LIGHT STREET CAPITAL MANAGEMENT LLC
Q3 2022 Form 13-F
PALO ALTO, CALIFORNIA
CIK 0001569049
· CRD 155215
· SEC-registered investment adviser
$393.2M Reported Value Total
LIGHT STREET CAPITAL MANAGEMENT, LLC reports 20 total accounts under management (AUM). There are 20 discretionary accounts valued at $2,620,841,227, 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
$393.2M
Quarter over quarter
-12.7%
Holdings
30
Top-10 concentration
58.1%
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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Q3 2022 13F record
Q3 2022 13F filing summary
| Period of report | September 30, 2022 |
|---|---|
| Filed | November 14, 2022 |
| Form | 13F-HR |
| Reported value | $393.2M |
| Positions | 30 |
| Change in reported value | -67.9% |
| New positions | 5 |
| Exited positions | 6 |
| Position turnover | 30.6% |
| Top-10 concentration | 58.1% |
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 · Q3 2022
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | GTLB GITLAB INC | $27.5M | 6.99% |
| 2 | DDOG DATADOG INC | $26.9M | 6.85% |
| 3 | CLBT CELLEBRITE DI LTD | $26.1M | 6.64% |
| 4 | EXFY EXPENSIFY INC | $23.9M | 6.07% |
| 5 | TSLA TESLA INC | $23.2M | 5.9% |
| 6 | ACEL ACCEL ENTERTAINMENT INC | $22.4M | 5.71% |
| 7 | SPLK SPLUNK INC | $20.5M | 5.21% |
| 8 | GDRX GOODRX HLDGS INC | $19.6M | 4.98% |
| 9 | CRM SALESFORCE INC | $19.5M | 4.96% |
| 10 | ASML ASML HOLDING N V | $18.7M | 4.76% |
| 11 | APP APPLOVIN CORP | $18.5M | 4.71% |
| 12 | ALB ALBEMARLE CORP | $18.4M | 4.68% |
| 13 | FORG FORGEROCK INC | $16.2M | 4.11% |
| 14 | CFLT CONFLUENT INC | $14.1M | 3.59% |
| 15 | DCGO DOCGO INC | $13.7M | 3.48% |
| 16 | CPNG COUPANG INC | $12.6M | 3.2% |
| 17 | INDI INDIE SEMICONDUCTOR INC | $12.1M | 3.08% |
| 18 | CRWD CROWDSTRIKE HLDGS INC | $10.8M | 2.74% |
| 19 | NRDY NERDY INC | $10.3M | 2.62% |
| 20 | MSFT MICROSOFT CORP | $9.0M | 2.29% |
Values as reported on the Q3 2022 Form 13F. Every position is in the holdings table below.