LIGHT STREET CAPITAL MANAGEMENT, LLC
Palo Alto CA · SEC CIK 0001569049
$9.03亿2026Q2 申报市值
28持仓数
65.5%前十大占比 · 第一大 12.0%
7 / 4新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
ALAB 新建仓+$6,073.98万
TOST 新建仓+$3,247.99万
GTLB 加仓+$2,366.07万
MELI 新建仓+$2,164.17万
SNOW 新建仓+$1,781.50万
2026Q2 卖出最多 按季末市值估算
AMD 减仓-$6,375.55万
NVDA 减仓-$2,711.10万
BILL 清仓-$2,393.75万
AMZN 减仓-$1,758.95万
IOT 清仓-$1,216.90万
2026Q2 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 | $1.08亿 | 11.95% | 225,949 | -1,636 | -0.7% | -$78.13万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $6,360.96万 | 7.05% | 109,500 | -109,751 | -50.1% | -$6,375.55万 | 减仓 |
| ALAB | ASTERA LABS INC | $6,073.98万 | 6.73% | 125,750 | 125,750 | — | $6,073.98万 | 新建仓 |
| GTLB | GITLAB INC | $5,938.09万 | 6.58% | 1,945,000 | 775,000 | 66.2% | $2,366.07万 | 加仓 |
| AVGO | BROADCOM INC | $5,789.02万 | 6.41% | 153,250 | 3,450 | 2.3% | $130.32万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC 看跌期权 | $5,215.06万 | 5.78% | 109,200 | 0 | 0.0% | — | 不变 |
| AMKR | AMKOR TECHNOLOGY INC | $5,146.06万 | 5.70% | 596,783 | 189,793 | 46.6% | $1,636.59万 | 加仓 |
| FROG | JFROG LTD | $4,675.78万 | 5.18% | 514,500 | -60,500 | -10.5% | -$549.82万 | 减仓 |
| MKSI | MKS INC. | $4,617.02万 | 5.11% | 103,800 | -18,464 | -15.1% | -$821.28万 | 减仓 |
| CHYM | CHIME FINL INC | $4,503.73万 | 4.99% | 2,199,089 | 121,474 | 5.8% | $248.78万 | 加仓 |
| CPNG | COUPANG INC | $3,517.43万 | 3.90% | 2,025,000 | 973,043 | 92.5% | $1,690.18万 | 加仓 |
| TOST | TOAST INC | $3,247.99万 | 3.60% | 1,167,500 | 1,167,500 | — | $3,247.99万 | 新建仓 |
| RDDT | REDDIT INC | $3,167.84万 | 3.51% | 182,500 | 92,500 | 102.8% | $1,605.62万 | 重新持有 |
| NVDA | NVIDIA CORPORATION | $2,735.63万 | 3.03% | 136,720 | -135,494 | -49.8% | -$2,711.10万 | 减仓 |
| BE | BLOOM ENERGY CORP | $2,547.74万 | 2.82% | 84,167 | 33,542 | 66.3% | $1,015.32万 | 加仓 |
| ASML | ASML HLDG NV | $2,179.83万 | 2.41% | 10,957 | 11 | 0.1% | $2.19万 | 加仓 |
| MELI | MERCADOLIBRE INC | $2,164.17万 | 2.40% | 12,750 | 12,750 | — | $2,164.17万 | 新建仓 |
| CLBT | CELLEBRITE DI LTD | $1,916.62万 | 2.12% | 1,312,755 | 671,830 | 104.8% | $980.87万 | 加仓 |
| SNOW | SNOWFLAKE INC | $1,781.50万 | 1.97% | 70,000 | 70,000 | — | $1,781.50万 | 新建仓 |
| MDB | MONGODB INC | $1,679.50万 | 1.86% | 50,000 | 50,000 | — | $1,679.50万 | 新建仓 |
| GOOGL | ALPHABET INC | $1,524.18万 | 1.69% | 42,650 | 150 | 0.4% | $5.36万 | 加仓 |
| AMZN | AMAZON COM INC | $1,215.53万 | 1.35% | 51,000 | -73,800 | -59.1% | -$1,758.95万 | 减仓 |
| DDOG | DATADOG INC | $1,041.44万 | 1.15% | 40,000 | 0 | 0.0% | — | 不变 |
| DRAM | ROUNDHILL ETF TRUST | $886.20万 | 0.98% | 120,000 | 120,000 | — | $886.20万 | 新建仓 |
| NXPI | NXP SEMICONDUCTORS N V | $646.45万 | 0.72% | 23,003 | -2,497 | -9.8% | -$70.17万 | 减仓 |
| ADI | ANALOG DEVICES INC | $417.94万 | 0.46% | 10,523 | 23 | 0.2% | $9,135 | 加仓 |
| QNT | QUANTINUUM INC | $288.07万 | 0.32% | 35,242 | 35,242 | — | $288.07万 | 新建仓 |
| GDS | GDS HLDGS LTD | $215.59万 | 0.24% | 71,790 | 148 | 0.2% | $4,444 | 加仓 |
| BILL | BILL HOLDINGS INC | $0 | 0.00% | 0 | -625,000 | -100.0% | -$2,393.75万 | 清仓 |
| IOT | SAMSARA INC | $0 | 0.00% | 0 | -384,000 | -100.0% | -$1,216.90万 | 清仓 |
| LITE | LUMENTUM HLDGS INC | $0 | 0.00% | 0 | -2,892 | -100.0% | -$203.24万 | 清仓 |
| AMPL | AMPLITUDE INC | $0 | 0.00% | 0 | -292,844 | -100.0% | -$199.72万 | 清仓 |