13F Filings/LIGHT STREET CAPITAL MANAGEMENT, LLC

LIGHT STREET CAPITAL MANAGEMENT, LLC

Hedge FundCIK0001569049LocationPALO ALTO, CA 94301, United States

Long U.S. equity positions disclosed to the SEC on Form 13F-HR.

Latest filingQ2 2026Quarter ended30 Jun 2026Filed14 Aug 2026

Firm profile · Form ADV

SEC adviser registration

Light Street Capital Management, LLC is a Delaware limited liability company formed in 2010 that serves as the general partner and/or investment adviser to various private investment funds. These funds include hedge funds, a long-only fund, venture funds investing in private technology companies, and closed-end funds, all of which invest principally in equity and equity-related securities. The firm manages assets on a discretionary basis, with total discretionary assets under management of approximately $1,073,695,203 as of December 31, 2025. The firm's investment strategies include risks associated with the use of artificial intelligence.Summarised from the firm’s Form ADV Part 2A brochure.

CRD

155215 · 801-77663

Portfolio Turnover

24%

Of book traded, QoQ

Positions

Long U.S. equities

Top 10 Concentration

65%

Of reported value

QoQ Change

$368.6M

Value change

Assets under management

Form ADV RAUM · client mix · 13F over time

Regulatory AUM

$1.6B

Form ADV, as of Mar 2026

● 100% discretionary ($1.6B)

By client type

13F AUM over time

$903M

Q2 ’26 · 13F AUM

▲ 286%

53 quarters

Reported Holdings

Q2 2026 · upgrade to Pro for past quarters

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★ Position spotlightTSMTAIWAN SEMICONDUCTOR MANUFAC · 12.0% of bookThis highlighted stock and its 1Y chart are public

Loading position history…

Security⇅	Shares⇅	Market Value▼	Est. Cost⇅	Last Px⇅	Est. Return⇅	% Portfolio⇅	Δ Shares⇅	Action⇅
TAIWAN SEMICONDUCTOR MANUFAC TSM· Information Technology	226KSH	$107.9M	~$477.57	$410.12	▼14.1%	12.0%	▲ 106.9%	Added
ADVANCED MICRO DEVICES INC AMD· Information Technology	110KSH	$63.6M	~$580.91	$456.75	▼21.4%	7.0%	▼ 50.1%	Reduced
ASTERA LABS INC ALAB· Information Technology	126KSH	$60.7M	~$483.02	$277.53	▼42.5%	6.7%	New	New
GITLAB INC GTLB· Information Technology	1.95MSH	$59.4M	~$30.53	$42.03	▲37.7%	6.6%	▲ 66.2%	Added
BROADCOM INC AVGO· Information Technology	153KSH	$57.9M	~$377.75	$358.76	▼5.0%	6.4%	▲ 2.3%	Added
TAIWAN SEMICONDUCTOR MANUFAC TSM· Information Technology	109KPut	$52.2M	—	$410.12	—	5.8%	—	Unchanged
AMKOR TECHNOLOGY INC AMKR· Information Technology	597KSH	$51.5M	~$86.23	$47.90	▼44.5%	5.7%	▲ 46.6%	Added
JFROG LTD	515KSH	$46.8M	~$90.88	—	—	5.2%	▼ 10.5%	Reduced
MKS INC. MKSI· Information Technology	104KSH	$46.2M	~$444.80	$269.06	▼39.5%	5.1%	▼ 15.1%	Reduced
CHIME FINL INC CHYM· Financials	2.20MSH	$45.0M	~$20.48	$32.70	▲59.7%	5.0%	▲ 5.8%	Added

TSMTAIWAN SEMICONDUCTOR MANUFACAdded

$107.9M· 12.0%· 226K SH· ▲ 106.9%· cost $477.57· last $410.12· ▼14.1%

Information Technology · SPONSORED ADS · SOLE

AMDADVANCED MICRO DEVICES INCReduced

$63.6M· 7.0%· 110K SH· ▼ 50.1%· cost $580.91· last $456.75· ▼21.4%