LIGHT STREET CAPITAL MANAGEMENT LLC
Q4 2023 Form 13-F
PALO ALTO, CALIFORNIA
CIK 0001569049
· CRD 155215
· SEC-registered investment adviser
$333.9M Reported Value Total
LIGHT STREET CAPITAL MANAGEMENT, LLC reports 19 total accounts under management (AUM). There are 19 discretionary accounts valued at $821,203,422, 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
$333.9M
Quarter over quarter
+24.7%
Holdings
21
Top-10 concentration
73.6%
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.
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Q4 2023 13F record
Q4 2023 13F filing summary
| Period of report | December 31, 2023 |
|---|---|
| Filed | February 14, 2024 |
| Form | 13F-HR |
| Reported value | $333.9M |
| Positions | 21 |
| Change in reported value | -1.7% |
| New positions | 5 |
| Exited positions | 7 |
| Position turnover | 42.9% |
| Top-10 concentration | 73.6% |
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 · Q4 2023
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | NVDA NVIDIA CORPORATION | $49.0M | 14.68% |
| 2 | AMD ADVANCED MICRO DEVICES INC | $41.1M | 12.32% |
| 3 | FROG JFROG LTD | $24.2M | 7.26% |
| 4 | TSM TAIWAN SEMICONDUCTOR MFG LTD | $24.0M | 7.2% |
| 5 | AMZN AMAZON COM INC | $19.2M | 5.76% |
| 6 | CRM SALESFORCE INC | $18.9M | 5.66% |
| 7 | AVGO BROADCOM INC | $18.8M | 5.62% |
| 8 | MSFT MICROSOFT CORP | $17.7M | 5.29% |
| 9 | META META PLATFORMS INC | $17.5M | 5.25% |
| 10 | GTLB GITLAB INC | $15.1M | 4.51% |
| 11 | INDI INDIE SEMICONDUCTOR INC | $14.1M | 4.22% |
| 12 | MELI MERCADOLIBRE INC | $12.9M | 3.86% |
| 13 | PDD PDD HOLDINGS INC | $12.7M | 3.81% |
| 14 | PCOR PROCORE TECHNOLOGIES INC | $11.1M | 3.34% |
| 15 | BILL BILL HOLDINGS INC | $10.9M | 3.26% |
| 16 | CAMT CAMTEK LTD | $7.0M | 2.11% |
| 17 | CLBT CELLEBRITE DI LTD | $6.8M | 2.05% |
| 18 | LI LI AUTO INC | $4.4M | 1.32% |
| 19 | ADSK AUTODESK INC | $4.4M | 1.31% |
| 20 | CLBTW CELLEBRITE DI LTD | $2.5M | 0.74% |
Values as reported on the Q4 2023 Form 13F. Every position is in the holdings table below.