StockDriftsStockDriftsTop 23 Light Street Capital Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 15.47% | 227.6K | $76.9M | -15.20%(-40.81K) | $112.00(+261.01%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 9.55% | 272.2K | $47.5M | -19.94%(-67.79K) | $58.65(+284.20%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 9.32% | 149.8K | $46.4M | +4.19%(+6.02K) | $193.20(+120.08%) | 2026-03-31 | |
| AMD | ADVANCED MICRO DEVICES INC | 8.97% | 219.3K | $44.6M | -0.11%(-236) | $116.80(+263.11%) | 2026-03-31 | |
| CHYM | CHIME FINL INC | 7.82% | 2.08M | $38.9M | -23.34%(-632.67K) | $27.07(-34.66%) | 2026-03-31 | |
| MKSI | MKS INC. | 5.65% | 122.3K | $28.1M | +524.37%(+102.68K) | $186.31(+62.72%) | 2026-03-31 | |
| FROG | JFROG LTD | 5.43% | 575.0K | $27.0M | +24.46%(+113.00K) | $32.52(+103.48%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 5.23% | 124.8K | $26.0M | +79.57%(+55.30K) | $162.99(+62.06%) | 2026-03-31 | |
| GTLB | GITLAB INC | 5.09% | 1.17M | $25.3M | +10.38%(+110.00K) | $45.92(-48.48%) | 2026-03-31 | |
| BILL | BILL HOLDINGS INC | 4.81% | 625.0K | $23.9M | -28.82%(-253.00K) | $62.51(-35.89%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +30.38% | +121.65% |
| Top 20 Holdings Unweighted | +16.31% | +57.35% |
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