Light Street Capital Management, Llc

13F Filings History

Latest 13F report
Q2 2025 - Aug 14, 2025
Value $
$490M
Signature - Title
Theo J. Robins - Chief Compliance Officer
Location
Palo Alto, CA
Summary
This page shows a list of all the recent 13F filings made by Light Street Capital Management, Llc. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Light Street Capital Management, Llc reported 26 stock holdings with total value $490M as of Q2 2025. Top holdings included TSM, NVDA, AMD, AVGO, and BILL.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2025 26 $490M +$141M -$36.8M +$105M TSM, NVDA, AMD, AVGO, BILL 13F-HR 8/14/2025, 04:09 PM
Q1 2025 20 $309M +$95.1M -$227M -$132M TSM, NVDA, BILL, AMD, FROG 13F-HR 5/15/2025, 04:06 PM
Q4 2024 29 $486M +$125M -$95.1M +$29.8M TSM, NVDA, META, MRVL, AMD 13F-HR 2/14/2025, 03:51 PM
Q3 2024 21 $404M +$75.4M -$63.3M +$12.1M NVDA, TSM, AMD, FROG, AVGO 13F-HR 11/14/2024, 03:33 PM
Q2 2024 25 $417M +$188M -$116M +$72.3M NVDA, TSM, CLS, AMD, FROG 13F-HR 8/14/2024, 04:08 PM
Q1 2024 21 $399M +$86M -$104M -$17.7M NVDA, TSM, AMZN, AMD, FROG 13F-HR 5/15/2024, 04:04 PM
Q4 2023 21 $334M +$83.4M -$156M -$72.2M NVDA, AMD, FROG, TSM, AMZN 13F-HR 2/14/2024, 04:08 PM
Q3 2023 24 $340M +$55.8M -$72.5M -$16.8M NVDA, GTLB, AMD, META, MSFT 13F-HR 11/14/2023, 01:28 PM
Q2 2023 28 $377M +$92.7M -$196M -$103M NVDA, GTLB, META, TSLA, TSM 13F-HR 8/14/2023, 01:24 PM
Q1 2023 21 $408M +$217M -$31.8M +$185M GTLB, NVDA, TSM, AMD, TSLA 13F-HR 5/15/2023, 04:21 PM
Q4 2022 24 $267M +$100M -$70.7M +$29.8M GTLB, AMD, ASML, NFLX, CLBT 13F-HR 2/14/2023, 10:56 AM
Q3 2022 29 $393M +$102M -$88.2M +$14M GTLB, DDOG, CLBT, EXFY, TSLA 13F-HR 11/14/2022, 12:18 PM
Q2 2022 32 $1.23B +$504M -$124M +$380M ZEN, ZEN, ACEL, FORG, EXFY 13F-HR 8/15/2022, 01:37 PM
Q1 2022 39 $1.54B +$779M -$81.7M +$697M ZEN, ZEN, GDRX, DDOG, BILL 13F-HR 5/16/2022, 09:45 AM
Q4 2021 46 $1.67B +$560M -$160M +$400M ZEN, SE, CFLT, CRM, MELI 13F-HR 2/14/2022, 02:39 PM
Q3 2021 51 $1.99B +$872M -$1.16B -$287M SE, UBER, COIN, NRDY, CFLT 13F-HR 11/15/2021, 04:20 PM
Q2 2021 66 $2.31B +$1.12B -$812M +$306M SE, PTON, ZM, ESTC, ETSY 13F-HR 8/16/2021, 04:19 PM
Q1 2021 46 $1.87B +$658M -$2.16B -$1.5B SE, RUN, META, TLND, PTON 13F-HR 5/17/2021, 12:38 PM
Q4 2020 44 $3.35B +$918M -$558M +$360M U, SE, RUN, PRPL, DT 13F-HR 2/16/2021, 01:55 PM
Q3 2020 45 $3.18B +$1.18B -$418M +$765M U, QQQ, SE, GDRX, PTON 13F-HR 11/16/2020, 03:13 PM
Q2 2020 40 $2.4B +$979M -$939M +$39.9M QQQ, SE, STNE, NFLX, ETSY 13F-HR 8/14/2020, 04:26 PM
Q1 2020 45 $1.9B +$894M -$359M +$536M AMZN, WORK, SE, NFLX, MTCH 13F-HR 5/15/2020, 04:21 PM
Q4 2019 28 $1.67B +$544M -$139M +$405M SE, NFLX, LYFT, AMZN, PINS 13F-HR 2/14/2020, 03:09 PM
Q3 2019 28 $1.39B +$315M -$229M +$86.4M SE, WORK, LYFT, AMZN, NFLX 13F-HR 11/14/2019, 03:39 PM
Q2 2019 29 $1.85B +$805M -$121M +$684M WORK, SE, UBER, NFLX, PINS 13F-HR 8/14/2019, 04:06 PM
Q1 2019 23 $1.5B +$328M -$305M +$23.1M AMZN, SE, NFLX, FTCH, AMZN 13F-HR 5/15/2019, 02:42 PM
Q4 2018 27 $1.31B +$543M -$153M +$389M AMZN, W, AMZN, NFLX, MSFT 13F-HR 2/14/2019, 01:17 PM
Q3 2018 23 $1.47B +$237M -$248M -$10.8M AMZN, W, YNDX, AMZN, IACXXXX 13F-HR 11/14/2018, 01:30 PM
Q2 2018 25 $1.43B +$450M -$185M +$266M AMZN, W, YNDX, AMZN, PAGS 13F-HR 8/14/2018, 12:32 PM
Q1 2018 25 $1.22B +$496M -$216M +$279M AMZN, W, MTCH, PAGS, AMZN 13F-HR 5/15/2018, 11:45 AM
Q4 2017 22 $925M +$169M -$244M -$75M AMZN, W, MTCH, META, AMZN 13F-HR 2/14/2018, 11:07 AM
Q3 2017 23 $1.22B +$492M -$167M +$325M AMZN, META, STMP, MOMOXXXX, MTCH 13F-HR 11/14/2017, 01:12 PM
Q2 2017 25 $1.42B +$692M -$217M +$474M MOMOXXXX, WIX, META, STMP, SQ 13F-HR 8/14/2017, 02:14 PM
Q1 2017 29 $1.07B +$450M -$99.7M +$351M MOMOXXXX, META, LOGM, AMZN, SHOP 13F-HR 5/15/2017, 03:02 PM
Q4 2016 25 $732M +$290M -$112M +$178M LOGM, SHOP, AMZN, BL, MOMOXXXX 13F-HR 2/14/2017, 12:13 PM
Q3 2016 23 $994M +$563M -$84.5M +$478M LOGM, AMZN, SHOP, EXPE, BABA 13F-HR 11/14/2016, 02:04 PM
Q2 2016 22 $548M +$187M -$111M +$75.4M SHOP, AMZN, EXPE, META, W 13F-HR 8/15/2016, 04:24 PM
Q1 2016 24 $587M +$141M -$51M +$90.1M META, SHOP, AMZN, JD, WUBA 13F-HR 5/16/2016, 03:47 PM
Q4 2015 25 $766M +$156M -$68.1M +$87.6M META, JD, WUBA, AMZN, SHOP 13F-HR 2/16/2016, 03:11 PM
Q3 2015 25 $669M +$171M -$38.5M +$132M META, JD, WUBA, P, SHOP 13F-HR 11/16/2015, 03:01 PM
Q2 2015 33 $723M +$236M -$74.3M +$162M META, YYXXXX, JD, VNET, VIPS 13F-HR 8/14/2015, 09:39 AM
Q1 2015 29 $638M +$203M -$69.5M +$134M META, AAPL, VIPS, MSGZZZZ, YYXXXX 13F-HR 5/15/2015, 10:54 AM
Q4 2014 33 $561M +$247M -$90.2M +$157M META, AAPL, YYXXXX, SBACXXXX, VNET 13F-HR 2/17/2015, 01:47 PM
Q3 2014 34 $707M +$196M -$52.1M +$143M META, YYXXXX, QIHU, FEYE, P 13F-HR 11/14/2014, 09:24 AM
Q2 2014 44 $723M +$310M -$59.5M +$250M YYXXXX, META, WUBA, TRIP, P 13F-HR 8/14/2014, 10:21 AM
Q1 2014 40 $546M +$211M -$39.6M +$172M WUBA, META, SFUN, YYXXXX, VIPS 13F-HR 5/15/2014, 03:59 PM
Q4 2013 46 $484M SFUN, WUBA, EJ, AAPL, BITA 13F-HR 2/14/2014, 12:16 PM