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 | 16.47% | Add +98.8% | 2,726,101 | $74.07 | $202M | +1,355,010 | +$37M |
| ACEL - Accel Entertainment | 3.11% | Reduce −3.2% | 3,591,037 | $10.62 | $38M | −119,449 | −$7M |
| Forgerock · CL A | 2.91% | Reduce −16.6% | 1,666,574 | $21.42 | $36M | −332,212 | −$8M |
| Expensify · CL A | 2.83% | Reduce −7.1% | 1,952,461 | $17.79 | $35M | −150,299 | −$2M |
| DDOG - Datadog · CL A | 2.82% | Reduce −13.0% | 362,593 | $95.24 | $35M | −54,097 | −$29M |
| CLBT - Cellebrite Di | 2.81% | Reduce −0.5% | 6,762,686 | $5.10 | $34M | −32,314 | −$9M |
| APP - Applovin · CL A | 2.78% | Reduce −2.5% | 988,480 | $34.44 | $34M | −25,500 | −$22M |
| GTLB - Gitlab · CLASS A | 2.33% | Hold | 536,785 | $53.14 | $29M | — | — |
| Goodrx · CL A | 2.24% | Add +10.0% | 4,629,276 | $5.92 | $27M | +420,123 | −$54M |
| Splunk | 2.14% | Add +94.8% | 296,224 | $88.46 | $26M | +144,197 | +$4M |
| DOCS - Doximity · CL A | 1.87% | Reduce −27.4% | 657,575 | $34.82 | $23M | −247,750 | −$24M |
| BILL — | 1.78% | Reduce −19.8% | 198,655 | $109.94 | $22M | −49,180 | −$34M |
| Nerdy · CL A | 1.72% | Reduce −0.7% | 9,886,702 | $2.13 | $21M | −69,500 | −$30M |
| CRWD - Crowdstrike · CL A | 1.47% | Reduce −41.2% | 106,800 | $168.56 | $18M | −74,720 | −$23M |
| PAR - Par Technology | 1.43% | Reduce −37.1% | 468,768 | $37.49 | $18M | −277,000 | −$13M |
| Confluent · CLASS A | 1.43% | Reduce −41.0% | 753,304 | $23.24 | $18M | −522,690 | −$35M |
| DCGO - Docgo | 1.37% | Reduce −6.9% | 2,356,831 | $7.14 | $17M | −173,500 | −$7M |
| TSLA - Tesla | 0.96% | Reduce −63.4% | 17,545 | $673.41 | $12M | −30,420 | −$40M |
| MSFT - Microsoft | 0.85% | Reduce −61.7% | 40,809 | $256.83 | $10M | −65,646 | −$22M |
| Everbridge | 0.65% | New | 287,513 | $27.89 | $8M | +287,513 | +$8M |
| Vacasa · CLASS A | 0.55% | Reduce −20.8% | 2,331,808 | $2.88 | $7M | −611,220 | −$18M |
| LI - Li Auto | 0.42% | Reduce −20.0% | 133,264 | $38.31 | $5M | −33,300 | +$806K |
| GOOGL - Alphabet · CL A | 0.26% | Reduce −14.7% | 1,444 | $2,179 | $3M | −249 | −$2M |
| TWLO - Twilio · CL A | 0.22% | New | 32,822 | $83.82 | $3M | +32,822 | +$3M |
| Smartsheet · CL A | 0.18% | Reduce −18.5% | 69,994 | $31.43 | $2M | −15,847 | −$3M |
| Astra Space · CL A | 0.10% | Reduce −72.6% | 914,927 | $1.30 | $1M | −2,426,283 | −$12M |
| EXPE - Expedia Group | 0.10% | Reduce −90.9% | 12,360 | $94.82 | $1M | −123,627 | −$25M |
| Rover Group · CL A | 0.01% | Hold | 46,044 | $3.76 | $173K | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2022 Q1
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| GTM - Zoominfo Technologies · CL A | 3.00% | Exit | 0 | $59.74 | $46M | −774,300 | −$46M |
| MTCH - Match Group | 2.56% | Exit | 0 | $108.74 | $39M | −362,900 | −$39M |
| AMZN - Amazon | 2.21% | Exit | 0 | $3,260 | $34M | −10,455 | −$34M |
| CRM - Salesforce | 2.04% | Exit | 0 | $212.32 | $31M | −148,275 | −$31M |
| IOT - Samsara · CL A | 1.92% | Exit | 0 | $16.02 | $30M | −1,848,402 | −$30M |
| RKLB - Rocket Lab USA | 1.91% | Exit | 0 | $8.05 | $29M | −3,656,015 | −$29M |
| Waverley Capital Acquis | 0.72% | Exit | 0 | $9.79 | $11M | −1,130,000 | −$11M |
| Finch Therapeutics Group | 0.22% | Exit | 0 | $5.03 | $3M | −668,757 | −$3M |
| Boxed | 0.12% | Exit | 0 | $10.15 | $2M | −183,442 | −$2M |
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