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Light Street Capital Management’s MKS Inc MKSI Stock Holding History

Light Street Capital Management’s Portfolio MKSI Stock Details MKSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$46.2M Sell
103,800
-18,464
-15% -$5.78M 5.11% 9
2026
Q1 		$28.1M Buy
122,264
+102,682
+524% +$23.2M 5.26% 7
2025
Q4 		$3.13M Buy
+19,582
New +$2.9M 0.48% 21

Other funds holding MKSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
AMH
Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 1-Year Est. Return

Light Street Capital Management's MKSI Position: Q2 2026 in Review

Light Street Capital Management reduced its MKS Inc (MKSI) stake by 15% in Q2 2026, selling an estimated $5.78M and leaving 103,800 shares worth $46.2M. The position accounts for 5.11% of the portfolio, ranked #9.

Light Street Capital Management first reported a position in MKSI in Q4 2025 and has held it in 3 quarters since. 774 funds tracked by Wall St. Rank hold MKSI as of Q2 2026.

  • Light Street Capital Management held 103,800 shares of MKS Inc worth $46.2M as of Q2 2026.
  • Light Street Capital Management sold 18,464 MKS Inc shares in Q2 2026, an estimated $5.78M.
  • MKS Inc made up 5.11% of Light Street Capital Management's portfolio in Q2 2026, its #9 holding.
  • Light Street Capital Management first reported a position in MKS Inc in Q4 2025 and has held it in 3 quarters since.
  • 774 funds tracked by Wall St. Rank held MKS Inc as of Q2 2026.

Based on Light Street Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.