Quarter snapshot
Light Street Capital Management
- Quarter
- Q4 2025
- Filed
- 2026-02-17
- Portfolio value
- $649,794,759
- Positions
- 24
- Sources
- 13F on EDGAR
Earliest quarter on record — change badges compare to the prior quarter, which isn't stored before this one.
| history | Ticker | Change | % of portfolio |
|---|---|---|---|
| ≡ | TSM | No prior filing | 12.55% |
| ≡ | CHYM | No prior filing | 10.5% |
| ≡ | NVDA | No prior filing | 9.76% |
| ≡ | AVGO | No prior filing | 7.66% |
| ≡ | BILL | No prior filing | 7.37% |
| ≡ | AMD | No prior filing | 7.23% |
| ≡ | GOOG | No prior filing | 6.48% |
| ≡ | GTLB | No prior filing | 6.12% |
| ≡ | FROG | No prior filing | 4.44% |
| ≡ | CFLT | No prior filing | 4.23% |
| ≡ | CEG | No prior filing | 3.43% |
| ≡ | RDDT | No prior filing | 3.18% |
| ≡ | NFLX | No prior filing | 2.89% |
| ≡ | AMPL | No prior filing | 2.67% |
| ≡ | AMZN | No prior filing | 2.47% |
| ≡ | ASML | No prior filing | 1.81% |
| ≡ | AMKR | No prior filing | 1.75% |
| ≡ | TEAM | No prior filing | 1.58% |
| ≡ | CLBT | No prior filing | 1.37% |
| ≡ | NXPI | No prior filing | 0.83% |
| ≡ | MKSI | No prior filing | 0.48% |
| ≡ | ADI | No prior filing | 0.42% |
| ≡ | AAPL | No prior filing | 0.42% |
| ≡ | GDS | No prior filing | 0.35% |