What Glen Kacher last reported owning
Light Street Capital
Latest 13F filed Aug 14, 2026 for the quarter ending Jun 30, 2026 · $902.8M across 28 positions · view on SEC EDGAR
Top holdings
From the 13F filed Aug 14, 2026. Bars show each position's share of the reported book.
| # | Holding | Value | % of book | Shares |
|---|---|---|---|---|
| 1 | TAIWAN SEMICONDUCTOR MANUFAC | $107.9M | 225,949 | |
| 2 | ADVANCED MICRO DEVICES INC | $63.6M | 109,500 | |
| 3 | ASTERA LABS INC | $60.7M | 125,750 | |
| 4 | GITLAB INC | $59.4M | 1,945,000 | |
| 5 | BROADCOM INC | $57.9M | 153,250 | |
| 6 | TAIWAN SEMICONDUCTOR MANUFACPUT | $52.2M | 109,200 | |
| 7 | AMKOR TECHNOLOGY INC | $51.5M | 596,783 | |
| 8 | JFROG LTD | $46.8M | 514,500 | |
| 9 | MKS INC. | $46.2M | 103,800 | |
| 10 | CHIME FINL INC | $45.0M | 2,199,089 | |
| 11 | COUPANG INC | $35.2M | 2,025,000 | |
| 12 | TOAST INC | $32.5M | 1,167,500 | |
| 13 | REDDIT INC | $31.7M | 182,500 | |
| 14 | NVIDIA CORPORATION | $27.4M | 136,720 | |
| 15 | BLOOM ENERGY CORP | $25.5M | 84,167 | |
| 16 | ASML HLDG NV | $21.8M | 10,957 | |
| 17 | MERCADOLIBRE INC | $21.6M | 12,750 | |
| 18 | CELLEBRITE DI LTD | $19.2M | 1,312,755 | |
| 19 | SNOWFLAKE INC | $17.8M | 70,000 | |
| 20 | MONGODB INC | $16.8M | 50,000 | |
| 21 | ALPHABET INC | $15.2M | 42,650 | |
| 22 | AMAZON COM INC | $12.2M | 51,000 | |
| 23 | DATADOG INC | $10.4M | 40,000 | |
| 24 | ROUNDHILL ETF TRUST | $8.9M | 120,000 | |
| 25 | NXP SEMICONDUCTORS N V | $6.5M | 23,003 |
Showing top 25 of 28 reported positions. Put/Call tags mark options positions.
Latest-quarter moves
From the most recent 13F vs. the prior quarter
- ASTERA LABS INC$60.7M
- TOAST INC$32.5M
- REDDIT INC$31.7M
- MERCADOLIBRE INC$21.6M
- SNOWFLAKE INC$17.8M
- MONGODB INC$16.8M
- ROUNDHILL ETF TRUST$8.9M
- QUANTINUUM INC$2.9M
- GITLAB INC$59.4M
- BROADCOM INC$57.9M
- AMKOR TECHNOLOGY INC$51.5M
- CHIME FINL INC$45.0M
- COUPANG INC$35.2M
- BLOOM ENERGY CORP$25.5M
- ASML HLDG NV$21.8M
- CELLEBRITE DI LTD$19.2M
- ALPHABET INC$15.2M
- ANALOG DEVICES INC$4.2M
- GDS HLDGS LTD$2.2M
- TAIWAN SEMICONDUCTOR MANUFAC$107.9M
- ADVANCED MICRO DEVICES INC$63.6M
- JFROG LTD$46.8M
- MKS INC.$46.2M
- NVIDIA CORPORATION$27.4M
- AMAZON COM INC$12.2M
- NXP SEMICONDUCTORS N V$6.5M
- BILL HOLDINGS INC$23.9M
- SAMSARA INC$12.2M
- LUMENTUM HLDGS INC$2.0M
- AMPLITUDE INC$2.0M
Recent SEC filings
Past 3 months
Questions people ask
What did Glen Kacher's Light Street Capital own in its latest 13F?
The 13F filed Aug 14, 2026 for the quarter ending Jun 30, 2026 listed 28 positions worth $902.8M. The largest was TAIWAN SEMICONDUCTOR MANUFAC at $107.9M, 12.0% of the reported portfolio.
When did Light Street Capital last file a 13F?
On Aug 14, 2026, covering the quarter that ended Jun 30, 2026. The next one is due within 45 days of the next quarter end, so the positions here can be up to 45 days old on the day they are published.
What did Glen Kacher's Light Street Capital buy and sell last quarter?
Compared with the prior 13F, the latest filing shows 8 new positions, 11 positions added to, 7 trimmed and 4 sold out entirely. Each is listed above with its size.
Does this page show everything Light Street Capital owns?
No. A 13F covers long positions in US-listed stocks, certain options and convertible notes. It leaves out short positions, cash, bonds, private holdings and shares listed outside the US, so the total here is not the fund's full size.
Data from SEC EDGAR filings. 13Fs are quarterly and lag by up to 45 days, cover only US-listed long positions and certain options, and exclude shorts and non-US holdings. Not investment advice.