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 | 16.35% | Add +638.7% | 576,198 | $123.54 | $71M | +498,198 | +$706K |
| TSM - Taiwan Semiconductor Mfg | 13.65% | Add +2.1% | 341,802 | $173.81 | $59M | +6,932 | +$14M |
| CLS - Celestica | 5.65% | New | 429,236 | $57.33 | $25M | +429,236 | +$25M |
| AMD - Advanced Micro Devices | 5.51% | Add +6.8% | 147,976 | $162.21 | $24M | +9,476 | −$995K |
| FROG - Jfrog | 5.28% | Add +9.5% | 612,000 | $37.55 | $23M | +53,000 | −$2M |
| AMZN - Amazon | 5.24% | Reduce −26.2% | 118,000 | $193.25 | $23M | −42,000 | −$6M |
| AVGO - Broadcom | 5.01% | Reduce −19.2% | 13,574 | $1,606 | $22M | −3,226 | −$473K |
| BILL — | 4.74% | Add +36.6% | 392,000 | $52.62 | $21M | +105,000 | +$904K |
| META - Meta Platforms · CL A | 4.58% | Reduce −13.2% | 39,500 | $504.22 | $20M | −6,000 | −$2M |
| CRM - Salesforce | 4.22% | Add +16.4% | 71,500 | $257.10 | $18M | +10,095 | −$111K |
| DELL - DELL Technologies · CL C | 4.00% | New | 126,279 | $137.91 | $17M | +126,279 | +$17M |
| ADSK - Autodesk | 3.76% | New | 66,073 | $247.45 | $16M | +66,073 | +$16M |
| AAPL - Apple | 3.75% | New | 77,459 | $210.62 | $16M | +77,459 | +$16M |
| INDI - Indie Semiconductor · CLASS A | 2.54% | Hold | 1,793,125 | $6.17 | $11M | — | — |
| BE - Bloom Energy · CL A | 2.53% | New | 899,881 | $12.24 | $11M | +899,881 | +$11M |
| PSTG - Pure Storage · CL A | 2.20% | New | 149,000 | $64.21 | $10M | +149,000 | +$10M |
| NTAP - Netapp | 2.11% | New | 71,372 | $128.80 | $9M | +71,372 | +$9M |
| NCNO - Ncino | 1.64% | New | 227,196 | $31.45 | $7M | +227,196 | +$7M |
| CLBT - Cellebrite Di | 1.33% | Reduce −34.0% | 484,966 | $11.95 | $6M | −250,000 | −$2M |
| Nerdy · CL A | 0.18% | Reduce −19.8% | 475,000 | $1.67 | $793K | −117,454 | −$931K |
| NXPI - Nxp Semiconductors | 0.09% | New | 1,463 | $269.09 | $394K | +1,463 | +$394K |
| ASML — | 0.08% | New | 334 | $1,023 | $342K | +334 | +$342K |
| QCOM - Qualcomm | 0.07% | New | 1,480 | $199.18 | $295K | +1,480 | +$295K |
| MU - Micron Technology | 0.05% | New | 1,631 | $131.53 | $215K | +1,631 | +$215K |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2024 Q1
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| MSFT - Microsoft | 4.68% | Exit | 0 | $420.72 | $19M | −46,000 | −$19M |
| GOOGL - Alphabet · CL A | 4.02% | Exit | 0 | $150.93 | $17M | −110,000 | −$17M |
| MELI - Mercadolibre | 3.30% | Exit | 0 | $1,512 | $14M | −9,024 | −$14M |
| DASH - Doordash · CL A | 3.17% | Exit | 0 | $137.72 | $13M | −95,250 | −$13M |
| ADBE - Adobe | 2.43% | Exit | 0 | $504.59 | $10M | −19,931 | −$10M |
| PCOR - Procore Technologies | 2.37% | Exit | 0 | $82.17 | $10M | −119,435 | −$10M |
| UBER - UBER Technologies | 1.88% | Exit | 0 | $76.99 | $8M | −100,705 | −$8M |
| Hashicorp · CL A | 1.37% | Exit | 0 | $26.95 | $6M | −210,000 | −$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