§ 13F · FUND PROFILE
LIGHT STREET CAPITAL MANAGEMENT, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 24Turnover · — · Q4Filed · Feb 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$649.8T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 268K | $81.6T | 12.6% | NEW |
| 2 | CHYM | CHIME FINL INC | 2.71M | $68.2T | 10.5% | NEW |
| 3 | NVDA | NVIDIA CORPORATION | 340K | $63.4T | 9.8% | NEW |
| 4 | AVGO | BROADCOM INC | 144K | $49.8T | 7.7% | NEW |
| 5 | BILL | BILL HOLDINGS INC | 878K | $47.9T | 7.4% | NEW |
| 6 | AMD | ADVANCED MICRO DEVICES INC | 219K | $47.0T | 7.2% | NEW |
| 7 | GOOGL | ALPHABET INC | 135K | $42.1T | 6.5% | NEW |
| 8 | GTLB | GITLAB INC | 1.06M | $39.8T | 6.1% | NEW |
| 9 | FROG | JFROG LTD | 462K | $28.9T | 4.4% | NEW |
| 10 | 8QR | CONFLUENT INC | 910K | $27.5T | 4.2% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LIGHT SIGNAL
AC read
LIGHT STREET CAPITAL MANAGEMENT, LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed