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 | 16.49% | Reduce −0.4% | 573,690 | $121.44 | $70M | −2,508 | −$2M |
| TSM - Taiwan Semiconductor Mfg | 14.24% | Add +1.4% | 346,504 | $173.67 | $60M | +4,702 | +$769K |
| AMD - Advanced Micro Devices | 9.03% | Add +57.1% | 232,458 | $164.08 | $38M | +84,482 | +$14M |
| FROG - Jfrog | 6.52% | Add +55.0% | 948,515 | $29.04 | $28M | +336,515 | +$5M |
| AVGO - Broadcom | 5.34% | Add +864.3% | 130,900 | $172.50 | $23M | +117,326 | +$787K |
| AMZN - Amazon | 5.21% | Add +0.1% | 118,107 | $186.33 | $22M | +107 | −$797K |
| META - Meta Platforms · CL A | 4.94% | Reduce −7.6% | 36,480 | $572.44 | $21M | −3,020 | +$966K |
| BILL — | 4.66% | Reduce −4.8% | 373,366 | $52.76 | $20M | −18,634 | −$928K |
| GTLB - Gitlab · CLASS A | 4.50% | New | 368,955 | $51.54 | $19M | +368,955 | +$19M |
| ADSK - Autodesk | 4.24% | Reduce −1.5% | 65,113 | $275.48 | $18M | −960 | +$2M |
| AAPL - Apple | 3.61% | Reduce −15.4% | 65,517 | $233.00 | $15M | −11,942 | −$1M |
| BE - Bloom Energy · CL A | 3.42% | Add +51.9% | 1,366,994 | $10.56 | $14M | +467,113 | +$3M |
| CRM - Salesforce | 3.24% | Reduce −30.0% | 50,083 | $273.71 | $14M | −21,417 | −$5M |
| CLBT - Cellebrite Di | 3.22% | Add +66.7% | 808,235 | $16.84 | $14M | +323,269 | +$8M |
| CLS - Celestica | 3.06% | Reduce −41.1% | 252,675 | $51.12 | $13M | −176,561 | −$12M |
| NCNO - Ncino | 1.87% | Add +10.0% | 249,968 | $31.59 | $8M | +22,772 | +$751K |
| INDI - Indie Semiconductor · CLASS A | 1.69% | Hold | 1,793,125 | $3.99 | $7M | — | — |
| GEV - GE Vernova | 0.12% | New | 1,950 | $254.98 | $497K | +1,950 | +$497K |
| NXPI - Nxp Semiconductors | 0.10% | Add +24.7% | 1,825 | $240.01 | $438K | +362 | +$44K |
| ASML — | 0.06% | Reduce −4.2% | 320 | $833.25 | $267K | −14 | −$75K |
| MU - Micron Technology | 0.05% | Add +22.6% | 2,000 | $103.71 | $207K | +369 | −$7K |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2024 Q2
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| DELL - DELL Technologies · CL C | 4.00% | Exit | 0 | $137.91 | $17M | −126,279 | −$17M |
| PSTG - Pure Storage · CL A | 2.20% | Exit | 0 | $64.21 | $10M | −149,000 | −$10M |
| NTAP - Netapp | 2.11% | Exit | 0 | $128.80 | $9M | −71,372 | −$9M |
| Nerdy · CL A | 0.18% | Exit | 0 | $1.67 | $793K | −475,000 | −$793K |
| QCOM - Qualcomm | 0.07% | Exit | 0 | $199.32 | $295K | −1,480 | −$295K |
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