LIGHT STREET CAPITAL MANAGEMENT, LLC is an institutional investment manager that files quarterly 13F reports with the SEC. As of Q4 2025, the fund manages $650M in reported equity holdings across 24 positions. The largest holdings are TSM (12.6%), CHYM (10.5%), NVDA (9.8%), BMY (7.7%), BILL (7.4%). The portfolio is concentrated in Other (77.6%), Technology (15.9%), Communication Services (6.5%). Data sourced from SEC EDGAR 13F filings (CIK 1569049).