Loading
SEC Form 13F · Q2 2026
Light Street Capital portfolio
Glen Kacher · LIGHT STREET CAPITAL MANAGEMENT, LLC · CIK 0001569049
Latest 13F for the quarter ended Jun 30, 2026, filed Aug 14, 2026, compared with the quarter ended Mar 31, 2026.
Reported 13F value$902.8M
Holdings28
Top 10 concentration63.6%
New positions8
Added to11
Reduced7
Closed4
What changed in Q2 2026
Estimated trade value from reported units and period-end values
New positions
Added to
Reduced
Closed
Holdings, Q2 2026
28 positions by reported value · includes 1 option positions
| Holding | Portfolio weight | Reported value | Shares / units | Change vs prior quarter |
|---|---|---|---|---|
| TSMTAIWAN SEMICONDUCTOR MANUFAC · SPONSORED ADS | 11.95% | $107.9M | 225,949 | -0.7% |
| AMDADVANCED MICRO DEVICES INC · COM | 7.05% | $63.6M | 109,500 | -50.1% |
| ALABASTERA LABS INC · COM | 6.73% | $60.7M | 125,750 | New |
| GTLBGITLAB INC · CLASS A COM | 6.58% | $59.4M | 1,945,000 | +66.2% |
| AVGOBROADCOM INC · COM | 6.41% | $57.9M |
Source: SEC Form 13F filings (latest filing on sec.gov). Information and analytics, not investment advice. Holdings are reported as of the quarter end, not live positions; reported 13F value covers securities listed on Form 13F and is not the fund's total assets under management.