Manager
Glen Kacher
SEC filing name: LIGHT STREET CAPITAL MANAGEMENT, LLC
All 13F filings
AUM over time
13F holdings value ($ millions)
showing latest · scroll left for older quarters
- TAIWAN SEMICONDUCTOR MANUFAC - TSM 14.4%
- NVIDIA CORPORATION - NVDA 8.9%
- BROADCOM INC - AVGO 8.7%
- ADVANCED MICRO DEVICES INC - AMD 8.3%
- CHIME FINL INC 7.3%
- MKS INC. 5.3%
- JFROG LTD 5.0%
- AMAZON COM INC - AMZN 4.9%
- GITLAB INC 4.7%
- BILL HOLDINGS INC 4.5%
- COUPANG INC - CPNG 3.7%
- AMKOR TECHNOLOGY INC 3.4%
- Other 20.9%
This quarter’s activity
2026 Q1 vs 2025 Q4 · filed 5/15/2026
| Action | Issuer | Δ Shares | Δ Port % |
|---|---|---|---|
| New | TSM · Taiwan Semiconductor Manufac | +109,200 | +6.91 pp |
| Reduce | GOOGL · Alphabet Inc. | -92,000 | -4.19 pp |
| Reduce | Chime Finl Inc. | -632,674 | -3.21 pp |
| Exit | Confluent Inc. | -910,000 | -4.23 pp |
| Add | Mks Inc. | +102,682 | +4.78 pp |
| Reduce | Bill Holdings Inc. | -253,000 | -2.89 pp |
| Exit | CEG · Constellation Energy Corp. | -63,065 | -3.43 pp |
| Exit | RDDT · Reddit Inc. | -90,000 | -3.18 pp |
| New | CPNG · Coupang Inc. | +1,051,957 | +3.72 pp |
| Exit | NFLX · Netflix Inc. | -200,000 | -2.89 pp |
| Reduce | NVDA · Nvidia Corporation | -67,786 | -0.87 pp |
| Reduce | Amplitude Inc. | -1,207,156 | -2.30 pp |
| Filing ID | Report period | Holdings | Value ($000) | Form type | Date filed | Name |
|---|---|---|---|---|---|---|
| 000093583626000261 | Q1 2026 | 24 | 534,227,142 | 13F-HR | 5/15/2026 | LIGHT STREET CAPITAL MANAGEMENT, LLC |
| 000093583626000112 | Q4 2025 | 24 | 649,794,759 | 13F-HR | 2/17/2026 | LIGHT STREET CAPITAL MANAGEMENT, LLC |
| 000093583625000702 | Q3 2025 | 27 | 594,482,613 | 13F-HR | 11/14/2025 | LIGHT STREET CAPITAL MANAGEMENT, LLC |
| 000093583625000532 | Q2 2025 | 26 | 489,534,505 | 13F-HR | 8/14/2025 | LIGHT STREET CAPITAL MANAGEMENT, LLC |
| 000093583625000378 | Q1 2025 | 21 | 358,111,761 | 13F-HR | 5/15/2025 | LIGHT STREET CAPITAL MANAGEMENT, LLC |
| 000093583625000180 | Q4 2024 | 30 | 544,595,654 | 13F-HR | 2/14/2025 | LIGHT STREET CAPITAL MANAGEMENT, LLC |
| 000093583624000708 | Q3 2024 | 22 | 422,582,142 | 13F-HR | 11/14/2024 | LIGHT STREET CAPITAL MANAGEMENT, LLC |
| 000093583624000528 | Q2 2024 | 26 | 435,260,345 | 13F-HR | 8/14/2024 | LIGHT STREET CAPITAL MANAGEMENT, LLC |
| 000093583624000402 | Q1 2024 | 22 | 413,495,816 | 13F-HR | 5/15/2024 | LIGHT STREET CAPITAL MANAGEMENT, LLC |
| 000093583624000199 | Q4 2023 | 21 | 333,921,599 | 13F-HR | 2/14/2024 | LIGHT STREET CAPITAL MANAGEMENT, LLC |
| 000093583623000701 | Q3 2023 | 23 | 339,784,485 | 13F-HR | 11/14/2023 | LIGHT STREET CAPITAL MANAGEMENT, LLC |
| 000093583623000575 | Q2 2023 | 21 | 377,340,166 | 13F-HR | 8/14/2023 | LIGHT STREET CAPITAL MANAGEMENT, LLC |
| 000093583623000416 | Q1 2023 | 23 | 409,976,451 | 13F-HR | 5/15/2023 | LIGHT STREET CAPITAL MANAGEMENT, LLC |
| 000093583623000228 | Q4 2022 | 26 | 268,240,955 | 13F-HR | 2/14/2023 | LIGHT STREET CAPITAL MANAGEMENT, LLC |
| 000156761922019893 | Q3 2022 | 30 | 393,196 | 13F-HR | 11/14/2022 | LIGHT STREET CAPITAL MANAGEMENT, LLC |
| 000156761922016112 | Q2 2022 | 32 | 1,226,121 | 13F-HR | 8/15/2022 | LIGHT STREET CAPITAL MANAGEMENT, LLC |
| 000156761922010680 | Q1 2022 | 39 | 1,543,773 | 13F-HR | 5/16/2022 | LIGHT STREET CAPITAL MANAGEMENT, LLC |
| 000156761922004307 | Q4 2021 | 46 | 1,673,182 | 13F-HR | 2/14/2022 | LIGHT STREET CAPITAL MANAGEMENT, LLC |
| 000156761921020448 | Q3 2021 | 51 | 1,994,015 | 13F-HR | 11/15/2021 | LIGHT STREET CAPITAL MANAGEMENT, LLC |