Light Street Capital (Glen Kacher)
Famous investorsFiles as LIGHT STREET CAPITAL MANAGEMENT, LLC (SEC CIK 1569049). Portfolio from its latest quarterly 13F-HR filing.
- $893.98M
- Tracked value
- 26
- Positions
- Q2 2026
- Portfolio as of
- Aug 14, 2026
- Filed
Holdings
| # | Company | Portfolio % | vs Q1 2026 | Shares | Value |
|---|---|---|---|---|---|
| 1 | TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 17.9% | ▼ 0.5% | 335,149 | $160.06M |
| 2 | AMDADVANCED MICRO DEVICES INC | 7.1% | ▼ 50.1% | 109,500 | $63.61M |
| 3 | ALABAstera Labs, Inc. | 6.8% | NEW | 125,750 | $60.74M |
| 4 | GTLBGitlab Inc. | 6.6% | ▲ 66.2% | 1,945,000 | $59.38M |
| 5 | AVGOBroadcom Inc. | 6.5% | ▲ 2.3% | 153,250 | $57.89M |
| 6 | AMKRAMKOR TECHNOLOGY, INC. | 5.8% | ▲ 46.6% | 596,783 | $51.46M |
| 7 | FROGJFrog Ltd | 5.2% | ▼ 10.5% | 514,500 | $46.76M |
| 8 | MKSIMKS INC | 5.2% | ▼ 15.1% | 103,800 | $46.17M |
| 9 | CHYMChime Financial, Inc. | 5.0% | ▲ 5.8% | 2,199,089 | $45.04M |
| 10 | CPNGCoupang, Inc. | 3.9% | ▲ 92.5% | 2,025,000 | $35.17M |
| 11 | TOSTToast, Inc. | 3.6% | NEW | 1,167,500 | $32.48M |
| 12 | RDDTReddit, Inc. | 3.5% | NEW | 182,500 | $31.68M |
| 13 | NVDANVIDIA CORP | 3.1% | ▼ 49.8% | 136,720 | $27.36M |
| 14 | BEBloom Energy Corp | 2.8% | ▲ 66.3% | 84,167 | $25.48M |
| 15 | ASMLASML HOLDING NV | 2.4% | ▲ 0.1% | 10,957 | $21.8M |
| 16 | MELIMERCADOLIBRE INC | 2.4% | NEW | 12,750 | $21.64M |
| 17 | CLBTCellebrite DI Ltd. | 2.1% | ▲ 105% | 1,312,755 | $19.17M |
| 18 | SNOWSnowflake Inc. | 2.0% | NEW | 70,000 | $17.82M |
| 19 | MDBMongoDB, Inc. | 1.9% | NEW | 50,000 | $16.8M |
| 20 | GOOGLAlphabet Inc. | 1.7% | ▲ 0.4% | 42,650 | $15.24M |
| 21 | AMZNAMAZON COM INC | 1.4% | ▼ 59.1% | 51,000 | $12.16M |
| 22 | DDOGDatadog, Inc. | 1.2% | unch. | 40,000 | $10.41M |
| 23 | NXPINXP Semiconductors N.V. | 0.7% | ▼ 9.8% | 23,003 | $6.46M |
| 24 | ADIANALOG DEVICES INC | 0.5% | ▲ 0.2% | 10,523 | $4.18M |
| 25 | QNTQuantinuum Inc. | 0.3% | NEW | 35,242 | $2.88M |
| 26 | GDSGDS Holdings Ltd | 0.2% | ▲ 0.2% | 71,790 | $2.16M |
Positions in companies on Scrutar, from the manager's latest quarterly 13F-HR filing. 13F filings disclose US-listed long positions only and can be filed up to 45 days after quarter end, so the portfolio may have changed since. Portfolio % is each position's share of the tracked value shown above. Changes compare share counts against the Q1 2026 filing, adjusted for stock splits.
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Source: SEC EDGAR Form 13F-HR filings.