Light Street Capital Management, LLC Portfolio Holdings

Light Street Capital Management, LLC

  • $439 Million
  • Q2 2025

Light Street Capital Management, LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $439 Million distributed in 26 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 $81.3M, Nvidia Corp with a value of $55.7M, Advanced Micro Devices Inc with a value of $41.5M, Broadcom Inc. with a value of $33.8M, and Bill.Com Holdings, Inc. with a value of $29.6M.

Examining the 13F form we can see an increase of $99.6M in the current position value, from $340M to 439M.

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 $439 Million
Technology: $357 Million
Consumer Cyclical: $45.9 Million
Communication Services: $35.3 Million
Utilities: $1.38 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.12B
$29.6 Million 6.74% of portfolio
639,820
Q2 2025 Reduced 3.44%
$4.08B
$26.7 Million 6.08% of portfolio
608,770
Q2 2025 Reduced 5.02%
$6.94B
$21.8 Million 4.97% of portfolio
714,582
Q2 2025 New
$3.41B
$21.4 Million 4.87% of portfolio
474,415
Q2 2025 Added 14.51%
$2.94B
$14.6 Million 3.32% of portfolio
257,518
Q2 2025 Reduced 32.41%
$2.64B
$8.84 Million 2.01% of portfolio
552,755
Q2 2025 Reduced 0.9%
$2.93B
$4.22 Million 0.96% of portfolio
150,820
Q2 2025 Reduced 58.96%

Summary

  • Portfolio
  • No. of Stocks 26
  • Current Value $439 Million
  • Prior Value $340 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 7 stocks
  • Additional Purchases 10 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
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