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Gurus
Growth
LIGHT STREET CAPITAL MANAGEMENT, LLC (Data extracted from 13F, 13D, 13G and Form 4)

LIGHT STREET CAPITAL MANAGEMENT, LLC

AUM: $821.20 M

13-F Portfolio Value: $534.23 M

Last 13-F Filed: Q1 2026

Concentration in top 10: 74.43%

Stock	Company	Change in Shares	% Change	Source
AAPL	APPLE INC	-10,039	Exited	13F
TEAM	ATLASSIAN CORPORATION	-63,272	Exited	13F
CFLT	CONFLUENT INC	-910,000	Exited	13F
CEG	CONSTELLATION ENERGY CORP	-63,065	Exited	13F
NFLX	NETFLIX INC	-200,000	Exited	13F
RDDT	REDDIT INC	-90,000	Exited	13F