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
Latest book
| TSM - Taiwan Semiconductor | 11.95% | Reduce −0.7% | 225,949 | $477.57 | $108M | −1,636 | +$31M |
| AMD - Advanced Micro Devices | 7.05% | Reduce −50.1% | 109,500 | $580.91 | $64M | −109,751 | +$19M |
| ALAB - Astera Labs | 6.73% | New | 125,750 | $483.02 | $61M | +125,750 | +$61M |
| GTLB - Gitlab · CLASS A | 6.58% | Add +66.2% | 1,945,000 | $30.53 | $59M | +775,000 | +$34M |
| AVGO - Broadcom | 6.41% | Add +2.3% | 153,250 | $377.75 | $58M | +3,450 | +$12M |
| AMKR - Amkor Technology | 5.70% | Add +46.6% | 596,783 | $86.23 | $51M | +189,793 | +$33M |
| FROG - Jfrog | 5.18% | Reduce −10.5% | 514,500 | $90.88 | $47M | −60,500 | +$20M |
| MKSI - MKS | 5.11% | Reduce −15.1% | 103,800 | $444.80 | $46M | −18,464 | +$18M |
| CHYM - Chime Finl · CL A | 4.99% | Add +5.8% | 2,199,089 | $20.48 | $45M | +121,474 | +$6M |
| CPNG - Coupang · CL A | 3.90% | Add +92.5% | 2,025,000 | $17.37 | $35M | +973,043 | +$15M |
| TOST - Toast · CL A | 3.60% | New | 1,167,500 | $27.82 | $32M | +1,167,500 | +$32M |
| RDDT - Reddit · CL A | 3.51% | New | 182,500 | $173.58 | $32M | +182,500 | +$32M |
| NVDA - Nvidia | 3.03% | Reduce −49.8% | 136,720 | $200.09 | $27M | −135,494 | −$20M |
| BE - Bloom Energy · CL A | 2.82% | Add +66.3% | 84,167 | $302.70 | $25M | +33,542 | +$19M |
| ASML — | 2.41% | Add +0.1% | 10,957 | $1,989 | $22M | +11 | +$7M |
| MELI - Mercadolibre | 2.40% | New | 12,750 | $1,697 | $22M | +12,750 | +$22M |
| CLBT - Cellebrite Di | 2.12% | Add +104.8% | 1,312,755 | $14.60 | $19M | +671,830 | +$10M |
| SNOW - Snowflake | 1.97% | New | 70,000 | $254.50 | $18M | +70,000 | +$18M |
| MDB - Mongodb · CL A | 1.86% | New | 50,000 | $335.90 | $17M | +50,000 | +$17M |
| GOOGL - Alphabet · CL A | 1.69% | Add +0.4% | 42,650 | $357.37 | $15M | +150 | +$3M |
| AMZN - Amazon | 1.35% | Reduce −59.1% | 51,000 | $238.34 | $12M | −73,800 | −$14M |
| DDOG - Datadog · CL A | 1.15% | Hold | 40,000 | $260.36 | $10M | — | — |
| Roundhill ETF Trust | 0.98% | New | 120,000 | $73.85 | $9M | +120,000 | +$9M |
| NXPI - Nxp Semiconductors | 0.72% | Reduce −9.8% | 23,003 | $281.03 | $6M | −2,497 | +$1M |
| ADI - Analog Devices | 0.46% | Add +0.2% | 10,523 | $397.17 | $4M | +23 | +$839K |
| QNT - Quantinuum · CL A | 0.32% | New | 35,242 | $81.74 | $3M | +35,242 | +$3M |
| GDS — | 0.24% | Add +0.2% | 71,790 | $30.03 | $2M | +148 | −$731K |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2026 Q1
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| BILL — | 4.48% | Exit | 0 | $38.30 | $24M | −625,000 | −$24M |
| IOT - Samsara · CL A | 2.28% | Exit | 0 | $31.69 | $12M | −384,000 | −$12M |
| LITE - Lumentum | 0.38% | Exit | 0 | $702.63 | $2M | −2,892 | −$2M |
| AMPL - Amplitude · CL A | 0.37% | Exit | 0 | $6.82 | $2M | −292,844 | −$2M |
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