{"data":{"profile":{"id":"9241d78f-b319-4461-a5c2-09e4c81b59f8","slug":"light-street-capital","displayName":"Light Street Capital","publicPageEnabled":true,"trackingTier":"FIRST_WAVE","isActive":true,"data":{"summary":"A technology investment manager with concentrated semiconductor and internet positions.","strategyTags":["Semiconductors","Internet","Technology"],"schemaVersion":1},"createdAt":"2026-07-18T23:28:04.697Z","updatedAt":"2026-07-21T17:30:06.688Z"},"managers":[{"id":"1f813310-3a97-4646-955b-39a8cdbf67c1","investorProfileId":"9241d78f-b319-4461-a5c2-09e4c81b59f8","cik":"0001569049","legalName":"LIGHT STREET CAPITAL MANAGEMENT, LLC","isActive":true,"data":{"sourceUrl":"https://data.sec.gov/submissions/CIK0001569049.json","schemaVersion":1},"firstTrackedAt":"2026-07-18T23:28:04.697Z","lastDiscoveryAt":"2026-07-21T17:30:03.192Z","createdAt":"2026-07-18T23:28:04.697Z","updatedAt":"2026-07-21T17:30:06.688Z"}],"snapshot":{"id":"6627c2b7-b799-4ebe-ac3d-a89d5310fbb0","managerId":"1f813310-3a97-4646-955b-39a8cdbf67c1","reportPeriod":"2025-03-31","throughFilingId":"9ababeaa-bae1-4493-b7b6-38b26eba00d3","methodologyVersion":"sec-13f-snapshot-v1","completeness":"COMPLETE","canonicalHash":"88208499c9cbfc07229a5870b4d5ff88b3de6bdda638c25bfe46c472e8f10b67","summary":{"counts":{"long":20,"puts":1,"calls":0,"mapped":0,"rawLines":21,"unmapped":21,"aiCovered":0,"positions":21,"otherSecurities":0},"values":{"disclosedLongUsd":"308726761","putUnderlyingUsd":"49385000","callUnderlyingUsd":"0","informationTableUsd":"358111761"},"coverage":{"aiPositionRatio":0,"aiLongValueRatio":0,"mappingPositionRatio":0,"mappingLongValueRatio":0},"warnings":["Form 13F is a delayed quarter-end disclosure and is not a current portfolio.","Options show reported underlying value, not premium paid, fund exposure, or manager intent.","AI sentiment is shown only for reviewed security mappings."],"concentration":{"top3":0.383355,"top5":0.534873,"top10":0.836762},"schemaVersion":1},"createdAt":"2026-07-19T00:01:46.785Z"},"filing":{"id":"9ababeaa-bae1-4493-b7b6-38b26eba00d3","managerId":"1f813310-3a97-4646-955b-39a8cdbf67c1","ingestionRunId":"3f1795fc-80a1-4822-bb8c-f84b84d4d220","accessionNumber":"0000935836-25-000378","formType":"13F-HR","reportPeriod":"2025-03-31","filedAt":"2025-05-15","acceptedAt":"2025-05-15T20:06:24.000Z","processingStatus":"VALIDATED","sourceStatus":"ACTIVE","data":{"hashes":{"raw":"f1755ae83821e12a95b1fc48700df11a61f657b90609a293c431994c8bd2f34d","canonical":"375a207bcd3f68751cd6e251ef91362498eed8a50109c4d3ffed874e74802668"},"source":{"directoryUrl":"https://www.sec.gov/Archives/edgar/data/1569049/000093583625000378","filingDetailUrl":"https://www.sec.gov/Archives/edgar/data/1569049/000093583625000378/0000935836-25-000378-index.html","coverDocumentUrl":"https://www.sec.gov/Archives/edgar/data/1569049/000093583625000378/primary_doc.xml","informationTableUrl":"https://www.sec.gov/Archives/edgar/data/1569049/000093583625000378/infotable.xml","completeSubmissionUrl":"https://www.sec.gov/Archives/edgar/data/1569049/000093583625000378/0000935836-25-000378.txt"},"parsing":{"parserVersion":"sec-13f-v1"},"summary":{"valueUnit":"USD","entryCount":21,"reportedValue":"358111761","normalizedValueUsd":"358111761"},"artifacts":[{"kind":"COVER_XML","byteSize":2187,"fetchedAt":"2026-07-19T00:01:45.957Z","sourceUrl":"https://www.sec.gov/Archives/edgar/data/1569049/000093583625000378/primary_doc.xml","contentHash":"f6b25df68a22c2c0f14dfbf8976edb6852884253151bf9c360e006baf3c531ba","contentType":"text/xml","parserVersion":"sec-13f-v1"},{"kind":"INFORMATION_TABLE_XML","byteSize":10094,"fetchedAt":"2026-07-19T00:01:46.076Z","sourceUrl":"https://www.sec.gov/Archives/edgar/data/1569049/000093583625000378/infotable.xml","contentHash":"da3d5973b5fd2842bcde8398fc5a4d370dbecae84b49c7dea1ccdc13d6c9cd3a","contentType":"text/xml","parserVersion":"sec-13f-v1"},{"kind":"COMPLETE_SUBMISSION","byteSize":13514,"fetchedAt":"2026-07-19T00:01:46.201Z","sourceUrl":"https://www.sec.gov/Archives/edgar/data/1569049/000093583625000378/0000935836-25-000378.txt","contentHash":"ba7a6c21917b279517e541c2bb0a849679e5b51acc948376047545ea97c56bcf","contentType":"text/plain","parserVersion":"sec-13f-v1"}],"extensions":{},"reportType":"HOLDINGS","schemaVersion":1,"includesHoldings":true,"hasConfidentialOmissions":false},"firstSeenAt":"2026-07-19T00:01:45.797Z","lastSeenAt":"2026-07-21T17:30:03.168Z","createdAt":"2026-07-19T00:01:45.797Z","updatedAt":"2026-07-21T17:30:03.168Z"},"positions":[{"id":"50be2750-1a0d-4fcf-a3b8-843634454c06","positionKey":"04a2b6b3-1240-463d-a56a-44e2d7a21281:LONG","positionKind":"LONG","marketValueUsd":"53077670","longBookWeight":"0.17192442","sharesPrincipal":{"type":"SH","amount":"319745"},"comparison":{"status":"REDUCED","priorSnapshotId":"a439bd2a-2f88-42c4-8789-59d3208f41a9","shareChangePercent":"-6.2754","valueChangePercent":"-21.2199","shareChangeAbsolute":"-21409","valueChangeAbsolute":"-14296833"},"security":{"id":"04a2b6b3-1240-463d-a56a-44e2d7a21281","cusip":"874039100","issuerName":"TAIWAN SEMICONDUCTOR MANUFAC","classTitle":"SPONSORED ADS","securityType":"ADR","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"8ab95213-215a-49cc-ae06-af32fe3993a7","positionKey":"0dcce4e8-66e1-4509-b6c1-f7793db4da21:LONG","positionKind":"LONG","marketValueUsd":"34867472","longBookWeight":"0.11293958","sharesPrincipal":{"type":"SH","amount":"321715"},"comparison":{"status":"REDUCED","priorSnapshotId":"a439bd2a-2f88-42c4-8789-59d3208f41a9","shareChangePercent":"-23.2751","valueChangePercent":"-38.0784","shareChangeAbsolute":"-97595","valueChangeAbsolute":"-21441668"},"security":{"id":"0dcce4e8-66e1-4509-b6c1-f7793db4da21","cusip":"67066G104","issuerName":"NVIDIA CORPORATION","classTitle":"COM","securityType":"COMMON_STOCK","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"f88aed73-c2d3-428c-893f-e472b75ca7a4","positionKey":"ed0a2294-5a10-4520-92ab-70eceb9617cf:LONG","positionKind":"LONG","marketValueUsd":"30406852","longBookWeight":"0.09849114","sharesPrincipal":{"type":"SH","amount":"662603"},"comparison":{"status":"INCREASED","priorSnapshotId":"a439bd2a-2f88-42c4-8789-59d3208f41a9","shareChangePercent":"332.0826","valueChangePercent":"134.0723","shareChangeAbsolute":"509252","valueChangeAbsolute":"17416489"},"security":{"id":"ed0a2294-5a10-4520-92ab-70eceb9617cf","cusip":"090043100","issuerName":"BILL COM HLDGS INC","classTitle":"COM","securityType":"COMMON_STOCK","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"2a7e537e-be10-48e9-b2d3-a582dc609998","positionKey":"faea032e-ccfc-4341-bf24-c3881c76a66e:LONG","positionKind":"LONG","marketValueUsd":"26267536","longBookWeight":"0.08508344","sharesPrincipal":{"type":"SH","amount":"255670"},"comparison":{"status":"INCREASED","priorSnapshotId":"a439bd2a-2f88-42c4-8789-59d3208f41a9","shareChangePercent":"20.1801","valueChangePercent":"2.2212","shareChangeAbsolute":"42931","valueChangeAbsolute":"570792"},"security":{"id":"faea032e-ccfc-4341-bf24-c3881c76a66e","cusip":"007903107","issuerName":"ADVANCED MICRO DEVICES INC","classTitle":"COM","securityType":"COMMON_STOCK","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"b99ab1d0-92ac-4883-9bd5-6c97b9dfdf78","positionKey":"163ea6d0-afdb-439d-83bb-0ab779a5da6d:LONG","positionKind":"LONG","marketValueUsd":"20510080","longBookWeight":"0.06643440","sharesPrincipal":{"type":"SH","amount":"640940"},"comparison":{"status":"REDUCED","priorSnapshotId":"a439bd2a-2f88-42c4-8789-59d3208f41a9","shareChangePercent":"-16.2189","valueChangePercent":"-8.8407","shareChangeAbsolute":"-124078","valueChangeAbsolute":"-1989099"},"security":{"id":"163ea6d0-afdb-439d-83bb-0ab779a5da6d","cusip":"M6191J100","issuerName":"JFROG LTD","classTitle":"ORD SHS","securityType":"COMMON_STOCK","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"c0069633-f94f-46fe-b5e9-8a2144f2f4c1","positionKey":"ee75522e-ce00-4409-9b91-fe170decc0f2:LONG","positionKind":"LONG","marketValueUsd":"20426795","longBookWeight":"0.06616464","sharesPrincipal":{"type":"SH","amount":"122002"},"comparison":{"status":"INCREASED","priorSnapshotId":"a439bd2a-2f88-42c4-8789-59d3208f41a9","shareChangePercent":"38.3681","valueChangePercent":"-0.0733","shareChangeAbsolute":"33830","valueChangeAbsolute":"-15001"},"security":{"id":"ee75522e-ce00-4409-9b91-fe170decc0f2","cusip":"11135F101","issuerName":"BROADCOM INC","classTitle":"COM","securityType":"COMMON_STOCK","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"bd89391c-67c1-4050-8744-1aa191655f63","positionKey":"71ac5597-2c4b-4d66-8093-c946531d1581:LONG","positionKind":"LONG","marketValueUsd":"19472899","longBookWeight":"0.06307486","sharesPrincipal":{"type":"SH","amount":"414317"},"comparison":{"status":"INCREASED","priorSnapshotId":"a439bd2a-2f88-42c4-8789-59d3208f41a9","shareChangePercent":"9.9558","valueChangePercent":"-8.2888","shareChangeAbsolute":"37514","valueChangeAbsolute":"-1759950"},"security":{"id":"71ac5597-2c4b-4d66-8093-c946531d1581","cusip":"37637K108","issuerName":"GITLAB INC","classTitle":"CLASS A COM","securityType":"COMMON_STOCK","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"8c915be7-e8df-4136-960c-9d9f86cb12aa","positionKey":"63b38246-3b34-4afa-8047-bbca712e796f:LONG","positionKind":"LONG","marketValueUsd":"18520095","longBookWeight":"0.05998862","sharesPrincipal":{"type":"SH","amount":"176550"},"comparison":{"status":"NEWLY_REPORTED","priorSnapshotId":"a439bd2a-2f88-42c4-8789-59d3208f41a9"},"security":{"id":"63b38246-3b34-4afa-8047-bbca712e796f","cusip":"75734B100","issuerName":"REDDIT INC","classTitle":"CL A","securityType":"COMMON_STOCK","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"2c8a6d73-5075-4340-86dd-9ee69b4ff071","positionKey":"c1416863-8230-48b1-b4f8-2f12590cf812:LONG","positionKind":"LONG","marketValueUsd":"18447439","longBookWeight":"0.05975328","sharesPrincipal":{"type":"SH","amount":"380988"},"comparison":{"status":"NEWLY_REPORTED","priorSnapshotId":"a439bd2a-2f88-42c4-8789-59d3208f41a9"},"security":{"id":"c1416863-8230-48b1-b4f8-2f12590cf812","cusip":"09239B109","issuerName":"BLACKLINE INC","classTitle":"COM","securityType":"COMMON_STOCK","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"a392f952-892d-41c4-8817-ea3c6622ceed","positionKey":"7c33dbfa-8246-45d1-afa9-29d2340dbe79:LONG","positionKind":"LONG","marketValueUsd":"16334011","longBookWeight":"0.05290766","sharesPrincipal":{"type":"SH","amount":"85851"},"comparison":{"status":"REDUCED","priorSnapshotId":"a439bd2a-2f88-42c4-8789-59d3208f41a9","shareChangePercent":"-23.3473","valueChangePercent":"-33.525","shareChangeAbsolute":"-26149","valueChangeAbsolute":"-8237669"},"security":{"id":"7c33dbfa-8246-45d1-afa9-29d2340dbe79","cusip":"023135106","issuerName":"AMAZON COM INC","classTitle":"COM","securityType":"COMMON_STOCK","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"f52761e2-a413-4bf8-adff-34756a6bf3cb","positionKey":"01406e48-6d73-46eb-aa15-6116136e0656:LONG","positionKind":"LONG","marketValueUsd":"13795177","longBookWeight":"0.04468409","sharesPrincipal":{"type":"SH","amount":"23935"},"comparison":{"status":"REDUCED","priorSnapshotId":"a439bd2a-2f88-42c4-8789-59d3208f41a9","shareChangePercent":"-55.3842","valueChangePercent":"-56.0814","shareChangeAbsolute":"-29712","valueChangeAbsolute":"-17615678"},"security":{"id":"01406e48-6d73-46eb-aa15-6116136e0656","cusip":"30303M102","issuerName":"META PLATFORMS INC","classTitle":"CL A","securityType":"COMMON_STOCK","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"ab01abb0-d730-4c27-b24b-4469fd2351b4","positionKey":"2d3f32fd-bbcf-44cb-a957-168410dc40ee:LONG","positionKind":"LONG","marketValueUsd":"10837180","longBookWeight":"0.03510282","sharesPrincipal":{"type":"SH","amount":"557755"},"comparison":{"status":"REDUCED","priorSnapshotId":"a439bd2a-2f88-42c4-8789-59d3208f41a9","shareChangePercent":"-3.5418","valueChangePercent":"-14.9258","shareChangeAbsolute":"-20480","valueChangeAbsolute":"-1901337"},"security":{"id":"2d3f32fd-bbcf-44cb-a957-168410dc40ee","cusip":"M2197Q107","issuerName":"CELLEBRITE DI LTD","classTitle":"ORDINARY SHARES","securityType":"COMMON_STOCK","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"86611ef7-25d5-4876-8565-29b4fe82825f","positionKey":"da109628-d29b-43e3-84f4-04cfd9fe4a6b:LONG","positionKind":"LONG","marketValueUsd":"10096241","longBookWeight":"0.03270283","sharesPrincipal":{"type":"SH","amount":"367537"},"comparison":{"status":"NEWLY_REPORTED","priorSnapshotId":"a439bd2a-2f88-42c4-8789-59d3208f41a9"},"security":{"id":"da109628-d29b-43e3-84f4-04cfd9fe4a6b","cusip":"63947X101","issuerName":"NCINO INC","classTitle":"COM","securityType":"COMMON_STOCK","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"39336c82-0af2-4c55-9e72-85102245b70d","positionKey":"fa4868e8-bb0e-4af9-812c-9d124fa2de1f:LONG","positionKind":"LONG","marketValueUsd":"4645699","longBookWeight":"0.01504793","sharesPrincipal":{"type":"SH","amount":"7011"},"comparison":{"status":"INCREASED","priorSnapshotId":"a439bd2a-2f88-42c4-8789-59d3208f41a9","shareChangePercent":"1464.9553","valueChangePercent":"1396.1993","shareChangeAbsolute":"6563","valueChangeAbsolute":"4335199"},"security":{"id":"fa4868e8-bb0e-4af9-812c-9d124fa2de1f","cusip":"N07059210","issuerName":"ASML HLDG NV","classTitle":"N Y REGISTRY SHS","securityType":"COMMON_STOCK","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"27a8b1a3-b508-4024-a46b-9df226bcf437","positionKey":"ef91927b-a192-47d2-b3d7-7a199f70e3ab:LONG","positionKind":"LONG","marketValueUsd":"3805001","longBookWeight":"0.01232481","sharesPrincipal":{"type":"SH","amount":"20020"},"comparison":{"status":"INCREASED","priorSnapshotId":"a439bd2a-2f88-42c4-8789-59d3208f41a9","shareChangePercent":"1151.25","valueChangePercent":"1044.1547","shareChangeAbsolute":"18420","valueChangeAbsolute":"3472441"},"security":{"id":"ef91927b-a192-47d2-b3d7-7a199f70e3ab","cusip":"N6596X109","issuerName":"NXP SEMICONDUCTORS N V","classTitle":"COM","securityType":"COMMON_STOCK","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"3c3ba3d5-5cae-4770-a2c9-6bbf0ec685fc","positionKey":"9a99fe48-6115-4a74-96c2-9c585b1ddc21:LONG","positionKind":"LONG","marketValueUsd":"1696445","longBookWeight":"0.00549497","sharesPrincipal":{"type":"SH","amount":"5359"},"comparison":{"status":"INCREASED","priorSnapshotId":"a439bd2a-2f88-42c4-8789-59d3208f41a9","shareChangePercent":"676.6666","valueChangePercent":"628.8449","shareChangeAbsolute":"4669","valueChangeAbsolute":"1463687"},"security":{"id":"9a99fe48-6115-4a74-96c2-9c585b1ddc21","cusip":"03662Q105","issuerName":"ANSYS INC","classTitle":"COM","securityType":"COMMON_STOCK","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"4f85ac11-c851-4b8e-b8d9-db8c337405e1","positionKey":"88870aa5-94a1-44f8-95fb-f4fa475868d0:LONG","positionKind":"LONG","marketValueUsd":"1576024","longBookWeight":"0.00510491","sharesPrincipal":{"type":"SH","amount":"3675"},"comparison":{"status":"INCREASED","priorSnapshotId":"a439bd2a-2f88-42c4-8789-59d3208f41a9","shareChangePercent":"707.6923","valueChangePercent":"613.6529","shareChangeAbsolute":"3220","valueChangeAbsolute":"1355185"},"security":{"id":"88870aa5-94a1-44f8-95fb-f4fa475868d0","cusip":"871607107","issuerName":"SYNOPSYS INC","classTitle":"COM","securityType":"COMMON_STOCK","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"baee3f62-626f-4105-80b1-ebfc06eb8011","positionKey":"855c2a36-9dfd-427f-9dc4-e4f9973a17fd:LONG","positionKind":"LONG","marketValueUsd":"1503345","longBookWeight":"0.00486950","sharesPrincipal":{"type":"SH","amount":"5911"},"comparison":{"status":"INCREASED","priorSnapshotId":"a439bd2a-2f88-42c4-8789-59d3208f41a9","shareChangePercent":"657.8205","valueChangePercent":"541.4709","shareChangeAbsolute":"5131","valueChangeAbsolute":"1268986"},"security":{"id":"855c2a36-9dfd-427f-9dc4-e4f9973a17fd","cusip":"127387108","issuerName":"CADENCE DESIGN SYSTEM INC","classTitle":"COM","securityType":"COMMON_STOCK","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"72e4cb54-c86d-4bdf-a4e5-c754de7ce98e","positionKey":"03152531-1646-4cd6-b62a-f25a4cafe992:LONG","positionKind":"LONG","marketValueUsd":"1414302","longBookWeight":"0.00458108","sharesPrincipal":{"type":"SH","amount":"6367"},"comparison":{"status":"REDUCED","priorSnapshotId":"a439bd2a-2f88-42c4-8789-59d3208f41a9","shareChangePercent":"-87.9524","valueChangePercent":"-89.3134","shareChangeAbsolute":"-46482","valueChangeAbsolute":"-11820145"},"security":{"id":"03152531-1646-4cd6-b62a-f25a4cafe992","cusip":"037833100","issuerName":"APPLE INC","classTitle":"COM","securityType":"COMMON_STOCK","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"e96c2184-06d9-490e-967f-7a9aac6911aa","positionKey":"043cc09a-200c-4068-af95-8726c6b51fcd:LONG","positionKind":"LONG","marketValueUsd":"1026498","longBookWeight":"0.00332494","sharesPrincipal":{"type":"SH","amount":"5091"},"comparison":{"status":"INCREASED","priorSnapshotId":"a439bd2a-2f88-42c4-8789-59d3208f41a9","shareChangePercent":"390.9353","valueChangePercent":"342.4808","shareChangeAbsolute":"4054","valueChangeAbsolute":"794511"},"security":{"id":"043cc09a-200c-4068-af95-8726c6b51fcd","cusip":"21037T109","issuerName":"CONSTELLATION ENERGY CORP","classTitle":"COM","securityType":"COMMON_STOCK","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null},{"id":"e13dcc44-e0da-49b6-bee4-cc887649cb03","positionKey":"04a2b6b3-1240-463d-a56a-44e2d7a21281:PUT","positionKind":"PUT","marketValueUsd":"49385000","longBookWeight":null,"sharesPrincipal":{"type":"SH","amount":"297500"},"comparison":{"status":"UNCHANGED","priorSnapshotId":"a439bd2a-2f88-42c4-8789-59d3208f41a9","shareChangePercent":"0.0","valueChangePercent":"-15.9451","shareChangeAbsolute":"0","valueChangeAbsolute":"-9368275"},"security":{"id":"04a2b6b3-1240-463d-a56a-44e2d7a21281","cusip":"874039100","issuerName":"TAIWAN SEMICONDUCTOR MANUFAC","classTitle":"SPONSORED ADS","securityType":"ADR","mappingStatus":"PENDING"},"entity":null,"aiProjections":[],"currentMarketData":null}]}}