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Investors / Light Street
Glen Kacher / Light Street Capital
13F
27 positions · Q2 2026AI holdings · 17 tickers
$602.8M| # | Ticker | Company | Layer | Value | Shares | % of AUM | Entry quarter |
|---|---|---|---|---|---|---|---|
| TSM | |||||||
| AMD | |||||||
| ALAB | |||||||
| GTLB | |||||||
| AVGO | |||||||
| AMKR | |||||||
| MKSI | |||||||
| NVDA | |||||||
| BE | |||||||
| ASML | |||||||
| SNOW | |||||||
| MDB | |||||||
| GOOGL | |||||||
| AMZN | |||||||
| DDOG | |||||||
| NXPI | |||||||
| GDS |
Other holdings · 10 tickers
$247.9M · non-AI| # | Ticker | Company | Value | Shares | % of AUM | Entry quarter |
|---|---|---|---|---|---|---|
| 18 | FROG | $46.8M | 5.2% | |||
| 19 | CHYM | $45M | 5.0% | |||
| 20 | CPNG | $35.2M | 3.9% | |||
| 21 | TOST | $32.5M | 3.6% | |||
| 22 | RDDT | $31.7M | 3.5% | |||
| 23 | MELI | $21.6M | 2.4% | |||
| 24 | CLBT | $19.2M | 2.1% | |||
| 25 | DRAM | $8.9M | 1.0% | |||
| 26 | ADI | $4.2M | 0.5% | |||
| 27 | QNT | $2.9M | 0.3% |
13G/13D
0 active stakes · SEC ≥5% filingsNo 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 (145)
Q3 2023
Q4 2023
Q1 2024
Q2 2024
Q3 2024
Q4 2024
Q1 2025
Q2 2025
Q3 2025
Q4 2025
Q1 2026
Q2 2026
TSM
TRIM−152K
ADD+134K
ADD+104K
ADD+7K
ADD+5K
TRIM−5K
TRIM−21K
ADD+39K
TRIM−70K
TRIM−21K
TRIM−41K
TRIM−2K
AMD
ADD+55K
ADD+54K
TRIM−141K
ADD+9K
ADD+84K
TRIM−20K
ADD+43K
ADD+37K
TRIM−42K
TRIM−32K
TRIM−236
TRIM−110K
ALAB
—
—
—
—
—
—
—
—
—
—
—
NEW+126K
GTLB
ADD+5K
TRIM−579K
DROP
—
NEW+369K
ADD+8K
ADD+38K
ADD+60K
ADD+376K
ADD+210K
ADD+110K
ADD+775K
AVGO
NEW+21K
TRIM−4K
TRIM−7
TRIM−3K
TRIM−5K
TRIM−43K
ADD+34K
ADD+469
TRIM−23K
ADD+44K
ADD+6K
ADD+3K
TSM↓ Put
—
—
NEW+105K
ADD+2K
HOLD
ADD+191K
HOLD
—
—
—
NEW+109K
HOLD
AMKR
—
—
—
—
—
—
—
—
—
NEW+288K
ADD+119K
ADD+190K
MKSI
—
—
—
—
—
—
—
—
—
NEW+20K
ADD+103K
TRIM−18K
NVDA
ADD+9K
TRIM−10K
TRIM−21K
TRIM−204K
TRIM−3K
TRIM−154K
TRIM−98K
ADD+31K
TRIM−76K
ADD+63K
TRIM−68K
TRIM−135K
BE
—
—
—
NEW+900K
ADD+467K
DROP
—
—
—
—
NEW+51K
ADD+34K
ASML
—
—
—
NEW+334
TRIM−14
ADD+128
ADD+7K
TRIM−2K
ADD+13K
TRIM−7K
TRIM−42
ADD+11
SNOW
—
—
—
—
—
—
—
—
NEW+99K
DROP
—
NEW+70K
MDB
—
—
—
—
—
—
—
—
NEW+69K
DROP
—
NEW+50K
GOOGL
TRIM−33K
DROP
NEW+110K
DROP
—
NEW+60K
DROP
—
NEW+123K
ADD+12K
TRIM−92K
ADD+150
AMZN
ADD+6K
ADD+7K
ADD+34K
TRIM−42K
ADD+107
TRIM−6K
TRIM−26K
TRIM−1K
TRIM−35K
ADD+19K
ADD+55K
TRIM−74K
DDOG
—
—
—
—
—
—
—
—
NEW+207K
DROP
NEW+40K
HOLD
NXPI
—
—
—
NEW+1K
ADD+362
TRIM−225
ADD+18K
ADD+3K
ADD+2K
TRIM−252
ADD+573
TRIM−2K
GDS
—
—
—
—
—
NEW+785K
DROP
NEW+715K
TRIM−470K
TRIM−179K
ADD+6K
ADD+148
LITE
—
—
—
—
—
—
—
—
—
—
NEW+3K
DROP
IOT
—
—
—
—
—
—
—
—
—
—
NEW+384K
DROP
AAPL
—
—
—
NEW+77K
TRIM−12K
TRIM−13K
TRIM−46K
ADD+2K
ADD+2K
TRIM−628
DROP
—
TEAM
—
—
—
—
—
—
—
—
—
NEW+63K
DROP
—
SNPS
NEW+25K
DROP
—
—
—
NEW+455
ADD+3K
ADD+29
TRIM−204
DROP
—
—
BABA
—
—
—
—
—
—
—
—
NEW+105K
DROP
—
—
CDNS
—
—
—
—
—
NEW+780
ADD+5K
ADD+45
TRIM−4K
DROP
—
—
CLS
—
—
—
NEW+429K
TRIM−177K
TRIM−7K
DROP
NEW+169K
DROP
—
—
—
META
TRIM−31K
TRIM−20K
TRIM−4K
TRIM−6K
TRIM−3K
ADD+17K
TRIM−30K
ADD+3K
DROP
—
—
—
MBLY
—
—
—
—
—
NEW+767K
DROP
—
—
—
—
—
INDI
TRIM−377K
TRIM−158K
ADD+54K
HOLD
HOLD
ADD+545K
DROP
—
—
—
—
—
ZS
—
—
—
—
—
NEW+33K
DROP
—
—
—
—
—
GEV
—
—
—
—
NEW+2K
ADD+15K
DROP
—
—
—
—
—
CRM
TRIM−43K
ADD+16K
TRIM−10K
ADD+10K
TRIM−21K
ADD+172
DROP
—
—
—
—
—
MRVL
—
—
—
—
—
NEW+270K
DROP
—
—
—
—
—
MU
—
—
—
NEW+2K
ADD+369
DROP
—
—
—
—
—
—
QCOM
—
—
—
NEW+1K
DROP
—
—
—
—
—
—
—
DELL
—
—
—
NEW+126K
DROP
—
—
—
—
—
—
—
ADBE
—
—
NEW+20K
DROP
—
—
—
—
—
—
—
—
MSFT
ADD+2K
TRIM−17K
TRIM−997
DROP
—
—
—
—
—
—
—
—
TSLA
TRIM−44K
DROP
—
—
—
—
—
—
—
—
—
—
PANW
DROP
—
—
—
—
—
—
—
—
—
—
—
Not held
low → high position value
Hover any cell for share + value delta| Period | Action | Ticker | Δ Shares | Δ Value |
|---|---|---|---|---|
| Q2 2026 | NEW | ALAB | +125,750 | +$60.7M |
| Q2 2026 | ADD | GTLB | +775,000 | +$34.1M |
| Q2 2026 | ADD | AMKR | +189,793 | +$33.1M |
| Q2 2026 | TRIM | TSM | -1,636 | +$31M |
| Q2 2026 | TRIM | NVDA | -135,494 | $-20.1M |
| Q2 2026 | TRIM | AMD | -109,751 | +$19M |
| Q2 2026 | ADD | BE | +33,542 | +$18.6M |
| Q2 2026 | TRIM | MKSI | -18,464 | +$18.1M |
| Q2 2026 | NEW | SNOW | +70,000 | +$17.8M |
| Q2 2026 | NEW | MDB | +50,000 | +$16.8M |
| Q2 2026 | TRIM | AMZN | -73,800 | $-13.8M |
| Q2 2026 | DROP | IOT | -384,000 | $-12.2M |
| Q2 2026 | ADD | AVGO | +3,450 | +$11.5M |
| Q2 2026 | ADD | ASML | +11 | +$7.3M |
| Q2 2026 | ADD | GOOGL | +150 | +$3M |
| Q2 2026 | DROP | LITE | -2,892 | $-2M |
| Q2 2026 | TRIM | NXPI | -2,497 | +$1.4M |
| Q2 2026 | ADD | GDS | +148 | $-731K |
| Q1 2026 | NEW | TSM↓ Put | +109,200 | +$36.9M |
| 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 | NEW | IOT | +384,000 | +$12.2M |
| Q1 2026 | DROP | TEAM | -63,272 | $-10.3M |
| Q1 2026 | ADD | AMZN | +55,300 | +$10M |
| Q1 2026 | ADD | AMKR | +119,095 | +$7M |
| Q1 2026 | NEW | BE | +50,625 | +$6.9M |
| Q1 2026 | NEW | 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 |
| Q1 2026 | ADD | GDS | +6,370 | +$608K |
| Q1 2026 | ADD | NXPI | +573 | $-391K |
| 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 | AMKR | +287,895 | +$11.4M |
| Q4 2025 | NEW | TEAM | +63,272 | +$10.3M |
| Q4 2025 | TRIM | GDS | -179,285 | $-7.2M |
| 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 | NXPI | -252 | $-323K |
| Q4 2025 | TRIM | AAPL | -628 | +$13K |
| Q3 2025 | NEW | 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 | GDS | -470,025 | $-12.4M |
| 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 | ADD | NXPI | +2,289 | +$733K |
| Q3 2025 | TRIM | TSM | -69,662 | $-514K |
| Q3 2025 | TRIM | SNPS | -204 | $-172K |
| Q2 2025 | ADD | TSM | +39,012 | +$28.2M |
| Q2 2025 | NEW | CLS | +169,252 | +$26.4M |
| Q2 2025 | NEW | GDS | +714,582 | +$21.8M |
| 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 | NXPI | +2,870 | +$1.2M |
| 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 | DROP | GDS | -785,156 | $-18.7M |
| 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 | DROP | INDI | -2,338,469 | $-9.5M |
| Q1 2025 | TRIM | AMZN | -26,149 | $-8.2M |
| Q1 2025 | DROP | ZS | -33,215 | $-6M |
| Q1 2025 | DROP | GEV | -16,895 | $-5.6M |
| Q1 2025 | ADD | ASML | +6,563 | +$4.3M |
| Q1 2025 | ADD | NXPI | +18,420 | +$3.5M |
| 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 | GDS | +785,156 | +$18.7M |
| 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 | NEW | 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 | GEV | +14,945 | +$5.1M |
| Q4 2024 | ADD | CRM | +172 | +$3.1M |
| Q4 2024 | TRIM | AMZN | -6,107 | +$2.6M |
| Q4 2024 | ADD | INDI | +545,344 | +$2.3M |
| 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 | NEW | SNPS | +455 | +$221K |
| Q4 2024 | DROP | MU | -2,000 | $-207K |
| Q4 2024 | TRIM | NXPI | -225 | $-105K |
| Q4 2024 | ADD | ASML | +128 | +$44K |
| Q3 2024 | NEW | 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 | TRIM | AVGO | -4,840 | +$787K |
| Q3 2024 | ADD | TSM | +4,702 | +$769K |
| Q3 2024 | NEW | GEV | +1,950 | +$497K |
| Q3 2024 | DROP | QCOM | -1,480 | $-295K |
| Q3 2024 | TRIM | ASML | -14 | $-75K |
| Q3 2024 | ADD | NXPI | +362 | +$44K |
| 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 | TRIM | NVDA | -203,802 | +$706K |
| Q2 2024 | TRIM | AVGO | -3,226 | $-473K |
| Q2 2024 | NEW | NXPI | +1,463 | +$394K |
| 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 | NEW | 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 | ADD | INDI | +54,461 | $-1.4M |
| 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 | INDI | -158,244 | +$2.2M |
| 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 | INDI | -377,158 | $-9.4M |
| 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 |