LIGHT STREET CAPITAL MANAGEMENT, LLC
Top Portfolio Positions
23 positions ·
$622,276,348 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
268,392 | $81,561,644 | 13.11% |
| CHYM |
Chime Financial, Inc.
Technology
|
2,710,289 | $68,217,974 | 10.96% |
| NVDA |
Nvidia Corp
Technology
|
340,000 | $63,410,000 | 10.19% |
| AVGO |
Broadcom Inc.
Technology
|
143,779 | $49,761,911 | 8.00% |
| BILL |
BILL Holdings, Inc.
Technology
|
878,000 | $47,886,120 | 7.70% |
| AMD |
Advanced Micro Devices Inc
Technology
|
219,487 | $47,005,335 | 7.55% |
| GOOGL |
Alphabet Inc.
Communication Services
|
134,500 | $42,098,500 | 6.77% |
| GTLB |
Gitlab Inc.
Technology
|
1,060,000 | $39,781,800 | 6.39% |
| FROG |
JFrog Ltd
Technology
|
462,000 | $28,856,520 | 4.64% |
| CEG |
Constellation Energy Corp
Utilities
|
63,065 | $22,278,972 | 3.58% |
Portfolio Trend
Holdings in FROG
Export CSVShares Held
Position Value (USD)
13 of 13 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $28,856,520 | 462,000 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $27,416,612 | 579,265 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $26,712,827 | 608,770 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $20,510,080 | 640,940 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $22,499,179 | 765,018 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $27,544,875 | 948,515 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $22,980,600 | 612,000 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $24,718,980 | 559,000 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $24,248,215 | 700,613 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $15,848,402 | 624,937 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $15,668,698 | 565,657 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $13,799,062 | 700,460 | Shares | Sole | 2023-05-15 | |
| 2020-09-30 | $16,930,000 | 200,000 | Shares | Sole | 2020-11-16 | |
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