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 (431 days), 94 trades recorded
  • Returns: week n/a · month n/a · 90 days +23.9% · 6 months +21.9% · 1 year +36.9% · all +36.9%
  • Max drawdown -12.1% · Sharpe 0.99 · win rate 20% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • TSM · 17.7% · 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
  • 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
  • RDDT · 3.5% · long · since 2025-12-31

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