Light Street Capital Management, LLC - Q12026 Holdings

Light Street Capital Management, LLC holds 23 stocks with a total portfolio value of $ 534.23M as of Q12026. In Q12026, Light Street Capital Management, LLC added 5 new positions, increased stakes in 11 stocks, reduced 7 holdings, and fully exited 6 positions. The largest holding is Taiwan Semiconductor Manufac (TSM), representing 21.30% of the total portfolio.