LIGHT STREET CAPITAL MANAGEMENT, LLC — 13F holdings

LIGHT STREET CAPITAL MANAGEMENT, LLC reported 28 holdings worth $903M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. TSM TAIWAN SEMICONDUCTOR MFG LTD — $160M (17.7%)
2. AMD ADVANCED MICRO DEVICES INC — $63.6M (7.0%)
3. ALAB ASTERA LABS INC — $60.7M (6.7%)
4. GTLB GITLAB INC — $59.4M (6.6%)
5. AVGO BROADCOM INC — $57.9M (6.4%)
6. AMKR AMKOR TECHNOLOGY INC — $51.5M (5.7%)
7. FROG JFROG LTD — $46.8M (5.2%)
8. MKSI MKS INC. — $46.2M (5.1%)
9. CHYM CHIME FINL INC — $45.0M (5.0%)
10. CPNG COUPANG INC — $35.2M (3.9%)