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Light Street Capital Management — BILL

How Light Street Capital Management's position in BILL Com Holdings Inc. changed quarter by quarter. Change badges compare each quarter to the fund's immediately-prior filing.

Quarters held
2
First reported
Q4 2025
Latest value
$23,937,500
Latest weight
4.8%
Peak weight
7.4%
Shares since first
-28.8%

Position Trend

Shares, value, and weight from first report to latest report.

Light Street Capital Management first reported 878,000 shares in Q4 2025 and most recently reported 625,000 shares in Q1 2026. Portfolio weight peaked at 7.4% in Q4 2025; the low reported weight was 4.8% in Q1 2026.

Since the first report, shares are -28.8% and reported value is -50%. Latest move: TRIM

Quarter Shares Value % of portfolio Change
Q1 2026 625,000 $23,937,500 4.81% TRIM
Q4 2025 878,000 $47,886,120 7.37% NEW

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