Light Street Capital Management, LLC 13F 持仓 · 2026年Q2
Light Street Capital Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 27 只证券，申报市值合计 9.03 亿美元。前几大持仓：TSM（17.73%）、AMD（7.05%）、ALAB（6.73%）。本季前 25 大持仓中：新建仓 7 只、增持 10 只、减持 7 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $160.1M | 17.73% | 335,149 | 减持 |
| 2 | AMD | ADVANCED MICRO DEVICES INC | $63.6M | 7.05% | 109,500 | 减持 |
| 3 | ALAB | ASTERA LABS INC | $60.7M | 6.73% | 125,750 | 新建仓 |
| 4 | GTLB | GITLAB INC | $59.4M | 6.58% | 1.9M | 增持 |
| 5 | AVGO | BROADCOM INC | $57.9M | 6.41% | 153,250 | 增持 |
| 6 | AMKR | AMKOR TECHNOLOGY INC | $51.5M | 5.70% | 596,783 | 增持 |
| 7 | FROG | JFROG LTD | $46.8M | 5.18% | 514,500 | 减持 |
| 8 | MKSI | MKS INC. | $46.2M | 5.11% | 103,800 | 减持 |
| 9 | CHYM | CHIME FINL INC | $45.0M | 4.99% | 2.2M | 增持 |
| 10 | CPNG | COUPANG INC | $35.2M | 3.90% | 2.0M | 增持 |
| 11 | TOST | TOAST INC | $32.5M | 3.60% | 1.2M | 新建仓 |
| 12 | RDDT | REDDIT INC | $31.7M | 3.51% | 182,500 | 新建仓 |
| 13 | NVDA | NVIDIA CORPORATION | $27.4M | 3.03% | 136,720 | 减持 |
| 14 | BE | BLOOM ENERGY CORP | $25.5M | 2.82% | 84,167 | 增持 |
| 15 | ASML | ASML HLDG NV | $21.8M | 2.41% | 10,957 | 增持 |
| 16 | MELI | MERCADOLIBRE INC | $21.6M | 2.40% | 12,750 | 新建仓 |
| 17 | CLBT | CELLEBRITE DI LTD | $19.2M | 2.12% | 1.3M | 增持 |
| 18 | SNOW | SNOWFLAKE INC | $17.8M | 1.97% | 70,000 | 新建仓 |
| 19 | MDB | MONGODB INC | $16.8M | 1.86% | 50,000 | 新建仓 |
| 20 | GOOGL | ALPHABET INC | $15.2M | 1.69% | 42,650 | 增持 |
| 21 | AMZN | AMAZON COM INC | $12.2M | 1.35% | 51,000 | 减持 |
| 22 | DDOG | DATADOG INC | $10.4M | 1.15% | 40,000 | 持平 |
| 23 | DRAM | ROUNDHILL ETF TRUST | $8.9M | 0.98% | 120,000 | 新建仓 |
| 24 | NXPI | NXP SEMICONDUCTORS N V | $6.5M | 0.72% | 23,003 | 减持 |
| 25 | ADI | ANALOG DEVICES INC | $4.2M | 0.46% | 10,523 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR