Light Street Capital

Name: Light Street Capital 13F holdings, Q2 2026
Creator: Light Street Capital

13F Holdings · CIK 1569049 · filed 2026-08-14

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AI Summary

New Positions

29% of current holdings

Exited

17% of prior holdings

Increased

46% of prior holdings

Decreased

29% of prior holdings

Total holdings: 24 → 28

Show unchanged positions

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30 positions

					Shares				Value ($)

New	Long	ASTERA LABS INC	04626A103	COM	—	125,750	+125,750	—	—	$60.7M	+$60.7M	—
New	Long	MERCADOLIBRE INC	58733R102	COM	—	12,750	+12,750	—	—	$21.6M	+$21.6M	—
New	Long	MONGODB INC	60937P106	CL A	—	50,000	+50,000	—	—	$16.8M	+$16.8M	—
New	Long	QUANTINUUM INC	74768A104	CL A COM	—	35,242	+35,242	—	—	$2.9M	+$2.9M	—
New	Long	REDDIT INC	75734B100	CL A	—	182,500	+182,500	—	—	$31.7M	+$31.7M	—
New	Long	ROUNDHILL ETF TRUST	77926X320	MEMORY ETF	—	120,000	+120,000	—	—	$8.9M	+$8.9M	—
New	Long	SNOWFLAKE INC	833445109	COM SHS	—	70,000	+70,000	—	—	$17.8M	+$17.8M	—
New	Long	TOAST INC	888787108	CL A	—	1,167,500	+1,167,500	—	—	$32.5M	+$32.5M	—
Exited	Long	AMPLITUDE INC	03213A104	COM CL A	292,844	—	−292,844	−100.0%	$2.0M	—	−$2.0M	−100.0%
Exited	Long	BILL HOLDINGS INC	090043100	COM	625,000	—	−625,000	−100.0%	$23.9M	—	−$23.9M	−100.0%
Exited	Long	LUMENTUM HLDGS INC	55024U109	COM	2,892	—	−2,892	−100.0%	$2.0M	—	−$2.0M	−100.0%
Exited	Long	SAMSARA INC	79589L106	COM CL A	384,000	—	−384,000	−100.0%	$12.2M	—	−$12.2M	−100.0%
Increased	Long	ALPHABET INC	02079K305	CAP STK CL A	42,500	42,650	+150	+0.4%	$12.2M	$15.2M	+$3.0M	+24.7%
Increased	Long	AMKOR TECHNOLOGY INC	031652100	COM	406,990	596,783	+189,793	+46.6%	$18.3M	$51.5M	+$33.1M	+180.8%
Increased	Long	ANALOG DEVICES INC	032654105	COM	10,500	10,523	+23	+0.2%	$3.3M	$4.2M	+$839.0K	+25.1%
Increased	Long	ASML HLDG NV	N07059210	N Y REGISTRY SHS	10,946	10,957	+11	+0.1%	$14.5M	$21.8M	+$7.3M	+50.8%
Increased	Long	BLOOM ENERGY CORP	093712107	COM CL A	50,625	84,167	+33,542	+66.3%	$6.9M	$25.5M	+$18.6M	+271.4%
Increased	Long	BROADCOM INC	11135F101	COM	149,800	153,250	+3,450	+2.3%	$46.4M	$57.9M	+$11.5M	+24.9%
Increased	Long	CELLEBRITE DI LTD	M2197Q107	ORDINARY SHARES	640,925	1,312,755	+671,830	+104.8%	$8.8M	$19.2M	+$10.3M	+117.0%
Increased	Long	CHIME FINL INC	16935C109	COM SHS CL A	2,077,615	2,199,089	+121,474	+5.8%	$38.9M	$45.0M	+$6.1M	+15.7%
Increased	Long	COUPANG INC	22266T109	CL A	1,051,957	2,025,000	+973,043	+92.5%	$19.9M	$35.2M	+$15.3M	+77.1%
Increased	Long	GDS HLDGS LTD	36165L108	SPONSORED ADS	71,642	71,790	+148	+0.2%	$2.9M	$2.2M	−$730.6K	−25.3%
Increased	Long	GITLAB INC	37637K108	CLASS A COM	1,170,000	1,945,000	+775,000	+66.2%	$25.3M	$59.4M	+$34.1M	+134.5%
Decreased	Long	ADVANCED MICRO DEVICES INC	007903107	COM	219,251	109,500	−109,751	−50.1%	$44.6M	$63.6M	+$19.0M	+42.6%
Decreased	Long	AMAZON COM INC	023135106	COM	124,800	51,000	−73,800	−59.1%	$26.0M	$12.2M	−$13.8M	−53.2%
Decreased	Long	JFROG LTD	M6191J100	ORD SHS	575,000	514,500	−60,500	−10.5%	$27.0M	$46.8M	+$19.8M	+73.3%
Decreased	Long	MKS INC.	55306N104	COM	122,264	103,800	−18,464	−15.1%	$28.1M	$46.2M	+$18.1M	+64.3%
Decreased	Long	NVIDIA CORPORATION	67066G104	COM	272,214	136,720	−135,494	−49.8%	$47.5M	$27.4M	−$20.1M	−42.4%
Decreased	Long	NXP SEMICONDUCTORS N V	N6596X109	COM	25,500	23,003	−2,497	−9.8%	$5.0M	$6.5M	+$1.4M	+28.8%
Decreased	Long	TAIWAN SEMICONDUCTOR MANUFAC	874039100	SPONSORED ADS	227,585	225,949	−1,636	−0.7%	$76.9M	$107.9M	+$31.0M	+40.3%