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
| TSM - Taiwan Semiconductor Mfg | 12.37% | Reduce −1.5% | 341,154 | $197.49 | $67M | −5,350 | +$7M |
| NVDA - Nvidia | 10.34% | Reduce −26.9% | 419,310 | $134.29 | $56M | −154,380 | −$13M |
| META - Meta Platforms · CL A | 5.77% | Add +47.1% | 53,647 | $585.51 | $31M | +17,167 | +$11M |
| MRVL - Marvell Technology | 5.47% | New | 269,646 | $110.45 | $30M | +269,646 | +$30M |
| AMD - Advanced Micro Devices | 4.72% | Reduce −8.5% | 212,739 | $120.79 | $26M | −19,719 | −$12M |
| AMZN - Amazon | 4.51% | Reduce −5.2% | 112,000 | $219.39 | $25M | −6,107 | +$3M |
| CLS - Celestica | 4.17% | Reduce −2.6% | 246,080 | $92.30 | $23M | −6,595 | +$10M |
| FROG - Jfrog | 4.13% | Reduce −19.3% | 765,018 | $29.41 | $22M | −183,497 | −$5M |
| GTLB - Gitlab · CLASS A | 3.90% | Add +2.1% | 376,803 | $56.35 | $21M | +7,848 | +$2M |
| AVGO - Broadcom | 3.75% | Reduce −32.6% | 88,172 | $231.84 | $20M | −42,728 | −$2M |
| GDS — | 3.43% | New | 785,156 | $23.76 | $19M | +785,156 | +$19M |
| CRM - Salesforce | 3.09% | Add +0.3% | 50,255 | $334.33 | $17M | +172 | +$3M |
| MBLY - Mobileye Global · CLASS A | 2.81% | New | 766,892 | $19.92 | $15M | +766,892 | +$15M |
| ADSK - Autodesk | 2.77% | Reduce −21.7% | 50,956 | $295.57 | $15M | −14,157 | −$3M |
| MELI - Mercadolibre | 2.48% | New | 7,941 | $1,700 | $14M | +7,941 | +$14M |
| AAPL - Apple | 2.43% | Reduce −19.3% | 52,849 | $250.42 | $13M | −12,668 | −$2M |
| BILL — | 2.39% | Reduce −58.9% | 153,351 | $84.71 | $13M | −220,015 | −$7M |
| CLBT - Cellebrite Di | 2.34% | Reduce −28.5% | 578,235 | $22.03 | $13M | −230,000 | −$872K |
| WDAY - Workday · CL A | 2.12% | New | 44,768 | $258.03 | $12M | +44,768 | +$12M |
| GOOGL - Alphabet · CL A | 2.10% | New | 60,296 | $189.30 | $11M | +60,296 | +$11M |
| INDI - Indie Semiconductor · CLASS A | 1.74% | Add +30.4% | 2,338,469 | $4.05 | $9M | +545,344 | +$2M |
| ZS - Zscaler | 1.10% | New | 33,215 | $180.41 | $6M | +33,215 | +$6M |
| GEV - GE Vernova | 1.02% | Add +766.4% | 16,895 | $328.93 | $6M | +14,945 | +$5M |
| NXPI - Nxp Semiconductors | 0.06% | Reduce −12.3% | 1,600 | $207.85 | $333K | −225 | −$105K |
| ASML — | 0.06% | Add +40.0% | 448 | $693.08 | $311K | +128 | +$44K |
| CDNS - Cadence Design System | 0.04% | New | 780 | $300.46 | $234K | +780 | +$234K |
| ANSS - Ansys | 0.04% | New | 690 | $337.33 | $233K | +690 | +$233K |
| CEG - Constellation Energy | 0.04% | New | 1,037 | $223.71 | $232K | +1,037 | +$232K |
| SNPS - Synopsys | 0.04% | New | 455 | $485.36 | $221K | +455 | +$221K |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2024 Q3
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| BE - Bloom Energy · CL A | 3.42% | Exit | 0 | $10.56 | $14M | −1,366,994 | −$14M |
| NCNO - Ncino | 1.87% | Exit | 0 | $31.59 | $8M | −249,968 | −$8M |
| MU - Micron Technology | 0.05% | Exit | 0 | $103.50 | $207K | −2,000 | −$207K |
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