SEC EDGAR Form 13F
Light Street Capital Management
Light Street Capital Management is an institutional investment manager identified in SEC EDGAR Form 13F data.
Latest Form 13F: 23 long U.S. equity positions, $534M reported value for the period ended Mar 31, 2026, led by TAIWAN SEMICONDUCTOR MANUFAC, NVIDIA CORPORATION, and BROADCOM INC.
CIK: 1569049 · Filed: May 15, 2026 · Period: Mar 31, 2026
Reported value
$534M
Positions
23
Key person
13F reporting manager
Style
Institutional 13F
Top holding
TSM · TAIWAN SEMICONDUCTOR MANUFAC
Period
Mar 31, 2026
Filed
May 15, 2026
CIK
1569049
What a 13F does not show
Form 13F covers many reportable long U.S. equity positions at quarter end. It does not show every asset type, short positions, hedges, intraperiod trades, or current holdings after the report date. Use it as ownership context, not investment advice.
Read the 13F guide →TSM
TAIWAN SEMICONDUCTOR MANUFAC
Portfolio weight
21.30%
NVDA
NVIDIA CORPORATION
Portfolio weight
8.89%
AVGO
BROADCOM INC
Portfolio weight
8.68%
AMD
ADVANCED MICRO DEVICES INC
Portfolio weight
8.35%
CHYM
CHIME FINL INC
Portfolio weight
7.28%
Top reported holdings
Showing the top 23 positions by reported value. Source: SEC EDGAR Form 13F; period 2026-03-31; filed 2026-05-15.
| # | Ticker | Company | Shares | Value | Portfolio % | QoQ change |
|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 336.8K | $114M | 21.30% | +25.5% |
| 2 | NVDA | NVIDIA CORPORATION | 272.2K | $47M | 8.89% | -19.9% |
| 3 | AVGO | BROADCOM INC | 149.8K | $46M | 8.68% | +4.2% |
| 4 | AMD | ADVANCED MICRO DEVICES INC | 219.3K | $45M | 8.35% | -0.1% |
| 5 | CHYM | CHIME FINL INC | 2.1M | $39M | 7.28% | -23.3% |
| 6 | MKSI | MKS INC. | 122.3K | $28M | 5.26% | +524.4% |
| 7 | FROG | JFROG LTD | 575.0K | $27M | 5.05% | +24.5% |
| 8 | AMZN | AMAZON COM INC | 124.8K | $26M | 4.87% | +79.6% |
| 9 | GTLB | GITLAB INC | 1.2M | $25M | 4.74% | +10.4% |
| 10 | BILL | BILL HOLDINGS INC | 625.0K | $24M | 4.48% | -28.8% |
| 11 | CPNG | COUPANG INC | 1.1M | $20M | 3.72% | -- |
| 12 | AMKR | AMKOR TECHNOLOGY INC | 407.0K | $18M | 3.43% | +41.4% |
| 13 | ASML | ASML HLDG NV | 10.9K | $14M | 2.71% | -0.4% |
| 14 | GOOGL | ALPHABET INC | 42.5K | $12M | 2.29% | -68.4% |
| 15 | IOT | SAMSARA INC | 384.0K | $12M | 2.28% | -- |
| 16 | CLBT | CELLEBRITE DI LTD | 640.9K | $9M | 1.65% | +30.1% |
| 17 | BE | BLOOM ENERGY CORP | 50.6K | $7M | 1.28% | -- |
| 18 | NXPI | NXP SEMICONDUCTORS N V | 25.5K | $5M | 0.94% | +2.3% |
| 19 | DDOG | DATADOG INC | 40.0K | $5M | 0.88% | -- |
| 20 | ADI | ANALOG DEVICES INC | 10.5K | $3M | 0.63% | +3.4% |
| 21 | GDS | GDS HLDGS LTD | 71.6K | $3M | 0.54% | +9.8% |
| 22 | LITE | LUMENTUM HLDGS INC | 2.9K | $2M | 0.38% | -- |
| 23 | AMPL | AMPLITUDE INC | 292.8K | $2M | 0.37% | -80.5% |
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