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
| NVDA - Nvidia | 13.89% | Add +8.8% | 108,500 | $434.99 | $47M | +8,808 | +$5M |
| GTLB - Gitlab · CLASS A | 10.88% | Add +0.6% | 817,741 | $45.22 | $37M | +4,860 | −$5M |
| AMD - Advanced Micro Devices | 6.81% | Add +32.6% | 225,100 | $102.82 | $23M | +55,309 | +$4M |
| META - Meta Platforms · CL A | 6.18% | Reduce −30.6% | 69,978 | $300.21 | $21M | −30,820 | −$8M |
| MSFT - Microsoft | 5.94% | Add +3.3% | 63,933 | $315.75 | $20M | +2,053 | −$886K |
| GOOGL - Alphabet · CL A | 5.40% | Reduce −18.9% | 140,133 | $130.86 | $18M | −32,665 | −$2M |
| AVGO - Broadcom | 5.09% | New | 20,835 | $830.58 | $17M | +20,835 | +$17M |
| FROG - Jfrog | 4.66% | Add +10.5% | 624,937 | $25.36 | $16M | +59,280 | +$180K |
| TSLA - Tesla | 4.65% | Reduce −41.3% | 63,120 | $250.22 | $16M | −44,409 | −$12M |
| CLBT - Cellebrite Di | 4.63% | Reduce −3.1% | 2,057,799 | $7.65 | $16M | −64,955 | +$458K |
| AMZN - Amazon | 4.47% | Add +5.3% | 119,355 | $127.12 | $15M | +5,985 | +$393K |
| INDI - Indie Semiconductor · CLASS A | 3.52% | Reduce −16.6% | 1,896,908 | $6.30 | $12M | −377,158 | −$9M |
| Nerdy · CL A | 3.51% | Reduce −5.8% | 3,224,945 | $3.70 | $12M | −199,568 | −$2M |
| SNPS - Synopsys | 3.38% | New | 25,040 | $458.97 | $11M | +25,040 | +$11M |
| CRM - Salesforce | 3.32% | Reduce −43.6% | 55,555 | $202.78 | $11M | −42,940 | −$10M |
| AMPL - Amplitude · CL A | 2.73% | Add +13.7% | 802,689 | $11.57 | $9M | +96,790 | +$2M |
| OKTA - OKTA Inc · CL A | 2.68% | New | 111,830 | $81.51 | $9M | +111,830 | +$9M |
| TSM - Taiwan Semiconductor Mfg | 2.49% | Reduce −61.0% | 97,464 | $86.90 | $8M | −152,174 | −$17M |
| ADSK - Autodesk | 2.29% | Add +4.5% | 37,586 | $206.91 | $8M | +1,611 | +$416K |
| NFLX - Netflix | 1.67% | Reduce −65.1% | 15,015 | $377.60 | $6M | −28,055 | −$13M |
| PDD - Pinduoduo | 1.10% | New | 38,235 | $98.07 | $4M | +38,235 | +$4M |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2023 Q2
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| PANW - Palo Alto Networks | 2.93% | Exit | 0 | $255.51 | $11M | −43,200 | −$11M |
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