LSCM
MKSI icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Light Street Capital Management increased its MKS Inc (MKSI) stake by 524% in Q1 2026, buying an estimated $23.2M and bringing the position to 122,264 shares worth $28.1M. The position accounts for 5.26% of the portfolio, ranked #7.

Light Street Capital Management first reported a position in MKSI in Q4 2025 and has held it in 2 quarters since. 615 funds tracked by Wall St. Rank hold MKSI as of Q1 2026.

  • Light Street Capital Management held 122,264 shares of MKS Inc worth $28.1M as of Q1 2026.
  • Light Street Capital Management bought 102,682 MKS Inc shares in Q1 2026, an estimated $23.2M.
  • MKS Inc made up 5.26% of Light Street Capital Management's portfolio in Q1 2026, its #7 holding.
  • Light Street Capital Management first reported a position in MKS Inc in Q4 2025 and has held it in 2 quarters since.
  • 615 funds tracked by Wall St. Rank held MKS Inc as of Q1 2026.

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