13F tracker › Light Street Capital Management
Light Street Capital Management 13F holdings, Q2 2026
Light Street Capital Management (technology investment firm founded by Glen Kacher) reported 28 US-listed positions worth $902.8M in its
Form 13F for the quarter ended June 30, 2026, filed with the SEC on August 14, 2026.
Compared with Q1 2026, the filing shows 8 new positions, 7 increased, 6 reduced, and 4 exited.
Reported value$902.8M
Positions28
New / exited8 / 4
Quarter endedQ2 2026
Largest holdings
| Company | Value | Weight | Shares |
|---|
| Taiwan Semiconductor Manufac | $107.9M | 12.0% | 225,949 |
| Advanced Micro Devices Inc | $63.6M | 7.0% | 109,500 |
| Astera Labs Inc | $60.7M | 6.7% | 125,750 |
| Gitlab Inc | $59.4M | 6.6% | 1,945,000 |
| Broadcom Inc | $57.9M | 6.4% | 153,250 |
| Taiwan Semiconductor Manufac (put options) | $52.2M | 5.8% | 109,200 |
| Amkor Technology Inc | $51.5M | 5.7% | 596,783 |
| Jfrog Ltd | $46.8M | 5.2% | 514,500 |
| Mks Inc. | $46.2M | 5.1% | 103,800 |
| Chime Finl Inc | $45.0M | 5.0% | 2,199,089 |
| Coupang Inc | $35.2M | 3.9% | 2,025,000 |
| Toast Inc | $32.5M | 3.6% | 1,167,500 |
| Reddit Inc | $31.7M | 3.5% | 182,500 |
| Nvidia Corporation | $27.4M | 3.0% | 136,720 |
| Bloom Energy Corp | $25.5M | 2.8% | 84,167 |
| Asml Hldg Nv | $21.8M | 2.4% | 10,957 |
| Mercadolibre Inc | $21.6M | 2.4% | 12,750 |
| Cellebrite Di Ltd | $19.2M | 2.1% | 1,312,755 |
| Snowflake Inc | $17.8M | 2.0% | 70,000 |
| Mongodb Inc | $16.8M | 1.9% | 50,000 |
| Alphabet Inc | $15.2M | 1.7% | 42,650 |
| Amazon Com Inc | $12.2M | 1.3% | 51,000 |
| Datadog Inc | $10.4M | 1.2% | 40,000 |
| Roundhill ETF Trust | $8.9M | 1.0% | 120,000 |
| Nxp Semiconductors N V | $6.5M | 0.7% | 23,003 |
New positions in Q2 2026
| Company | Value | Shares |
| Astera Labs Inc | $60.7M | 125,750 |
| Toast Inc | $32.5M | 1,167,500 |
| Reddit Inc | $31.7M | 182,500 |
| Mercadolibre Inc | $21.6M | 12,750 |
| Snowflake Inc | $17.8M | 70,000 |
| Mongodb Inc | $16.8M | 50,000 |
| Roundhill ETF Trust | $8.9M | 120,000 |
| Quantinuum Inc | $2.9M | 35,242 |
Positions increased
| Company | Value | Share change | Shares |
| Gitlab Inc | $59.4M | +66% | 1,945,000 |
| Broadcom Inc | $57.9M | +2% | 153,250 |
| Amkor Technology Inc | $51.5M | +47% | 596,783 |
| Chime Finl Inc | $45.0M | +6% | 2,199,089 |
| Coupang Inc | $35.2M | +92% | 2,025,000 |
| Bloom Energy Corp | $25.5M | +66% | 84,167 |
| Cellebrite Di Ltd | $19.2M | +105% | 1,312,755 |
Positions reduced
| Company | Value | Share change | Shares |
| Advanced Micro Devices Inc | $63.6M | -50% | 109,500 |
| Jfrog Ltd | $46.8M | -11% | 514,500 |
| Mks Inc. | $46.2M | -15% | 103,800 |
| Nvidia Corporation | $27.4M | -50% | 136,720 |
| Amazon Com Inc | $12.2M | -59% | 51,000 |
| Nxp Semiconductors N V | $6.5M | -10% | 23,003 |
Positions exited (held in Q1 2026)
| Company | Value in Q1 2026 | Shares |
| Bill Holdings Inc | $23.9M | 625,000 |
| Samsara Inc | $12.2M | 384,000 |
| Lumentum Hldgs Inc | $2.0M | 2,892 |
| Amplitude Inc | $2.0M | 292,844 |
How to read this. A Form 13F lists long positions in US-listed securities at
quarter-end. It is filed up to 45 days later and does not show short positions, most derivatives, non-US holdings, cash, or
trades made after the quarter ended, so it is a historical snapshot—not a current portfolio. Values are as reported in the
filing. This page is not investment advice and does not suggest buying or selling any security.
Source: SEC EDGAR filing (Q2 2026), previous filing (Q1 2026). Updated 2026-11-11.
