM | 878,000 | $47,886,120 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 219,487 | $47,005,336 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 134,500 | $42,098,500 | dollars as filed | |
| GITLAB INC CLASS A COM | 37637K108 | Stock | 1,060,000 | $39,781,800 | dollars as filed | |
| JFROG LTD ORD SHS | M6191J100 | Stock | 462,000 | $28,856,520 | dollars as filed | |
| CONFLUENT INC | 20717M103 | CLASS A COM | 910,000 | $27,518,400 | dollars as filed | |
| CONSTELLATION ENERGY CORP COM | 21037T109 | Stock | 63,065 | $22,278,973 | dollars as filed | |
| REDDIT INC CL A | 75734B100 | Stock | 90,000 | $20,688,300 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 200,000 | $18,752,000 | dollars as filed | |
| AMPLITUDE INC COM CL A | 03213A104 | Stock | 1,500,000 | $17,370,000 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 69,500 | $16,041,990 | dollars as filed | |
| ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHS | N07059210 | STOK | 10,988 | $11,755,622 | dollars as filed | |
| AMKOR TECHNOLOGY INC COM | 031652100 | Stock | 287,895 | $11,366,095 | dollars as filed | |
| ATLASSIANCORPCLASSA | 049468101 | STOK | 63,272 | $10,258,922 | dollars as filed | |
| CELLEBRITE DI LTD ORDINARY SHARES | M2197Q107 | Stock | 492,755 | $8,884,373 | dollars as filed | |
| NXP SEMICONDUCTORS N V COM | N6596X109 | Stock | 24,927 | $5,410,655 | dollars as filed | |
| MKS INC. COM | 55306N104 | Stock | 19,582 | $3,129,204 | dollars as filed | |
| Analog Devices,Inc. | 032654105 | COM | 10,152 | $2,753,222 | dollars as filed | |
| Apple Inc | 037833100 | COM | 10,039 | $2,729,203 | dollars as filed | |
| GDS HLDGS LTD SPONSORED ADS | 36165L108 | ADR | 65,272 | $2,277,993 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0000935836-26-000112 | this filing | 2026-02-17 | acceptance time not in the bulk data set |