LIGHT STREET CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CHYM | 2.71M | $68.22M |
 | AMPL | 1.50M | $17.37M |
 | GTLB | 1.06M | $39.78M |
 | CFLT | 910K | $27.52M |
 | BILL | 878K | $47.89M |
 | CLBT | 493K | $8.88M |
 | FROG | 462K | $28.86M |
 | NVDA | 340K | $63.41M |
 | AMKR | 288K | $11.37M |
 | TSM | 268K | $81.56M |
 | AMD | 219K | $47.01M |
 | NFLX | 200K | $18.75M |
 | AVGO | 144K | $49.76M |
 | GOOGL | 135K | $42.10M |
 | RDDT | 90K | $20.69M |
 | AMZN | 70K | $16.04M |
 | GDS | 65K | $2.28M |
 | TEAM | 63K | $10.26M |
 | CEG | 63K | $22.28M |
 | NXPI | 25K | $5.41M |
Chime Financial, Inc. Class A Common Stock
CHYM
Shares Held
2.71M
Value
$68.22M
Amplitude, Inc.
AMPL
Shares Held
1.50M
Value
$17.37M
GitLab Inc.
GTLB
Shares Held
1.06M
Value
$39.78M
Confluent, Inc.
CFLT
Shares Held
910K
Value
$27.52M
Bill.com Holdings, Inc.
BILL
Shares Held
878K
Value
$47.89M
Cellebrite DI Ltd.
CLBT
Shares Held
493K
Value
$8.88M
JFrog Ltd.
FROG
Shares Held
462K
Value
$28.86M
NVIDIA Corporation
NVDA
Shares Held
340K
Value
$63.41M
Amkor Technology, Inc.
AMKR
Shares Held
288K
Value
$11.37M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
268K
Value
$81.56M
Advanced Micro Devices, Inc.
AMD
Shares Held
219K
Value
$47.01M
Netflix, Inc.
NFLX
Shares Held
200K
Value
$18.75M
Broadcom Inc.
AVGO
Shares Held
144K
Value
$49.76M
Alphabet Inc.
GOOGL
Shares Held
135K
Value
$42.10M
Reddit, Inc.
RDDT
Shares Held
90K
Value
$20.69M
Amazon.com, Inc.
AMZN
Shares Held
70K
Value
$16.04M
GDS Holdings Limited
GDS
Shares Held
65K
Value
$2.28M
Atlassian Corporation
TEAM
Shares Held
63K
Value
$10.26M
Constellation Energy Corporation
CEG
Shares Held
63K
Value
$22.28M
NXP Semiconductors N.V.
NXPI
Shares Held
25K
Value
$5.41M