Stock Taper 
LIGHT STREET CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Analog Devices, Inc. | ADI | 10.52K | $4.18M |
 ASML Holding N.V. | ASML | 10.96K | $21.8M |
 MercadoLibre, Inc. | MELI | 12.75K | $21.64M |
 NXP Semiconductors N.V. | NXPI | 23K | $6.46M |
 Quantinuum Inc. Class A Common Stock | QNT | 35.24K | $2.88M |
 Datadog, Inc. | DDOG | 40K | $10.41M |
 Alphabet Inc. | GOOGL | 42.65K | $15.24M |
 MongoDB, Inc. | MDB | 50K | $16.8M |
 Amazon.com, Inc. | AMZN | 51K | $12.16M |
 Snowflake Inc. | SNOW | 70K | $17.82M |
 GDS Holdings Limited | GDS | 71.79K | $2.16M |
 Bloom Energy Corporation | BE | 84.17K | $25.48M |
 MKS Inc. | MKSI | 103.8K | $46.17M |
 Advanced Micro Devices, Inc. | AMD | 109.5K | $63.61M |
 Astera Labs, Inc. Common Stock | ALAB | 125.75K | $60.74M |
 NVIDIA Corporation | NVDA | 136.72K | $27.36M |
 Broadcom Inc. | AVGO | 153.25K | $57.89M |
 Reddit, Inc. | RDDT | 182.5K | $31.68M |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 225.95K | $107.91M |
 JFrog Ltd. | FROG | 514.5K | $46.76M |