Long-term investor
Light Street Capital Management, LLC @lightstreetcapitalmanage
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001569049).
Record
- Tracked since 2025-06-30 (476 days), 96 trades recorded
- Returns: week n/a · month n/a · 90 days -2.7% · 6 months +31.3% · 1 year +13.8% · all +13.8%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- TSM · 12.0% · long · since 2025-06-30
- AMD · 7.0% · long · since 2025-06-30
- ALAB · 6.7% · long · since 2026-06-30
- GTLB · 6.6% · long · since 2025-06-30
- AVGO · 6.4% · long · since 2025-06-30
- TSM_PUT · 5.8% · long · since 2026-03-31
- AMKR · 5.7% · long · since 2025-12-31
- FROG · 5.2% · long · since 2025-06-30
- MKSI · 5.1% · long · since 2025-12-31
- CHYM · 5.0% · long · since 2025-06-30
- CPNG · 3.9% · long · since 2026-03-31
- TOST · 3.6% · long · since 2026-06-30