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
| GTLB - Gitlab · CLASS A | 6.99% | Hold | 536,785 | $51.22 | $27M | — | — |
| DDOG - Datadog · CL A | 6.85% | Reduce −16.4% | 303,198 | $88.78 | $27M | −59,395 | −$8M |
| CLBT - Cellebrite Di | 6.64% | Reduce −1.5% | 6,662,143 | $3.92 | $26M | −100,543 | −$8M |
| Expensify · CL A | 6.07% | Reduce −17.9% | 1,603,710 | $14.88 | $24M | −348,751 | −$11M |
| TSLA - Tesla | 5.90% | Add +398.2% | 87,401 | $265.25 | $23M | +69,856 | +$11M |
| ACEL - Accel Entertainment | 5.71% | Reduce −20.0% | 2,873,716 | $7.81 | $22M | −717,321 | −$16M |
| Splunk | 5.21% | Reduce −8.0% | 272,529 | $75.20 | $20M | −23,695 | −$6M |
| Goodrx · CL A | 4.98% | Reduce −9.4% | 4,191,872 | $4.67 | $20M | −437,404 | −$8M |
| CRM - Salesforce | 4.96% | New | 135,563 | $143.84 | $19M | +135,563 | +$19M |
| ASML — | 4.76% | New | 45,020 | $415.35 | $19M | +45,020 | +$19M |
| APP - Applovin · CL A | 4.71% | Reduce −3.8% | 950,664 | $19.49 | $19M | −37,816 | −$16M |
| ALB - Albemarle | 4.68% | New | 69,588 | $264.44 | $18M | +69,588 | +$18M |
| Forgerock · CL A | 4.11% | Reduce −33.3% | 1,111,589 | $14.53 | $16M | −554,985 | −$20M |
| Confluent · CLASS A | 3.59% | Reduce −21.2% | 593,870 | $23.77 | $14M | −159,434 | −$3M |
| DCGO - Docgo | 3.48% | Reduce −41.4% | 1,380,936 | $9.92 | $14M | −975,895 | −$3M |
| CPNG - Coupang · CL A | 3.20% | New | 753,827 | $16.67 | $13M | +753,827 | +$13M |
| INDI - Indie Semiconductor · CLASS A | 3.08% | New | 1,657,038 | $7.32 | $12M | +1,657,038 | +$12M |
| CRWD - Crowdstrike · CL A | 2.74% | Reduce −38.7% | 65,480 | $164.81 | $11M | −41,320 | −$7M |
| Nerdy · CL A | 2.62% | Reduce −50.6% | 4,879,252 | $2.11 | $10M | −5,007,450 | −$11M |
| MSFT - Microsoft | 2.29% | Reduce −5.1% | 38,727 | $232.91 | $9M | −2,082 | −$1M |
| PAR - Par Technology | 1.95% | Reduce −44.6% | 259,588 | $29.53 | $8M | −209,180 | −$10M |
| BILL — | 1.77% | Reduce −73.6% | 52,511 | $132.37 | $7M | −146,144 | −$15M |
| Vacasa · CLASS A | 1.73% | Reduce −4.8% | 2,220,863 | $3.07 | $7M | −110,945 | +$102K |
| GOOGL - Alphabet · CL A | 0.64% | Add +1717.9% | 26,250 | $95.66 | $3M | +24,806 | −$636K |
| LI - Li Auto | 0.52% | Reduce −32.8% | 89,500 | $23.01 | $2M | −43,764 | −$3M |
| Smartsheet · CL A | 0.37% | Reduce −39.4% | 42,441 | $34.35 | $1M | −27,553 | −$742K |
| Rover Group · CL A | 0.04% | Hold | 46,044 | $3.34 | $154K | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2022 Q2
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| Zendesk | 16.47% | Exit | 0 | $74.07 | $202M | −2,726,101 | −$202M |
| DOCS - Doximity · CL A | 1.87% | Exit | 0 | $34.82 | $23M | −657,575 | −$23M |
| Everbridge | 0.65% | Exit | 0 | $27.89 | $8M | −287,513 | −$8M |
| TWLO - Twilio · CL A | 0.22% | Exit | 0 | $83.82 | $3M | −32,822 | −$3M |
| Astra Space · CL A | 0.10% | Exit | 0 | $1.30 | $1M | −914,927 | −$1M |
| EXPE - Expedia Group | 0.10% | Exit | 0 | $94.82 | $1M | −12,360 | −$1M |
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