LIGHT STREET CAPITAL MANAGEMENT, LLC
27 holdingsFiling period: 2026-06-30Current AUM: $855.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 335.1K | $160.1M | $138.7M | 16.21% | -1,636 | 2026-06-30 |
| 2 | AMD | ADVANCED MICRO DEVICES INC | 109.5K | $63.6M | $55.2M | 6.45% | -109,751 | 2026-06-30 |
| 3 | ALAB | ASTERA LABS INC | 125.8K | $60.7M | $31.8M | 3.71% | -- | 2026-06-30 |
| 4 | GTLB | GITLAB INC | 1.95M | $59.4M | $95.5M | 11.16% | +775.0K | 2026-06-30 |
| 5 | AVGO | BROADCOM INC | 153.3K | $57.9M | $52.0M | 6.08% | +3.5K | 2026-06-30 |
| 6 | AMKR | AMKOR TECHNOLOGY INC | 596.8K | $51.5M | $27.7M | 3.24% | +189.8K | 2026-06-30 |
| 7 | — | JFROG LTD | 514.5K | $46.8M | $46.8M | 5.47% | -60,500 | 2026-06-30 |
| 8 | MKSI | MKS INC. | 103.8K | $46.2M | $24.0M | 2.81% | -18,464 | 2026-06-30 |
| 9 | CHYM | CHIME FINL INC | 2.20M | $45.0M | $73.9M | 8.64% | +121.5K | 2026-06-30 |
| 10 | CPNG | COUPANG INC | 2.02M | $35.2M | $29.7M | 3.47% | +973.0K | 2026-06-30 |
| 11 | TOST | TOAST INC | 1.17M | $32.5M | $37.2M | 4.35% | -- | 2026-06-30 |
| 12 | RDDT | REDDIT INC | 182.5K | $31.7M | $29.1M | 3.41% | -- | 2026-06-30 |
| 13 | NVDA | NVIDIA CORPORATION | 136.7K | $27.4M | $29.0M | 3.39% | -135,494 | 2026-06-30 |
| 14 | BE | BLOOM ENERGY CORP | 84.2K | $25.5M | $21.8M | 2.55% | +33.5K | 2026-06-30 |
| 15 | — | ASML HLDG NV | 11.0K | $21.8M | $21.8M | 2.55% | +11 | 2026-06-30 |
| 16 | MELI | MERCADOLIBRE INC | 12.8K | $21.6M | $23.3M | 2.73% | -- | 2026-06-30 |
| 17 | — | CELLEBRITE DI LTD | 1.31M | $19.2M | $19.2M | 2.24% | +671.8K | 2026-06-30 |
| 18 | SNOW | SNOWFLAKE INC | 70.0K | $17.8M | $22.6M | 2.64% | -- | 2026-06-30 |
| 19 | MDB | MONGODB INC | 50.0K | $16.8M | $18.9M | 2.21% | -- | 2026-06-30 |
| 20 | GOOGL | ALPHABET INC | 42.6K | $15.2M | $14.7M | 1.72% | +150 | 2026-06-30 |
| 21 | AMZN | AMAZON COM INC | 51.0K | $12.2M | $12.7M | 1.48% | -73,800 | 2026-06-30 |
| 22 | DDOG | DATADOG INC | 40.0K | $10.4M | $9.2M | 1.08% | -- | 2026-06-30 |
| 23 | DRAM | ROUNDHILL ETF TRUST | 120.0K | $8.9M | $6.6M | 0.77% | -- | 2026-06-30 |
| 24 | — | NXP SEMICONDUCTORS N V | 23.0K | $6.5M | $6.5M | 0.76% | -2,497 | 2026-06-30 |
| 25 | ADI | ANALOG DEVICES INC | 10.5K | $4.2M | $3.8M | 0.44% | +23 | 2026-06-30 |
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