Light Street Capital Management
Light Street Capital Management (LIGHT STREET CAPITAL MANAGEMENT, LLC) reported 28 positions worth $902.8M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: TSM (12.0%). Biggest move: reduce AMD ($63.8M).
| # | Symbol | Company | Type | Value ↓ | % Port. | Time Held | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|---|
| ▸ 1 | TSM | SH | $107.9M | 11.95% | 3.5 Years | 225,949 | — | — | |
| ▸ 2 | AMD | SH | $63.6M | 7.05% | 3.8 Years | 109,500 | — | — | |
| ▸ 3 | ALAB | SH | $60.7M | 6.73% | 1 Q | 125,750 | — | — | |
| ▸ 4 | GTLB | SH | $59.4M | 6.58% | 2 Years | 1,945,000 | — | — | |
| ▸ 5 | AVGO | SH | $57.9M | 6.41% | 3 Years | 153,250 | — | — | |
| ▸ 6 | TSM | PUT | $52.2M | 5.78% | 3.5 Years | 109,200 | — | — | |
| ▸ 7 | AMKR | SH | $51.5M | 5.70% | 3 Q | 596,783 | — | — | |
| ▸ 8 | FROG | SH | $46.8M | 5.18% | 3.5 Years | 514,500 | — | — | |
| ▸ 9 | MKSI | SH | $46.2M | 5.11% | 3 Q | 103,800 | — | — | |
| ▸ 10 | CHYM | SH | $45.0M | 4.99% | 1.3 Years | 2,199,089 | — | — |
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Five closest superinvestors by Jaccard overlap of tickers held in the latest quarter (computed nightly).
| Manager | Overlap | Shared holdings |
|---|---|---|
| Whale Rock Capital Management | 24.0% | SNOW, TSM, AMZN, NVDA, MDB, AVGO, M6191J100, GOOGL +4 |
| Tiger Global Management | 15.9% | TSM, AMZN, MELI, NVDA, AVGO, GOOGL, CPNG, AMD +2 |
| Sands Capital Management | 14.0% | TSM, AMZN, MELI, NVDA, N07059210, AVGO, DDOG, GOOGL +4 |
| Appaloosa (David Tepper) | 13.0% | TSM, AMZN, NVDA, N07059210, AVGO, AMD |
| Altimeter Capital Management | 11.9% | SNOW, TSM, AMZN, NVDA, GOOGL |
Read the 2026-Q2 quarterly report · 13F Filing Calendar
Frequently Asked Questions
What stocks does Light Street Capital Management hold as of Q2 2026?
Light Street Capital Management reported 28 positions worth $902.8M in its Q2 2026 13F filing. Largest positions: TSM (12.0%), AMD (7.0%), ALAB (6.7%), GTLB (6.6%) and AVGO (6.4%).
What did Light Street Capital Management buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Light Street Capital Management sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.