LIGHT STREET CAPITAL MANAGEMENT, LLC: NVIDIA CORPORATION COM (NVDA): Quarterly 13F Position History
As of Q1 2026, LIGHT STREET CAPITAL MANAGEMENT, LLC reported 272,214 shares of NVIDIA CORPORATION COM (NVDA), worth $47.5M and representing 9.5% of its 13F equity book. Quarter-over-quarter share count change: 67,786 (-19.9%) . The position first appeared in Q1 2018 and has been disclosed across 33 13F-HR filings in Pactolio's tracked window.
- 272,214Shares Held (Latest Filing)
- $47.5MReported Market Value (Latest Filing)
- 9.5%Portfolio Weight (% of 13F Equity Book)
- 67,786Quarter-over-Quarter Share Change
- -$15.9MQuarter-over-Quarter Value Change
- 576,198Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 33 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 272,214 | 67,786 | -19.9% | $47.5M | 9.5% | $174.4 |
| Q4 2025 | 340,000 | +63,325 | +22.9% | $63.4M | 9.8% | $186.5 |
| Q3 2025 | 276,675 | 75,907 | -21.5% | $51.6M | 8.7% | $186.6 |
| Q2 2025 | 352,582 | +30,867 | +9.6% | $55.7M | 11.4% | $158.0 |
| Q1 2025 | 321,715 | 97,595 | -23.3% | $34.9M | 11.3% | $108.4 |
| Q4 2024 | 419,310 | 154,380 | -26.9% | $56.3M | 11.6% | $134.3 |
| Q3 2024 | 573,690 | 2,508 | -0.4% | $69.7M | 17.2% | $121.4 |
| Q2 2024 | 576,198 | +498,198 | +638.7% | $71.2M | 17.1% | $123.5 |
| Q1 2024 | 78,000 | 21,000 | -21.2% | $70.5M | 17.7% | $903.6 |
| Q4 2023 | 99,000 | 9,500 | -8.8% | $49.0M | 14.7% | $495.2 |
| Q3 2023 | 108,500 | +8,808 | +8.8% | $47.2M | 13.9% | $435.0 |
| Q2 2023 | 99,692 | 29,200 | -22.7% | $42.2M | 11.2% | $423.0 |
| Q1 2023 | 128,892 | +21,837 | +20.4% | $35.8M | 8.7% | $277.8 |
| Q4 2022 | 107,055 | +107,055 | — | $15.6M | 5.8% | $146.1 |
| Q3 2022 | 0 | 0 | — | $0 | 0.0% | — |
| Q2 2022 | 0 | 0 | — | $0 | 0.0% | — |
| Q1 2022 | 0 | 76,970 | -100.0% | $0 | 0.0% | — |
| Q4 2021 | 76,970 | +29,080 | +60.7% | $22.6M | 1.4% | $294.1 |
| Q3 2021 | 47,890 | 7,925 | -14.2% | $9.9M | 0.5% | $207.2 |
| Q2 2021 | 55,815 | 67,085 | -54.6% | $44.7M | 1.9% | $800.1 |
| Q1 2021 | 122,900 | +122,900 | — | $65.6M | 3.5% | $533.9 |
| Q4 2020 | 0 | 0 | — | $0 | 0.0% | — |
| Q3 2020 | 0 | 0 | — | $0 | 0.0% | — |
| Q2 2020 | 0 | 0 | — | $0 | 0.0% | — |
| Q1 2020 | 0 | 0 | — | $0 | 0.0% | — |
| Q4 2019 | 0 | 0 | — | $0 | 0.0% | — |
| Q3 2019 | 0 | 0 | — | $0 | 0.0% | — |
| Q2 2019 | 0 | 0 | — | $0 | 0.0% | — |
| Q1 2019 | 0 | 0 | — | $0 | 0.0% | — |
| Q4 2018 | 0 | 46,007 | -100.0% | $0 | 0.0% | — |
| Q3 2018 | 46,007 | 198,693 | -81.2% | $12.9M | 1.1% | $281.0 |
| Q2 2018 | 244,700 | 62,117 | -20.2% | $58.0M | 4.9% | $236.9 |
| Q1 2018 | 306,817 | — | — | $71.1M | 6.5% | $231.6 |
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 NVDA position in 13F-HR filings?
LIGHT STREET CAPITAL MANAGEMENT, LLC first reported NVIDIA CORPORATION COM (NVDA) on its 13F-HR filing for the period ending 2018-03-31 (Q1 2018). The position has appeared on 33 reported quarters within Pactolio's tracked window.
What was LIGHT STREET CAPITAL MANAGEMENT, LLC's most recent quarter-over-quarter share-count change in NVDA?
Between Q4 2025 and Q1 2026, LIGHT STREET CAPITAL MANAGEMENT, LLC reduced its NVDA position by 67,786 shares (-19.9%), leaving 272,214 shares at a market value of $47.5M.
Does the implied price-per-share represent LIGHT STREET CAPITAL MANAGEMENT, LLC's cost basis in NVDA?
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.