The Analysis of LIGHT STREET CAPITAL MANAGEMENT, LLC's Holdings
Currently, LIGHT STREET CAPITAL MANAGEMENT, LLC holds 24 types of securities in its portfolio with a total value $649.8M. In the most recent quarter, they have increased their positions in CHYM (+1.2M shares, valued at $30.7M), RDDT (+90.0K shares, valued at $20.7M), NFLX (+200.0K shares, valued at $18.8M); decreased their positions in CFLT (-358.6K shares, valued at $10.8M), ASML (-7.5K shares, valued at $8.0M), FROG (-117.3K shares, valued at $7.3M); initiated new positions in RDDT (+90.0K shares, valued at $20.7M), NFLX (+200.0K shares, valued at $18.8M), AMPL (+1.5M shares, valued at $17.4M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
TSM TAIWAN SEMICONDUCTOR MFG LTD268.4K shares-7.16%2025-12-312026-02-17
CHYM CHIME FINL INC2.7M shares81.69%2025-12-312026-02-17 NVDA NVIDIA CORPORATION340.0K shares22.89%2025-12-312026-02-17 BROADCOM INC BROADCOM INC143.8K shares44.79%2025-12-312026-02-17 AMD ADVANCED MICRO DEVICES INC219.5K shares-12.59%2025-12-312026-02-17 ALPHABET INC ALPHABET INC134.5K shares9.80%2025-12-312026-02-17 GTLB GITLAB INC1.1M shares24.71%2025-12-312026-02-17 FROG JFROG LTD462.0K shares-20.24%2025-12-312026-02-17 CFLT CONFLUENT INC910.0K shares-28.27%2025-12-312026-02-17 CEG CONSTELLATION ENERGY CORP63.1K shares31.45%2025-12-312026-02-17 RDDT REDDIT INC90.0K sharesnew addition2025-12-312026-02-17 NFLX NETFLIX INC200.0K sharesnew addition2025-12-312026-02-17 AMPL AMPLITUDE INC1.5M sharesnew addition2025-12-312026-02-17 AMZN AMAZON COM INC69.5K shares38.91%2025-12-312026-02-17 ASML ASML HOLDING N V11.0K shares-40.56%2025-12-312026-02-17 AMKR AMKOR TECHNOLOGY INC287.9K sharesnew addition2025-12-312026-02-17 CLBT CELLEBRITE DI LTD492.8K shares37.74%2025-12-312026-02-17 NXPI NXP SEMICONDUCTORS N V24.9K shares-1.00%2025-12-312026-02-17 MKSI MKS INC.19.6K sharesnew addition2025-12-312026-02-17 ADI ANALOG DEVICES INC10.2K shares50.00%2025-12-312026-02-17 AAPL APPLE INC10.0K shares-5.89%2025-12-312026-02-17 GDS GDS HLDGS LTD65.3K shares-73.31%2025-12-312026-02-17 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available