LIGHT STREET CAPITAL MANAGEMENT, LLC

Position in TOST — Toast, Inc.

CIK 1569049 Palo Alto, CA

Position in TOST

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$32,479,850

+$26,506,259 QoQ

Shares Held

1,167,500

+578.4% QoQ

Ownership

0.202%

of shares outstanding

% of Portfolio

3.86%

of 13F equity value

Holder Rank

#68

of 764 holders

Holding Since

Sep 2021

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

LIGHT STREET CAPITAL MANAGEMENT, LLC holds $127,821,923 across 4 Software - Infrastructure names. TOST ranks #2 (25.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GTLB	Gitlab Inc.	1,945,000	$59,380,850
2	TOST	Toast, Inc. This page	1,167,500	$32,479,850
3	CLBT	Cellebrite DI Ltd.	1,312,755	$19,166,223
4	MDB	MongoDB, Inc.	50,000	$16,795,000

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$32,479,850	1,167,500	+578.4%	Shares	Sole	2026-08-14
2021-12-31	$5,973,591	172,100	-71.3%	Shares	Sole	2022-02-14
2021-09-30	$29,970,000	600,000	—	Shares	Sole	2021-11-15
No filing history on record for this holder in this stock.