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 | 14.68% | Reduce −8.8% | 99,000 | $495.22 | $49M | −9,500 | +$2M |
| AMD - Advanced Micro Devices | 12.32% | Add +23.9% | 279,000 | $147.41 | $41M | +53,900 | +$18M |
| FROG - Jfrog | 7.26% | Add +12.1% | 700,613 | $34.61 | $24M | +75,676 | +$8M |
| TSM - Taiwan Semiconductor Mfg | 7.20% | Add +137.1% | 231,100 | $104.00 | $24M | +133,636 | +$16M |
| AMZN - Amazon | 5.76% | Add +6.0% | 126,500 | $151.94 | $19M | +7,145 | +$4M |
| CRM - Salesforce | 5.66% | Add +29.4% | 71,888 | $263.14 | $19M | +16,333 | +$8M |
| AVGO - Broadcom | 5.62% | Reduce −19.3% | 16,807 | $1,116 | $19M | −4,028 | +$1M |
| MSFT - Microsoft | 5.29% | Reduce −26.5% | 46,997 | $376.04 | $18M | −16,936 | −$3M |
| META - Meta Platforms · CL A | 5.25% | Reduce −29.3% | 49,500 | $353.96 | $18M | −20,478 | −$3M |
| GTLB - Gitlab · CLASS A | 4.51% | Reduce −70.7% | 239,200 | $62.96 | $15M | −578,541 | −$22M |
| INDI - Indie Semiconductor · CLASS A | 4.22% | Reduce −8.3% | 1,738,664 | $8.11 | $14M | −158,244 | +$2M |
| MELI - Mercadolibre | 3.86% | New | 8,200 | $1,572 | $13M | +8,200 | +$13M |
| PDD - Pinduoduo | 3.81% | Add +127.5% | 87,000 | $146.31 | $13M | +48,765 | +$9M |
| PCOR - Procore Technologies | 3.34% | New | 161,000 | $69.22 | $11M | +161,000 | +$11M |
| BILL — | 3.26% | New | 133,400 | $81.59 | $11M | +133,400 | +$11M |
| Camtek | 2.11% | New | 101,500 | $69.38 | $7M | +101,500 | +$7M |
| CLBT - Cellebrite Di | 2.05% | Reduce −61.6% | 789,966 | $8.66 | $7M | −1,267,833 | −$9M |
| LI - Li Auto | 1.32% | New | 117,692 | $37.43 | $4M | +117,692 | +$4M |
| ADSK - Autodesk | 1.31% | Reduce −52.1% | 18,000 | $243.48 | $4M | −19,586 | −$3M |
| Nerdy · CL A | 0.43% | Reduce −87.0% | 418,077 | $3.43 | $1M | −2,806,868 | −$10M |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2023 Q3
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| GOOGL - Alphabet · CL A | 5.40% | Exit | 0 | $130.86 | $18M | −140,133 | −$18M |
| TSLA - Tesla | 4.65% | Exit | 0 | $250.22 | $16M | −63,120 | −$16M |
| SNPS - Synopsys | 3.38% | Exit | 0 | $458.99 | $11M | −25,040 | −$11M |
| AMPL - Amplitude · CL A | 2.73% | Exit | 0 | $11.57 | $9M | −802,689 | −$9M |
| OKTA - OKTA Inc · CL A | 2.68% | Exit | 0 | $81.51 | $9M | −111,830 | −$9M |
| NFLX - Netflix | 1.67% | Exit | 0 | $377.62 | $6M | −15,015 | −$6M |
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