LIGHT STREET CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CHYM | 1.49M | $30.09M |
 | CFLT | 1.27M | $25.12M |
 | BILL | 963K | $50.98M |
 | GTLB | 850K | $38.32M |
 | FROG | 579K | $27.42M |
 | CLBT | 358K | $6.63M |
 | TSM | 289K | $80.74M |
 | NVDA | 277K | $51.62M |
 | AMD | 251K | $40.63M |
 | GDS | 245K | $9.46M |
 | DDOG | 207K | $29.48M |
 | GOOGL | 123K | $29.78M |
 | BABA | 105K | $18.77M |
 | AVGO | 99K | $32.76M |
 | SNOW | 99K | $22.33M |
 | SE | 69K | $12.39M |
 | MDB | 69K | $21.26M |
 | AMZN | 50K | $10.99M |
 | CEG | 48K | $15.79M |
 | NXPI | 25K | $5.73M |
Chime Financial, Inc. Class A Common Stock
CHYM
Shares Held
1.49M
Value
$30.09M
Confluent, Inc.
CFLT
Shares Held
1.27M
Value
$25.12M
Bill.com Holdings, Inc.
BILL
Shares Held
963K
Value
$50.98M
GitLab Inc.
GTLB
Shares Held
850K
Value
$38.32M
JFrog Ltd.
FROG
Shares Held
579K
Value
$27.42M
Cellebrite DI Ltd.
CLBT
Shares Held
358K
Value
$6.63M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
289K
Value
$80.74M
NVIDIA Corporation
NVDA
Shares Held
277K
Value
$51.62M
Advanced Micro Devices, Inc.
AMD
Shares Held
251K
Value
$40.63M
GDS Holdings Limited
GDS
Shares Held
245K
Value
$9.46M
Datadog, Inc.
DDOG
Shares Held
207K
Value
$29.48M
Alphabet Inc.
GOOGL
Shares Held
123K
Value
$29.78M
Alibaba Group Holding Limited
BABA
Shares Held
105K
Value
$18.77M
Broadcom Inc.
AVGO
Shares Held
99K
Value
$32.76M
Snowflake Inc.
SNOW
Shares Held
99K
Value
$22.33M
Sea Limited
SE
Shares Held
69K
Value
$12.39M
MongoDB, Inc.
MDB
Shares Held
69K
Value
$21.26M
Amazon.com, Inc.
AMZN
Shares Held
50K
Value
$10.99M
Constellation Energy Corporation
CEG
Shares Held
48K
Value
$15.79M
NXP Semiconductors N.V.
NXPI
Shares Held
25K
Value
$5.73M