LIGHT STREET CAPITAL MANAGEMENT, LLC

Est. AUM

$534.2M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$76.9M	227585	14.40%	SOLE
2	NVIDIA CORPORATION	COM	$47.5M	272214	8.89%	SOLE
3	BROADCOM INC	COM	$46.4M	149800	8.68%	SOLE
4	ADVANCED MICRO DEVICES INC	COM	$44.6M	219251	8.35%	SOLE
5	CHIME FINL INC	COM SHS CL A	$38.9M	2077615	7.28%	SOLE
6	TAIWAN SEMICONDUCTOR MANUFACPUT	SPONSORED ADS	$36.9M	109200	6.91%	SOLE
7	MKS INC.	COM	$28.1M	122264	5.26%	SOLE
8	JFROG LTD	ORD SHS	$27.0M	575000	5.05%	SOLE
9	AMAZON COM INC	COM	$26.0M	124800	4.87%	SOLE
10	GITLAB INC	CLASS A COM	$25.3M	1170000	4.74%	SOLE
11	BILL HOLDINGS INC	COM	$23.9M	625000	4.48%	SOLE
12	COUPANG INC	CL A	$19.9M	1051957	3.72%	SOLE
13	AMKOR TECHNOLOGY INC	COM	$18.3M	406990	3.43%	SOLE
14	ASML HLDG NV	N Y REGISTRY SHS	$14.5M	10946	2.71%	SOLE
15	ALPHABET INC	CAP STK CL A	$12.2M	42500	2.29%	SOLE
16	SAMSARA INC	COM CL A	$12.2M	384000	2.28%	SOLE
17	CELLEBRITE DI LTD	ORDINARY SHARES	$8.8M	640925	1.65%	SOLE
18	BLOOM ENERGY CORP	COM CL A	$6.9M	50625	1.28%	SOLE
19	NXP SEMICONDUCTORS N V	COM	$5.0M	25500	0.94%	SOLE
20	DATADOG INC	CL A COM	$4.7M	40000	0.88%	SOLE
21	ANALOG DEVICES INC	COM	$3.3M	10500	0.63%	SOLE
22	GDS HLDGS LTD	SPONSORED ADS	$2.9M	71642	0.54%	SOLE
23	LUMENTUM HLDGS INC	COM	$2.0M	2892	0.38%	SOLE
24	AMPLITUDE INC	COM CL A	$2.0M	292844	0.37%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.