Light Street Capital Management
Light Street Capital Management reported 27 stocks worth $851M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are TSM (12.7%), AMD (7.5%) and ALAB (7.1%). Compared with Q1 2026, the fund opened new positions in ALAB, TOST and RDDT, added to GTLB, AVGO and AMKR, trimmed TSM, AMD and FROG and sold out of BILL, IOT and LITE.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  TSM Taiwan Semiconductor Mfg Ltd | $108M | 12.7% | 226K | −1,636 (−1%) | 8 of 8 | |
| 2 |  AMD Advanced Micro Devices Inc | $63.6M | 7.5% | 110K | −110K (−50%) | 8 of 8 | |
| 3 |  ALAB Astera Labs Inc | $60.7M | 7.1% | 126K | New position | 1 of 8 | |
| 4 |  GTLB Gitlab Inc | $59.4M | 7.0% | 1.9M | +775K (+66%) | 8 of 8 | |
| 5 |  AVGO Broadcom Inc | $57.9M | 6.8% | 153K | +3,450 (+2%) | 8 of 8 | |
| 6 |  AMKR Amkor Technology Inc | $51.5M | 6.0% | 597K | +190K (+47%) | 3 of 8 | |
| 7 |  FROG Jfrog Ltd | $46.8M | 5.5% | 515K | −61K (−11%) | 8 of 8 | |
| 8 |  MKSI Mks Inc. | $46.2M | 5.4% | 104K | −18K (−15%) | 3 of 8 | |
| 9 |  CHYM Chime Finl Inc | $45M | 5.3% | 2.2M | +121K (+6%) | 5 of 8 | |
| 10 |  CPNG Coupang Inc | $35.2M | 4.1% | 2M | +973K (+92%) | 2 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Options
valued at the underlying shares| Stock | Type | Value | Shares | Change |
|---|---|---|---|---|
TSM Taiwan Semiconductor Mfg Ltd | Put | $52.2M | 109K | 0 |
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Light Street Capital Management 13F FAQ
What does Light Street Capital Management own?
Light Street Capital Management reported 27 stocks worth $851M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are TSM (12.7%), AMD (7.5%) and ALAB (7.1%). The table above lists every position in the filing (the top 10 without an account).
What did Light Street Capital Management buy and sell in Q2 2026?
Compared with Q1 2026: 8 new positions, 11 added to, 7 trimmed and 4 sold out. New positions include ALAB, TOST and RDDT. It sold all of BILL, IOT and LITE.
When will Light Street Capital Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Light Street Capital Management's portfolio worth?
The Q2 2026 filing reports $851M in US stocks ($903M including options). That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.