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 | 14.82% | Reduce −6.3% | 319,745 | $166.00 | $53M | −21,409 | −$14M |
| NVDA - Nvidia | 9.74% | Reduce −23.3% | 321,715 | $108.38 | $35M | −97,595 | −$21M |
| BILL — | 8.49% | Add +332.1% | 662,603 | $45.89 | $30M | +509,252 | +$17M |
| AMD - Advanced Micro Devices | 7.34% | Add +20.2% | 255,670 | $102.74 | $26M | +42,931 | +$571K |
| FROG - Jfrog | 5.73% | Reduce −16.2% | 640,940 | $32.00 | $21M | −124,078 | −$2M |
| AVGO - Broadcom | 5.70% | Add +38.4% | 122,002 | $167.43 | $20M | +33,830 | −$15K |
| GTLB - Gitlab · CLASS A | 5.44% | Add +10.0% | 414,317 | $47.00 | $19M | +37,514 | −$2M |
| RDDT - Reddit · CL A | 5.17% | New | 176,550 | $104.90 | $19M | +176,550 | +$19M |
| BL - Blackline | 5.15% | New | 380,988 | $48.42 | $18M | +380,988 | +$18M |
| AMZN - Amazon | 4.56% | Reduce −23.3% | 85,851 | $190.26 | $16M | −26,149 | −$8M |
| META - Meta Platforms · CL A | 3.85% | Reduce −55.4% | 23,935 | $576.36 | $14M | −29,712 | −$18M |
| CLBT - Cellebrite Di | 3.03% | Reduce −3.5% | 557,755 | $19.43 | $11M | −20,480 | −$2M |
| NCNO - Ncino | 2.82% | New | 367,537 | $27.47 | $10M | +367,537 | +$10M |
| ASML — | 1.30% | Add +1465.0% | 7,011 | $662.63 | $5M | +6,563 | +$4M |
| NXPI - Nxp Semiconductors | 1.06% | Add +1151.3% | 20,020 | $190.06 | $4M | +18,420 | +$3M |
| ANSS - Ansys | 0.47% | Add +676.7% | 5,359 | $316.56 | $2M | +4,669 | +$1M |
| SNPS - Synopsys | 0.44% | Add +707.7% | 3,675 | $428.85 | $2M | +3,220 | +$1M |
| CDNS - Cadence Design System | 0.42% | Add +657.8% | 5,911 | $254.33 | $2M | +5,131 | +$1M |
| AAPL - Apple | 0.39% | Reduce −88.0% | 6,367 | $222.13 | $1M | −46,482 | −$12M |
| CEG - Constellation Energy | 0.29% | Add +390.9% | 5,091 | $201.63 | $1M | +4,054 | +$795K |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2024 Q4
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| MRVL - Marvell Technology | 5.47% | Exit | 0 | $110.45 | $30M | −269,646 | −$30M |
| CLS - Celestica | 4.17% | Exit | 0 | $92.30 | $23M | −246,080 | −$23M |
| GDS — | 3.43% | Exit | 0 | $23.76 | $19M | −785,156 | −$19M |
| CRM - Salesforce | 3.09% | Exit | 0 | $334.33 | $17M | −50,255 | −$17M |
| MBLY - Mobileye Global · CLASS A | 2.81% | Exit | 0 | $19.92 | $15M | −766,892 | −$15M |
| ADSK - Autodesk | 2.77% | Exit | 0 | $295.57 | $15M | −50,956 | −$15M |
| MELI - Mercadolibre | 2.48% | Exit | 0 | $1,700 | $14M | −7,941 | −$14M |
| WDAY - Workday · CL A | 2.12% | Exit | 0 | $258.02 | $12M | −44,768 | −$12M |
| GOOGL - Alphabet · CL A | 2.10% | Exit | 0 | $189.30 | $11M | −60,296 | −$11M |
| INDI - Indie Semiconductor · CLASS A | 1.74% | Exit | 0 | $4.05 | $9M | −2,338,469 | −$9M |
| ZS - Zscaler | 1.10% | Exit | 0 | $180.40 | $6M | −33,215 | −$6M |
| GEV - GE Vernova | 1.02% | Exit | 0 | $328.91 | $6M | −16,895 | −$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