Investors / Light Street

Glen Kacher / Light Street Capital

Tiger Tech CubLong-ShortCIK 0001569049·Q1 2026

AI value

$335.1M

62.7% of total AUM

AI positions

Q1 2026 13F-HR

Total AUM

$534.2M

24 tickers

13F

23 positions · Q1 2026

AI holdings · 12 tickers

$335.1M

#	Ticker	Company	Layer	Value	Shares	% of AUM	Entry quarter
	TSM
	NVDA
	AVGO
	AMD
	MKSI
	AMZN
	GTLB
	ASML
	GOOGL
	BE
	DDOG
	LITE

Other holdings · 11 tickers

$162.3M · non-AI

#	Ticker	Company	Value	Shares	% of AUM	Entry quarter
13	CHYM	CHIME FINANCIAL INC-CL A	$38.9M	2.1M shares	7.3%	Q2 2025
14	FROG	JFROG LTD	$27M	575K shares	5.1%	before Q2 2023
15	BILL	BILL HOLDINGS INC	$23.9M	625K shares	4.5%	Q4 2023
16	CPNG	COUPANG INC	$19.9M	1.1M shares	3.7%	Q1 2026
17	AMKR	Amkor Technology Inc	$18.3M	407K shares	3.4%	Q4 2025
18	IOT	Samsara Inc	$12.2M	384K shares	2.3%	Q1 2026
19	CLBT	CELLEBRITE DI LTD	$8.8M	640.9K shares	1.7%	before Q2 2023
20	NXPI	NXP Semiconductors NV	$5M	25.5K shares	0.9%	Q2 2024
21	ADI	ANALOG DEVICES INC	$3.3M	10.5K shares	0.6%	Q2 2025
22	GDS	GDS HOLDINGS LTD - ADR	$2.9M	71.6K shares	0.5%	Q4 2024
23	AMPL	AMPLITUDE INC-CLASS A	$2M	292.8K shares	0.4%	before Q2 2023

13G/13D

0 active stakes · SEC ≥5% filings

No active major stakes since latest 13F.

Per SEC rules, investors must disclose ≥5% positions within 5-10 days of crossing the threshold; this section reflects filings since the latest 13F.

Holdings Timeline

Include non-AI changes (158)

Q2 2023

Q3 2023

Q4 2023

Q1 2024

Q2 2024

Q3 2024

Q4 2024

Q1 2025

Q2 2025

Q3 2025

Q4 2025

Q1 2026

TSM

HOLD

TRIM−152K

ADD+134K

ADD+104K

ADD+7K

ADD+5K

TRIM−5K

TRIM−21K

ADD+39K

TRIM−70K

TRIM−21K

TRIM−41K

NVDA

HOLD

ADD+9K

TRIM−10K

TRIM−21K

ADD+498K

TRIM−3K

TRIM−154K

TRIM−98K

ADD+31K

TRIM−76K

ADD+63K

TRIM−68K

AVGO

—

NEW+21K

TRIM−4K

TRIM−7

TRIM−3K

ADD+117K

TRIM−43K

ADD+34K

ADD+469

TRIM−23K

ADD+44K

ADD+6K

AMD

HOLD

ADD+55K

ADD+54K

TRIM−141K

ADD+9K

ADD+84K

TRIM−20K

ADD+43K

ADD+37K

TRIM−42K

TRIM−32K

TRIM−236

TSM↓ Put

—

NEW+105K

ADD+2K

HOLD

ADD+191K

HOLD

—

TRIM−188K

MKSI

—

NEW+20K

ADD+103K

AMZN

HOLD

ADD+6K

ADD+7K

ADD+34K

TRIM−42K

ADD+107

TRIM−6K

TRIM−26K

TRIM−1K

TRIM−35K

ADD+19K

ADD+55K

GTLB

HOLD

ADD+5K

TRIM−579K

DROP

—

ADD+369K

ADD+8K

ADD+38K

ADD+60K

ADD+376K

ADD+210K

ADD+110K

ASML

—

NEW+334

TRIM−14

ADD+128

ADD+7K

TRIM−2K

ADD+13K

TRIM−7K

TRIM−42

GOOGL

HOLD

TRIM−33K

DROP

ADD+110K

DROP

—

ADD+60K

DROP

—

ADD+123K

ADD+12K

TRIM−92K

—

NEW+900K

ADD+467K

DROP

—

ADD+51K

DDOG

—

NEW+207K

DROP

ADD+40K

LITE

—

NEW+3K

AAPL

—

NEW+77K

TRIM−12K

TRIM−13K

TRIM−46K

ADD+2K

TRIM−628

DROP

TEAM

—

NEW+63K

DROP

SNPS

—

NEW+25K

DROP

—

ADD+455

ADD+3K

ADD+29

TRIM−204

DROP

—

CDNS

—

NEW+780

ADD+5K

ADD+45

TRIM−4K

DROP

—

SNOW

—

NEW+99K

DROP

—

BABA

—

NEW+105K

DROP

—

MDB

—

NEW+69K

DROP

—

CLS

—

NEW+429K

TRIM−177K

TRIM−7K

DROP

ADD+169K

DROP

—

META

HOLD

TRIM−31K

TRIM−20K

TRIM−4K

TRIM−6K

TRIM−3K

ADD+17K

TRIM−30K

ADD+3K

DROP

—

CRM

HOLD

TRIM−43K

ADD+16K

TRIM−10K

ADD+10K

TRIM−21K

ADD+172

DROP

—

MBLY

—

NEW+767K

DROP

—

NEW+33K

DROP

—

MRVL

—

NEW+270K

DROP

—

NEW+2K

ADD+369

DROP

—

DELL

—

NEW+126K

DROP

—

QCOM

—

NEW+1K

DROP

—

MSFT

HOLD

ADD+2K

TRIM−17K

TRIM−997

DROP

—

ADBE

—

NEW+20K

DROP

—

TSLA

HOLD

TRIM−44K

DROP

—

PANW

HOLD

DROP

—

NEW

ADD

HOLD

TRIM (light → heavy)

Not held

Hover any cell for share + value delta

Period	Action	Ticker	Δ Shares	Δ Value
Q1 2026	TRIM	GOOGL	-92,000	$-29.9M
Q1 2026	ADD	MKSI	+102,682	+$25M
Q1 2026	TRIM	NVDA	-67,786	$-15.9M
Q1 2026	ADD	GTLB	+110,000	$-14.5M
Q1 2026	TRIM	TSM↓ Put	-188,300	$-12.5M
Q1 2026	DROP	TEAM	-63,272	$-10.3M
Q1 2026	ADD	AMZN	+55,300	+$10M
Q1 2026	ADD	BE	+50,625	+$6.9M
Q1 2026	ADD	DDOG	+40,000	+$4.7M
Q1 2026	TRIM	TSM	-40,807	$-4.6M
Q1 2026	ADD	AVGO	+6,021	$-3.4M
Q1 2026	DROP	AAPL	-10,039	$-2.7M
Q1 2026	TRIM	ASML	-42	+$2.7M
Q1 2026	TRIM	AMD	-236	$-2.4M
Q1 2026	NEW	LITE	+2,892	+$2M
Q4 2025	DROP	DDOG	-207,000	$-29.5M
Q4 2025	DROP	SNOW	-99,000	$-22.3M
Q4 2025	DROP	MDB	-68,500	$-21.3M
Q4 2025	DROP	BABA	-105,000	$-18.8M
Q4 2025	ADD	AVGO	+44,474	+$17M
Q4 2025	ADD	GOOGL	+12,000	+$12.3M
Q4 2025	ADD	NVDA	+63,325	+$11.8M
Q4 2025	NEW	TEAM	+63,272	+$10.3M
Q4 2025	TRIM	AMD	-31,626	+$6.4M
Q4 2025	TRIM	ASML	-7,497	$-6.1M
Q4 2025	ADD	AMZN	+19,467	+$5.1M
Q4 2025	NEW	MKSI	+19,582	+$3.1M
Q4 2025	DROP	SNPS	-3,500	$-1.7M
Q4 2025	ADD	GTLB	+210,000	+$1.5M
Q4 2025	DROP	CDNS	-2,412	$-847K
Q4 2025	TRIM	TSM	-20,703	+$820K
Q4 2025	TRIM	AAPL	-628	+$13K
Q3 2025	ADD	GOOGL	+122,500	+$29.8M
Q3 2025	NEW	DDOG	+207,000	+$29.5M
Q3 2025	DROP	CLS	-169,252	$-26.4M
Q3 2025	NEW	SNOW	+99,000	+$22.3M
Q3 2025	NEW	MDB	+68,500	+$21.3M
Q3 2025	DROP	META	-26,905	$-19.9M
Q3 2025	NEW	BABA	+105,000	+$18.8M
Q3 2025	ADD	GTLB	+375,585	+$16.9M
Q3 2025	ADD	ASML	+12,974	+$13.5M
Q3 2025	TRIM	AMZN	-34,751	$-7.6M
Q3 2025	TRIM	NVDA	-75,907	$-4.1M
Q3 2025	ADD	AAPL	+2,391	+$1M
Q3 2025	TRIM	AVGO	-23,166	$-997K
Q3 2025	TRIM	CDNS	-3,544	$-988K
Q3 2025	TRIM	AMD	-41,675	$-919K
Q3 2025	TRIM	TSM	-69,662	$-514K
Q3 2025	TRIM	SNPS	-204	$-172K
Q2 2025	ADD	TSM	+39,012	+$28.2M
Q2 2025	ADD	CLS	+169,252	+$26.4M
Q2 2025	ADD	NVDA	+30,867	+$20.8M
Q2 2025	ADD	AMD	+37,118	+$15.3M
Q2 2025	ADD	AVGO	+469	+$13.3M
Q2 2025	ADD	META	+2,970	+$6.1M
Q2 2025	TRIM	AMZN	-1,067	+$2.3M
Q2 2025	ADD	GTLB	+60,098	+$1.9M
Q2 2025	ADD	CDNS	+45	+$332K
Q2 2025	ADD	SNPS	+29	+$323K
Q2 2025	ADD	AAPL	+1,909	+$284K
Q2 2025	TRIM	ASML	-1,500	$-229K
Q1 2025	DROP	MRVL	-269,646	$-29.8M
Q1 2025	DROP	CLS	-246,080	$-22.7M
Q1 2025	TRIM	NVDA	-97,595	$-21.4M
Q1 2025	TRIM	META	-29,712	$-17.6M
Q1 2025	DROP	CRM	-50,255	$-16.8M
Q1 2025	DROP	MBLY	-766,892	$-15.3M
Q1 2025	TRIM	TSM	-21,409	$-14.3M
Q1 2025	TRIM	AAPL	-46,482	$-11.8M
Q1 2025	DROP	GOOGL	-60,296	$-11.4M
Q1 2025	TRIM	AMZN	-26,149	$-8.2M
Q1 2025	DROP	ZS	-33,215	$-6M
Q1 2025	ADD	ASML	+6,563	+$4.3M
Q1 2025	ADD	GTLB	+37,514	$-1.8M
Q1 2025	ADD	SNPS	+3,220	+$1.4M
Q1 2025	ADD	CDNS	+5,131	+$1.3M
Q1 2025	ADD	AMD	+42,931	+$571K
Q1 2025	ADD	AVGO	+33,830	$-15K
Q4 2024	ADD	TSM↓ Put	+190,800	+$40.2M
Q4 2024	NEW	MRVL	+269,646	+$29.8M
Q4 2024	NEW	MBLY	+766,892	+$15.3M
Q4 2024	DROP	BE	-1,366,994	$-14.4M
Q4 2024	TRIM	NVDA	-154,380	$-13.4M
Q4 2024	TRIM	AMD	-19,719	$-12.4M
Q4 2024	ADD	GOOGL	+60,296	+$11.4M
Q4 2024	ADD	META	+17,167	+$10.5M
Q4 2024	TRIM	CLS	-6,595	+$9.8M
Q4 2024	TRIM	TSM	-5,350	+$7.2M
Q4 2024	NEW	ZS	+33,215	+$6M
Q4 2024	ADD	CRM	+172	+$3.1M
Q4 2024	TRIM	AMZN	-6,107	+$2.6M
Q4 2024	ADD	GTLB	+7,848	+$2.2M
Q4 2024	TRIM	AVGO	-42,728	$-2.1M
Q4 2024	TRIM	AAPL	-12,668	$-2M
Q4 2024	NEW	CDNS	+780	+$234K
Q4 2024	ADD	SNPS	+455	+$221K
Q4 2024	DROP	MU	-2,000	$-207K
Q4 2024	ADD	ASML	+128	+$44K
Q3 2024	ADD	GTLB	+368,955	+$19M
Q3 2024	DROP	DELL	-126,279	$-17.4M
Q3 2024	ADD	AMD	+84,482	+$14.1M
Q3 2024	TRIM	CLS	-176,561	$-11.7M
Q3 2024	TRIM	CRM	-21,417	$-4.7M
Q3 2024	ADD	BE	+467,113	+$3.4M
Q3 2024	TRIM	NVDA	-2,508	$-1.5M
Q3 2024	TRIM	AAPL	-11,942	$-1M
Q3 2024	TRIM	META	-3,020	+$966K
Q3 2024	ADD	AMZN	+107	$-797K
Q3 2024	ADD	AVGO	+117,326	+$787K
Q3 2024	ADD	TSM	+4,702	+$769K
Q3 2024	DROP	QCOM	-1,480	$-295K
Q3 2024	TRIM	ASML	-14	$-75K
Q3 2024	ADD	MU	+369	$-7K
Q2 2024	NEW	CLS	+429,236	+$24.6M
Q2 2024	DROP	MSFT	-46,000	$-19.4M
Q2 2024	NEW	DELL	+126,279	+$17.4M
Q2 2024	DROP	GOOGL	-110,000	$-16.6M
Q2 2024	NEW	AAPL	+77,459	+$16.3M
Q2 2024	ADD	TSM	+6,932	+$13.8M
Q2 2024	NEW	BE	+899,881	+$11M
Q2 2024	DROP	ADBE	-19,931	$-10.1M
Q2 2024	TRIM	AMZN	-42,000	$-6.1M
Q2 2024	ADD	TSM↓ Put	+2,000	+$4.3M
Q2 2024	TRIM	META	-6,000	$-2.2M
Q2 2024	ADD	AMD	+9,476	$-995K
Q2 2024	ADD	NVDA	+498,198	+$706K
Q2 2024	TRIM	AVGO	-3,226	$-473K
Q2 2024	NEW	ASML	+334	+$342K
Q2 2024	NEW	QCOM	+1,480	+$295K
Q2 2024	NEW	MU	+1,631	+$215K
Q2 2024	ADD	CRM	+10,095	$-111K
Q1 2024	ADD	TSM	+103,770	+$21.5M
Q1 2024	TRIM	NVDA	-21,000	+$21.5M
Q1 2024	ADD	GOOGL	+110,000	+$16.6M
Q1 2024	TRIM	AMD	-140,500	$-16.1M
Q1 2024	DROP	GTLB	-239,200	$-15.1M
Q1 2024	NEW	TSM↓ Put	+104,700	+$14.2M
Q1 2024	NEW	ADBE	+19,931	+$10.1M
Q1 2024	ADD	AMZN	+33,500	+$9.6M
Q1 2024	TRIM	META	-4,000	+$4.6M
Q1 2024	TRIM	AVGO	-7	+$3.5M
Q1 2024	TRIM	MSFT	-997	+$1.7M
Q1 2024	TRIM	CRM	-10,483	$-423K
Q4 2023	TRIM	GTLB	-578,541	$-21.9M
Q4 2023	DROP	GOOGL	-140,133	$-18.3M
Q4 2023	ADD	AMD	+53,900	+$18M
Q4 2023	DROP	TSLA	-63,120	$-15.8M
Q4 2023	ADD	TSM	+133,636	+$15.6M
Q4 2023	DROP	SNPS	-25,040	$-11.5M
Q4 2023	ADD	CRM	+16,333	+$7.7M
Q4 2023	ADD	AMZN	+7,145	+$4M
Q4 2023	TRIM	META	-20,478	$-3.5M
Q4 2023	TRIM	MSFT	-16,936	$-2.5M
Q4 2023	TRIM	NVDA	-9,500	+$1.8M
Q4 2023	TRIM	AVGO	-4,028	+$1.5M
Q3 2023	NEW	AVGO	+20,835	+$17.3M
Q3 2023	TRIM	TSM	-152,174	$-16.7M
Q3 2023	TRIM	TSLA	-44,409	$-12.4M
Q3 2023	NEW	SNPS	+25,040	+$11.5M
Q3 2023	DROP	PANW	-43,200	$-11M
Q3 2023	TRIM	CRM	-42,940	$-9.5M
Q3 2023	TRIM	META	-30,820	$-7.9M
Q3 2023	ADD	NVDA	+8,808	+$5M
Q3 2023	ADD	GTLB	+4,860	$-4.6M
Q3 2023	ADD	AMD	+55,309	+$3.8M
Q3 2023	TRIM	GOOGL	-32,665	$-2.3M
Q3 2023	ADD	MSFT	+2,053	$-886K
Q3 2023	ADD	AMZN	+5,985	+$393K