LIGHT STREET CAPITAL MANAGEMENT, LLC is an institutional investment manager that files quarterly 13F reports with the SEC. As of Q1 2026, the fund manages $534M in reported equity holdings across 23 positions. The largest holdings are TSM (21.3%), NVDA (8.9%), BMY (8.7%), AMD (8.3%), CHYM (7.3%). The portfolio is concentrated in Other (73.7%), Technology (24.0%), Communication Services (2.3%). Data sourced from SEC EDGAR 13F filings (CIK 1569049).