LIGHT STREET CAPITAL MANAGEMENT LLC
Q2 2026 Form 13-F
PALO ALTO, CALIFORNIA
CIK 0001569049
· CRD 155215
· SEC-registered investment adviser
$902.8M Reported Value Total
LIGHT STREET CAPITAL MANAGEMENT, LLC reports 24 total accounts under management (AUM). There are 24 discretionary accounts valued at $1,571,270,789, and 0 non-discretionary accounts.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Private funds (Form ADV)
37 funds
· $3.1B gross asset value
Hedge Fund: $1.8B · Private Equity Fund: $1.3B
Source: Form ADV filed 2026-03-27
Reported value
$902.8M
Quarter over quarter
+53.3%
Holdings
27
Top-10 concentration
65.5%
Key People
Form ADV owners & control persons
Amy Wardwell Kacher
TRUSTEE OF KACHER REVOCABLE TRUST
Glen Thomas Kacher
CHIEF INVESTMENT OFFICER / FOUNDER
George William Lynch
CHIEF OPERATING OFFICER
Filing Navigation
Coverage begins with the second quarter of 2013. Earlier quarters are not shown while their accuracy is being verified.
13F Metrics
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Q2 2026 13F record
Q2 2026 13F filing summary
| Period of report | June 30, 2026 |
|---|---|
| Filed | August 14, 2026 |
| Form | 13F-HR |
| Reported value | $902.8M |
| Positions | 27 |
| Change in reported value | +69.0% |
| New positions | 8 |
| Exited positions | 4 |
| Position turnover | 38.7% |
| Top-10 concentration | 65.5% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q2 2026 13F
Filed Aug 14, 2026
|
27 | $902.8M |
|
Q1 2026 13F
Filed May 15, 2026
|
23 | $534.2M |
|
Q4 2025 13F
Filed Feb 17, 2026
|
24 | $649.8M |
|
Q3 2025 13F
Filed Nov 14, 2025
|
27 | $594.5M |
|
Q2 2025 13F
Filed Aug 14, 2025
|
26 | $489.5M |
|
Q1 2025 13F
Filed May 15, 2025
|
20 | $358.1M |
|
Q4 2024 13F
Filed Feb 14, 2025
|
29 | $544.6M |
|
Q3 2024 13F
Filed Nov 14, 2024
|
21 | $422.6M |
|
Q2 2024 13F
Filed Aug 14, 2024
|
25 | $435.3M |
|
Q1 2024 13F
Filed May 15, 2024
|
21 | $413.5M |
|
Q4 2023 13F
Filed Feb 14, 2024
|
21 | $333.9M |
|
Q3 2023 13F
Filed Nov 14, 2023
|
23 | $339.8M |
|
Q2 2023 13F
Filed Aug 14, 2023
|
21 | $377.3M |
|
Q1 2023 13F
Filed May 15, 2023
|
23 | $410.0M |
|
Q4 2022 13F
Filed Feb 14, 2023
|
26 | $268.2M |
|
Q3 2022 13F
Filed Nov 14, 2022
|
30 | $393.2M |
|
Q2 2022 13F
Filed Aug 15, 2022
|
31 | $1.2B |
|
Q1 2022 13F
Filed May 16, 2022
|
38 | $1.5B |
|
Q4 2021 13F
Filed Feb 14, 2022
|
46 | $1.7B |
|
Q3 2021 13F
Filed Nov 15, 2021
|
51 | $2.0B |
33 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q2 2026
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | TSM TAIWAN SEMICONDUCTOR MANUFAC | $107.9M | 11.95% |
| 2 | AMD ADVANCED MICRO DEVICES INC | $63.6M | 7.05% |
| 3 | ALAB ASTERA LABS INC | $60.7M | 6.73% |
| 4 | GTLB GITLAB INC | $59.4M | 6.58% |
| 5 | AVGO BROADCOM INC | $57.9M | 6.41% |
| 6 | TSM P TAIWAN SEMICONDUCTOR MANUFAC | $52.2M | 5.78% |
| 7 | AMKR AMKOR TECHNOLOGY INC | $51.5M | 5.7% |
| 8 | FROG JFROG LTD | $46.8M | 5.18% |
| 9 | MKSI MKS INC. | $46.2M | 5.11% |
| 10 | CHYM CHIME FINL INC | $45.0M | 4.99% |
| 11 | CPNG COUPANG INC | $35.2M | 3.9% |
| 12 | TOST TOAST INC | $32.5M | 3.6% |
| 13 | RDDT REDDIT INC | $31.7M | 3.51% |
| 14 | NVDA NVIDIA CORPORATION | $27.4M | 3.03% |
| 15 | BE BLOOM ENERGY CORP | $25.5M | 2.82% |
| 16 | ASML ASML HLDG NV | $21.8M | 2.41% |
| 17 | MELI MERCADOLIBRE INC | $21.6M | 2.4% |
| 18 | CLBT CELLEBRITE DI LTD | $19.2M | 2.12% |
| 19 | SNOW SNOWFLAKE INC | $17.8M | 1.97% |
| 20 | MDB MONGODB INC | $16.8M | 1.86% |
Values as reported on the Q2 2026 Form 13F. Every position is in the holdings table below.