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 | 16.60% | Add +12.2% | 358,757 | $226.49 | $81M | +39,012 | +$28M |
| NVDA - Nvidia | 11.38% | Add +9.6% | 352,582 | $157.99 | $56M | +30,867 | +$21M |
| AMD - Advanced Micro Devices | 8.49% | Add +14.5% | 292,788 | $141.90 | $42M | +37,118 | +$15M |
| AVGO - Broadcom | 6.90% | Add +0.4% | 122,471 | $275.65 | $34M | +469 | +$13M |
| BILL — | 6.05% | Reduce −3.4% | 639,820 | $46.26 | $30M | −22,783 | −$809K |
| FROG - Jfrog | 5.46% | Reduce −5.0% | 608,770 | $43.88 | $27M | −32,170 | +$6M |
| CLS - Celestica | 5.40% | New | 169,252 | $156.11 | $26M | +169,252 | +$26M |
| CHYM - Chime Finl · CL A | 4.89% | New | 693,530 | $34.51 | $24M | +693,530 | +$24M |
| GDS — | 4.46% | New | 714,582 | $30.57 | $22M | +714,582 | +$22M |
| GTLB - Gitlab · CLASS A | 4.37% | Add +14.5% | 474,415 | $45.11 | $21M | +60,098 | +$2M |
| META - Meta Platforms · CL A | 4.06% | Add +12.4% | 26,905 | $738.09 | $20M | +2,970 | +$6M |
| SE - SEA | 3.94% | New | 120,630 | $159.94 | $19M | +120,630 | +$19M |
| AMZN - Amazon | 3.80% | Reduce −1.2% | 84,784 | $219.39 | $19M | −1,067 | +$2M |
| NFLX - Netflix | 3.16% | New | 11,539 | $1,339 | $15M | +11,539 | +$15M |
| BL - Blackline | 2.98% | Reduce −32.4% | 257,518 | $56.62 | $15M | −123,470 | −$4M |
| CLBT - Cellebrite Di | 1.81% | Reduce −0.9% | 552,755 | $16.00 | $9M | −5,000 | −$2M |
| MELI - Mercadolibre | 1.63% | New | 3,049 | $2,614 | $8M | +3,049 | +$8M |
| NXPI - Nxp Semiconductors | 1.02% | Add +14.3% | 22,890 | $218.49 | $5M | +2,870 | +$1M |
| ASML — | 0.90% | Reduce −21.4% | 5,511 | $801.39 | $4M | −1,500 | −$229K |
| NCNO - Ncino | 0.86% | Reduce −59.0% | 150,820 | $27.97 | $4M | −216,717 | −$6M |
| SNPS - Synopsys | 0.39% | Add +0.8% | 3,704 | $512.68 | $2M | +29 | +$323K |
| CDNS - Cadence Design System | 0.37% | Add +0.8% | 5,956 | $308.15 | $2M | +45 | +$332K |
| AAPL - Apple | 0.35% | Add +30.0% | 8,276 | $205.17 | $2M | +1,909 | +$284K |
| ADI - Analog Devices | 0.30% | New | 6,070 | $238.02 | $1M | +6,070 | +$1M |
| CEG - Constellation Energy | 0.28% | Reduce −16.0% | 4,277 | $322.76 | $1M | −814 | +$354K |
| ANSS - Ansys | 0.18% | Reduce −54.0% | 2,463 | $351.22 | $865K | −2,896 | −$831K |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2025 Q1
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| RDDT - Reddit · CL A | 5.17% | Exit | 0 | $104.90 | $19M | −176,550 | −$19M |
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