LIGHT STREET CAPITAL MANAGEMENT, LLC: ADVANCED MICRO DEVICES INC (AMD): Quarterly 13F Position History
As of Q1 2026, LIGHT STREET CAPITAL MANAGEMENT, LLC reported 219,251 shares of ADVANCED MICRO DEVICES INC (AMD), worth $44.6M and representing 9.0% of its 13F equity book. Quarter-over-quarter share count change: 236 (-0.1%) . The position first appeared in Q4 2022 and has been disclosed across 14 13F-HR filings in Pactolio's tracked window.
- 219,251Shares Held (Latest Filing)
- $44.6MReported Market Value (Latest Filing)
- 9.0%Portfolio Weight (% of 13F Equity Book)
- 236Quarter-over-Quarter Share Change
- -$2.4MQuarter-over-Quarter Value Change
- 349,984Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 14 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 219,251 | 236 | -0.1% | $44.6M | 9.0% | $203.4 |
| Q4 2025 | 219,487 | 31,626 | -12.6% | $47.0M | 7.2% | $214.2 |
| Q3 2025 | 251,113 | 41,675 | -14.2% | $40.6M | 6.8% | $161.8 |
| Q2 2025 | 292,788 | +37,118 | +14.5% | $41.5M | 8.5% | $141.9 |
| Q1 2025 | 255,670 | +42,931 | +20.2% | $26.3M | 8.5% | $102.7 |
| Q4 2024 | 212,739 | 19,719 | -8.5% | $25.7M | 5.3% | $120.8 |
| Q3 2024 | 232,458 | +84,482 | +57.1% | $38.1M | 9.4% | $164.1 |
| Q2 2024 | 147,976 | +9,476 | +6.8% | $24.0M | 5.8% | $162.2 |
| Q1 2024 | 138,500 | 140,500 | -50.4% | $25.0M | 6.3% | $180.5 |
| Q4 2023 | 279,000 | +53,900 | +23.9% | $41.1M | 12.3% | $147.4 |
| Q3 2023 | 225,100 | +55,309 | +32.6% | $23.1M | 6.8% | $102.8 |
| Q2 2023 | 169,791 | 180,193 | -51.5% | $19.3M | 5.1% | $113.9 |
| Q1 2023 | 349,984 | +5,490 | +1.6% | $34.3M | 8.4% | $98.0 |
| Q4 2022 | 344,494 | — | — | $22.3M | 8.3% | $64.8 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did LIGHT STREET CAPITAL MANAGEMENT, LLC first disclose a AMD position in 13F-HR filings?
LIGHT STREET CAPITAL MANAGEMENT, LLC first reported ADVANCED MICRO DEVICES INC (AMD) on its 13F-HR filing for the period ending 2022-12-31 (Q4 2022). The position has appeared on 14 reported quarters within Pactolio's tracked window.
What was LIGHT STREET CAPITAL MANAGEMENT, LLC's most recent quarter-over-quarter share-count change in AMD?
Between Q4 2025 and Q1 2026, LIGHT STREET CAPITAL MANAGEMENT, LLC reduced its AMD position by 236 shares (-0.1%), leaving 219,251 shares at a market value of $44.6M.
Does the implied price-per-share represent LIGHT STREET CAPITAL MANAGEMENT, LLC's cost basis in AMD?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.