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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: $902.84 M

Last 13-F Filed: Q2 2026

Concentration in top 10: 65.48%

Stock	Company	Change in Shares	% Change	Source
AMPL	AMPLITUDE INC	-292,844	Exited	13F
BILL	BILL HOLDINGS INC	-625,000	Exited	13F
LITE	LUMENTUM HLDGS INC	-2,892	Exited	13F
IOT	SAMSARA INC	-384,000	Exited	13F