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← Light Street Capital Management LLC, latest filing

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

Reported book by quarter
$0$2bn$3bnQ2 2013: $234mQ3 2013: $317mQ4 2013: $484mQ1 2014: $546m14Q2 2014: $723mQ3 2014: $707mQ4 2014: $561mQ1 2015: $638m15Q2 2015: $723mQ3 2015: $669mQ4 2015: $766mQ1 2016: $587m16Q2 2016: $548mQ3 2016: $994mQ4 2016: $732mQ1 2017: $1.2bn17Q2 2017: $1.4bnQ3 2017: $1.2bnQ4 2017: $925mQ1 2018: $1.2bn18Q2 2018: $1.4bnQ3 2018: $1.5bnQ4 2018: $1.3bnQ1 2019: $1.5bn19Q2 2019: $1.9bnQ3 2019: $1.4bnQ4 2019: $1.7bnQ1 2020: $1.9bn20Q2 2020: $2.4bnQ3 2020: $3.2bnQ4 2020: $3.4bnQ1 2021: $1.9bn21Q2 2021: $2.3bnQ3 2021: $2.0bnQ4 2021: $1.7bnQ1 2022: $1.5bn22Q2 2022: $1.2bnQ3 2022: $393mQ4 2022: $268mQ1 2023: $410m23Q2 2023: $377mQ3 2023: $340mQ4 2023: $334mQ1 2024: $413m24Q2 2024: $435mQ3 2024: $423mQ4 2024: $545mQ1 2025: $358m25Q2 2025: $490mQ3 2025: $594mQ4 2025: $650mQ1 2026: $534m26Q2 2026: $903m
  • 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
Share of the book in the ten largest positions
0%41%82%Q2 2013: 51%Q3 2013: 51%Q4 2013: 46%Q1 2014: 57%14Q2 2014: 51%Q3 2014: 48%Q4 2014: 55%Q1 2015: 57%15Q2 2015: 60%Q3 2015: 67%Q4 2015: 66%Q1 2016: 68%16Q2 2016: 71%Q3 2016: 76%Q4 2016: 61%Q1 2017: 57%17Q2 2017: 71%Q3 2017: 63%Q4 2017: 77%Q1 2018: 66%18Q2 2018: 70%Q3 2018: 77%Q4 2018: 64%Q1 2019: 72%19Q2 2019: 60%Q3 2019: 65%Q4 2019: 61%Q1 2020: 40%20Q2 2020: 48%Q3 2020: 53%Q4 2020: 51%Q1 2021: 41%21Q2 2021: 36%Q3 2021: 45%Q4 2021: 47%Q1 2022: 57%22Q2 2022: 82%Q3 2022: 58%Q4 2022: 68%Q1 2023: 68%23Q2 2023: 71%Q3 2023: 68%Q4 2023: 74%Q1 2024: 72%24Q2 2024: 70%Q3 2024: 75%Q4 2024: 66%Q1 2025: 81%25Q2 2025: 74%Q3 2025: 69%Q4 2025: 76%Q1 2026: 74%26Q2 2026: 65%
  • 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.

PositionValue over timeFirst listedLargestQ2 2026
Taiwan Semiconductor MFG LTD(TSM)Sponsored ADSQ1 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 CommonQ1 2022$59mQ2 2026$59m
Broadcom Inc(AVGO)Q1 2020$62mQ1 2021$58m
Taiwan Semiconductor MFG LTD(TSM)Sponsored ADSQ1 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 AQ2 2025$68mQ4 2025$45m
Coupang Inc(CPNG)Class AQ3 2022$35mQ2 2026$35m
Toast Inc(TOST)Class AQ3 2021$32mQ2 2026$32m
Unity Software Inc(U)Q3 2020$739mQ4 2020Soldlast listed Q4 2020
Zendesk IncQ1 2022$540mQ2 2022Soldlast listed Q2 2022
Invesco QQQ Trust(QQQ)Q2 2020$417mQ3 2020Soldlast listed Q3 2020
Amazon Com Inc(AMZN)Q3 2017$294mQ3 2018Soldlast listed Q1 2019
Powershares QQQ TrustPUTQ3 2016$285mQ3 2016Soldlast listed Q2 2017
Zendesk IncQ3 2015$202mQ2 2022Soldlast listed Q2 2022
Slack Technologies IncCommon Class AQ2 2019$199mQ2 2019Soldlast listed Q3 2020
Sea LTD(SE)Sponsored ADSQ1 2019$184mQ4 2019Soldlast listed Q2 2020

Quarter by quarter

2026Q1Q2
2025Q1Q2Q3Q4
2024Q1Q2Q3Q4
2023Q1Q2Q3Q4
2022Q1Q2Q3Q4
2021Q1Q2Q3Q4
2020Q1Q2Q3Q4
2019Q1Q2Q3Q4
2018Q1Q2Q3Q4
2017Q1Q2Q3Q4
2016Q1Q2Q3Q4
2015Q1Q2Q3Q4
2014Q1Q2Q3Q4
2013Q2Q3Q4

Q3 2023: $340m across 23 positions

Against Q2 2023: 4 new, 8 added to, 9 trimmed, 2 sold out, across all 23 positions.

Turnover about 16% of the book, estimated from share changes at quarter-end prices.

Largest additions

  • Nvidia Corp (NVDA)+$5.0m
  • Advanced Micro Devices Inc (AMD)+$3.8m
  • Amplitude Inc (AMPL)+$1.5m
  • Autodesk Inc (ADSK)+$416k
  • Amazon Com Inc (AMZN)+$393k
  • Jfrog LTD (FROG)+$180k
  • Microsoft Corp (MSFT)+-$886k
  • Gitlab Inc (GTLB)+-$4.6m

Largest reductions

  • Taiwan Semiconductor MFG LTD (TSM)-$17m
  • Netflix Inc (NFLX)-$13m
  • Tesla MTRS Inc (TSLA)-$12m
  • Salesforce Com Inc (CRM)-$9.5m
  • Indie Semiconductor Inc (INDI)-$9.4m
  • Facebook Inc (META)-$7.9m
  • Nerdy Inc (NRDY)-$2.3m
  • Alphabet Inc (GOOGL)-$2.3m

Opened

  • Broadcom Inc (AVGO)$17m
  • Synopsys Inc (SNPS)$11m
  • Okta Inc (OKTA)$9.1m
  • Pinduoduo Inc (PDD)$3.8m

Sold out

  • Palo Alto Networks Inc (PANW)was $11m
  • Nerdy Incwas $733k

Largest positions, Q3 2023

PositionValueWeightOn the quarter
Nvidia Corp (NVDA)$47m13.9%Added
Gitlab Inc (GTLB)$37m10.9%Added
Advanced Micro Devices Inc (AMD)$23m6.8%Added
Facebook Inc (META)$21m6.2%Trimmed
Microsoft Corp (MSFT)$20m5.9%Added
Alphabet Inc (GOOGL)$18m5.4%Trimmed
Broadcom Inc (AVGO)$17m5.1%New
Jfrog LTD (FROG)$16m4.7%Added
Tesla MTRS Inc (TSLA)$16m4.6%Trimmed
Cellebrite Di LTD (CLBT)$16m4.6%Trimmed
Amazon Com Inc (AMZN)$15m4.5%Added
Indie Semiconductor Inc (INDI)$12m3.5%Trimmed
Nerdy Inc (NRDY)$12m3.5%Trimmed
Synopsys Inc (SNPS)$11m3.4%New
Salesforce Com Inc (CRM)$11m3.3%Trimmed
Amplitude Inc (AMPL)$9.3m2.7%Added
Okta Inc (OKTA)$9.1m2.7%New
Taiwan Semiconductor MFG LTD (TSM)$8.5m2.5%Trimmed
Autodesk Inc (ADSK)$7.8m2.3%Added
Netflix Inc (NFLX)$5.7m1.7%Trimmed
Pinduoduo Inc (PDD)$3.8m1.1%New
Cellebrite Di LTD$2.2m0.6%Held
Bridgetown Holdings LTD$194k0.1%Held

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.

ManagerOverlapStocks in bothOverlap over time
Whale Rock Capital Management LLC32%12Compare
Tiger Global Management LLC26%10Compare
Coatue Management LLC21%8Compare
Maverick Capital Ltd19%11Compare
Appaloosa LP18%6Compare
Capital World Investorsat least 15%14Compare
Altimeter Capital Management LP14%5Compare
Polen Capital Management LLC14%10Compare

“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.

QuarterFilerBookAmendedFiling
Q2 2026Light Street Capital Management LLC$903m13F-HR
Q1 2026Light Street Capital Management LLC$534m13F-HR
Q4 2025Light Street Capital Management LLC$650m13F-HR
Q3 2025Light Street Capital Management LLC$594m13F-HR
Q2 2025Light Street Capital Management LLC$490m13F-HR
Q1 2025Light Street Capital Management LLC$358m13F-HR
Q4 2024Light Street Capital Management LLC$545m13F-HR
Q3 2024Light Street Capital Management LLC$423m13F-HR
Q2 2024Light Street Capital Management LLC$435m13F-HR
Q1 2024Light Street Capital Management LLC$413m13F-HR
Q4 2023Light Street Capital Management LLC$334m13F-HR
Q3 2023Light Street Capital Management LLC$340m13F-HR
Q2 2023Light Street Capital Management LLC$377m13F-HR
Q1 2023Light Street Capital Management LLC$410m13F-HR
Q4 2022Light Street Capital Management LLC$268m13F-HR
Q3 2022Light Street Capital Management LLC$393m13F-HR
Q2 2022Light Street Capital Management LLC$1.2bn13F-HR
Q1 2022Light Street Capital Management LLC$1.5bn13F-HR
Q4 2021Light Street Capital Management LLC$1.7bn13F-HR
Q3 2021Light Street Capital Management LLC$2.0bn13F-HR
Q2 2021Light Street Capital Management LLC$2.3bn13F-HR
Q1 2021Light Street Capital Management LLC$1.9bn13F-HR
Q4 2020Light Street Capital Management LLC$3.4bn13F-HR
Q3 2020Light Street Capital Management LLC$3.2bn13F-HR
Q2 2020Light Street Capital Management LLC$2.4bn13F-HR
Q1 2020Light Street Capital Management LLC$1.9bn13F-HR
Q4 2019Light Street Capital Management LLC$1.7bn13F-HR
Q3 2019Light Street Capital Management LLC$1.4bn13F-HR
Q2 2019Light Street Capital Management LLC$1.9bn13F-HR
Q1 2019Light Street Capital Management LLC$1.5bn13F-HR
Q4 2018Light Street Capital Management LLC$1.3bn13F-HR
Q3 2018Light Street Capital Management LLC$1.5bn13F-HR
Q2 2018Light Street Capital Management LLC$1.4bn13F-HR
Q1 2018Light Street Capital Management LLC$1.2bn13F-HR
Q4 2017Light Street Capital Management LLC$925m13F-HR
Q3 2017Light Street Capital Management LLC$1.2bn13F-HR
Q2 2017Light Street Capital Management LLC$1.4bn13F-HR
Q1 2017Light Street Capital Management LLC$1.2bn13F-HR
Q4 2016Light Street Capital Management LLC$732m13F-HR
Q3 2016Light Street Capital Management LLC$994m13F-HR
Q2 2016Light Street Capital Management LLC$548m13F-HR
Q1 2016Light Street Capital Management LLC$587m13F-HR
Q4 2015Light Street Capital Management LLC$766m13F-HR
Q3 2015Light Street Capital Management LLC$669m13F-HR
Q2 2015Light Street Capital Management LLC$723m13F-HR
Q1 2015Light Street Capital Management LLC$638m13F-HR
Q4 2014Light Street Capital Management LLC$561m13F-HR
Q3 2014Light Street Capital Management LLC$707m13F-HR
Q2 2014Light Street Capital Management LLC$723m13F-HR
Q1 2014Light Street Capital Management LLC$546m13F-HR
Q4 2013Light Street Capital Management LLC$484m13F-HR
Q3 2013Light Street Capital Management LLC$317m13F-HR
Q2 2013Light Street Capital Management LLC$234m13F-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.

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