Light Street Capital Management’s NXP Semiconductors NXPI Stock Holding History

Light Street Capital Management’s Portfolio NXPI Stock Details NXPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.02M	Buy	25,500 +573	+2%	+$127K	0.94%	19
2025 Q4	$5.41M	Sell	24,927 -252	-1%	-$54K	0.83%	20
2025 Q3	$5.73M	Buy	25,179 +2,289	+10%	+$515K	0.96%	21
2025 Q2	$5M	Buy	22,890 +2,870	+14%	+$561K	1.02%	18
2025 Q1	$3.81M	Buy	20,020 +18,420	+1,151%	+$3.93M	1.06%	16
2024 Q4	$333K	Sell	1,600 -225	-12%	-$51.2K	0.06%	25
2024 Q3	$438K	Buy	1,825 +362	+25%	+$90.7K	0.1%	20
2024 Q2	$394K	Buy	+1,463	New	+$377K	0.09%	23

Other funds holding NXPI

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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

Light Street Capital Management increased its NXP Semiconductors (NXPI) stake by 2.3% in Q1 2026, buying an estimated $127K and bringing the position to 25,500 shares worth $5.02M. The position accounts for 0.94% of the portfolio, ranked #19.

Light Street Capital Management first reported a position in NXPI in Q2 2024 and has held it in 8 quarters since. The position peaked at $5.73M in Q3 2025. 1,139 funds tracked by Wall St. Rank hold NXPI as of Q1 2026.

Light Street Capital Management held 25,500 shares of NXP Semiconductors worth $5.02M as of Q1 2026.
Light Street Capital Management bought 573 NXP Semiconductors shares in Q1 2026, an estimated $127K.
NXP Semiconductors made up 0.94% of Light Street Capital Management's portfolio in Q1 2026, its #19 holding.
Light Street Capital Management first reported a position in NXP Semiconductors in Q2 2024 and has held it in 8 quarters since.
Light Street Capital Management's NXP Semiconductors position peaked at $5.73M in Q3 2025.
1,139 funds tracked by Wall St. Rank held NXP Semiconductors as of Q1 2026.

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