LIGHT STREET CAPITAL MANAGEMENT, LLC
13F filer · CIK 1569049 · Palo Alto, CA
Summary
LIGHT STREET CAPITAL MANAGEMENT, LLC reported $902.84M across 28 positions in its 13F for 2026 Q2, filed Aug 14, 2026. The largest holdings are TSM (12.0%), AMD (7.0%), ALAB (6.7%). Versus 2026 Q1, leaving options aside, it opened 8 new positions, added to 11, trimmed 7 and sold out of 4.
Reported value$902.84M
Positions28incl. options
Report period2026 Q2
FiledAug 14, 2026
New positions8
Added11
Trimmed7
Sold out4
Top 25 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 12.0%Value $107.91MPrice $456.94Shares 226K -0.72%Since Jun 30 -4.32%
Weight 7.0%Value $63.61MPrice $607.57Shares 110K -50.06%Since Jun 30 +4.59%
Weight 6.7%Value $60.74MPrice $357.84Shares 126KSince Jun 30 -25.92%
Weight 6.6%Value $59.38MPrice $46.71Shares 1.95M +66.24%Since Jun 30 +53.00%
Weight 6.4%Value $57.89MPrice $355.10Shares 153K +2.30%Since Jun 30 -6.00%
Weight 5.7%Value $51.46MPrice $54.14Shares 597K +46.63%Since Jun 30 -37.21%
Weight 5.2%Value $46.76MPrice $90.37Shares 515K -10.52%Since Jun 30 -0.56%
Weight 5.1%Value $46.17MPrice $266.02Shares 104K -15.10%Since Jun 30 -40.19%
Weight 5.0%Value $45.04MPrice $26.52Shares 2.20M +5.85%Since Jun 30 +29.49%
Weight 3.9%Value $35.17MPrice $13.85Shares 2.02M +92.50%Since Jun 30 -20.26%
Weight 3.6%Value $32.48MPrice $30.46Shares 1.17MSince Jun 30 +9.49%
Weight 3.5%Value $31.68MPrice $145.36Shares 183KSince Jun 30 -16.26%
Weight 3.0%Value $27.36MPrice $227.21Shares 137K -49.77%Since Jun 30 +13.55%
Weight 2.8%Value $25.48MPrice $291.25Shares 84K +66.26%Since Jun 30 -3.78%
Weight 2.4%Value $21.80MPrice $1834Shares 11K +0.10%Since Jun 30 -7.79%
Weight 2.4%Value $21.64MPrice $1725Shares 13KSince Jun 30 +1.62%
Weight 2.1%Value $19.17MPrice $10.93Shares 1.31M +104.82%Since Jun 30 -25.14%
Weight 2.0%Value $17.82MPrice $330.31Shares 70KSince Jun 30 +29.79%
Weight 1.9%Value $16.80MPrice $337.19Shares 50KSince Jun 30 +0.38%
Weight 1.7%Value $15.24MPrice $340.92Shares 43K +0.35%Since Jun 30 -4.60%
Weight 1.3%Value $12.16MPrice $246.67Shares 51K -59.13%Since Jun 30 +3.50%
Weight 1.2%Value $10.41MPrice $268.56Shares 40KSince Jun 30 +3.15%
Weight 1.0%Value $8.86MPrice $61.29Shares 120KSince Jun 30 -17.01%
Weight 0.7%Value $6.46MPrice $236.47Shares 23K -9.79%Since Jun 30 -15.86%
Weight 0.5%Value $4.18MPrice $398.22Shares 11K +0.22%Since Jun 30 +0.26%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 12.0% | $107.91M | -4.32% | -0.72% | Trim | |
| 7.0% | $63.61M | +4.59% | -50.06% | Trim | |
| 6.7% | $60.74M | -25.92% | — | New | |
| 6.6% | $59.38M | +53.00% | +66.24% | Add | |
| 6.4% | $57.89M | -6.00% | +2.30% | Add | |
| 5.7% | $51.46M | -37.21% | +46.63% | Add | |
| 5.2% | $46.76M | -0.56% | -10.52% | Trim | |
| 5.1% | $46.17M | -40.19% | -15.10% | Trim | |
| 5.0% | $45.04M | +29.49% | +5.85% | Add | |
| 3.9% | $35.17M | -20.26% | +92.50% | Add | |
| 3.6% | $32.48M | +9.49% | — | New | |
| 3.5% | $31.68M | -16.26% | — | New | |
| 3.0% | $27.36M | +13.55% | -49.77% | Trim | |
| 2.8% | $25.48M | -3.78% | +66.26% | Add | |
| 2.4% | $21.80M | -7.79% | +0.10% | Add | |
| 2.4% | $21.64M | +1.62% | — | New | |
| 2.1% | $19.17M | -25.14% | +104.82% | Add | |
| 2.0% | $17.82M | +29.79% | — | New | |
| 1.9% | $16.80M | +0.38% | — | New | |
| 1.7% | $15.24M | -4.60% | +0.35% | Add | |
| 1.3% | $12.16M | +3.50% | -59.13% | Trim | |
| 1.2% | $10.41M | +3.15% | — | Hold | |
| 1.0% | $8.86M | -17.01% | — | New | |
| 0.7% | $6.46M | -15.86% | -9.79% | Trim | |
| 0.5% | $4.18M | +0.26% | +0.22% | Add |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
Options
Notional value, listed apart from stocks
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.