LIGHT STREET CAPITAL MANAGEMENT, LLC is an institutional investment manager that files quarterly 13F reports with the SEC. As of Q2 2026, the fund manages $903M in reported equity holdings across 27 positions. The largest holdings are TSM (17.7%), AMD (7.0%), ALAB (6.7%), GTLB (6.6%), BMY (6.4%). The portfolio is concentrated in Other (76.2%), Technology (22.1%), Communication Services (1.7%). Data sourced from SEC EDGAR 13F filings (CIK 1569049).