Featured 13F manager
Light Street Capital Management, LLC Glen Kacher
Palo Alto, CA 20 processed 13Fs on this site · 2021 Q3–2026 Q2
- $903M
- 27 Positions
- 2026 Q2
- +69.1% QoQ
- Top 5 38.7%
Portfolio
top 5 38.7% · top 10 63.6%
- TSM - Taiwan Semiconductor 12.0%
- AMD - Advanced Micro Devices 7.0%
- ALAB - Astera Labs 6.7%
- GTLB - Gitlab · CLASS A 6.6%
- AVGO - Broadcom 6.4%
- AMKR - Amkor Technology 5.7%
- FROG - Jfrog 5.2%
- MKSI - MKS 5.1%
- CHYM - Chime Finl · CL A 5.0%
- CPNG - Coupang · CL A 3.9%
- TOST - Toast · CL A 3.6%
- RDDT - Reddit · CL A 3.5%
- Other 29.3%
AUM over time
Book
| SE - SEA | 8.67% | Hold | 542,217 | $318.73 | $173M |
| UBER - UBER Technologies | 4.96% | Hold | 2,208,950 | $44.80 | $99M |
| COIN - Coinbase Global · CL A | 4.93% | Hold | 432,000 | $227.48 | $98M |
| Nerdy · CL A | 4.71% | Hold | 9,393,139 | $9.99 | $94M |
| Confluent · CLASS A | 4.56% | Hold | 1,524,261 | $59.65 | $91M |
| Goodrx · CL A | 4.15% | Hold | 2,017,304 | $41.02 | $83M |
| Elastic | 3.27% | Hold | 438,067 | $148.99 | $65M |
| CLBT - Cellebrite Di | 3.16% | Hold | 6,795,000 | $9.26 | $63M |
| LYFT — · CL A | 3.12% | Hold | 1,160,950 | $53.59 | $62M |
| Zendesk | 3.07% | Hold | 526,470 | $116.39 | $61M |
| CRM - Salesforce | 3.06% | Hold | 225,220 | $271.22 | $61M |
| MTCH - Match Group | 3.06% | Hold | 388,506 | $156.99 | $61M |
| Astra Space · CL A | 2.84% | Hold | 6,523,798 | $8.69 | $57M |
| ACEL - Accel Entertainment | 2.63% | Hold | 4,325,453 | $12.14 | $53M |
| PTON - Peloton Interactive · CL A | 2.59% | Hold | 594,164 | $87.05 | $52M |
| APP - Applovin · CL A | 2.43% | Hold | 669,754 | $72.37 | $48M |
| META - Meta Platforms · CL A | 2.30% | Hold | 135,038 | $339.39 | $46M |
| LZ - Legalzoom | 2.25% | Hold | 1,696,755 | $26.40 | $45M |
| ZM - Zoom Video · CL A | 2.20% | Hold | 167,409 | $261.50 | $44M |
| Tpg Pace Ben Fin · CL A | 2.18% | Hold | 4,125,702 | $10.55 | $44M |
| DDOG - Datadog · CL A | 2.16% | Hold | 305,340 | $141.35 | $43M |
| ETSY - ETSY Inc | 2.13% | Hold | 203,904 | $207.96 | $42M |
| NOW - Servicenow | 2.11% | Hold | 67,539 | $622.26 | $42M |
| PAR - Par Technology | 2.06% | Hold | 666,664 | $61.51 | $41M |
| RKLB - Rocket Lab USA | 1.84% | Hold | 2,274,190 | $16.13 | $37M |
| AMZN - Amazon | 1.84% | Hold | 11,157 | $3,285 | $37M |
| INTU - Intuit | 1.82% | Hold | 67,281 | $539.51 | $36M |
| Zhihu | 1.76% | Hold | 3,794,262 | $9.23 | $35M |
| ASML — | 1.64% | Hold | 43,775 | $745.11 | $33M |
| TOST - Toast · CL A | 1.50% | Hold | 600,000 | $49.95 | $30M |
| ONON - ON AG | 1.38% | Hold | 915,659 | $30.13 | $28M |
| Purple Innovation | 1.38% | Hold | 1,307,511 | $21.02 | $27M |
| DOCS - Doximity · CL A | 1.10% | Hold | 270,825 | $80.70 | $22M |
| Waverley Capital Acquis | 0.98% | Hold | 1,980,000 | $9.86 | $20M |
| DH - Definitive Healthcare · CLASS A | 0.81% | Hold | 375,284 | $42.83 | $16M |
| Tpg Pace Solutions · CL A | 0.74% | Hold | 1,471,900 | $10.05 | $15M |
| Lerer Hippeau Acquisition · CL A | 0.66% | Hold | 1,344,475 | $9.75 | $13M |
| MSFT - Microsoft | 0.57% | Hold | 40,495 | $281.91 | $11M |
| Finch Therapeutics Group | 0.52% | Hold | 797,331 | $13.00 | $10M |
| NVDA - Nvidia | 0.50% | Hold | 47,890 | $207.16 | $10M |
| Katapult | 0.46% | Hold | 1,698,582 | $5.43 | $9M |
| Forgerock · CL A | 0.45% | Hold | 228,970 | $38.93 | $9M |
| GOOGL - Alphabet · CL A | 0.29% | Hold | 2,164 | $2,673 | $6M |
| Smartsheet · CL A | 0.25% | Hold | 73,490 | $68.83 | $5M |
| LI - Li Auto | 0.24% | Hold | 185,331 | $26.29 | $5M |
| NET - Cloudflare · CL A | 0.16% | Hold | 27,700 | $112.64 | $3M |
| XYZ - Block · CL A | 0.13% | Hold | 11,070 | $239.84 | $3M |
Filings history
20 periods · normalized AUM · open a period for holdings
| Period | Holdings | AUM | QoQ | Form | Filed | Filing ID |
|---|---|---|---|---|---|---|
| 2026 Q2 | 28 | $903M | +69.1% | 13F-HR | 8/14/2026 | 000093583626000422 |
| 2026 Q1 | 24 | $534M | −17.8% | 13F-HR | 5/15/2026 | 000093583626000261 |
| 2025 Q4 | 24 | $650M | +9.4% | 13F-HR | 2/17/2026 | 000093583626000112 |
| 2025 Q3 | 27 | $594M | +21.2% | 13F-HR | 11/14/2025 | 000093583625000702 |
| 2025 Q2 | 26 | $490M | +36.9% | 13F-HR | 8/14/2025 | 000093583625000532 |
| 2025 Q1 | 21 | $358M | −34.3% | 13F-HR | 5/15/2025 | 000093583625000378 |
| 2024 Q4 | 30 | $545M | +28.8% | 13F-HR | 2/14/2025 | 000093583625000180 |
| 2024 Q3 | 22 | $423M | −2.8% | 13F-HR | 11/14/2024 | 000093583624000708 |
| 2024 Q2 | 26 | $435M | +5.3% | 13F-HR | 8/14/2024 | 000093583624000528 |
| 2024 Q1 | 22 | $413M | +23.7% | 13F-HR | 5/15/2024 | 000093583624000402 |
| 2023 Q4 | 21 | $334M | −1.8% | 13F-HR | 2/14/2024 | 000093583624000199 |
| 2023 Q3 | 23 | $340M | −9.8% | 13F-HR | 11/14/2023 | 000093583623000701 |
| 2023 Q2 | 21 | $377M | −8.0% | 13F-HR | 8/14/2023 | 000093583623000575 |
| 2023 Q1 | 23 | $410M | +53.0% | 13F-HR | 5/15/2023 | 000093583623000416 |
| 2022 Q4 | 26 | $268M | −31.8% | 13F-HR | 2/14/2023 | 000093583623000228 |
| 2022 Q3 | 30 | $393M | −67.9% | 13F-HR | 11/14/2022 | 000156761922019893 |
| 2022 Q2 | 32 | $1.2B | −20.6% | 13F-HR | 8/15/2022 | 000156761922016112 |
| 2022 Q1 | 39 | $1.5B | −7.7% | 13F-HR | 5/16/2022 | 000156761922010680 |
| 2021 Q4 | 46 | $1.7B | −16.1% | 13F-HR | 2/14/2022 | 000156761922004307 |
| 2021 Q3 | 51 | $2B | — | 13F-HR | 11/15/2021 | 000156761921020448 |
About
LIGHT STREET CAPITAL MANAGEMENT, LLC
20 processed 13Fs on this site · 2021 Q3–2026 Q2