LIGHT STREET CAPITAL MANAGEMENT, LLC
•CIK: 1569049•Filing: Q4 2025
**LIGHT STREET CAPITAL MANAGEMENT, LLC** manages $650M across a concentrated portfolio of 24 positions. The fund exhibits significant exposure to technology and semiconductor leaders, with TSM representing the largest holding at $81.6M. Key allocations include substantial positions in CHYM ($68.2M), NVDA ($63.4M), and AVGO ($49.8M). This structure indicates a focused, growth-oriented mandate targeting high-conviction names within the tech sector.
Total AUM
$649.8M
QoQ Performance
+9.3%
Positions
24
Top 10 Concentration
76.3%
Latest Filing
Q4 2025
Top Holdings Allocation
TSM
CHYM
NVDA
AVGO
BILL
AMD
GOOGL
GTLB
TSM12.6%
CHYM10.5%
NVDA9.8%
AVGO7.7%
BILL7.4%
AMD7.2%
GOOGL6.5%
GTLB6.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other62.3%
Technology32.4%
Communication2.9%
Consumer2.5%
🚪 Exited Positionssold since Q3 2025
+4 more exited positions
Changes from Q3 2025
NEW6 new positions
↑9 increased
↓9 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023