LIGHT STREET CAPITAL MANAGEMENT, LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| TAIWAN SEMICONDUCTOR MANUFAC(TSM)(Put) | 0 | 109,200 | +109,200 | 0 | 36,904,140 | — | +36,904,140 |
| MKS INC.(MKSI) | 0 | 122,264 | +122,264 | 0 | 28,097,490 | 5.65% | +28,097,490 |
| COUPANG INC(CPNG) | 0 | 1,051,957 | +1,051,957 | 0 | 19,860,948 | 3.99% | +19,860,948 |
| SAMSARA INC(IOT) | 0 | 384,000 | +384,000 | 0 | 12,168,960 | 2.45% | +12,168,960 |
| AMAZON COM INC(AMZN) | 0 | 124,800 | +124,800 | 0 | 25,992,096 | 5.23% | +25,992,096 |
| AMKOR TECHNOLOGY INC | 0 | 406,990 | +406,990 | 0 | 18,326,760 | 3.69% | +18,326,760 |
| BLOOM ENERGY CORP | 0 | 50,625 | +50,625 | 0 | 6,859,181 | 1.38% | +6,859,181 |
| DATADOG INC(DDOG) | 0 | 40,000 | +40,000 | 0 | 4,722,000 | 0.95% | +4,722,000 |
| ASML HLDG NV | 0 | 10,946 | +10,946 | 0 | 14,457,805 | 2.91% | +14,457,805 |
| LUMENTUM HLDGS INC(LITE) | 0 | 2,892 | +2,892 | 0 | 2,032,382 | 0.41% | +2,032,382 |
| GDS HLDGS LTD(GDS) | 0 | 71,642 | +71,642 | 0 | 2,886,456 | 0.58% | +2,886,456 |
| ANALOG DEVICES INC(ADI) | 0 | 10,500 | +10,500 | 0 | 3,340,470 | 0.67% | +3,340,470 |
| CELLEBRITE DI LTD(CLBT) | 0 | 640,925 | +640,925 | 0 | 8,831,947 | 1.78% | +8,831,947 |
| NXP SEMICONDUCTORS N V | 0 | 25,500 | +25,500 | 0 | 5,019,930 | 1.01% | +5,019,930 |
| JFROG LTD(FROG) | 0 | 575,000 | +575,000 | 0 | 26,984,750 | 5.43% | +26,984,750 |
| ADVANCED MICRO DEVICES INC(AMD) | 0 | 219,251 | +219,251 | 0 | 44,602,231 | 8.97% | +44,602,231 |
| APPLE INC(AAPL) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| BROADCOM INC(AVGO) | 0 | 149,800 | +149,800 | 0 | 46,364,598 | 9.32% | +46,364,598 |
| TAIWAN SEMICONDUCTOR MANUFAC(TSM) | 0 | 227,585 | +227,585 | 0 | 76,912,351 | 15.47% | +76,912,351 |
| ATLASSIAN CORPORATION | 0 | 0 | 0 | 0 | 0 | — | 0 |
| GITLAB INC(GTLB) | 0 | 1,170,000 | +1,170,000 | 0 | 25,318,800 | 5.09% | +25,318,800 |
| AMPLITUDE INC(AMPL) | 0 | 292,844 | +292,844 | 0 | 1,997,196 | 0.40% | +1,997,196 |
| NVIDIA CORPORATION(NVDA) | 0 | 272,214 | +272,214 | 0 | 47,474,122 | 9.55% | +47,474,122 |
| NETFLIX INC(NFLX) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| REDDIT INC(RDDT) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| CONSTELLATION ENERGY CORP(CEG) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| BILL HOLDINGS INC | 0 | 625,000 | +625,000 | 0 | 23,937,500 | 4.81% | +23,937,500 |
| CONFLUENT INC | 0 | 0 | 0 | 0 | 0 | — | 0 |
| CHIME FINL INC(CHYM) | 0 | 2,077,615 | +2,077,615 | 0 | 38,913,729 | 7.82% | +38,913,729 |
| ALPHABET INC(GOOG) | 0 | 42,500 | +42,500 | 0 | 12,221,300 | 2.46% | +12,221,300 |