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LIGHT STREET CAPITAL MANAGEMENT, LLC
特别关注No.2967 数据截至 2026Q2环比变动 Q1 2026
+$3.69亿+69.0%
| 股票 | 历史所有权 | 投资组合占比 | 上一季度占比 | Q2 2026 市值 | Q2 2026 股数 | 上季度市值 | 上季度股数 | 股数变动 | 操作 |
|---|
 台积电TSM |
| 17.73% | 21.3% | $1.60亿 | 33.5万股 | $1.14亿 | 33.7万股 | -1,636股-0.49% | 减仓 |
 AMD超威AMD |
| 7.05% | 8.35% | $6,361.0万 | 11.0万股 | $4,460.2万 | 21.9万股 | -11.0万股-50.06% | 减仓 |
| AASTERA LABSALAB |
| 6.73% | — | $6,074.0万 | 12.6万股 | $0 | 0股 | +12.6万股 | 新买入 |
| GGitLabGTLB |
| 6.58% | 4.74% | $5,938.1万 | 194.5万股 | $2,531.9万 | 117.0万股 | +77.5万股+66.24% | 加仓 |
 博通AVGO |
| 6.41% | 8.68% | $5,789.0万 | 15.3万股 | $4,636.5万 | 15.0万股 | +3,450股+2.30% | 加仓 |
| AAMKOR TECHNOLOGYAMKR |
| 5.7% | 3.43% | $5,146.1万 | 59.7万股 | $1,832.7万 | 40.7万股 | +19.0万股+46.63% | 加仓 |
 JFROGFROG |
| 5.18% | 5.05% | $4,675.8万 | 51.5万股 | $2,698.5万 | 57.5万股 | -6.1万股-10.52% | 减仓 |
| MMKSMKSI |
| 5.11% | 5.26% | $4,617.0万 | 10.4万股 | $2,809.7万 | 12.2万股 | -1.8万股-15.10% | 减仓 |
| CCHIME FINLCHYM |
| 4.99% | 7.28% | $4,503.7万 | 219.9万股 | $3,891.4万 | 207.8万股 | +12.1万股+5.85% | 加仓 |
 COUPANG INC CLASS ACPNG |
| 3.9% | 3.72% | $3,517.4万 | 202.5万股 | $1,986.1万 | 105.2万股 | +97.3万股+92.50% | 加仓 |
| TTOAST CL ATOST |
| 3.6% | — | $3,248.0万 | 116.8万股 | $0 | 0股 | +116.8万股 | 新买入 |
 REDDIT CL ARDDT |
| 3.51% | — | $3,167.8万 | 18.3万股 | $0 | 0股 | +18.3万股 | 新买入 |
 英伟达NVDA |
| 3.03% | 8.89% | $2,735.6万 | 13.7万股 | $4,747.4万 | 27.2万股 | -13.5万股-49.77% | 减仓 |
 Bloom EnergyBE |
| 2.82% | 1.28% | $2,547.7万 | 8.4万股 | $685.9万 | 5.1万股 | +3.4万股+66.26% | 加仓 |
 阿斯麦ASML |
| 2.41% | 2.71% | $2,179.8万 | 1.1万股 | $1,445.8万 | 1.1万股 | +11股+0.10% | 加仓 |
 MERCADOLIBRE COMMELI |
| 2.4% | — | $2,164.2万 | 1.3万股 | $0 | 0股 | +1.3万股 | 新买入 |
| CCELLEBRITE DICLBT |
| 2.12% | 1.65% | $1,916.6万 | 131.3万股 | $883.2万 | 64.1万股 | +67.2万股+104.82% | 加仓 |
 SNOWFLAKE COM SHSSNOW |
| 1.97% | — | $1,781.5万 | 7.0万股 | $0 | 0股 | +7.0万股 | 新买入 |
 MONGODB CL AMDB |
| 1.86% | — | $1,679.5万 | 5.0万股 | $0 | 0股 | +5.0万股 | 新买入 |
 谷歌AGOOGL |
| 1.69% | 2.29% | $1,524.2万 | 4.3万股 | $1,222.1万 | 4.3万股 | +150股+0.35% | 加仓 |
 亚马逊AMZN |
| 1.35% | 4.87% | $1,215.5万 | 5.1万股 | $2,599.2万 | 12.5万股 | -7.4万股-59.13% | 减仓 |
 DatadogDDOG |
| 1.15% | 0.88% | $1,041.4万 | 4.0万股 | $472.2万 | 4.0万股 | 00.00% | 持仓不变 |
| RROUNDHILL ETF TRUSTNCLD |
| 0.98% | — | $886.2万 | 12.0万股 | $0 | 0股 | +12.0万股 | 新买入 |
 恩智浦NXPI |
| 0.72% | 0.94% | $646.5万 | 2.3万股 | $502.0万 | 2.6万股 | -2,497股-9.79% | 减仓 |
 ANALOG DEVICES COMADI |
| 0.46% | 0.63% | $417.9万 | 1.1万股 | $334.0万 | 1.1万股 | +23股+0.22% | 加仓 |
| QQUANTINUUM INCQNT |
| 0.32% | — | $288.1万 | 3.5万股 | $0 | 0股 | +3.5万股 | 新买入 |
| GGDSGDS |
| 0.24% | 0.54% | $215.6万 | 7.2万股 | $288.6万 | 7.2万股 | +148股+0.21% | 加仓 |
