13F-HR filed by LIGHT STREET CAPITAL MANAGEMENT, LLC
LIGHT STREET CAPITAL MANAGEMENT, LLC filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-14, with 28 holding rows worth $902,839,902.
- Accession
- 0000935836-26-000422
- Filer
- CIK 1569049
- Filed
- 2026-08-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 28 entries on the cover page, a total value of $902,839,902 stated on the cover page (in dollars after the unit check, H1), rows summing to $902,839,902 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 | 225,949 | $107,906,464 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 109,500 | $63,609,645 | dollars as filed | |
| ASTERA LABS INC COM | 04626A103 | COM | 125,750 | $60,739,765 | dollars as filed | |
| GITLAB INC CLASS A COM | 37637K108 | Stock | 1,945,000 | $59,380,850 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 153,250 | $57,890,188 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 109,200 | $52,150,644 | dollars as filed | put |
| AMKOR TECHNOLOGY INC COM | 031652100 | Stock | 596,783 | $51,460,598 | dollars as filed | |
| JFROG LTD ORD SHS | M6191J100 | Stock | 514,500 | $46,757,760 | dollars as filed | |
| MKS INC. COM | 55306N104 | Stock | 103,800 | $46,170,240 | dollars as filed | |
| CHIME FINL INC COM SHS CL A | 16935C109 | Stock | 2,199,089 | $45,037,343 | dollars as filed | |
| COUPANG INC | 22266T109 | CL A | 2,025,000 | $35,174,250 | dollars as filed | |
| TOASTINCCLASSCLASSA | 888787108 | STOK | 1,167,500 | $32,479,850 | dollars as filed | |
| REDDIT INC CL A | 75734B100 | Stock | 182,500 | $31,678,350 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 136,720 | $27,356,305 | dollars as filed | |
| BLOOM ENERGY CORP | 093712107 | COM | 84,167 | $25,477,351 | dollars as filed | |
| ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHS | N07059210 | STOK | 10,957 | $21,798,294 | dollars as filed | |
| MERCADOLIBREINC | 58733R102 | STOK | 12,750 | $21,641,723 | dollars as filed | |
| CELLEBRITE DI LTD ORDINARY SHARES | M2197Q107 | Stock | 1,312,755 | $19,166,223 | dollars as filed | |
| SNOWFLAKE INC COM SHS | 833445109 | Stock | 70,000 | $17,815,000 | dollars as filed | |
| MONGODB INC CL A | 60937P106 | Stock | 50,000 | $16,795,000 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 42,650 | $15,241,831 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 51,000 | $12,155,340 | dollars as filed | |
| DATADOGINCCLASSA | 23804L103 | STOK | 40,000 | $10,414,400 | dollars as filed | |
| ROUNDHILL ETF TRUST | 77926X320 | MEMORY ETF *A* | 120,000 | $8,862,000 | dollars as filed | |
| NXP SEMICONDUCTORS N V COM | N6596X109 | Stock | 23,003 | $6,464,533 | dollars as filed | |
| Analog Devices,Inc. | 032654105 | COM | 10,523 | $4,179,420 | dollars as filed | |
| QUANTINUUM INC | 74768A104 | CL A COM | 35,242 | $2,880,681 | dollars as filed | |
| GDS HLDGS LTD SPONSORED ADS | 36165L108 | ADR | 71,790 | $2,155,854 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0000935836-26-000422 | this filing | 2026-08-14 | acceptance time not in the bulk data set |