LIGHT STREET CAPITAL MANAGEMENT, LLC
23 holdingsFiling period: 2026-03-31Current AUM: $694.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 336.8K | $113.8M | $136.1M | 19.61% | +68.4K | 2026-03-31 |
| 2 | NVDA | NVIDIA CORPORATION | 272.2K | $47.5M | $54.6M | 7.87% | -67,786 | 2026-03-31 |
| 3 | AVGO | BROADCOM INC | 149.8K | $46.4M | $58.3M | 8.40% | +6.0K | 2026-03-31 |
| 4 | AMD | ADVANCED MICRO DEVICES INC | 219.3K | $44.6M | $104.4M | 15.04% | -236 | 2026-03-31 |
| 5 | CHYM | CHIME FINL INC | 2.08M | $38.9M | $47.8M | 6.88% | -632,674 | 2026-03-31 |
| 6 | MKSI | MKS INC. | 122.3K | $28.1M | $36.4M | 5.24% | +102.7K | 2026-03-31 |
| 7 | — | JFROG LTD | 575.0K | $27.0M | $27.0M | 3.89% | +113.0K | 2026-03-31 |
| 8 | AMZN | AMAZON COM INC | 124.8K | $26.0M | $33.9M | 4.88% | +55.3K | 2026-03-31 |
| 9 | GTLB | GITLAB INC | 1.17M | $25.3M | $40.4M | 5.81% | +110.0K | 2026-03-31 |
| 10 | BILL | BILL HOLDINGS INC | 625.0K | $23.9M | $28.2M | 4.06% | -253,000 | 2026-03-31 |
| 11 | CPNG | COUPANG INC | 1.05M | $19.9M | $17.2M | 2.48% | -- | 2026-03-31 |
| 12 | AMKR | AMKOR TECHNOLOGY INC | 407.0K | $18.3M | $20.3M | 2.92% | +119.1K | 2026-03-31 |
| 13 | — | ASML HLDG NV | 10.9K | $14.5M | $14.5M | 2.08% | -42 | 2026-03-31 |
| 14 | GOOGL | ALPHABET INC | 42.5K | $12.2M | $15.1M | 2.18% | -92,000 | 2026-03-31 |
| 15 | IOT | SAMSARA INC | 384.0K | $12.2M | $14.3M | 2.06% | -- | 2026-03-31 |
| 16 | — | CELLEBRITE DI LTD | 640.9K | $8.8M | $8.8M | 1.27% | +148.2K | 2026-03-31 |
| 17 | BE | BLOOM ENERGY CORP | 50.6K | $6.9M | $10.4M | 1.50% | -- | 2026-03-31 |
| 18 | — | NXP SEMICONDUCTORS N V | 25.5K | $5.0M | $5.0M | 0.72% | +573 | 2026-03-31 |
| 19 | DDOG | DATADOG INC | 40.0K | $4.7M | $10.7M | 1.54% | -- | 2026-03-31 |
| 20 | ADI | ANALOG DEVICES INC | 10.5K | $3.3M | $3.9M | 0.56% | +348 | 2026-03-31 |
| 21 | GDS | GDS HLDGS LTD | 71.6K | $2.9M | $2.3M | 0.34% | +6.4K | 2026-03-31 |
| 22 | LITE | LUMENTUM HLDGS INC | 2.9K | $2.0M | $2.1M | 0.30% | -- | 2026-03-31 |
| 23 | AMPL | AMPLITUDE INC | 292.8K | $2.0M | $2.6M | 0.37% | -1,207,156 | 2026-03-31 |
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