Light Street Capital Management, LLC - Q42025 Holdings

Light Street Capital Management, LLC holds 24 stocks with a total portfolio value of $ 649.79M as of Q42025. In Q42025, Light Street Capital Management, LLC added 6 new positions, increased stakes in 9 stocks, reduced 9 holdings, and fully exited 9 positions. The largest holding is Taiwan Semiconductor Mfg LTD (TSM), representing 12.55% of the total portfolio.