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 | 9.09% | Hold | 536,785 | $45.44 | $24M | — | — |
| AMD - Advanced Micro Devices | 8.32% | New | 344,494 | $64.77 | $22M | +344,494 | +$22M |
| ASML — | 7.30% | Reduce −20.4% | 35,818 | $546.40 | $20M | −9,202 | +$872K |
| NFLX - Netflix | 7.20% | New | 65,530 | $294.88 | $19M | +65,530 | +$19M |
| CLBT - Cellebrite Di | 6.57% | Reduce −39.3% | 4,044,327 | $4.36 | $18M | −2,617,816 | −$8M |
| MSFT - Microsoft | 6.04% | Add +74.5% | 67,580 | $239.82 | $16M | +28,853 | +$7M |
| INTU - Intuit | 5.99% | New | 41,290 | $389.22 | $16M | +41,290 | +$16M |
| CRM - Salesforce | 5.90% | Reduce −12.0% | 119,286 | $132.59 | $16M | −16,277 | −$4M |
| NVDA - Nvidia | 5.83% | New | 107,055 | $146.14 | $16M | +107,055 | +$16M |
| DDOG - Datadog · CL A | 5.35% | Reduce −35.6% | 195,371 | $73.50 | $14M | −107,827 | −$13M |
| ACEL - Accel Entertainment | 5.32% | Reduce −35.5% | 1,853,940 | $7.70 | $14M | −1,019,776 | −$8M |
| Expensify · CL A | 4.44% | Reduce −15.9% | 1,349,211 | $8.83 | $12M | −254,499 | −$12M |
| Nerdy · CL A | 4.11% | Add +0.5% | 4,902,752 | $2.25 | $11M | +23,500 | +$736K |
| WDAY - Workday · CL A | 4.06% | New | 65,144 | $167.33 | $11M | +65,144 | +$11M |
| INDI - Indie Semiconductor · CLASS A | 3.69% | Add +2.6% | 1,699,638 | $5.83 | $10M | +42,600 | −$2M |
| SNOW - Snowflake · CL A | 3.03% | New | 56,700 | $143.54 | $8M | +56,700 | +$8M |
| DCGO - Docgo | 2.84% | Reduce −22.0% | 1,076,922 | $7.07 | $8M | −304,014 | −$6M |
| Splunk | 2.18% | Reduce −75.0% | 68,000 | $86.09 | $6M | −204,529 | −$15M |
| CPNG - Coupang · CL A | 1.14% | Reduce −72.5% | 207,224 | $14.71 | $3M | −546,603 | −$10M |
| BILL — | 0.36% | Reduce −83.0% | 8,950 | $108.96 | $975K | −43,561 | −$6M |
| UBER - UBER Technologies | 0.33% | New | 35,643 | $24.73 | $881K | +35,643 | +$881K |
| GOOGL - Alphabet · CL A | 0.30% | Reduce −65.4% | 9,088 | $88.23 | $802K | −17,162 | −$2M |
| Rover Group · CL A | 0.06% | Hold | 46,044 | $3.67 | $169K | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2022 Q3
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| TSLA - Tesla | 5.90% | Exit | 0 | $265.25 | $23M | −87,401 | −$23M |
| Goodrx · CL A | 4.98% | Exit | 0 | $4.67 | $20M | −4,191,872 | −$20M |
| APP - Applovin · CL A | 4.71% | Exit | 0 | $19.49 | $19M | −950,664 | −$19M |
| ALB - Albemarle | 4.68% | Exit | 0 | $264.44 | $18M | −69,588 | −$18M |
| Forgerock · CL A | 4.11% | Exit | 0 | $14.53 | $16M | −1,111,589 | −$16M |
| Confluent · CLASS A | 3.59% | Exit | 0 | $23.77 | $14M | −593,870 | −$14M |
| CRWD - Crowdstrike · CL A | 2.74% | Exit | 0 | $164.81 | $11M | −65,480 | −$11M |
| PAR - Par Technology | 1.95% | Exit | 0 | $29.53 | $8M | −259,588 | −$8M |
| Vacasa · CLASS A | 1.73% | Exit | 0 | $3.07 | $7M | −2,220,863 | −$7M |
| LI - Li Auto | 0.52% | Exit | 0 | $23.01 | $2M | −89,500 | −$2M |
| Smartsheet · CL A | 0.37% | Exit | 0 | $34.35 | $1M | −42,441 | −$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