LIGHT STREET CAPITAL MANAGEMENT, LLC

Palo Alto, CA · CIK 1569049 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 2013 · limited liability company

Assets managed$1.6bn
Staff14 · 5 in investment roles
Main clients (by assets)Private funds 100%
Private funds23 (8 hedge) · $2.1bn gross assets
Websitelightstreet.com
Form ADV · 2026-03-27SEC adviser record

Legal entityLIGHT STREET CAPITAL MANAGEMENT, LLC (US)

Kindhedge funds, private equity, futures
Others nearbyPalo Alto, CA

As an employer

Offices in1 country
Private fundshedge 8, private equity 15

$850.7m reported value +71.1% vs Q1 2026

27positions

67.5%in top 10

8 new 11 added 7 reduced 4 sold out vs Q1 2026

Options: 0 call positions (— notional), 1 put positions ($52.2m notional) – listed below, not included above.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	225,949	$107.9m12.68%	12.68%	Reduced -1.6k	-1,636 -0.7%
2	ADVANCED MICRO DEVICES INC COM AMD	AMD	109,500	$63.6m7.48%	7.48%	Reduced -109.8k	-109,751 -50.1%
3	ASTERA LABS INC COM ALAB	ALAB	125,750	$60.7m7.14%	7.14%	New
4	GITLAB INC CLASS A COM GTLB	GTLB	1,945,000	$59.4m6.98%	6.98%	Added +775.0k	+775,000 66.2%
5	BROADCOM INC COM AVGO	AVGO	153,250	$57.9m6.81%	6.81%	Added +3.5k	+3,450 2.3%
6	AMKOR TECHNOLOGY INC COM AMKR	AMKR	596,783	$51.5m6.05%	6.05%	Added +189.8k	+189,793 46.6%
7	JFROG LTD ORD SHS FROG	FROG	514,500	$46.8m5.50%	5.50%	Reduced -60.5k	-60,500 -10.5%
8	MKS INC. COM MKSI	MKSI	103,800	$46.2m5.43%	5.43%	Reduced -18.5k	-18,464 -15.1%
9	CHIME FINL INC COM SHS CL A CHYM	CHYM	2,199,089	$45.0m5.29%	5.29%	Added +121.5k	+121,474 5.8%
10	COUPANG INC CL A CPNG	CPNG	2,025,000	$35.2m4.13%	4.13%	Added +973.0k	+973,043 92.5%
11	TOAST INC CL A TOST	TOST	1,167,500	$32.5m3.82%	3.82%	New
12	REDDIT INC CL A RDDT	RDDT	182,500	$31.7m3.72%	3.72%	New
13	NVIDIA CORPORATION COM NVDA	NVDA	136,720	$27.4m3.22%	3.22%	Reduced -135.5k	-135,494 -49.8%
14	BLOOM ENERGY CORP COM CL A BE	BE	84,167	$25.5m2.99%	2.99%	Added +33.5k	+33,542 66.3%
15	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	10,957	$21.8m2.56%	2.56%	Added +11	+11 0.1%
16	MERCADOLIBRE INC COM MELI	MELI	12,750	$21.6m2.54%	2.54%	New
17	CELLEBRITE DI LTD ORDINARY SHARES CLBT	CLBT	1,312,755	$19.2m2.25%	2.25%	Added +671.8k	+671,830 104.8%
18	SNOWFLAKE INC CL A SNOW	SNOW	70,000	$17.8m2.09%	2.09%	New
19	MONGODB INC CL A MDB	MDB	50,000	$16.8m1.97%	1.97%	New
20	ALPHABET INC CAP STK CL A GOOGL	GOOGL	42,650	$15.2m1.79%	1.79%	Added +150	+150 0.3%
21	AMAZON COM INC COM AMZN	AMZN	51,000	$12.2m1.43%	1.43%	Reduced -73.8k	-73,800 -59.1%
22	DATADOG INC CL A COM DDOG	DDOG	40,000	$10.4m1.22%	1.22%	Unchanged
23	ROUNDHILL ETF TRUST MEMORY ETF DRAM	DRAM	120,000	$8.9m1.04%	1.04%	New
24	NXP SEMICONDUCTORS N V COM NXPI	NXPI	23,003	$6.5m0.76%	0.76%	Reduced -2.5k	-2,497 -9.8%
25	ANALOG DEVICES INC COM ADI	ADI	10,523	$4.2m0.49%	0.49%	Added +23	+23 0.2%
26	QUANTINUUM INC CL A COM QNT	QNT	35,242	$2.9m0.34%	0.34%	New
27	GDS HLDGS LTD SPONSORED ADS GDS	GDS	71,790	$2.2m0.25%	0.25%	Added +148	+148 0.2%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
BILL HOLDINGS INC BILL	BILL	625,000	$23.9m625.0k shares
SAMSARA INC IOT	IOT	384,000	$12.2m384.0k shares
LUMENTUM HLDGS INC LITE	LITE	2,892	$2.0m2.9k shares
AMPLITUDE INC AMPL	AMPL	292,844	$2.0m292.8k shares

Options (notional value)

Underlying	Ticker	Type	Shares controlled	Notional	Change
TAIWAN SEMICONDUCTOR MFG LTD TSM · Put	TSM	Put	109,200	$52.2m109.2k shares	Unchanged