LIGHT STREET CAPITAL MANAGEMENT, LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, LIGHT STREET CAPITAL MANAGEMENT, LLC held in its portfolio 24 assets valued at $649,794,759 (i.e. $649.79M).

The most valuable assets in the portfolio included: TAIWAN SEMICONDUCTOR MFG LTD ($81.56M), CHIME FINL INC ($68.22M), and NVIDIA CORPORATION ($63.41M).

The chart below shows the top 10 valuable assets, and the table below shows the top 24 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in LIGHT STREET CAPITAL MANAGEMENT, LLC Portfolio

TAIWAN SEMICONDUCTOR MFG LTD

CHIME FINL INC

NVIDIA CORPORATION

BROADCOM INC

BILL HOLDINGS INC

ADVANCED MICRO DEVICES INC

ALPHABET INC

GITLAB INC

JFROG LTD

CONFLUENT INC

LIGHT STREET CAPITAL MANAGEMENT, LLC - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
TAIWAN SEMICONDUCTOR MFG LTD	268392	81561645	SPONSORED ADS
CHIME FINL INC	2710289	68217974	COM SHS CL A
NVIDIA CORPORATION	340000	63410000	COM
BROADCOM INC	143779	49761912	COM
BILL HOLDINGS INC	878000	47886120	COM
ADVANCED MICRO DEVICES INC	219487	47005336	COM
ALPHABET INC	134500	42098500	CAP STK CL A
GITLAB INC	1060000	39781800	CLASS A COM
JFROG LTD	462000	28856520	ORD SHS
CONFLUENT INC	910000	27518400	CLASS A COM
CONSTELLATION ENERGY CORP	63065	22278973	COM
REDDIT INC	90000	20688300	CL A
NETFLIX INC	200000	18752000	COM
AMPLITUDE INC	1500000	17370000	COM CL A
AMAZON COM INC	69500	16041990	COM
ASML HOLDING N V	10988	11755622	N Y REGISTRY SHS
AMKOR TECHNOLOGY INC	287895	11366095	COM
ATLASSIAN CORPORATION	63272	10258922	CL A
CELLEBRITE DI LTD	492755	8884373	ORDINARY SHARES
NXP SEMICONDUCTORS N V	24927	5410655	COM
MKS INC.	19582	3129204	COM
ANALOG DEVICES INC	10152	2753222	COM
APPLE INC	10039	2729203	COM
GDS HLDGS LTD	65272	2277993	SPONSORED ADS