Manager activity
LIGHT STREET CAPITAL MANAGEMENT, LLC
Glen Kacher
New
8
Add
11
Reduce
7
Exit
4
30 shown
| ticker | action | Δ port | detail | period |
|---|---|---|---|---|
| ALAB | New | +6.73 pp | opened 6.7% | Q1→Q2 |
| TOST | New | +3.60 pp | opened 3.6% | Q1→Q2 |
| RDDT | New | +3.51 pp | opened 3.5% | Q1→Q2 |
| MELI | New | +2.40 pp | opened 2.4% | Q1→Q2 |
| SNOW | New | +1.97 pp | opened 2.0% | Q1→Q2 |
| MDB | New | +1.86 pp | opened 1.9% | Q1→Q2 |
| Roundhill ETF | New | +0.98 pp | opened 0.98% | Q1→Q2 |
| QNT | New | +0.32 pp | opened 0.32% | Q1→Q2 |
| BILL | Exit | −4.48 pp | was 4.5% | Q1→Q2 |
| IOT | Exit | −2.28 pp | was 2.3% | Q1→Q2 |
| LITE | Exit | −0.38 pp | was 0.38% | Q1→Q2 |
| AMPL | Exit | −0.37 pp | was 0.37% | Q1→Q2 |
| CHYM | Add | −2.30 pp | +5.8% sh | Q1→Q2 |
| AMKR | Add | +2.27 pp | +46.6% sh | Q1→Q2 |
| AVGO | Add | −2.27 pp | +2.3% sh | Q1→Q2 |
| GTLB | Add | +1.84 pp | +66.2% sh | Q1→Q2 |
| BE | Add | +1.54 pp | +66.3% sh | Q1→Q2 |
| GOOGL | Add | −0.60 pp | +0.4% sh | Q1→Q2 |
| CLBT | Add | +0.47 pp | +104.8% sh | Q1→Q2 |
| GDS | Add | −0.30 pp | +0.2% sh | Q1→Q2 |
| ASML | Add | −0.29 pp | +0.1% sh | Q1→Q2 |
| CPNG | Add | +0.18 pp | +92.5% sh | Q1→Q2 |
| ADI | Add | −0.16 pp | +0.2% sh | Q1→Q2 |
| NVDA | Reduce | −5.86 pp | −49.8% sh | Q1→Q2 |
| AMZN | Reduce | −3.52 pp | −59.1% sh | Q1→Q2 |
| TSM | Reduce | −2.45 pp | −0.7% sh | Q1→Q2 |
| AMD | Reduce | −1.30 pp | −50.1% sh | Q1→Q2 |
| NXPI | Reduce | −0.22 pp | −9.8% sh | Q1→Q2 |
| MKSI | Reduce | −0.15 pp | −15.1% sh | Q1→Q2 |
| FROG | Reduce | +0.13 pp | −10.5% sh | Q1→Q2 |