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 MKSI
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $28,097,489 | 122,264 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,129,203 | 19,582 | Shares | Sole | 2026-02-17 | |
| No 13F history on record for this holder in this stock. | ||||||