LIGHT STREET CAPITAL MANAGEMENT, LLC
CIK: 0001569049SEC EDGAR →
Portfolio Value
$649.8M
Holdings
24
As of
Q4 2025
New Positions
6
Closed Positions
9
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | TAIWAN SEMICONDUCTOR MFG LTD | 268,392 | $81.6M | 12.55% |
| 2 | CHIME FINL INC | 2,710,289 | $68.2M | 10.50% |
| 3 | NVIDIA CORPORATION | 340,000 | $63.4M | 9.76% |
| 4 | BROADCOM INC | 143,779 | $49.8M | 7.66% |
| 5 | BILL HOLDINGS INC | 878,000 | $47.9M | 7.37% |
| 6 | ADVANCED MICRO DEVICES INC | 219,487 | $47.0M | 7.23% |
| 7 | ALPHABET INC | 134,500 | $42.1M | 6.48% |
| 8 | GITLAB INC | 1,060,000 | $39.8M | 6.12% |
| 9 | JFROG LTD | 462,000 | $28.9M | 4.44% |
| 10 | CONFLUENT INC | 910,000 | $27.5M | 4.23% |
Quarterly Changes
New Positions (6)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 18 | $461.7M | 71.1% |
| Communication Services | 3 | $81.5M | 12.5% |
| Financial Services | 1 | $68.2M | 10.5% |
| Utilities | 1 | $22.3M | 3.4% |
| Consumer Cyclical | 1 | $16.0M | 2.5% |