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LIGHT STREET CAPITAL MANAGEMENT, LLC: TSM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LIGHT STREET CAPITAL MANAGEMENT, LLC on TSM, newest first. How the timeline and the estimate are built.

LIGHT STREET CAPITAL MANAGEMENT, LLC held 225,949 TSM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 225,949 shares
    Change vs previous 13F -1,636 shares

    12.68% of the 13F portfolio, value $107,906,464.

    13F-HR 0000935836-26-000422 filed by LIGHT STREET CAPITAL MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 227,585 shares
    Change vs previous 13F -40,807 shares

    15.47% of the 13F portfolio, value $76,912,351.

    13F-HR 0000935836-26-000261 filed by LIGHT STREET CAPITAL MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 268,392 shares
    Change vs previous 13F -20,703 shares

    12.55% of the 13F portfolio, value $81,561,645.

    13F-HR 0000935836-26-000112 filed by LIGHT STREET CAPITAL MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 289,095 shares
    Change vs previous 13F -69,662 shares

    13.58% of the 13F portfolio, value $80,741,343.

    13F-HR 0000935836-25-000702 filed by LIGHT STREET CAPITAL MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 358,757 shares
    Change vs previous 13F +39,012 shares

    16.6% of the 13F portfolio, value $81,254,873.

    13F-HR 0000935836-25-000532 filed by LIGHT STREET CAPITAL MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 319,745 shares
    Change vs previous 13F -21,409 shares

    17.19% of the 13F portfolio, value $53,077,670.

    13F-HR 0000935836-25-000378 filed by LIGHT STREET CAPITAL MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 341,154 shares
    Change vs previous 13F -5,350 shares

    13.87% of the 13F portfolio, value $67,374,503.

    13F-HR 0000935836-25-000180 filed by LIGHT STREET CAPITAL MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 346,504 shares
    Change vs previous 13F not available

    14.89% of the 13F portfolio, value $60,177,350.

    13F-HR 0000935836-24-000708 filed by LIGHT STREET CAPITAL MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).