All funds
Growth hedge fund
Light Street.
Light Street Capital Management, LLC. CIK 0001569049.
Latest 13F book
$534M
Q1 2026
AI / DC exposure
$258M
48.3% of book
Holdings count
24
positions
Insider alignment
-0.03
from 60 pairs
Book over time
Total 13F value
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AI / datacenter dollars
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Sector exposure (AI / DC only)
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This quarter's moves· Q4 2025 → Q1 2026
| Ticker | Prev | Latest | Δ | Action |
|---|---|---|---|---|
| CEG | $22M | — | −$22M | Exit |
| NVDA | $63M | $47M | −$16M | Trimmed |
| AMZN | $16M | $26M | +$10M | Added |
| TSM | $82M | $77M | −$5M | Trimmed |
| AVGO | $50M | $46M | −$3M | Trimmed |
| AAPL | $3M | — | −$3M | Exit |
| ASML | $12M | $14M | +$3M | Added |
| AMD | $47M | $45M | −$2M | Trimmed |
| LITE | — | $2M | +$2M | New |
Top 15 positions (latest quarter)
| Issuer | Ticker | Value |
|---|---|---|
| Taiwan Semiconductor Manufac | TSM | $77M |
| Nvidia | NVDA | $47M |
| Broadcom | AVGO | $46M |
| Advanced Micro Devices | AMD | $45M |
| Amazon Com | AMZN | $26M |
| Asml Hldg | ASML | $14M |
| Lumentum | LITE | $2M |