13F HOLDINGS REPORT
LIGHT STREET CAPITAL MANAGEMENT, LLC
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0000935836-26-000112
Total Value
$649.8M
Positions
24
Other Managers
0
Confidential Omitted
No
Holdings (24)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 268,392 | $81.6M | 12.55% |
| 2 | CHIME FINL INC | 16935C109 | 2,710,289 | $68.2M | 10.50% |
| 3 | NVIDIA CORPORATION | NVDA | 340,000 | $63.4M | 9.76% |
| 4 | BROADCOM INC | AVGO | 143,779 | $49.8M | 7.66% |
| 5 | BILL HOLDINGS INC | BILL | 878,000 | $47.9M | 7.37% |
| 6 | ADVANCED MICRO DEVICES INC | AMD | 219,487 | $47.0M | 7.23% |
| 7 | ALPHABET INC | GOOG | 134,500 | $42.1M | 6.48% |
| 8 | GITLAB INC | GTLB | 1,060,000 | $39.8M | 6.12% |
| 9 | JFROG LTD | FROG | 462,000 | $28.9M | 4.44% |
| 10 | CONFLUENT INC | 20717M103 | 910,000 | $27.5M | 4.23% |
| 11 | CONSTELLATION ENERGY CORP | CEG | 63,065 | $22.3M | 3.43% |
| 12 | REDDIT INC | RDDT | 90,000 | $20.7M | 3.18% |
| 13 | NETFLIX INC | NFLX | 200,000 | $18.8M | 2.89% |
| 14 | AMPLITUDE INC | AMPL | 1,500,000 | $17.4M | 2.67% |
| 15 | AMAZON COM INC | AMZN | 69,500 | $16.0M | 2.47% |
| 16 | ASML HOLDING N V | ASMLF | 10,988 | $11.8M | 1.81% |
| 17 | AMKOR TECHNOLOGY INC | AMKR | 287,895 | $11.4M | 1.75% |
| 18 | ATLASSIAN CORPORATION | TEAM | 63,272 | $10.3M | 1.58% |
| 19 | CELLEBRITE DI LTD | CLBT | 492,755 | $8.9M | 1.37% |
| 20 | NXP SEMICONDUCTORS N V | NXPI | 24,927 | $5.4M | 0.83% |
| 21 | MKS INC. | MKSI | 19,582 | $3.1M | 0.48% |
| 22 | ANALOG DEVICES INC | ADI | 10,152 | $2.8M | 0.42% |
| 23 | APPLE INC | AAPL | 10,039 | $2.7M | 0.42% |
| 24 | GDS HLDGS LTD | GDHLF | 65,272 | $2.3M | 0.35% |