LIGHT STREET CAPITAL MANAGEMENT, LLC - Portfolio overview

LIGHT STREET CAPITAL MANAGEMENT, LLC has 34 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. TSM - TAIWAN SEMICONDUCTOR MANUFAC, 12.25%
2. NVDA - NVIDIA CORPORATION, 7.56%
3. AVGO - BROADCOM INC, 7.39%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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