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
| Zendesk | 7.75% | Add +136.3% | 1,243,981 | $104.29 | $130M | +717,511 | +$68M |
| SE - SEA | 6.76% | Reduce −6.8% | 505,597 | $223.71 | $113M | −36,620 | −$60M |
| Confluent · CLASS A | 4.73% | Reduce −31.8% | 1,039,061 | $76.24 | $79M | −485,200 | −$12M |
| CRM - Salesforce | 4.57% | Add +33.6% | 300,840 | $254.13 | $76M | +75,620 | +$15M |
| MELI - Mercadolibre | 4.56% | New | 56,630 | $1,348 | $76M | +56,630 | +$76M |
| Expensify · CL A | 4.11% | New | 1,564,597 | $44.00 | $69M | +1,564,597 | +$69M |
| Elastic | 3.96% | Add +22.7% | 537,632 | $123.09 | $66M | +99,565 | +$909K |
| DDOG - Datadog · CL A | 3.56% | Add +9.6% | 334,640 | $178.11 | $60M | +29,300 | +$16M |
| ACEL - Accel Entertainment | 3.31% | Reduce −1.6% | 4,256,931 | $13.02 | $55M | −68,522 | +$3M |
| CLBT - Cellebrite Di | 3.26% | Hold | 6,795,000 | $8.02 | $54M | — | — |
| PAR - Par Technology | 3.20% | Add +52.2% | 1,014,487 | $52.77 | $54M | +347,823 | +$13M |
| TTWO - Take Two | 3.01% | New | 283,409 | $177.72 | $50M | +283,409 | +$50M |
| META - Meta Platforms · CL A | 3.00% | Add +10.4% | 149,025 | $336.35 | $50M | +13,987 | +$4M |
| MRVL - Marvell Technology | 2.91% | New | 557,400 | $87.49 | $49M | +557,400 | +$49M |
| RKLB - Rocket Lab USA | 2.89% | Add +72.9% | 3,931,512 | $12.28 | $48M | +1,657,322 | +$12M |
| Goodrx · CL A | 2.78% | Reduce −29.4% | 1,424,374 | $32.68 | $47M | −592,930 | −$36M |
| Nerdy · CL A | 2.68% | Add +6.0% | 9,956,202 | $4.50 | $45M | +563,063 | −$49M |
| MTCH - Match Group | 2.58% | Reduce −15.9% | 326,920 | $132.25 | $43M | −61,586 | −$18M |
| APP - Applovin · CL A | 2.44% | Reduce −35.3% | 433,180 | $94.26 | $41M | −236,574 | −$8M |
| Astra Space · CL A | 2.41% | Reduce −10.8% | 5,821,921 | $6.93 | $40M | −701,877 | −$16M |
| ROKU - ROKU Inc · CL A | 2.34% | New | 171,497 | $228.20 | $39M | +171,497 | +$39M |
| AMZN - Amazon | 2.28% | Add +2.6% | 11,447 | $3,334 | $38M | +290 | +$2M |
| ETSY - ETSY Inc | 2.25% | Reduce −15.8% | 171,734 | $218.94 | $38M | −32,170 | −$5M |
| NOW - Servicenow | 2.22% | Reduce −15.2% | 57,264 | $649.12 | $37M | −10,275 | −$5M |
| INTU - Intuit | 2.11% | Reduce −18.6% | 54,766 | $643.23 | $35M | −12,515 | −$1M |
| Forgerock · CL A | 1.96% | Add +435.6% | 1,226,401 | $26.69 | $33M | +997,431 | +$24M |
| DCGO - Docgo | 1.45% | New | 2,597,000 | $9.35 | $24M | +2,597,000 | +$24M |
| NVDA - Nvidia | 1.35% | Add +60.7% | 76,970 | $294.11 | $23M | +29,080 | +$13M |
| MSFT - Microsoft | 1.29% | Add +58.8% | 64,305 | $336.32 | $22M | +23,810 | +$10M |
| Vacasa · CLASS A | 1.24% | New | 2,497,295 | $8.32 | $21M | +2,497,295 | +$21M |
| Waverley Capital Acquis | 1.17% | Hold | 1,980,000 | $9.89 | $20M | — | — |
| Activision Blizzard | 0.91% | New | 228,900 | $66.53 | $15M | +228,900 | +$15M |
| Lerer Hippeau Acquisition · CL A | 0.79% | Hold | 1,344,475 | $9.84 | $13M | — | — |
| LZ - Legalzoom | 0.73% | Reduce −54.9% | 764,859 | $16.07 | $12M | −931,896 | −$33M |
| Smartsheet · CL A | 0.56% | Add +64.6% | 120,940 | $77.45 | $9M | +47,450 | +$4M |
| GOOGL - Alphabet · CL A | 0.55% | Add +47.6% | 3,194 | $2,897 | $9M | +1,030 | +$3M |
| Finch Therapeutics Group | 0.48% | Add +1.8% | 811,731 | $9.97 | $8M | +14,400 | −$2M |
| LI - Li Auto | 0.40% | Add +12.2% | 207,964 | $32.10 | $7M | +22,633 | +$2M |
| TOST - Toast · CL A | 0.36% | Reduce −71.3% | 172,100 | $34.71 | $6M | −427,900 | −$24M |
| DOCS - Doximity · CL A | 0.33% | Reduce −59.4% | 110,000 | $50.13 | $6M | −160,825 | −$16M |
| NFLX - Netflix | 0.29% | New | 7,960 | $602.39 | $5M | +7,960 | +$5M |
| Boxed | 0.15% | New | 183,442 | $13.70 | $3M | +183,442 | +$3M |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2021 Q3
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| UBER - UBER Technologies | 4.96% | Exit | 0 | $44.80 | $99M | −2,208,950 | −$99M |
| COIN - Coinbase Global · CL A | 4.93% | Exit | 0 | $227.48 | $98M | −432,000 | −$98M |
| LYFT — · CL A | 3.12% | Exit | 0 | $53.59 | $62M | −1,160,950 | −$62M |
| PTON - Peloton Interactive · CL A | 2.59% | Exit | 0 | $87.05 | $52M | −594,164 | −$52M |
| ZM - Zoom Video · CL A | 2.20% | Exit | 0 | $261.50 | $44M | −167,409 | −$44M |
| Tpg Pace Ben Fin · CL A | 2.18% | Exit | 0 | $10.55 | $44M | −4,125,702 | −$44M |
| Zhihu | 1.76% | Exit | 0 | $9.23 | $35M | −3,794,262 | −$35M |
| ASML — | 1.64% | Exit | 0 | $745.11 | $33M | −43,775 | −$33M |
| ONON - ON AG | 1.38% | Exit | 0 | $30.13 | $28M | −915,659 | −$28M |
| Purple Innovation | 1.38% | Exit | 0 | $21.02 | $27M | −1,307,511 | −$27M |
| DH - Definitive Healthcare · CLASS A | 0.81% | Exit | 0 | $42.83 | $16M | −375,284 | −$16M |
| Tpg Pace Solutions · CL A | 0.74% | Exit | 0 | $10.05 | $15M | −1,471,900 | −$15M |
| Katapult | 0.46% | Exit | 0 | $5.43 | $9M | −1,698,582 | −$9M |
| NET - Cloudflare · CL A | 0.16% | Exit | 0 | $112.64 | $3M | −27,700 | −$3M |
| XYZ - Block · CL A | 0.13% | Exit | 0 | $239.84 | $3M | −11,070 | −$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