← Light Street Capital portfolio

13F-HR filing

VALIDATED

Holdings period 2025-12-31 · Filed 2026-02-17 · Accession 0000935836-26-000112

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#IssuerClass / CUSIPKindSharesValue
1ADVANCED MICRO DEVICES INCCOM · 007903107LONG219,487$47.0 million
2ALPHABET INCCAP STK CL A · 02079K305LONG134,500$42.1 million
3AMAZON COM INCCOM · 023135106LONG69,500$16.0 million
4AMKOR TECHNOLOGY INCCOM · 031652100LONG287,895$11.4 million
5AMPLITUDE INCCOM CL A · 03213A104LONG1,500,000$17.4 million
6ANALOG DEVICES INCCOM · 032654105LONG10,152$2.8 million
7APPLE INCCOM · 037833100LONG10,039$2.7 million
8ASML HLDG NVN Y REGISTRY SHS · N07059210LONG10,988$11.8 million
9ATLASSIAN CORPORATIONCL A · 049468101LONG63,272$10.3 million
10BILL COM HLDGS INCCOM · 090043100LONG878,000$47.9 million
11BROADCOM INCCOM · 11135F101LONG143,779$49.8 million
12CELLEBRITE DI LTDORDINARY SHARES · M2197Q107LONG492,755$8.9 million
13CHIME FINL INCCOM SHS CL A · 16935C109LONG2,710,289$68.2 million
14CONFLUENT INCCLASS A COM · 20717M103LONG910,000$27.5 million
15CONSTELLATION ENERGY CORPCOM · 21037T109LONG63,065$22.3 million
16GDS HLDGS LTDSPONSORED ADS · 36165L108LONG65,272$2.3 million
17GITLAB INCCLASS A COM · 37637K108LONG1,060,000$39.8 million
18JFROG LTDORD SHS · M6191J100LONG462,000$28.9 million
19MKS INC.COM · 55306N104LONG19,582$3.1 million
20NETFLIX INCCOM · 64110L106LONG200,000$18.8 million
21NVIDIA CORPCOM · 67066G104LONG340,000$63.4 million
22NXP SEMICONDUCTORS N VCOM · N6596X109LONG24,927$5.4 million
23REDDIT INCCL A · 75734B100LONG90,000$20.7 million
24TAIWAN SEMICONDUCTOR MFG LTDSPONSORED ADS · 874039100LONG268,392$81.6 million