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 | 12.55% | Reduce −7.2% | 268,392 | $303.89 | $82M | −20,703 | +$820K |
| CHYM - Chime Finl · CL A | 10.50% | Add +81.7% | 2,710,289 | $25.17 | $68M | +1,218,612 | +$38M |
| NVDA - Nvidia | 9.76% | Add +22.9% | 340,000 | $186.50 | $63M | +63,325 | +$12M |
| AVGO - Broadcom | 7.66% | Add +44.8% | 143,779 | $346.10 | $50M | +44,474 | +$17M |
| BILL — | 7.37% | Reduce −8.8% | 878,000 | $54.54 | $48M | −84,500 | −$3M |
| AMD - Advanced Micro Devices | 7.23% | Reduce −12.6% | 219,487 | $214.16 | $47M | −31,626 | +$6M |
| GOOGL - Alphabet · CL A | 6.48% | Add +9.8% | 134,500 | $313.00 | $42M | +12,000 | +$12M |
| GTLB - Gitlab · CLASS A | 6.12% | Add +24.7% | 1,060,000 | $37.53 | $40M | +210,000 | +$1M |
| FROG - Jfrog | 4.44% | Reduce −20.2% | 462,000 | $62.46 | $29M | −117,265 | +$1M |
| Confluent · CLASS A | 4.23% | Reduce −28.3% | 910,000 | $30.24 | $28M | −358,640 | +$2M |
| CEG - Constellation Energy | 3.43% | Add +31.5% | 63,065 | $353.27 | $22M | +15,090 | +$6M |
| RDDT - Reddit · CL A | 3.18% | New | 90,000 | $229.87 | $21M | +90,000 | +$21M |
| NFLX - Netflix | 2.89% | New | 200,000 | $93.76 | $19M | +200,000 | +$19M |
| AMPL - Amplitude · CL A | 2.67% | New | 1,500,000 | $11.58 | $17M | +1,500,000 | +$17M |
| AMZN - Amazon | 2.47% | Add +38.9% | 69,500 | $230.82 | $16M | +19,467 | +$5M |
| ASML — | 1.81% | Reduce −40.6% | 10,988 | $1,070 | $12M | −7,497 | −$6M |
| AMKR - Amkor Technology | 1.75% | New | 287,895 | $39.48 | $11M | +287,895 | +$11M |
| TEAM - Atlassian · CL A | 1.58% | New | 63,272 | $162.14 | $10M | +63,272 | +$10M |
| CLBT - Cellebrite Di | 1.37% | Add +37.7% | 492,755 | $18.03 | $9M | +135,000 | +$2M |
| NXPI - Nxp Semiconductors | 0.83% | Reduce −1.0% | 24,927 | $217.06 | $5M | −252 | −$323K |
| MKSI - MKS | 0.48% | New | 19,582 | $159.80 | $3M | +19,582 | +$3M |
| ADI - Analog Devices | 0.42% | Add +50.0% | 10,152 | $271.20 | $3M | +3,384 | +$1M |
| AAPL - Apple | 0.42% | Reduce −5.9% | 10,039 | $271.86 | $3M | −628 | +$13K |
| GDS — | 0.35% | Reduce −73.3% | 65,272 | $34.90 | $2M | −179,285 | −$7M |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2025 Q3
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| DDOG - Datadog · CL A | 4.96% | Exit | 0 | $142.40 | $29M | −207,000 | −$29M |
| SNOW - Snowflake | 3.76% | Exit | 0 | $225.55 | $22M | −99,000 | −$22M |
| MDB - Mongodb · CL A | 3.58% | Exit | 0 | $310.38 | $21M | −68,500 | −$21M |
| BABA - Alibaba Group | 3.16% | Exit | 0 | $178.73 | $19M | −105,000 | −$19M |
| SE - SEA | 2.08% | Exit | 0 | $178.74 | $12M | −69,303 | −$12M |
| APPF - Appfolio · CL A | 0.93% | Exit | 0 | $275.65 | $6M | −20,000 | −$6M |
| MNDY - Monday | 0.65% | Exit | 0 | $193.67 | $4M | −19,843 | −$4M |
| SNPS - Synopsys | 0.29% | Exit | 0 | $493.43 | $2M | −3,500 | −$2M |
| CDNS - Cadence Design System | 0.14% | Exit | 0 | $351.16 | $847K | −2,412 | −$847K |
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