StockDriftsStockDriftsTop 25 Light Street Capital Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 12.68% | 225.9K | $107.9M | -0.72%(-1.64K) | $112.00(+280.65%) | 2026-06-30 | |
| AMD | ADVANCED MICRO DEVICES INC | 7.48% | 109.5K | $63.6M | -50.06%(-109.75K) | $116.80(+340.42%) | 2026-06-30 | |
| ALAB | ASTERA LABS INC | 7.14% | 125.8K | $60.7M | new | $291.64(+10.27%) | 2026-06-30 | |
| GTLB | GITLAB INC | 6.98% | 1.95M | $59.4M | +66.24%(+775.00K) | $37.85(+12.60%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 6.81% | 153.3K | $57.9M | +2.30%(+3.45K) | $196.41(+100.09%) | 2026-06-30 | |
| AMKR | AMKOR TECHNOLOGY INC | 6.05% | 596.8K | $51.5M | +46.63%(+189.79K) | $45.08(+30.87%) | 2026-06-30 | |
| FROG | JFROG LTD | 5.5% | 514.5K | $46.8M | -10.52%(-60.50K) | $32.52(+195.77%) | 2026-06-30 | |
| MKSI | MKS INC. | 5.43% | 103.8K | $46.2M | -15.10%(-18.46K) | $186.31(+66.78%) | 2026-06-30 | |
| CHYM | CHIME FINL INC | 5.29% | 2.20M | $45.0M | +5.85%(+121.47K) | $26.63(+20.26%) | 2026-06-30 | |
| CPNG | COUPANG INC | 4.13% | 2.02M | $35.2M | +92.50%(+973.04K) | $19.59(-17.72%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +43.41% | +194.94% | +4.99% | +27.59% |
| Top 20 Holdings Unweighted | +30.44% | +121.92% | +0.40% | +2.04% |
Light Street Capital Management LLC reports $902.84M in US-listed equity holdings across 27 positions in its most recent 13F filing. Its largest disclosed positions are TSM (12.7%), AMD (7.5%) and ALAB (7.1%). The top 20 holdings account for 94.44% of reported assets. Its disclosed equity book has returned +194.94% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Light Street Capital Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1569049). View Light Street Capital Management LLC’s 13F filings on SEC