§ 13F · FUND PROFILE
LIGHT STREET CAPITAL MANAGEMENT, LLC.
AUM · $594M (13F)Positions · 27Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$193M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 226K | $108M | 12.0% | ±0% |
| 2 | AMD | ADVANCED MICRO DEVICES INC | 110K | $64M | 7.0% | −50% |
| 3 | ALAB | ASTERA LABS INC | 126K | $61M | 6.7% | NEW |
| 4 | GTLB | GITLAB INC | 1.95M | $59M | 6.6% | +66% |
| 5 | AVGO | BROADCOM INC | 153K | $58M | 6.4% | +2% |
| 6 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 109K | $52M | 5.8% | — |
| 7 | AMKR | AMKOR TECHNOLOGY INC | 597K | $51M | 5.7% | +47% |
| 8 | FROG | JFROG LTD | 515K | $47M | 5.2% | −11% |
| 9 | MKSI | MKS INC. | 104K | $46M | 5.1% | −15% |
| 10 | CHYM | CHIME FINL INC | 2.20M | $45M | 5.0% | +6% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LIGHT SIGNAL
AC read
LIGHT STREET CAPITAL MANAGEMENT, LLC is a Other fund managing $594 million in assets. The fund runs a focused portfolio of just 27 positions.
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