LIGHT STREET CAPITAL MANAGEMENT, LLC: AMKOR TECHNOLOGY INC (AMKR): Quarterly 13F Position History
As of Q2 2026, LIGHT STREET CAPITAL MANAGEMENT, LLC reported 596,783 shares of AMKOR TECHNOLOGY INC (AMKR), worth $51.5M and representing 6.0% of its 13F equity book. Quarter-over-quarter share count change: + 189,793 (+46.6%) . The position first appeared in Q4 2025 and has been disclosed across 3 13F-HR filings in Pactolio's tracked window.
- 596,783Shares Held (Latest Filing)
- $51.5MReported Market Value (Latest Filing)
- 6.0%Portfolio Weight (% of 13F Equity Book)
- +189,793Quarter-over-Quarter Share Change
- +$33.1MQuarter-over-Quarter Value Change
- 596,783Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 3 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 596,783 | +189,793 | +46.6% | $51.5M | 6.0% | $86.2 |
| Q1 2026 | 406,990 | +119,095 | +41.4% | $18.3M | 3.7% | $45.0 |
| Q4 2025 | 287,895 | – | – | $11.4M | 1.7% | $39.5 |
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 rather than the manager's cost basis. See the full methodology document for the normalization rules.
When did LIGHT STREET CAPITAL MANAGEMENT, LLC first disclose a AMKR position in 13F-HR filings?
LIGHT STREET CAPITAL MANAGEMENT, LLC first reported AMKOR TECHNOLOGY INC (AMKR) on its 13F-HR filing for the period ending 2025-12-31 (Q4 2025). The position has appeared on 3 reported quarters within Pactolio's tracked window.
What was LIGHT STREET CAPITAL MANAGEMENT, LLC's most recent quarter-over-quarter share-count change in AMKR?
Between Q1 2026 and Q2 2026, LIGHT STREET CAPITAL MANAGEMENT, LLC added 189,793 shares of AMKR (+46.6%), bringing the total reported position to 596,783 shares at a market value of $51.5M.
Does the implied price-per-share represent LIGHT STREET CAPITAL MANAGEMENT, LLC's cost basis in AMKR?
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.