Light Street Capital Management, LLC activity
Every position Glen Kacher opened, added to, trimmed or closed between 2026 Q1 and 2026 Q2.
New
8
Add
11
Reduce
7
Exit
4
30 shown
| Ticker | Action | Δ weight | Detail | Period |
|---|---|---|---|---|
| ALAB | New | 0% to 6.7% | $61M | Q1→Q2 |
| TOST | New | 0% to 3.6% | $32M | Q1→Q2 |
| RDDT | New | 0% to 3.5% | $32M | Q1→Q2 |
| MELI | New | 0% to 2.4% | $22M | Q1→Q2 |
| SNOW | New | 0% to 2.0% | $18M | Q1→Q2 |
| MDB | New | 0% to 1.9% | $17M | Q1→Q2 |
| Roundhill ETF Trust | New | 0% to 0.98% | $8.9M | Q1→Q2 |
| QNT | New | 0% to 0.32% | $2.9M | Q1→Q2 |
| BILL | Exit | 4.5% to 0% | $24M | Q1→Q2 |
| IOT | Exit | 2.3% to 0% | $12M | Q1→Q2 |
| LITE | Exit | 0.38% to 0% | $2M | Q1→Q2 |
| AMPL | Exit | 0.37% to 0% | $2M | Q1→Q2 |
| CHYM | Add | 7.3% to 5.0% | +5.8% sh | Q1→Q2 |
| AMKR | Add | 3.4% to 5.7% | +46.6% sh | Q1→Q2 |
| AVGO | Add | 8.7% to 6.4% | +2.3% sh | Q1→Q2 |
| GTLB | Add | 4.7% to 6.6% | +66.2% sh | Q1→Q2 |
| BE | Add | 1.3% to 2.8% | +66.3% sh | Q1→Q2 |
| GOOGL | Add | 2.3% to 1.7% | +0.4% sh | Q1→Q2 |
| CLBT | Add | 1.7% to 2.1% | +104.8% sh | Q1→Q2 |
| GDS | Add | 0.54% to 0.24% | +0.2% sh | Q1→Q2 |
| ASML | Add | 2.7% to 2.4% | +0.1% sh | Q1→Q2 |
| CPNG | Add | 3.7% to 3.9% | +92.5% sh | Q1→Q2 |
| ADI | Add | 0.63% to 0.46% | +0.2% sh | Q1→Q2 |
| NVDA | Reduce | 8.9% to 3.0% | −49.8% sh | Q1→Q2 |
| AMZN | Reduce | 4.9% to 1.4% | −59.1% sh | Q1→Q2 |
| TSM | Reduce | 14.4% to 12.0% | −0.7% sh | Q1→Q2 |
| AMD | Reduce | 8.4% to 7.1% | −50.1% sh | Q1→Q2 |
| NXPI | Reduce | 0.94% to 0.72% | −9.8% sh | Q1→Q2 |
| MKSI | Reduce | 5.3% to 5.1% | −15.1% sh | Q1→Q2 |
| FROG | Reduce | 5.1% to 5.2% | −10.5% sh | Q1→Q2 |