LIGHT STREET CAPITAL MANAGEMENT, LLC
Top Portfolio Positions
23 positions ·
$534,227,134 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
336,785 | $113,816,490 | 21.30% | |
| NVDA |
Nvidia Corp
Technology
|
272,214 | $47,474,121 | 8.89% | |
| AVGO |
Broadcom Inc.
Technology
|
149,800 | $46,364,598 | 8.68% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
219,251 | $44,602,230 | 8.35% | |
| CHYM |
Chime Financial, Inc.
Technology
|
2,077,615 | $38,913,728 | 7.28% | |
| MKSI |
Mks Inc
Technology
|
122,264 | $28,097,489 | 5.26% | |
| FROG |
JFrog Ltd
Technology
|
575,000 | $26,984,750 | 5.05% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
124,800 | $25,992,096 | 4.87% | |
| GTLB |
Gitlab Inc.
Technology
|
1,170,000 | $25,318,800 | 4.74% | |
| BILL |
BILL Holdings, Inc.
Technology
|
625,000 | $23,937,500 | 4.48% |
Portfolio Trend
25 quarters · across all stocks
Holdings in FROG
Shares Held
Position Value (USD)
14 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $26,984,750 | 575,000 | Shares | Sole | 2026-05-15 | |
| 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 | |
| No 13F history on record for this holder in this stock. | ||||||