Follow-The-Filings

Security · featured owners

ALAB Astera Labs Inc.

COM Equity as of 2026 Q2 among managers we track

  • 5 Owners
  • Max 6.7%
  • $2.2B
  • 2 new 1 add 1 reduce 2 exits

Who owns this now

Largest portfolio weights among featured holders · max 6.7% (Glen Kacher - Light Street Capital Management) · not free-float ownership

  1. Glen Kacher new 6.7%
  2. Alex Sacerdote new 6.1%
  3. Lee Ainslie add 4.6%
  4. Gavin Baker reduce 4.1%
  5. Ben Hoskin 0.68%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Alex Sacerdote - Whale Rock Capital Management 2026 Q2 6.1% New 6.1% 1,567,882 $757M history
Gavin Baker - Atreides Management 2026 Q2 4.1% Reduce −63.8% 1,216,795 $588M history
Lee Ainslie - Maverick Capital 2026 Q2 4.6% Add +11.7% 1,067,215 $515M history
Ben Hoskin - Value Aligned Research Advisors 2026 Q2 0.68% Hold 568,316 $275M history
Glen Kacher - Light Street Capital Management 2026 Q2 6.7% New 6.7% 125,750 $61M history
Estuary Capital Management exited 2026 Q2 last 2026 Q1 3.1% Exit −3.14 pp 170,958 $19M history
Spencer Waxman - Shannon River Fund Management exited 2026 Q2 last 2026 Q1 0.99% Exit −0.99 pp 47,394 $5M history

5 current · 2 exited last period · options excluded

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2024 FY2025
Revenue $396.29M $852.52M
Gross profit $302.7M $645.26M
Gross margin * 76.4% 75.7%
Net income -$83.42M $219.13M
Net margin * -21.1% 25.7%

Balance sheet

Metric FY2024 FY2025
Total current assets $1.01B $1.36B
Total non-current assets * $41.53M $169.79M
Total assets $1.05B $1.53B
Total current liabilities $86.54M $133.04M
Total non-current liabilities * $3.17M $35.15M
Total equity $0.965B $1.36B

Cash flow

Metric FY2024 FY2025
Cash from operations $136.68M $319.31M
Cash from investing -$757.57M -$241.47M
Cash from financing $655.84M $9.8M
Net change in cash $34.95M $87.64M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders