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 | 13.58% | Reduce −19.4% | 289,095 | $279.29 | $81M | −69,662 | −$514K |
| NVDA - Nvidia | 8.68% | Reduce −21.5% | 276,675 | $186.58 | $52M | −75,907 | −$4M |
| BILL — | 8.58% | Add +50.4% | 962,500 | $52.97 | $51M | +322,680 | +$21M |
| AMD - Advanced Micro Devices | 6.83% | Reduce −14.2% | 251,113 | $161.79 | $41M | −41,675 | −$919K |
| GTLB - Gitlab · CLASS A | 6.45% | Add +79.2% | 850,000 | $45.08 | $38M | +375,585 | +$17M |
| AVGO - Broadcom | 5.51% | Reduce −18.9% | 99,305 | $329.91 | $33M | −23,166 | −$997K |
| CHYM - Chime Finl · CL A | 5.06% | Add +115.1% | 1,491,677 | $20.17 | $30M | +798,147 | +$6M |
| GOOGL - Alphabet · CL A | 5.01% | New | 122,500 | $243.10 | $30M | +122,500 | +$30M |
| DDOG - Datadog · CL A | 4.96% | New | 207,000 | $142.40 | $29M | +207,000 | +$29M |
| FROG - Jfrog | 4.61% | Reduce −4.8% | 579,265 | $47.33 | $27M | −29,505 | +$704K |
| Confluent · CLASS A | 4.23% | New | 1,268,640 | $19.80 | $25M | +1,268,640 | +$25M |
| SNOW - Snowflake | 3.76% | New | 99,000 | $225.55 | $22M | +99,000 | +$22M |
| MDB - Mongodb · CL A | 3.58% | New | 68,500 | $310.38 | $21M | +68,500 | +$21M |
| BABA - Alibaba Group | 3.16% | New | 105,000 | $178.73 | $19M | +105,000 | +$19M |
| ASML — | 3.01% | Add +235.4% | 18,485 | $968.09 | $18M | +12,974 | +$13M |
| CEG - Constellation Energy | 2.66% | Add +1021.7% | 47,975 | $329.07 | $16M | +43,698 | +$14M |
| SE - SEA | 2.08% | Reduce −42.5% | 69,303 | $178.73 | $12M | −51,327 | −$7M |
| AMZN - Amazon | 1.85% | Reduce −41.0% | 50,033 | $219.57 | $11M | −34,751 | −$8M |
| GDS — | 1.59% | Reduce −65.8% | 244,557 | $38.70 | $9M | −470,025 | −$12M |
| CLBT - Cellebrite Di | 1.12% | Reduce −35.3% | 357,755 | $18.53 | $7M | −195,000 | −$2M |
| NXPI - Nxp Semiconductors | 0.96% | Add +10.0% | 25,179 | $227.73 | $6M | +2,289 | +$733K |
| APPF - Appfolio · CL A | 0.93% | New | 20,000 | $275.66 | $6M | +20,000 | +$6M |
| MNDY - Monday | 0.65% | New | 19,843 | $193.69 | $4M | +19,843 | +$4M |
| AAPL - Apple | 0.46% | Add +28.9% | 10,667 | $254.63 | $3M | +2,391 | +$1M |
| SNPS - Synopsys | 0.29% | Reduce −5.5% | 3,500 | $493.39 | $2M | −204 | −$172K |
| ADI - Analog Devices | 0.28% | Add +11.5% | 6,768 | $245.70 | $2M | +698 | +$218K |
| CDNS - Cadence Design System | 0.14% | Reduce −59.5% | 2,412 | $351.26 | $847K | −3,544 | −$988K |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2025 Q2
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| CLS - Celestica | 5.40% | Exit | 0 | $156.11 | $26M | −169,252 | −$26M |
| META - Meta Platforms · CL A | 4.06% | Exit | 0 | $738.08 | $20M | −26,905 | −$20M |
| NFLX - Netflix | 3.16% | Exit | 0 | $1,339 | $15M | −11,539 | −$15M |
| BL - Blackline | 2.98% | Exit | 0 | $56.62 | $15M | −257,518 | −$15M |
| MELI - Mercadolibre | 1.63% | Exit | 0 | $2,614 | $8M | −3,049 | −$8M |
| NCNO - Ncino | 0.86% | Exit | 0 | $27.97 | $4M | −150,820 | −$4M |
| ANSS - Ansys | 0.18% | Exit | 0 | $351.20 | $865K | −2,463 | −$865K |
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