SEC EDGAR Form 13F
Light Street Capital Management
Light Street Capital Management is a technology-focused long/short equity manager associated with Glen Kacher.
Latest Form 13F: 211 long U.S. equity positions, $2.0B reported value for the period ended Jun 30, 2026, led by TAIWAN SEMICONDUCTOR MANUFAC, ADVANCED MICRO DEVICES INC, and ASTERA LABS INC.
CIK: 1569049 · Filed: Aug 14, 2026 · Period: Jun 30, 2026
Reported value
$2.0B
Positions
211
Key person
Glen Kacher
Style
Technology long/short
Top holding
TSM · TAIWAN SEMICONDUCTOR MANUFAC
Period
Jun 30, 2026
Filed
Aug 14, 2026
CIK
1569049
What a 13F does not show
Form 13F covers many reportable long U.S. equity positions at quarter end. It does not show every asset type, short positions, hedges, intraperiod trades, or current holdings after the report date. Use it as ownership context, not investment advice.
Read the 13F guide →TSM
TAIWAN SEMICONDUCTOR MANUFAC
Portfolio weight
17.73%
AMD
ADVANCED MICRO DEVICES INC
Portfolio weight
7.05%
ALAB
ASTERA LABS INC
Portfolio weight
6.73%
GTLB
GITLAB INC
Portfolio weight
6.58%
AVGO
BROADCOM INC
Portfolio weight
6.41%
Top reported holdings
Showing the top 50 positions by reported value. Source: SEC EDGAR Form 13F; period 2026-06-30; filed 2026-08-14.
| # | Ticker | Company | Shares | Value | Portfolio % | QoQ change |
|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 335.1K | $160M | 17.73% | -0.5% |
| 2 | AMD | ADVANCED MICRO DEVICES INC | 109.5K | $64M | 7.05% | -50.1% |
| 3 | ALAB | ASTERA LABS INC | 125.8K | $61M | 6.73% | -- |
| 4 | GTLB | GITLAB INC | 1.9M | $59M | 6.58% | +66.2% |
| 5 | AVGO | BROADCOM INC | 153.3K | $58M | 6.41% | +2.3% |
| 6 | AMKR | AMKOR TECHNOLOGY INC | 596.8K | $51M | 5.70% | +46.6% |
| 7 | FROG | JFROG LTD | 514.5K | $47M | 5.18% | -10.5% |
| 8 | MKSI | MKS INC. | 103.8K | $46M | 5.11% | -15.1% |
| 9 | CHYM | CHIME FINL INC | 2.2M | $45M | 4.99% | +5.8% |
| 10 | CPNG | COUPANG INC | 2.0M | $35M | 3.90% | +92.5% |
| 11 | TOST | TOAST INC | 1.2M | $32M | 3.60% | -- |
| 12 | RDDT | REDDIT INC | 182.5K | $32M | 3.51% | -- |
| 13 | NVDA | NVIDIA CORPORATION | 136.7K | $27M | 3.03% | -49.8% |
| 14 | BE | BLOOM ENERGY CORP | 84.2K | $25M | 2.82% | +66.3% |
| 15 | ASML | ASML HLDG NV | 11.0K | $22M | 2.41% | +0.1% |
| 16 | MELI | MERCADOLIBRE INC | 12.8K | $22M | 2.40% | -- |
| 17 | CLBT | CELLEBRITE DI LTD | 1.3M | $19M | 2.12% | +104.8% |
| 18 | SNOW | SNOWFLAKE INC | 70.0K | $18M | 1.97% | -- |
| 19 | MDB | MONGODB INC | 50.0K | $17M | 1.86% | -- |
| 20 | GOOGL | ALPHABET INC | 42.6K | $15M | 1.69% | +0.3% |
| 21 | AMZN | AMAZON COM INC | 51.0K | $12M | 1.35% | -59.1% |
| 22 | DDOG | DATADOG INC | 40.0K | $10M | 1.15% | +0.0% |
| 23 | -- | ROUNDHILL ETF TRUST | 120.0K | $9M | 0.98% | -- |
| 24 | -- | ROUNDHILL ETF TRUST | 120.0K | $9M | 0.98% | -- |
| 25 | -- | ROUNDHILL ETF TRUST | 120.0K | $9M | 0.98% | -- |
| 26 | -- | ROUNDHILL ETF TRUST | 120.0K | $9M | 0.98% | -- |
| 27 | -- | ROUNDHILL ETF TRUST | 120.0K | $9M | 0.98% | -- |
| 28 | -- | ROUNDHILL ETF TRUST | 120.0K | $9M | 0.98% | -- |
| 29 | -- | ROUNDHILL ETF TRUST | 120.0K | $9M | 0.98% | -- |
| 30 | -- | ROUNDHILL ETF TRUST | 120.0K | $9M | 0.98% | -- |
| 31 | -- | ROUNDHILL ETF TRUST | 120.0K | $9M | 0.98% | -- |
| 32 | -- | ROUNDHILL ETF TRUST | 120.0K | $9M | 0.98% | -- |
| 33 | -- | ROUNDHILL ETF TRUST | 120.0K | $9M | 0.98% | -- |
| 34 | -- | ROUNDHILL ETF TRUST | 120.0K | $9M | 0.98% | -- |
| 35 | -- | ROUNDHILL ETF TRUST | 120.0K | $9M | 0.98% | -- |
| 36 | -- | ROUNDHILL ETF TRUST | 120.0K | $9M | 0.98% | -- |
| 37 | -- | ROUNDHILL ETF TRUST | 120.0K | $9M | 0.98% | -- |
| 38 | -- | ROUNDHILL ETF TRUST | 120.0K | $9M | 0.98% | -- |
| 39 | -- | ROUNDHILL ETF TRUST | 120.0K | $9M | 0.98% | -- |
| 40 | -- | ROUNDHILL ETF TRUST | 120.0K | $9M | 0.98% | -- |
| 41 | -- | ROUNDHILL ETF TRUST | 120.0K | $9M | 0.98% | -- |
| 42 | -- | ROUNDHILL ETF TRUST | 120.0K | $9M | 0.98% | -- |
| 43 | -- | ROUNDHILL ETF TRUST | 120.0K | $9M | 0.98% | -- |
| 44 | -- | ROUNDHILL ETF TRUST | 120.0K | $9M | 0.98% | -- |
| 45 | -- | ROUNDHILL ETF TRUST | 120.0K | $9M | 0.98% | -- |
| 46 | -- | ROUNDHILL ETF TRUST | 120.0K | $9M | 0.98% | -- |
| 47 | -- | ROUNDHILL ETF TRUST | 120.0K | $9M | 0.98% | -- |
| 48 | -- | ROUNDHILL ETF TRUST | 120.0K | $9M | 0.98% | -- |
| 49 | -- | ROUNDHILL ETF TRUST | 120.0K | $9M | 0.98% | -- |
| 50 | -- | ROUNDHILL ETF TRUST | 120.0K | $9M | 0.98% | -- |
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