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 | 9.22% | Add +105.4% | 1,102,314 | $34.29 | $38M | +565,529 | +$13M |
| NVDA - Nvidia | 8.73% | Add +20.4% | 128,892 | $277.77 | $36M | +21,837 | +$20M |
| TSM - Taiwan Semiconductor Mfg | 8.66% | New | 381,489 | $93.02 | $35M | +381,489 | +$35M |
| AMD - Advanced Micro Devices | 8.37% | Add +1.6% | 349,984 | $98.01 | $34M | +5,490 | +$12M |
| TSLA - Tesla | 6.90% | New | 136,322 | $207.46 | $28M | +136,322 | +$28M |
| SE - SEA | 6.00% | New | 284,263 | $86.55 | $25M | +284,263 | +$25M |
| CRM - Salesforce | 5.69% | Reduce −2.1% | 116,800 | $199.78 | $23M | −2,486 | +$8M |
| TWLO - Twilio · CL A | 5.45% | New | 335,431 | $66.63 | $22M | +335,431 | +$22M |
| MELI - Mercadolibre | 4.75% | New | 14,777 | $1,318 | $19M | +14,777 | +$19M |
| INDI - Indie Semiconductor · CLASS A | 4.46% | Add +2.0% | 1,733,415 | $10.55 | $18M | +33,777 | +$8M |
| CLBT - Cellebrite Di | 4.22% | Reduce −29.7% | 2,843,125 | $6.09 | $17M | −1,201,202 | −$319K |
| MSFT - Microsoft | 4.21% | Reduce −11.4% | 59,863 | $288.30 | $17M | −7,717 | +$1M |
| META - Meta Platforms · CL A | 4.07% | New | 78,766 | $211.94 | $17M | +78,766 | +$17M |
| Nerdy · CL A | 3.93% | Reduce −21.5% | 3,849,857 | $4.18 | $16M | −1,052,895 | +$5M |
| FROG - Jfrog | 3.37% | New | 700,460 | $19.70 | $14M | +700,460 | +$14M |
| CRWD - Crowdstrike · CL A | 3.31% | New | 98,847 | $137.26 | $14M | +98,847 | +$14M |
| ABNB - Airbnb · CL A | 2.92% | New | 96,178 | $124.40 | $12M | +96,178 | +$12M |
| Splunk | 2.60% | Add +63.6% | 111,216 | $95.88 | $11M | +43,216 | +$5M |
| Expensify · CL A | 1.68% | Reduce −37.5% | 842,678 | $8.15 | $7M | −506,533 | −$5M |
| ACEL - Accel Entertainment | 0.88% | Reduce −78.6% | 397,292 | $9.11 | $4M | −1,456,648 | −$11M |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2022 Q4
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| ASML — | 7.30% | Exit | 0 | $546.40 | $20M | −35,818 | −$20M |
| NFLX - Netflix | 7.20% | Exit | 0 | $294.87 | $19M | −65,530 | −$19M |
| INTU - Intuit | 5.99% | Exit | 0 | $389.22 | $16M | −41,290 | −$16M |
| DDOG - Datadog · CL A | 5.35% | Exit | 0 | $73.50 | $14M | −195,371 | −$14M |
| WDAY - Workday · CL A | 4.06% | Exit | 0 | $167.34 | $11M | −65,144 | −$11M |
| SNOW - Snowflake · CL A | 3.03% | Exit | 0 | $143.54 | $8M | −56,700 | −$8M |
| DCGO - Docgo | 2.84% | Exit | 0 | $7.07 | $8M | −1,076,922 | −$8M |
| CPNG - Coupang · CL A | 1.14% | Exit | 0 | $14.71 | $3M | −207,224 | −$3M |
| BILL — | 0.36% | Exit | 0 | $108.94 | $975K | −8,950 | −$975K |
| UBER - UBER Technologies | 0.33% | Exit | 0 | $24.72 | $881K | −35,643 | −$881K |
| GOOGL - Alphabet · CL A | 0.30% | Exit | 0 | $88.25 | $802K | −9,088 | −$802K |
| Rover Group · CL A | 0.06% | Exit | 0 | $3.67 | $169K | −46,044 | −$169K |
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