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 | 10.68% | Add +10.2% | 1,371,091 | $120.29 | $165M | +127,110 | +$35M |
| Goodrx · CL A | 5.27% | Add +195.5% | 4,209,153 | $19.33 | $81M | +2,784,779 | +$35M |
| DDOG - Datadog · CL A | 4.09% | Add +24.5% | 416,690 | $151.47 | $63M | +82,050 | +$4M |
| BILL — | 3.64% | New | 247,835 | $226.79 | $56M | +247,835 | +$56M |
| APP - Applovin · CL A | 3.62% | Add +134.1% | 1,013,980 | $55.07 | $56M | +580,800 | +$15M |
| Confluent · CLASS A | 3.39% | Add +22.8% | 1,275,994 | $41.00 | $52M | +236,933 | −$27M |
| TSLA - Tesla | 3.35% | New | 47,965 | $1,078 | $52M | +47,965 | +$52M |
| Nerdy · CL A | 3.28% | Hold | 9,956,202 | $5.09 | $51M | — | — |
| DOCS - Doximity · CL A | 3.05% | Add +723.0% | 905,325 | $52.09 | $47M | +795,325 | +$42M |
| GTM - Zoominfo Technologies · CL A | 3.00% | New | 774,300 | $59.74 | $46M | +774,300 | +$46M |
| ACEL - Accel Entertainment | 2.93% | Reduce −12.8% | 3,710,486 | $12.18 | $45M | −546,445 | −$10M |
| Forgerock · CL A | 2.84% | Add +63.0% | 1,998,786 | $21.92 | $44M | +772,385 | +$11M |
| CLBT - Cellebrite Di | 2.82% | Hold | 6,795,000 | $6.40 | $43M | — | — |
| CRWD - Crowdstrike · CL A | 2.67% | New | 181,520 | $227.08 | $41M | +181,520 | +$41M |
| MTCH - Match Group | 2.56% | Add +11.0% | 362,900 | $108.74 | $39M | +35,980 | −$4M |
| Expensify · CL A | 2.39% | Add +34.4% | 2,102,760 | $17.56 | $37M | +538,163 | −$32M |
| AMZN - Amazon | 2.21% | Reduce −8.7% | 10,455 | $3,260 | $34M | −992 | −$4M |
| MSFT - Microsoft | 2.13% | Add +65.5% | 106,455 | $308.31 | $33M | +42,150 | +$11M |
| CRM - Salesforce | 2.04% | Reduce −50.7% | 148,275 | $212.32 | $31M | −152,565 | −$45M |
| PAR - Par Technology | 1.95% | Reduce −26.5% | 745,768 | $40.34 | $30M | −268,719 | −$23M |
| IOT - Samsara · CL A | 1.92% | New | 1,848,402 | $16.02 | $30M | +1,848,402 | +$30M |
| RKLB - Rocket Lab USA | 1.91% | Reduce −7.0% | 3,656,015 | $8.05 | $29M | −275,497 | −$19M |
| GTLB - Gitlab · CLASS A | 1.89% | New | 536,785 | $54.45 | $29M | +536,785 | +$29M |
| EXPE - Expedia Group | 1.72% | New | 135,987 | $195.67 | $27M | +135,987 | +$27M |
| Vacasa · CLASS A | 1.58% | Add +17.8% | 2,943,028 | $8.27 | $24M | +445,733 | +$4M |
| DCGO - Docgo | 1.52% | Reduce −2.6% | 2,530,331 | $9.25 | $23M | −66,669 | −$876K |
| Splunk | 1.46% | New | 152,027 | $148.61 | $23M | +152,027 | +$23M |
| Astra Space · CL A | 0.84% | Reduce −42.6% | 3,341,210 | $3.86 | $13M | −2,480,711 | −$27M |
| Waverley Capital Acquis | 0.72% | Reduce −42.9% | 1,130,000 | $9.79 | $11M | −850,000 | −$9M |
| GOOGL - Alphabet · CL A | 0.31% | Reduce −47.0% | 1,693 | $2,781 | $5M | −1,501 | −$5M |
| Smartsheet · CL A | 0.30% | Reduce −29.0% | 85,841 | $54.78 | $5M | −35,099 | −$5M |
| LI - Li Auto | 0.28% | Reduce −19.9% | 166,564 | $25.81 | $4M | −41,400 | −$2M |
| Finch Therapeutics Group | 0.22% | Reduce −17.6% | 668,757 | $5.03 | $3M | −142,974 | −$5M |
| Boxed | 0.12% | Hold | 183,442 | $10.15 | $2M | — | — |
| Rover Group · CL A | 0.02% | New | 46,044 | $5.78 | $266K | +46,044 | +$266K |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2021 Q4
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| SE - SEA | 6.76% | Exit | 0 | $223.71 | $113M | −505,597 | −$113M |
| MELI - Mercadolibre | 4.56% | Exit | 0 | $1,348 | $76M | −56,630 | −$76M |
| Elastic | 3.96% | Exit | 0 | $123.09 | $66M | −537,632 | −$66M |
| TTWO - Take Two | 3.01% | Exit | 0 | $177.72 | $50M | −283,409 | −$50M |
| META - Meta Platforms · CL A | 3.00% | Exit | 0 | $336.35 | $50M | −149,025 | −$50M |
| MRVL - Marvell Technology | 2.91% | Exit | 0 | $87.49 | $49M | −557,400 | −$49M |
| ROKU - ROKU Inc · CL A | 2.34% | Exit | 0 | $228.20 | $39M | −171,497 | −$39M |
| ETSY - ETSY Inc | 2.25% | Exit | 0 | $218.94 | $38M | −171,734 | −$38M |
| NOW - Servicenow | 2.22% | Exit | 0 | $649.12 | $37M | −57,264 | −$37M |
| INTU - Intuit | 2.11% | Exit | 0 | $643.23 | $35M | −54,766 | −$35M |
| NVDA - Nvidia | 1.35% | Exit | 0 | $294.11 | $23M | −76,970 | −$23M |
| Activision Blizzard | 0.91% | Exit | 0 | $66.53 | $15M | −228,900 | −$15M |
| Lerer Hippeau Acquisition · CL A | 0.79% | Exit | 0 | $9.84 | $13M | −1,344,475 | −$13M |
| LZ - Legalzoom | 0.73% | Exit | 0 | $16.07 | $12M | −764,859 | −$12M |
| TOST - Toast · CL A | 0.36% | Exit | 0 | $34.71 | $6M | −172,100 | −$6M |
| NFLX - Netflix | 0.29% | Exit | 0 | $602.39 | $5M | −7,960 | −$5M |
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