Light Street Capital Management, LLC holds a focused book of 23 stocks worth $497.3M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Coupang Inc and trimmed Taiwan Semiconductor-SP ADR. Their largest long position is Taiwan Semiconductor-SP ADR at 15% of the equity book. They also disclosed $36.9M in put options (a bearish bet), shown separately below and excluded from the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1569049/holdings"
Use Arkolith to show LIGHT STREET CAPITAL MANAGEMENT, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Taiwan Semiconductor Manufac SPONSORED ADS | $76.9M | 227.6K | 15.5% | ▼−15% Reduced · −41K sh | |
| 2 | Nvidia Corporation COM | $47.5M | 272.2K | 9.5% | ▼−20% Reduced · −68K sh | |
| 3 | Broadcom Inc COM | $46.4M | 149.8K | 9.3% | ▲+4.2% Added · +6K sh | |
| 4 | Advanced Micro Devices Inc COM | $44.6M | 219.3K | 9.0% | ▼−0.1% Reduced · −236 sh | |
| 5 | Chime Finl Inc COM SHS CL A | $38.9M | 2.08M | 7.8% | ▼−23% Reduced · −633K sh | |
| 6 | MKS Inc. COM | $28.1M | 122.3K | 5.6% | ▲+524% Added · +103K sh | |
| 7 | Jfrog Ltd ORD SHS | $27.0M | 575.0K | 5.4% | ▲+24% Added · +113K sh | |
| 8 | Amazon Com Inc COM | $26.0M | 124.8K | 5.2% | ▲+80% Added · +55K sh | |
| 9 | Gitlab Inc CLASS A COM | $25.3M | 1.17M | 5.1% | ▲+10% Added · +110K sh | |
| 10 | Bill Holdings Inc COM | $23.9M | 625.0K | 4.8% | ▼−29% Reduced · −253K sh | |
| 11 | Coupang Inc CL A | $19.9M | 1.05M | 4.0% | ▲New New position | |
| 12 | Amkor Technology Inc COM | $18.3M | 407.0K | 3.7% | ▲+41% Added · +119K sh | |
| 13 | ASML Hldg NV N Y REGISTRY SHS | $14.5M | 10.9K | 2.9% | ▼−0.4% Reduced · −42 sh | |
| 14 | Alphabet Inc CAP STK CL A | $12.2M | 42.5K | 2.5% | ▼−68% Reduced · −92K sh | |
| 15 | Samsara Inc COM CL A | $12.2M | 384.0K | 2.4% | ▲New New position | |
| 16 | Cellebrite Di Ltd ORDINARY SHARES | $8.8M | 640.9K | 1.8% | ▲+30% Added · +148K sh | |
| 17 | Bloom Energy Corp COM CL A | $6.9M | 50.6K | 1.4% | ▲New New position | |
| 18 | NXP Semiconductors N V COM | $5.0M | 25.5K | 1.0% | ▲+2.3% Added · +573 sh | |
| 19 | Datadog Inc CL A COM | $4.7M | 40.0K | 0.9% | ▲New New position | |
| 20 | Analog Devices Inc COM | $3.3M | 10.5K | 0.7% | ▲+3.4% Added · +348 sh | |
| 21 | GDS Hldgs Ltd SPONSORED ADS | $2.9M | 71.6K | 0.6% | ▲+9.8% Added · +6K sh | |
| 22 | Lumentum Hldgs Inc COM | $2.0M | 2.9K | 0.4% | ▲New New position | |
| 23 | Amplitude Inc COM CL A | $2.0M | 292.8K | 0.4% | ▼−80% Reduced · −1.2M sh |
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| PUT · bearish | TAIWAN SEMICONDUCTOR-SP ADRTSM | $36.9M | 109K |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.