Quarter snapshot
Light Street Capital Management
- Quarter
- Q1 2026
- Filed
- 2026-05-15
- Portfolio value
- $497,323,002
- Positions
- 23
- Source
- 13F on EDGAR ↗
| history | Ticker | Change | % of portfolio |
|---|---|---|---|
| ≡ | TSM | −15% | 15.47% |
| ≡ | NVDA | −20% | 9.55% |
| ≡ | AVGO | +4% | 9.32% |
| ≡ | AMD | −0% | 8.97% |
| ≡ | CHYM | −23% | 7.82% |
| ≡ | MKSI | +524% | 5.65% |
| ≡ | FROG | +25% | 5.43% |
| ≡ | AMZN | +80% | 5.23% |
| ≡ | GTLB | +10% | 5.09% |
| ≡ | BILL | −29% | 4.81% |
| ≡ | CPNG | NEW | 3.99% |
| ≡ | AMKR | +41% | 3.69% |
| ≡ | ASML | −0% | 2.91% |
| ≡ | GOOG | −68% | 2.46% |
| ≡ | IOT | NEW | 2.45% |
| ≡ | CLBT | +30% | 1.78% |
| ≡ | BE | NEW | 1.38% |
| ≡ | NXPI | +2% | 1.01% |
| ≡ | DDOG | NEW | 0.95% |
| ≡ | ADI | +3% | 0.67% |
| ≡ | GDS | +10% | 0.58% |
| ≡ | LITE | NEW | 0.41% |
| ≡ | AMPL | −81% | 0.4% |
| ≡ | CFLT | SOLD | — |
| ≡ | CEG | SOLD | — |
| ≡ | RDDT | SOLD | — |
| ≡ | NFLX | SOLD | — |
| ≡ | TEAM | SOLD | — |
| ≡ | AAPL | SOLD | — |