Q4 2025 · 13F-HR
LIGHT STREET CAPITAL MANAGEMENT, LLCholdings as filed
Filed 2026-02-17 · accession 0000935836-26-000112
$649.8M
Reported value
24
Positions
2025-12-31
Period end
The Brief · LIGHT STREET CAPITAL MANAGEMENT, LLC · Q4 2025
AI · grounded in 13F
Light Street Capital Management, LLC closed its position in DDOG, reducing exposure by $29.48M. The fund established new positions in RDDT for $20.69M, NFLX for $18.75M, and AMPL for $17.37M. Additionally, the manager accumulated shares in CHYM by 81.69% and AVGO by 44.79%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $81.6M | 12.6% | 268,392 | Common | SOLE |
| 16935C109 | CHYM | CHIME FINL INC | $68.2M | 10.5% | 2,710,289 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $63.4M | 9.76% | 340,000 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM INC | $49.8M | 7.66% | 143,779 | Common | SOLE |
| 090043100 | BILL | BILL HOLDINGS INC | $47.9M | 7.37% | 878,000 | Common | SOLE |
| 007903107 | AMD | ADVANCED MICRO DEVICES INC | $47.0M | 7.23% | 219,487 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $42.1M | 6.48% | 134,500 | Common | SOLE |
| 37637K108 | GTLB | GITLAB INC | $39.8M | 6.12% | 1,060,000 | Common | SOLE |
| M6191J100 | FROG | JFROG LTD | $28.9M | 4.44% | 462,000 | Common | SOLE |
| 20717M103 | 8QR | CONFLUENT INC | $27.5M | 4.23% | 910,000 | Common | SOLE |
| 21037T109 | CEG | CONSTELLATION ENERGY CORP | $22.3M | 3.43% | 63,065 | Common | SOLE |
| 75734B100 | RDDT | REDDIT INC | $20.7M | 3.18% | 90,000 | Common | SOLE |
| 64110L106 | NFLX | NETFLIX INC | $18.8M | 2.89% | 200,000 | Common | SOLE |
| 03213A104 | AMPL | AMPLITUDE INC | $17.4M | 2.67% | 1,500,000 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $16.0M | 2.47% | 69,500 | Common | SOLE |
| N07059210 | ASML | ASML HOLDING N V | $11.8M | 1.81% | 10,988 | Common | SOLE |
| 031652100 | AMKR | AMKOR TECHNOLOGY INC | $11.4M | 1.75% | 287,895 | Common | SOLE |
| 049468101 | TEAM | ATLASSIAN CORPORATION | $10.3M | 1.58% | 63,272 | Common | SOLE |
| M2197Q107 | CLBT | CELLEBRITE DI LTD | $8.9M | 1.37% | 492,755 | Common | SOLE |
| N6596X109 | NXPI | NXP SEMICONDUCTORS N V | $5.4M | 0.83% | 24,927 | Common | SHARED |
| 55306N104 | MKSI | MKS INC. | $3.1M | 0.48% | 19,582 | Common | SHARED |
| 032654105 | ADI | ANALOG DEVICES INC | $2.8M | 0.42% | 10,152 | Common | SHARED |
| 037833100 | AAPL | APPLE INC | $2.7M | 0.42% | 10,039 | Common | SHARED |
| 36165L108 | GDS | GDS HLDGS LTD | $2.3M | 0.35% | 65,272 | Common | SHARED |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.