13F Filings History of LIGHT STREET CAPITAL MANAGEMENT, LLC

Latest 13F report
Q4 2025 - 17 Feb 2026
Value $
$649,794,759
Signature - Title
Theo J. Robins - Chief Compliance Officer
Location
Palo Alto, CA
Summary
This page shows a list of all the recent 13F filings made by LIGHT STREET CAPITAL MANAGEMENT, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. LIGHT STREET CAPITAL MANAGEMENT, LLC reported 24 stock holdings with total value $649,794,759 as of Q4 2025. Top holdings included TSM, CHYM, NVDA, AVGO, and BILL.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
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
Q4 2019 28 $1,672,210,000 +$543,886,651 -$400,107,916 +$143,778,735 SE, NFLX, LYFT, AMZN, PINS 13F-HR 14 Feb 2020, 16:09
Q3 2019 28 $1,393,851,000 +$315,235,913 -$468,544,314 -$153,308,401 SE, WORK, LYFT, AMZN, NFLX 13F-HR 14 Nov 2019, 16:39
Q2 2019 29 $1,850,548,000 +$804,628,179 -$247,599,405 +$557,028,774 WORK, SE, UBER, NFLX, PINS 13F-HR 14 Aug 2019, 16:06
Q1 2019 22 $1,234,871,000 +$327,985,040 -$508,823,178 -$180,838,138 SE, NFLX, FTCHF, AMZN, YNDX 13F-HR 15 May 2019, 14:42
Q4 2018 26 $1,090,564,000 +$542,649,760 -$369,029,820 +$173,619,940 W, AMZN, NFLX, MSFT, IAC 13F-HR 14 Feb 2019, 14:17
Q3 2018 22 $1,170,963,000 +$237,206,001 -$370,933,892 -$133,727,891 W, YNDX, AMZN, IAC, PANW 13F-HR 14 Nov 2018, 14:30
Q2 2018 24 $1,179,382,000 +$343,435,875 -$378,860,836 -$35,424,961 W, YNDX, AMZN, PAGS, BABA 13F-HR 14 Aug 2018, 12:32
Q1 2018 24 $1,095,260,000 +$495,502,900 -$205,900,489 +$289,602,411 W, MTCH, PAGS, AMZN, NVDA 13F-HR 15 May 2018, 11:45
Q4 2017 21 $728,599,000 +$168,578,636 -$467,138,897 -$298,560,261 W, MTCH, META, AMZN, STMP 13F-HR 14 Feb 2018, 12:07
Q3 2017 21 $995,188,000 +$262,813,274 -$241,749,597 +$21,063,677 META, STMP, MOMO, MTCH, WIX 13F-HR 14 Nov 2017, 14:12
Q2 2017 20 $912,368,000 +$186,036,657 -$533,952,704 -$347,916,047 MOMO, WIX, META, STMP, SQ 13F-HR 14 Aug 2017, 14:14
Q1 2017 31 $1,133,475,000 +$513,607,541 -$255,460,016 +$258,147,525 MOMO, SPDR SERIES TRUST, META, TARGET CORP, LOGM 13F-HR 15 May 2017, 15:02
Q4 2016 25 $731,852,000 +$290,332,678 -$224,480,177 +$65,852,501 LOGM, SHOP, AMZN, BL, MOMO 13F-HR 14 Feb 2017, 13:13
Q3 2016 21 $681,656,000 +$250,879,138 -$186,669,038 +$64,210,100 LOGM, AMZN, SHOP, EXPE, BABA 13F-HR 14 Nov 2016, 15:04
Q2 2016 21 $539,107,000 +$178,243,180 -$232,754,560 -$54,511,380 SHOP, AMZN, EXPE, META, W 13F-HR 15 Aug 2016, 16:24
Q1 2016 23 $575,055,000 +$141,089,874 -$152,013,987 -$10,924,113 META, SHOP, AMZN, JD, WUBA 13F-HR 16 May 2016, 15:47
Q4 2015 22 $634,176,000 +$129,222,477 -$109,134,505 +$20,087,972 META, JD, WUBA, AMZN, SHOP 13F-HR 16 Feb 2016, 16:11
Q3 2015 23 $550,424,000 +$160,111,767 -$196,305,301 -$36,193,534 META, JD, WUBA, P, SHOP 13F-HR 16 Nov 2015, 16:01
Q2 2015 32 $619,797,000 +$184,941,795 -$174,765,295 +$10,176,500 META, YY, JD, VNET, VIPS 13F-HR 14 Aug 2015, 09:39
Q1 2015 28 $588,976,000 +$154,092,865 -$167,055,946 -$12,963,081 META, AAPL, VIPS, MSGZZZZ, YY 13F-HR 15 May 2015, 10:54
Q4 2014 32 $557,184,000 +$243,393,467 -$343,118,061 -$99,724,594 META, AAPL, YY, SBAC, VNET 13F-HR 17 Feb 2015, 14:47
Q3 2014 34 $706,734,000 +$195,504,411 -$168,665,333 +$26,839,078 META, YY, QIHU, FEYE, P 13F-HR 14 Nov 2014, 10:24
Q2 2014 44 $723,227,000 +$309,668,419 -$110,981,998 +$198,686,421 YY, META, WUBA, TRIP, P 13F-HR 14 Aug 2014, 10:21
Q1 2014 40 $546,444,000 +$211,446,802 -$140,757,314 +$70,689,488 WUBA, META, SFUN, YY, VIPS 13F-HR 15 May 2014, 15:59
Q4 2013 45 $469,340,000 $0 $0 $0 SFUN, WUBA, EJ, AAPL, BITA 13F-HR 14 Feb 2014, 13:16