Investor portfolio
Light Street Capital Management
Light Street Capital Management is Glen Kacher's investment management firm, widely known for technology growth investing.
Linked investors: Glen Kacher
US 13F portfolio
- Quarter
- Q2 2026
- Filed
- 2026-08-14
- Portfolio value
- $902,839,902
- Positions
- 28
- Sources
- 13F on EDGAR
| history | Ticker | Type | Change | % of portfolio |
|---|---|---|---|---|
| ≡ | AMPL | Direct | SOLD | — |
| ≡ | LITE | Direct | SOLD | — |
| ≡ | IOT | Direct | SOLD | — |
| ≡ | BILL | Direct | SOLD | — |
| ≡ | GDS | Direct | +0% | 0.24% |
| ≡ | QNT | Direct | Newly reported | 0.32% |
| ≡ | ADI | Direct | +0% | 0.46% |
| ≡ | NXPI | Direct | −10% | 0.72% |
| ≡ | DRAM | Direct | Newly reported | 0.98% |
| ≡ | DDOG | Direct | 1.15% | |
| ≡ | AMZN | Direct | −59% | 1.35% |
| ≡ | GOOG(L) | Direct | +0% | 1.69% |
| ≡ | MDB | Direct | Newly reported | 1.86% |
| ≡ | SNOW | Direct | Newly reported | 1.97% |
| ≡ | CLBT | Direct | +105% | 2.12% |
| ≡ | MELI | Direct | Newly reported | 2.4% |
| ≡ | ASML | Direct | +0% | 2.41% |
| ≡ | BE | Direct | +66% | 2.82% |
| ≡ | NVDA | Direct | −50% | 3.03% |
| ≡ | RDDT | Direct | Newly reported | 3.51% |
| ≡ | TOST | Direct | Newly reported | 3.6% |
| ≡ | CPNG | Direct | +93% | 3.9% |
| ≡ | CHYM | Direct | +6% | 4.99% |
| ≡ | MKSI | Direct | −15% | 5.11% |
| ≡ | FROG | Direct | −11% | 5.18% |
| ≡ | AMKR | Direct | +47% | 5.7% |
| — | TSM | Put | 5.78% | |
| ≡ | AVGO | Direct | +2% | 6.41% |
| ≡ | GTLB | Direct | +66% | 6.58% |
| ≡ | ALAB | Direct | Newly reported | 6.73% |
| ≡ | AMD | Direct | −50% | 7.05% |
| ≡ | TSM | Direct | −1% | 11.95% |
13F filings show reportable long securities and certain exchange-traded call/put positions; they do not disclose shorts, written options, cash, private assets, or vehicle-level allocation — methodology & caveats.