What Light Street Capital Management LLC changed, 2013 to 2026
53 quarterly 13F filings, from Q2 2013 to Q2 2026, each read from the filing itself. A quarter is compared only with the quarter before it, so a quarter with no filing is a gap in the record, not a sale.
Reported book
$903m
$234m at Q2 2013
Positions
28
38 at Q2 2013
Top ten weight
65%
51% at Q2 2013
Typical quarterly turnover
about 26%
Estimated from share changes
- Q2 2013: $234m
- Q3 2013: $317m
- Q4 2013: $484m
- Q1 2014: $546m
- Q2 2014: $723m
- Q3 2014: $707m
- Q4 2014: $561m
- Q1 2015: $638m
- Q2 2015: $723m
- Q3 2015: $669m
- Q4 2015: $766m
- Q1 2016: $587m
- Q2 2016: $548m
- Q3 2016: $994m
- Q4 2016: $732m
- Q1 2017: $1.2bn
- Q2 2017: $1.4bn
- Q3 2017: $1.2bn
- Q4 2017: $925m
- Q1 2018: $1.2bn
- Q2 2018: $1.4bn
- Q3 2018: $1.5bn
- Q4 2018: $1.3bn
- Q1 2019: $1.5bn
- Q2 2019: $1.9bn
- Q3 2019: $1.4bn
- Q4 2019: $1.7bn
- Q1 2020: $1.9bn
- Q2 2020: $2.4bn
- Q3 2020: $3.2bn
- Q4 2020: $3.4bn
- Q1 2021: $1.9bn
- Q2 2021: $2.3bn
- Q3 2021: $2.0bn
- Q4 2021: $1.7bn
- Q1 2022: $1.5bn
- Q2 2022: $1.2bn
- Q3 2022: $393m
- Q4 2022: $268m
- Q1 2023: $410m
- Q2 2023: $377m
- Q3 2023: $340m
- Q4 2023: $334m
- Q1 2024: $413m
- Q2 2024: $435m
- Q3 2024: $423m
- Q4 2024: $545m
- Q1 2025: $358m
- Q2 2025: $490m
- Q3 2025: $594m
- Q4 2025: $650m
- Q1 2026: $534m
- Q2 2026: $903m
- Q2 2013: 51%
- Q3 2013: 51%
- Q4 2013: 46%
- Q1 2014: 57%
- Q2 2014: 51%
- Q3 2014: 48%
- Q4 2014: 55%
- Q1 2015: 57%
- Q2 2015: 60%
- Q3 2015: 67%
- Q4 2015: 66%
- Q1 2016: 68%
- Q2 2016: 71%
- Q3 2016: 76%
- Q4 2016: 61%
- Q1 2017: 57%
- Q2 2017: 71%
- Q3 2017: 63%
- Q4 2017: 77%
- Q1 2018: 66%
- Q2 2018: 70%
- Q3 2018: 77%
- Q4 2018: 64%
- Q1 2019: 72%
- Q2 2019: 60%
- Q3 2019: 65%
- Q4 2019: 61%
- Q1 2020: 40%
- Q2 2020: 48%
- Q3 2020: 53%
- Q4 2020: 51%
- Q1 2021: 41%
- Q2 2021: 36%
- Q3 2021: 45%
- Q4 2021: 47%
- Q1 2022: 57%
- Q2 2022: 82%
- Q3 2022: 58%
- Q4 2022: 68%
- Q1 2023: 68%
- Q2 2023: 71%
- Q3 2023: 68%
- Q4 2023: 74%
- Q1 2024: 72%
- Q2 2024: 70%
- Q3 2024: 75%
- Q4 2024: 66%
- Q1 2025: 81%
- Q2 2025: 74%
- Q3 2025: 69%
- Q4 2025: 76%
- Q1 2026: 74%
- Q2 2026: 65%
The positions that defined it
Every position that was ever among the 25 largest: when it first appeared, when it was largest, and where it stands in Q2 2026. The line is its reported value each quarter.
| Position | Value over time | First listed | Largest | Q2 2026 |
|---|---|---|---|---|
| Taiwan Semiconductor MFG LTD(TSM)Sponsored ADS | Q1 2023 | $108mQ2 2026 | $108m | |
| Advanced Micro Devices Inc(AMD) | Q3 2013 | $64mQ2 2026 | $64m | |
| Astera Labs Inc(ALAB) | Q2 2026 | $61mQ2 2026 | $61m | |
| Gitlab Inc(GTLB)Class A Common | Q1 2022 | $59mQ2 2026 | $59m | |
| Broadcom Inc(AVGO) | Q1 2020 | $62mQ1 2021 | $58m | |
| Taiwan Semiconductor MFG LTD(TSM)Sponsored ADS | Q1 2024 | $59mQ4 2024 | $52m | |
| Amkor Technology Inc(AMKR) | Q4 2025 | $51mQ2 2026 | $51m | |
| Jfrog LTD(FROG) | Q3 2020 | $47mQ2 2026 | $47m | |
| MKS Inc.(MKSI) | Q4 2025 | $46mQ2 2026 | $46m | |
| Chime Finl Inc(CHYM)Common Shares Class A | Q2 2025 | $68mQ4 2025 | $45m | |
| Coupang Inc(CPNG)Class A | Q3 2022 | $35mQ2 2026 | $35m | |
| Toast Inc(TOST)Class A | Q3 2021 | $32mQ2 2026 | $32m | |
| Unity Software Inc(U) | Q3 2020 | $739mQ4 2020 | Soldlast listed Q4 2020 | |
| Zendesk Inc | Q1 2022 | $540mQ2 2022 | Soldlast listed Q2 2022 | |
| Invesco QQQ Trust(QQQ) | Q2 2020 | $417mQ3 2020 | Soldlast listed Q3 2020 | |
| Amazon Com Inc(AMZN) | Q3 2017 | $294mQ3 2018 | Soldlast listed Q1 2019 | |
| Powershares QQQ TrustPUT | Q3 2016 | $285mQ3 2016 | Soldlast listed Q2 2017 | |
| Zendesk Inc | Q3 2015 | $202mQ2 2022 | Soldlast listed Q2 2022 | |
| Slack Technologies IncCommon Class A | Q2 2019 | $199mQ2 2019 | Soldlast listed Q3 2020 | |
| Sea LTD(SE)Sponsored ADS | Q1 2019 | $184mQ4 2019 | Soldlast listed Q2 2020 |
Quarter by quarter
Q2 2026: $903m across 28 positions
Against Q1 2026: 8 new, 11 added to, 7 trimmed, 4 sold out, across all 28 positions.
Turnover about 23% of the book, estimated from share changes at quarter-end prices.
Largest additions
- Gitlab Inc (GTLB)+$34m
- Amkor Technology Inc (AMKR)+$33m
- Bloom Energy Corp (BE)+$19m
- Coupang Inc (CPNG)+$15m
- Broadcom Inc (AVGO)+$12m
- Cellebrite Di LTD (CLBT)+$10m
- Asml Holding N V (ASML)+$7.3m
- Chime Finl Inc (CHYM)+$6.1m
Largest reductions
- Nvidia Corp (NVDA)-$20m
- Amazon Com Inc (AMZN)-$14m
- NXP Semiconductors N V (NXPI)$1.4m
- MKS Inc. (MKSI)$18m
- Advanced Micro Devices Inc (AMD)$19m
- Jfrog LTD (FROG)$20m
- Taiwan Semiconductor MFG LTD (TSM)$31m
Opened
- Astera Labs Inc (ALAB)$61m
- Toast Inc (TOST)$32m
- Reddit Inc (RDDT)$32m
- Mercadolibre Inc (MELI)$22m
- Snowflake Inc (SNOW)$18m
- Mongodb Inc (MDB)$17m
- Roundhill Memory (DRAM)$8.9m
Sold out
- Bill Com HLDGS Inc (BILL)was $24m
- Samsara Inc (IOT)was $12m
- Lumentum HLDGS Inc (LITE)was $2.0m
- Amplitude Inc (AMPL)was $2.0m
Largest positions, Q2 2026
The largest 25 of 28 reported positions.
| Position | Value | Weight | On the quarter |
|---|---|---|---|
| Taiwan Semiconductor MFG LTD (TSM) | $108m | 12.0% | Trimmed |
| Advanced Micro Devices Inc (AMD) | $64m | 7.0% | Trimmed |
| Astera Labs Inc (ALAB) | $61m | 6.7% | New |
| Gitlab Inc (GTLB) | $59m | 6.6% | Added |
| Broadcom Inc (AVGO) | $58m | 6.4% | Added |
| Taiwan Semiconductor MFG LTD (TSM) | $52m | 5.8% | Held |
| Amkor Technology Inc (AMKR) | $51m | 5.7% | Added |
| Jfrog LTD (FROG) | $47m | 5.2% | Trimmed |
| MKS Inc. (MKSI) | $46m | 5.1% | Trimmed |
| Chime Finl Inc (CHYM) | $45m | 5.0% | Added |
| Coupang Inc (CPNG) | $35m | 3.9% | Added |
| Toast Inc (TOST) | $32m | 3.6% | New |
| Reddit Inc (RDDT) | $32m | 3.5% | New |
| Nvidia Corp (NVDA) | $27m | 3.0% | Trimmed |
| Bloom Energy Corp (BE) | $25m | 2.8% | Added |
| Asml Holding N V (ASML) | $22m | 2.4% | Added |
| Mercadolibre Inc (MELI) | $22m | 2.4% | New |
| Cellebrite Di LTD (CLBT) | $19m | 2.1% | Added |
| Snowflake Inc (SNOW) | $18m | 2.0% | New |
| Mongodb Inc (MDB) | $17m | 1.9% | New |
| Alphabet Inc (GOOGL) | $15m | 1.7% | Added |
| Amazon Com Inc (AMZN) | $12m | 1.3% | Trimmed |
| Datadog Inc (DDOG) | $10m | 1.2% | Held |
| Roundhill Memory (DRAM) | $8.9m | 1.0% | New |
| NXP Semiconductors N V (NXPI) | $6.5m | 0.7% | Trimmed |
The books most like this one
Among the managers whose filings are on file, at Q2 2026. Overlap is the share of the two books that is the same: for every stock both list, the smaller of its two weights, added up. Two books can overlap because both own the largest companies; it says nothing about whether the managers agree.
| Manager | Overlap | Stocks in both | Overlap over time | |
|---|---|---|---|---|
| Whale Rock Capital Management LLC | 32% | 12 | Compare | |
| Tiger Global Management LLC | 26% | 10 | Compare | |
| Coatue Management LLC | 21% | 8 | Compare | |
| Maverick Capital Ltd | 19% | 11 | Compare | |
| Appaloosa LP | 18% | 6 | Compare | |
| Capital World Investors | at least 15% | 14 | Compare | |
| Altimeter Capital Management LP | 14% | 5 | Compare | |
| Polen Capital Management LLC | 14% | 10 | Compare |
“At least” where either manager has more positions than are read each quarter: a stock both hold below that range is not counted.
The filings behind it
Every quarter above is one 13F holdings report, with any amendment the filer made to it applied in the order it was filed. Where the reporting entity changed, each quarter keeps the filer that actually reported it.
| Quarter | Filer | Book | Amended | Filing |
|---|---|---|---|---|
| Q2 2026 | Light Street Capital Management LLC | $903m | 13F-HR | |
| Q1 2026 | Light Street Capital Management LLC | $534m | 13F-HR | |
| Q4 2025 | Light Street Capital Management LLC | $650m | 13F-HR | |
| Q3 2025 | Light Street Capital Management LLC | $594m | 13F-HR | |
| Q2 2025 | Light Street Capital Management LLC | $490m | 13F-HR | |
| Q1 2025 | Light Street Capital Management LLC | $358m | 13F-HR | |
| Q4 2024 | Light Street Capital Management LLC | $545m | 13F-HR | |
| Q3 2024 | Light Street Capital Management LLC | $423m | 13F-HR | |
| Q2 2024 | Light Street Capital Management LLC | $435m | 13F-HR | |
| Q1 2024 | Light Street Capital Management LLC | $413m | 13F-HR | |
| Q4 2023 | Light Street Capital Management LLC | $334m | 13F-HR | |
| Q3 2023 | Light Street Capital Management LLC | $340m | 13F-HR | |
| Q2 2023 | Light Street Capital Management LLC | $377m | 13F-HR | |
| Q1 2023 | Light Street Capital Management LLC | $410m | 13F-HR | |
| Q4 2022 | Light Street Capital Management LLC | $268m | 13F-HR | |
| Q3 2022 | Light Street Capital Management LLC | $393m | 13F-HR | |
| Q2 2022 | Light Street Capital Management LLC | $1.2bn | 13F-HR | |
| Q1 2022 | Light Street Capital Management LLC | $1.5bn | 13F-HR | |
| Q4 2021 | Light Street Capital Management LLC | $1.7bn | 13F-HR | |
| Q3 2021 | Light Street Capital Management LLC | $2.0bn | 13F-HR | |
| Q2 2021 | Light Street Capital Management LLC | $2.3bn | 13F-HR | |
| Q1 2021 | Light Street Capital Management LLC | $1.9bn | 13F-HR | |
| Q4 2020 | Light Street Capital Management LLC | $3.4bn | 13F-HR | |
| Q3 2020 | Light Street Capital Management LLC | $3.2bn | 13F-HR | |
| Q2 2020 | Light Street Capital Management LLC | $2.4bn | 13F-HR | |
| Q1 2020 | Light Street Capital Management LLC | $1.9bn | 13F-HR | |
| Q4 2019 | Light Street Capital Management LLC | $1.7bn | 13F-HR | |
| Q3 2019 | Light Street Capital Management LLC | $1.4bn | 13F-HR | |
| Q2 2019 | Light Street Capital Management LLC | $1.9bn | 13F-HR | |
| Q1 2019 | Light Street Capital Management LLC | $1.5bn | 13F-HR | |
| Q4 2018 | Light Street Capital Management LLC | $1.3bn | 13F-HR | |
| Q3 2018 | Light Street Capital Management LLC | $1.5bn | 13F-HR | |
| Q2 2018 | Light Street Capital Management LLC | $1.4bn | 13F-HR | |
| Q1 2018 | Light Street Capital Management LLC | $1.2bn | 13F-HR | |
| Q4 2017 | Light Street Capital Management LLC | $925m | 13F-HR | |
| Q3 2017 | Light Street Capital Management LLC | $1.2bn | 13F-HR | |
| Q2 2017 | Light Street Capital Management LLC | $1.4bn | 13F-HR | |
| Q1 2017 | Light Street Capital Management LLC | $1.2bn | 13F-HR | |
| Q4 2016 | Light Street Capital Management LLC | $732m | 13F-HR | |
| Q3 2016 | Light Street Capital Management LLC | $994m | 13F-HR | |
| Q2 2016 | Light Street Capital Management LLC | $548m | 13F-HR | |
| Q1 2016 | Light Street Capital Management LLC | $587m | 13F-HR | |
| Q4 2015 | Light Street Capital Management LLC | $766m | 13F-HR | |
| Q3 2015 | Light Street Capital Management LLC | $669m | 13F-HR | |
| Q2 2015 | Light Street Capital Management LLC | $723m | 13F-HR | |
| Q1 2015 | Light Street Capital Management LLC | $638m | 13F-HR | |
| Q4 2014 | Light Street Capital Management LLC | $561m | 13F-HR | |
| Q3 2014 | Light Street Capital Management LLC | $707m | 13F-HR | |
| Q2 2014 | Light Street Capital Management LLC | $723m | 13F-HR | |
| Q1 2014 | Light Street Capital Management LLC | $546m | 13F-HR | |
| Q4 2013 | Light Street Capital Management LLC | $484m | 13F-HR | |
| Q3 2013 | Light Street Capital Management LLC | $317m | 13F-HR | |
| Q2 2013 | Light Street Capital Management LLC | $234m | 13F-HR |
Reading this record
A 13F lists US-listed long equity and options at the quarter end, filed up to 45 days later. It shows what was held, not when it was bought or at what price, and nothing short. Where a quarter lists only the largest positions, a name missing from it may still be held below that range; the counts of what was opened and sold always cover the whole filing.
Company names, tickers and logos are the trademarks of their respective owners and appear here to identify the company whose public figures are being used. L3VLUP is not affiliated with, sponsored by or endorsed by any company shown, and nothing here is a statement by or about that company. More