Light Street Capital Management’s Toast TOST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$32.5M Buy
+1,167,500
New +$30.4M 3.6% 12
2022
Q1
Sell
-172,100
Closed -$5.97M 52
2021
Q4
$5.97M Sell
172,100
-427,900
-71% -$19.8M 0.36% 39
2021
Q3
$30M Buy
+600,000
New +$32.8M 1.5% 30

Other funds holding TOST

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

Light Street Capital Management opened a new position in Toast (TOST) in Q2 2026: 1,167,500 shares worth $32.5M. The stake represents 3.6% of the portfolio and ranks #12 among its holdings. This is a return to the name: Light Street Capital Management previously reported a position in TOST as recently as Q4 2021.

Light Street Capital Management first reported a position in TOST in Q3 2021 and has held it in 3 quarters since. 770 funds tracked by Wall St. Rank hold TOST as of Q2 2026.

  • Light Street Capital Management held 1,167,500 shares of Toast worth $32.5M as of Q2 2026.
  • Toast was a new Light Street Capital Management position in Q2 2026.
  • Toast made up 3.6% of Light Street Capital Management's portfolio in Q2 2026, its #12 holding.
  • Light Street Capital Management first reported a position in Toast in Q3 2021 and has held it in 3 quarters since.
  • 770 funds tracked by Wall St. Rank held Toast as of Q2 2026.

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