LIGHT STREET CAPITAL MANAGEMENT, LLC
Palo Alto CA · SEC CIK 0001569049
$5.34亿2026Q1 申报市值
24持仓数
74.4%前十大占比 · 第一大 14.4%
5 / 5新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
MKSI 加仓+$2,359.74万
CPNG 新建仓+$1,986.09万
IOT 新建仓+$1,216.90万
AMZN 加仓+$1,151.73万
BE 新建仓+$685.92万
2026Q1 卖出最多 按季末市值估算
CONFLUENT INC 清仓-$2,751.84万
GOOGL 减仓-$2,645.55万
CEG 清仓-$2,227.90万
DDOG 重新持有-$1,971.43万
NFLX 清仓-$1,875.20万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $7,691.24万 | 14.40% | 227,585 | -40,807 | -15.2% | -$1,379.07万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $4,747.41万 | 8.89% | 272,214 | -67,786 | -19.9% | -$1,182.19万 | 减仓 |
| AVGO | BROADCOM INC | $4,636.46万 | 8.68% | 149,800 | 6,021 | 4.2% | $186.36万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $4,460.22万 | 8.35% | 219,251 | -236 | -0.1% | -$4.80万 | 减仓 |
| CHYM | CHIME FINL INC | $3,891.37万 | 7.28% | 2,077,615 | -632,674 | -23.3% | -$1,185.00万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC 看跌期权 | $3,690.41万 | 6.91% | 109,200 | 109,200 | — | $3,690.41万 | 新建仓 |
| MKSI | MKS INC. | $2,809.75万 | 5.26% | 122,264 | 102,682 | 524.4% | $2,359.74万 | 加仓 |
| FROG | JFROG LTD | $2,698.47万 | 5.05% | 575,000 | 113,000 | 24.5% | $530.31万 | 加仓 |
| AMZN | AMAZON COM INC | $2,599.21万 | 4.87% | 124,800 | 55,300 | 79.6% | $1,151.73万 | 加仓 |
| GTLB | GITLAB INC | $2,531.88万 | 4.74% | 1,170,000 | 110,000 | 10.4% | $238.04万 | 加仓 |
| BILL | BILL HOLDINGS INC | $2,393.75万 | 4.48% | 625,000 | -253,000 | -28.8% | -$968.99万 | 减仓 |
| CPNG | COUPANG INC | $1,986.09万 | 3.72% | 1,051,957 | 1,051,957 | — | $1,986.09万 | 新建仓 |
| AMKR | AMKOR TECHNOLOGY INC | $1,832.68万 | 3.43% | 406,990 | 119,095 | 41.4% | $536.28万 | 加仓 |
| ASML | ASML HLDG NV | $1,445.78万 | 2.71% | 10,946 | -42 | -0.4% | -$5.55万 | 减仓 |
| GOOGL | ALPHABET INC | $1,222.13万 | 2.29% | 42,500 | -92,000 | -68.4% | -$2,645.55万 | 减仓 |
| IOT | SAMSARA INC | $1,216.90万 | 2.28% | 384,000 | 384,000 | — | $1,216.90万 | 新建仓 |
| CLBT | CELLEBRITE DI LTD | $883.19万 | 1.65% | 640,925 | 148,170 | 30.1% | $204.18万 | 加仓 |
| BE | BLOOM ENERGY CORP | $685.92万 | 1.28% | 50,625 | 50,625 | — | $685.92万 | 新建仓 |
| NXPI | NXP SEMICONDUCTORS N V | $501.99万 | 0.94% | 25,500 | 573 | 2.3% | $11.28万 | 加仓 |
| DDOG | DATADOG INC | $472.20万 | 0.88% | 40,000 | -167,000 | -80.7% | -$1,971.43万 | 重新持有 |
| ADI | ANALOG DEVICES INC | $334.05万 | 0.63% | 10,500 | 348 | 3.4% | $11.07万 | 加仓 |
| GDS | GDS HLDGS LTD | $288.65万 | 0.54% | 71,642 | 6,370 | 9.8% | $25.66万 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $203.24万 | 0.38% | 2,892 | 2,892 | — | $203.24万 | 新建仓 |
| AMPL | AMPLITUDE INC | $199.72万 | 0.37% | 292,844 | -1,207,156 | -80.5% | -$823.28万 | 减仓 |
| — | CONFLUENT INC | $0 | 0.00% | 0 | -910,000 | -100.0% | -$2,751.84万 | 清仓 |
| CEG | CONSTELLATION ENERGY CORP | $0 | 0.00% | 0 | -63,065 | -100.0% | -$2,227.90万 | 清仓 |
| RDDT | REDDIT INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NFLX | NETFLIX INC | $0 | 0.00% | 0 | -200,000 | -100.0% | -$1,875.20万 | 清仓 |
| TEAM | ATLASSIAN CORPORATION | $0 | 0.00% | 0 | -63,272 | -100.0% | -$1,025.89万 | 清仓 |
| AAPL | APPLE INC | $0 | 0.00% | 0 | -10,039 | -100.0% | -$272.92万 | 清仓 |