13F Filings History of LIGHT STREET CAPITAL MANAGEMENT, LLC
- Latest 13F filing
- Q1 2026 - 15 May 2026
- Latest reported 13F value
- $497,323,002
- Largest 13F holdings
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TSM NVDA AVGO AMD CHYM MKSI FROG AMZN GTLB BILL CPNG AMKR
+8 more
ASML GOOGL IOT CLBT BE NXPI DDOG ADI - Form 13F summary
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- LIGHT STREET CAPITAL MANAGEMENT, LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- LIGHT STREET CAPITAL MANAGEMENT, LLC reported 23 equity holdings with a total reported market value of $497,323,002 for Q1 2026. Top reported holdings included TSM, NVDA, AVGO, AMD, and CHYM.
- Manager signature
- Theo J. Robins - Chief Compliance Officer
- Manager location
- Palo Alto, CA
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
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Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q1 2026
Latest value
$497,323,002
Quarter delta
-$152,471,757
Accepted
15 May 2026, 13:30
Rows shown
1-25 of 50
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q1 2026 | 23 | $497,323,002 | +$98,189,995 | -$184,170,094 | -$85,980,099 | TSM, NVDA, AVGO, AMD, CHYM | 13F-HR | 15 May 2026, 13:30 |
| Q4 2025 | 24 | $649,794,759 | +$164,252,857 | -$166,497,100 | -$2,244,243 | TSM, CHYM, NVDA, AVGO, BILL | 13F-HR | 17 Feb 2026, 15:42 |
| Q3 2025 | 27 | $594,482,613 | +$234,452,994 | -$178,718,759 | +$55,734,235 | TSM, NVDA, BILL, AMD, GTLB | 13F-HR | 14 Nov 2025, 16:04 |
| Q2 2025 | 26 | $489,534,505 | +$141,419,392 | -$36,834,136 | +$104,585,256 | TSM, NVDA, AMD, AVGO, BILL | 13F-HR | 14 Aug 2025, 16:09 |
| Q1 2025 | 20 | $308,726,761 | +$95,102,434 | -$226,703,932 | -$131,601,498 | TSM, NVDA, BILL, AMD, FROG | 13F-HR | 15 May 2025, 16:06 |
| Q4 2024 | 29 | $485,842,379 | +$124,859,578 | -$95,068,567 | +$29,791,011 | TSM, NVDA, META, MRVL, AMD | 13F-HR | 14 Feb 2025, 15:51 |
| Q3 2024 | 21 | $404,051,553 | +$75,443,706 | -$63,337,651 | +$12,106,055 | NVDA, TSM, AMD, FROG, AVGO | 13F-HR | 14 Nov 2024, 15:33 |
| Q2 2024 | 25 | $416,714,818 | +$187,797,240 | -$115,506,020 | +$72,291,220 | NVDA, TSM, CLS, AMD, FROG | 13F-HR | 14 Aug 2024, 16:08 |
| Q1 2024 | 21 | $399,251,381 | +$86,045,478 | -$103,767,778 | -$17,722,300 | NVDA, TSM, AMZN, AMD, FROG | 13F-HR | 15 May 2024, 16:04 |
| Q4 2023 | 21 | $333,921,599 | +$83,351,865 | -$155,792,762 | -$72,440,897 | NVDA, AMD, FROG, TSM, AMZN | 13F-HR | 14 Feb 2024, 16:08 |
| Q3 2023 | 23 | $339,784,485 | +$55,766,326 | -$72,546,206 | -$16,779,880 | NVDA, GTLB, AMD, META, MSFT | 13F-HR | 14 Nov 2023, 13:28 |
| Q2 2023 | 21 | $377,340,166 | +$92,690,236 | -$196,188,481 | -$103,498,245 | NVDA, GTLB, META, TSLA, TSM | 13F-HR | 14 Aug 2023, 12:24 |
| Q1 2023 | 23 | $409,976,451 | +$216,717,808 | -$133,690,122 | +$83,027,686 | GTLB, NVDA, TSM, AMD, TSLA | 13F-HR | 15 May 2023, 16:21 |
| Q4 2022 | 26 | $268,240,955 | +$100,493,749 | -$209,432,024 | -$108,938,275 | GTLB, AMD, ASML, NFLX, CLBT | 13F-HR | 14 Feb 2023, 11:56 |
| Q3 2022 | 30 | $393,196,000 | +$102,198,083 | -$326,182,128 | -$223,984,045 | GTLB, DDOG, CLBT, EXFY, TSLA | 13F-HR | 14 Nov 2022, 13:18 |
| Q2 2022 | 31 | $685,980,000 | +$126,378,219 | -$350,718,215 | -$224,339,996 | ZEN, ACEL, FORG, EXFY, DDOG | 13F-HR | 15 Aug 2022, 13:37 |
| Q1 2022 | 38 | $1,280,591,000 | +$515,326,697 | -$710,381,206 | -$195,054,509 | ZEN, GDRX, DDOG, BILL, APP | 13F-HR | 16 May 2022, 09:45 |
| Q4 2021 | 46 | $1,673,182,000 | +$560,211,762 | -$727,461,886 | -$167,250,124 | ZEN, SE, CFLT, CRM, MELI | 13F-HR | 14 Feb 2022, 15:39 |
| Q3 2021 | 51 | $1,994,015,000 | +$871,689,740 | -$1,158,239,407 | -$286,549,667 | SE, UBER, COIN, NRDY, CFLT | 13F-HR | 15 Nov 2021, 16:20 |
| Q2 2021 | 66 | $2,305,313,000 | +$1,118,090,127 | -$812,429,592 | +$305,660,535 | SE, PTON, ZM, ESTC, ETSY | 13F-HR | 16 Aug 2021, 16:19 |
| Q1 2021 | 46 | $1,868,918,000 | +$658,290,318 | -$2,158,062,844 | -$1,499,772,526 | SE, RUN, META, TLND, PTON | 13F-HR | 17 May 2021, 12:38 |
| Q4 2020 | 44 | $3,353,394,000 | +$917,910,967 | -$1,113,418,275 | -$195,507,308 | U, SE, RUN, PRPL, DT | 13F-HR | 16 Feb 2021, 14:55 |
| Q3 2020 | 44 | $2,761,298,000 | +$1,183,491,072 | -$826,856,366 | +$356,634,706 | U, SE, GDRX, PTON, STNE | 13F-HR | 16 Nov 2020, 16:13 |
| Q2 2020 | 39 | $2,031,732,000 | +$607,119,457 | -$1,350,682,289 | -$743,562,832 | SE, STNE, NFLX, ETSY, JD | 13F-HR | 14 Aug 2020, 16:26 |
| Q1 2020 | 45 | $1,900,976,000 | +$894,442,981 | -$583,678,991 | +$310,763,990 | AMZN, WORK, SE, NFLX, MTCH | 13F-HR | 15 May 2020, 16:21 |