← Light Street Capital portfolio
13F-HR filing
VALIDATEDHoldings period 2026-06-30 · Filed 2026-08-14 · Accession 0000935836-26-000422
Open official SEC source ↗| # | Issuer | Class / CUSIP | Kind | Shares | Value |
|---|---|---|---|---|---|
| 1 | ADVANCED MICRO DEVICES INC | COM · 007903107 | LONG | 109,500 | $63.6 million |
| 2 | ALPHABET INC | CAP STK CL A · 02079K305 | LONG | 42,650 | $15.2 million |
| 3 | AMAZON COM INC | COM · 023135106 | LONG | 51,000 | $12.2 million |
| 4 | AMKOR TECHNOLOGY INC | COM · 031652100 | LONG | 596,783 | $51.5 million |
| 5 | ANALOG DEVICES INC | COM · 032654105 | LONG | 10,523 | $4.2 million |
| 6 | ASML HLDG NV | N Y REGISTRY SHS · N07059210 | LONG | 10,957 | $21.8 million |
| 7 | ASTERA LABS INC | COM · 04626A103 | LONG | 125,750 | $60.7 million |
| 8 | BLOOM ENERGY CORP | COM CL A · 093712107 | LONG | 84,167 | $25.5 million |
| 9 | BROADCOM INC | COM · 11135F101 | LONG | 153,250 | $57.9 million |
| 10 | CELLEBRITE DI LTD | ORDINARY SHARES · M2197Q107 | LONG | 1,312,755 | $19.2 million |
| 11 | CHIME FINL INC | COM SHS CL A · 16935C109 | LONG | 2,199,089 | $45.0 million |
| 12 | COUPANG INC | CL A · 22266T109 | LONG | 2,025,000 | $35.2 million |
| 13 | DATADOG INC | CL A COM · 23804L103 | LONG | 40,000 | $10.4 million |
| 14 | GDS HLDGS LTD | SPONSORED ADS · 36165L108 | LONG | 71,790 | $2.2 million |
| 15 | GITLAB INC | CLASS A COM · 37637K108 | LONG | 1,945,000 | $59.4 million |
| 16 | JFROG LTD | ORD SHS · M6191J100 | LONG | 514,500 | $46.8 million |
| 17 | MERCADOLIBRE INC | COM · 58733R102 | LONG | 12,750 | $21.6 million |
| 18 | MKS INC. | COM · 55306N104 | LONG | 103,800 | $46.2 million |
| 19 | MONGODB INC | CL A · 60937P106 | LONG | 50,000 | $16.8 million |
| 20 | NVIDIA CORPORATION | COM · 67066G104 | LONG | 136,720 | $27.4 million |
| 21 | NXP SEMICONDUCTORS N V | COM · N6596X109 | LONG | 23,003 | $6.5 million |
| 22 | QUANTINUUM INC | CL A COM · 74768A104 | LONG | 35,242 | $2.9 million |
| 23 | REDDIT INC | CL A · 75734B100 | LONG | 182,500 | $31.7 million |
| 24 | ROUNDHILL ETF TRUST | MEMORY ETF · 77926X320 | LONG | 120,000 | $8.9 million |
| 25 | SNOWFLAKE INC | COM SHS · 833445109 | LONG | 70,000 | $17.8 million |
| 26 | TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS · 874039100 | LONG | 225,949 | $107.9 million |
| 27 | TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS · 874039100 | PUT | 109,200 | $52.2 million |
| 28 | TOAST INC | CL A · 888787108 | LONG | 1,167,500 | $32.5 million |