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Light Street Capital Management’s Amplitude AMPL Stock Holding History

Light Street Capital Management’s Portfolio AMPL Stock Details AMPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2M Sell
292,844
-1,207,156
-80% -$9.96M 0.37% 24
2025
Q4 		$17.4M Buy
+1,500,000
New +$15.8M 2.67% 14
2023
Q4 		– Sell
-802,689
Closed -$9.29M – 22
2023
Q3 		$9.29M Buy
802,689
+96,790
+14% +$1.12M 2.73% 16
2023
Q2 		$7.76M Buy
+705,899
New +$7.61M 2.06% 17

Other funds holding AMPL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SUT
SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Light Street Capital Management's AMPL Position: Q1 2026 in Review

Light Street Capital Management reduced its Amplitude (AMPL) stake by 80% in Q1 2026, selling an estimated $9.96M and leaving 292,844 shares worth $2M. The position accounts for 0.37% of the portfolio, ranked #24.

Light Street Capital Management first reported a position in AMPL in Q2 2023 and has held it in 4 quarters since. The position peaked at $17.4M in Q4 2025. 218 funds tracked by Wall St. Rank hold AMPL as of Q1 2026.

  • Light Street Capital Management held 292,844 shares of Amplitude worth $2M as of Q1 2026.
  • Light Street Capital Management sold 1,207,156 Amplitude shares in Q1 2026, an estimated $9.96M.
  • Amplitude made up 0.37% of Light Street Capital Management's portfolio in Q1 2026, its #24 holding.
  • Light Street Capital Management first reported a position in Amplitude in Q2 2023 and has held it in 4 quarters since.
  • Light Street Capital Management's Amplitude position peaked at $17.4M in Q4 2025.
  • 218 funds tracked by Wall St. Rank held Amplitude as of Q1 2026.

Based on Light Street Capital Management's 13F filing for Q1 2026, filed 15 May 2026.