Light Street Capital Management, LLC Portfolio Holdings

Light Street Capital Management, LLC

  • $564 Million
  • Q3 2025

Light Street Capital Management, LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $564 Million distributed in 27 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Taiwan Semiconductor Manufacturing CO LTD with a value of $80.7M, Nvidia Corp with a value of $51.6M, Bill.Com Holdings, Inc. with a value of $51M, Advanced Micro Devices Inc with a value of $40.6M, and Gitlab Inc. with a value of $38.3M.

Examining the 13F form we can see an increase of $125M in the current position value, from $439M to 564M.

Light Street Capital Management, LLC is based out at Palo Alto, CA

Below you can find more details about Light Street Capital Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $564 Million
Technology: $477 Million
Consumer Cyclical: $42.1 Million
Communication Services: $29.8 Million
Utilities: $15.8 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.46T
$80.7 Million 14.31% of portfolio
289,095
Q3 2025 Reduced 19.42%
$465B
$51.6 Million 9.15% of portfolio
276,675
Q3 2025 Reduced 21.53%
$5.32B
$51 Million 9.03% of portfolio
962,500
Q3 2025 Added 50.43%
$388B
$40.6 Million 7.2% of portfolio
251,113
Q3 2025 Reduced 14.23%
$3.86B
$38.3 Million 6.79% of portfolio
850,000
Q3 2025 Added 79.17%
$139B
$32.8 Million 5.8% of portfolio
99,305
Q3 2025 Reduced 18.92%
$1.65T
$29.8 Million 5.28% of portfolio
122,500
Q3 2025 New
$53.8B
$29.5 Million 5.22% of portfolio
207,000
Q3 2025 New
$5.87B
$27.4 Million 4.86% of portfolio
579,265
Q3 2025 Reduced 4.85%
$3.29B
$25.1 Million 4.45% of portfolio
1,268,640
Q3 2025 New
$82.2B
$22.3 Million 3.96% of portfolio
99,000
Q3 2025 New
$24.2B
$21.3 Million 3.77% of portfolio
68,500
Q3 2025 New
$418B
$18.8 Million 3.33% of portfolio
105,000
Q3 2025 New
$405B
$17.9 Million 3.17% of portfolio
18,485
Q3 2025 Added 235.42%
$111B
$15.8 Million 2.8% of portfolio
47,975
Q3 2025 Added 1,021.7%
$79.1B
$12.4 Million 2.19% of portfolio
69,303
Q3 2025 Reduced 42.55%
$5.65B
$9.46 Million 1.68% of portfolio
244,557
Q3 2025 Reduced 65.78%
$3.5B
$6.63 Million 1.17% of portfolio
357,755
Q3 2025 Reduced 35.28%
$51.8B
$5.73 Million 1.02% of portfolio
25,179
Q3 2025 Added 10.0%
$5B
$5.51 Million 0.98% of portfolio
20,000
Q3 2025 New
$7.02B
$3.84 Million 0.68% of portfolio
19,843
Q3 2025 New
$4.3T
$2.72 Million 0.48% of portfolio
10,667
Q3 2025 Added 28.89%
$59.7B
$1.73 Million 0.31% of portfolio
3,500
Q3 2025 Reduced 5.51%
$118B
$1.66 Million 0.29% of portfolio
6,768
Q3 2025 Added 11.5%
$86.4B
$847,000 0.15% of portfolio
2,412
Q3 2025 Reduced 59.5%
Chime Finl Inc
-
$0 0.0% of portfolio
-
Q3 2025 Added 115.08%

Summary

  • Portfolio
  • No. of Stocks 27
  • Current Value $564 Million
  • Prior Value $439 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 8 stocks
  • Additional Purchases 8 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
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