account_balance
Investment manager · 13F filer · SEC CIK 1569049
Light Street Capital Management, LLC
Reported value$851Mas of Jun 30, 2026
Positions27 8 new, 4 sold out
Top 10 weight67.5%TSM alone is 13%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
TSMTaiwan Semiconductor Manufacturing Co Ltd
12.7%
AMDAdvanced Micro Devices Inc
7.5%Trimmed −50%
ALABAstera Labs, Inc.
7.1%New
GTLBGitlab Inc.
7.0%Added +66%
AVGOBroadcom Inc.
6.8%Added +2%
AMKRAmkor Technology, Inc.
6.0%Added +47%
FROGJFrog Ltd
5.5%Trimmed −11%
MKSIMKS Inc
5.4%Trimmed −15%
CHYMChime Financial, Inc.
5.3%Added +6%
CPNGCoupang, Inc.
4.1%Added +92%
TOSTToast, Inc.
3.8%New
RDDTReddit, Inc.
3.7%New
TSMTaiwan Semiconductor Manufacturing Co Ltd
12.7%
AMDAdvanced Micro Devices Inc
7.5%−50%
ALABAstera Labs, Inc.
7.1%New
GTLBGitlab Inc.
7.0%+66%
AVGOBroadcom Inc.
6.8%+2%
AMKRAmkor Technology, Inc.
6.0%
FROGJFrog Ltd
5.5%
MKSIMKS Inc
5.4%
CHYMChime Financial, Inc.
5.3%
CPNG4.1%TOSTRDDTBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
TSM Taiwan Semiconductor Manufacturing Co Ltd 12.7% HeldAMD Advanced Micro Devices Inc 7.5% Trimmed −50%ALAB Astera Labs, Inc. 7.1% NewGTLB Gitlab Inc. 7.0% Added +66%AVGO Broadcom Inc. 6.8% Added +2%AMKR Amkor Technology, Inc. 6.0% Added +47%FROG JFrog Ltd 5.5% Trimmed −11%MKSI MKS Inc 5.4% Trimmed −15%CHYM Chime Financial, Inc. 5.3% Added +6%CPNG Coupang, Inc. 4.1% Added +92%TOST Toast, Inc. 3.8% NewRDDT Reddit, Inc. 3.7% New
What changed
Biggest moves since Mar 31, 2026
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