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Data sourced from SEC EDGAR 13F filings

PricingTermsPrivacy© 2026 Super Investor · Not financial advice

Glen Kacher – Light Street Capital Management LLC

Period:
Q2 2026
Portfolio date:
Jun 30, 2026
No. of stocks:
28
Portfolio value:
$902,839,000
Filed:
Aug 14, 2026
Style:
TMT Long/Short
HistStockActivityShare change% change to portfolio
Q2 2026filed Aug 14, 268 new6 added6 reduced4 exited
≡ALAB – ASTERA LABS INCBuy125,7506.73
≡NVDA – NVIDIA CORPORATIONReduce 49.77%−135,494−5.86
≡BILL – BILL HOLDINGS INCSell−625,000−4.48
≡TOST – TOAST INCBuy1,167,5003.60
≡AMZN – AMAZON COM INCReduce 59.13%−73,800−3.52
≡RDDT – REDDIT INCBuy182,5003.51
≡MELI – MERCADOLIBRE INCBuy12,7502.40
≡CHYM – CHIME FINL INCAdd 5.85%121,474−2.30
≡IOT – SAMSARA INCSell−384,000−2.28
≡AMKR – AMKOR TECHNOLOGY INCAdd 46.63%189,7932.27
≡SNOW – SNOWFLAKE INCBuy70,0001.97
≡MDB – MONGODB INCBuy50,0001.86
≡GTLB – GITLAB INCAdd 66.24%775,0001.84
≡BE – BLOOM ENERGY CORPAdd 66.26%33,5421.54
≡AMD – ADVANCED MICRO DEVICES INCReduce 50.06%−109,751−1.30
≡DRAM – ROUNDHILL ETF TRUSTBuy120,0000.98
≡CLBT – CELLEBRITE DI LTDAdd 104.82%671,8300.47
≡LITE – LUMENTUM HLDGS INCSell−2,892−0.38
≡AMPL – AMPLITUDE INCSell−292,844−0.37
≡QNT – QUANTINUUM INCBuy35,2420.32
≡NXPI – NXP SEMICONDUCTORS N VReduce 9.79%−2,497−0.22
≡CPNG – COUPANG INCAdd 92.50%973,0430.18
≡MKSI – MKS INC.Reduce 15.10%−18,464−0.15
≡FROG – JFROG LTDReduce 10.52%−60,5000.13
Q1 2026filed May 15, 266 new7 added6 reduced6 exited
≡TSMPUT – TAIWAN SEMICONDUCTOR MANUFACBuy109,2006.91
≡MKSI – MKS INC.Add 524.37%102,6824.78
≡CONFLUENT INCSell−910,000−4.23
≡GOOGL – ALPHABET INCReduce 68.40%
Q4 2025filed Feb 17, 266 new9 added8 reduced9 exited
≡CHYM – CHIME FINL INCAdd 81.69%1,218,6125.44
≡DDOG – DATADOG INCSell−207,000−4.96
≡SNOW – SNOWFLAKE INCSell−99,000−3.76
≡MDB – MONGODB INCSell−68,500
Q3 2025filed Nov 14, 258 new8 added10 reduced7 exited
≡CLS – CELESTICA INCSell−169,252−5.40
≡GOOGL – ALPHABET INCBuy122,5005.01
≡DDOG – DATADOG INCBuy207,0004.96
≡CONFLUENT INCBuy1,268,6404.23
Q2 2025filed Aug 14, 257 new7 added6 reduced2 exited
≡TSMPUT – TAIWAN SEMICONDUCTOR MFG LTDSell−297,500−13.79
≡CLS – CELESTICA INCBuy169,2525.40
≡RDDT – REDDIT INCSell−176,550−5.17
≡CHYM – CHIME FINL INC
Q1 2025filed May 15, 253 new10 added6 reduced12 exited
≡BILL – BILL HOLDINGS INCAdd 332.08%509,2526.11
≡MRVL – MARVELL TECHNOLOGY INCSell−269,646−5.47
≡RDDT – REDDIT INCBuy176,5505.17
≡BL – BLACKLINE INCBuy380,988
−92,000
−4.19
≡CPNG – COUPANG INCBuy1,051,9573.72
≡CEG – CONSTELLATION ENERGY CORPSell−63,065−3.43
≡CHYM – CHIME FINL INCReduce 23.34%−632,674−3.21
≡RDDT – REDDIT INCSell−90,000−3.18
≡BILL – BILL HOLDINGS INCReduce 28.82%−253,000−2.89
≡NFLX – NETFLIX INCSell−200,000−2.89
≡AMZN – AMAZON COM INCAdd 79.57%55,3002.40
≡AMPL – AMPLITUDE INCReduce 80.48%−1,207,156−2.30
≡IOT – SAMSARA INCBuy384,0002.28
≡TSM – TAIWAN SEMICONDUCTOR MANUFACReduce 15.20%−40,8071.84
≡AMKR – AMKOR TECHNOLOGY INCAdd 41.37%119,0951.68
≡TEAM – ATLASSIAN CORPORATIONSell−63,272−1.58
≡GTLB – GITLAB INCAdd 10.38%110,000−1.38
≡BE – BLOOM ENERGY CORPBuy50,6251.28
≡DDOG – DATADOG INCBuy40,0000.88
≡NVDA – NVIDIA CORPORATIONReduce 19.94%−67,786−0.87
≡FROG – JFROG LTDAdd 24.46%113,0000.61
≡AAPL – APPLE INCSell−10,039−0.42
≡LITE – LUMENTUM HLDGS INCBuy2,8920.38
≡CLBT – CELLEBRITE DI LTDAdd 30.07%148,1700.29
≡GDS – GDS HLDGS LTDAdd 9.76%6,3700.19
−3.58
≡RDDT – REDDIT INCBuy90,0003.18
≡BABA – ALIBABA GROUP HLDG LTDSell−105,000−3.16
≡NFLX – NETFLIX INCBuy200,0002.89
≡AMPL – AMPLITUDE INCBuy1,500,0002.67
≡AVGO – BROADCOM INCAdd 44.79%44,4742.15
≡SE – SEA LTDSell−69,303−2.08
≡AMKR – AMKOR TECHNOLOGY INCBuy287,8951.75
≡TEAM – ATLASSIAN CORPORATIONBuy63,2721.58
≡GOOGL – ALPHABET INCAdd 9.80%12,0001.47
≡GDS – GDS HLDGS LTDReduce 73.31%−179,285−1.24
≡BILL – BILL HOLDINGS INCReduce 8.78%−84,500−1.21
≡ASML – ASML HOLDING N VReduce 40.56%−7,497−1.20
≡NVDA – NVIDIA CORPORATIONAdd 22.89%63,3251.07
≡TSM – TAIWAN SEMICONDUCTOR MFG LTDReduce 7.16%−20,703−1.03
≡APPF – APPFOLIO INCSell−20,000−0.93
≡CEG – CONSTELLATION ENERGY CORPAdd 31.45%15,0900.77
≡MNDY – MONDAY COM LTDSell−19,843−0.65
≡AMZN – AMAZON COM INCAdd 38.91%19,4670.62
≡MKSI – MKS INC.Buy19,5820.48
≡AMD – ADVANCED MICRO DEVICES INCReduce 12.59%−31,6260.40
≡GTLB – GITLAB INCAdd 24.71%210,000−0.32
≡SNPS – SYNOPSYS INCSell−3,500−0.29
≡CLBT – CELLEBRITE DI LTDAdd 37.74%135,0000.25
≡FROG – JFROG LTDReduce 20.24%−117,265−0.17
≡ADI – ANALOG DEVICES INCAdd 50.00%3,3840.14
≡CDNS – CADENCE DESIGN SYSTEM INCSell−2,412−0.14
≡AAPL – APPLE INCReduce 5.89%−628−0.04
≡CONFLUENT INCReduce 28.27%−358,6400.01
≡META – META PLATFORMS INCSell−26,905−4.06
≡SNOW – SNOWFLAKE INCBuy99,0003.76
≡MDB – MONGODB INCBuy68,5003.58
≡BABA – ALIBABA GROUP HLDG LTDBuy105,0003.16
≡NFLX – NETFLIX INCSell−11,539−3.16
≡TSM – TAIWAN SEMICONDUCTOR MFG LTDReduce 19.42%−69,662−3.02
≡BL – BLACKLINE INCSell−257,518−2.98
≡GDS – GDS HLDGS LTDReduce 65.78%−470,025−2.87
≡NVDA – NVIDIA CORPORATIONReduce 21.53%−75,907−2.70
≡BILL – BILL HOLDINGS INCAdd 50.43%322,6802.53
≡CEG – CONSTELLATION ENERGY CORPAdd 1021.70%43,6982.37
≡ASML – ASML HOLDING N VAdd 235.42%12,9742.11
≡GTLB – GITLAB INCAdd 79.17%375,5852.07
≡AMZN – AMAZON COM INCReduce 40.99%−34,751−1.95
≡SE – SEA LTDReduce 42.55%−51,327−1.86
≡AMD – ADVANCED MICRO DEVICES INCReduce 14.23%−41,675−1.65
≡MELI – MERCADOLIBRE INCSell−3,049−1.63
≡AVGO – BROADCOM INCReduce 18.92%−23,166−1.39
≡APPF – APPFOLIO INCBuy20,0000.93
≡NCNO – NCINO INCSell−150,820−0.86
≡CLBT – CELLEBRITE DI LTDReduce 35.28%−195,000−0.69
≡MNDY – MONDAY COM LTDBuy19,8430.65
≡CDNS – CADENCE DESIGN SYSTEM INCReduce 59.50%−3,544−0.23
≡ANSYS INCSell−2,463−0.18
≡CHYM – CHIME FINL INCAdd 115.08%798,1470.17
≡AAPL – APPLE INCAdd 28.89%2,3910.11
≡SNPS – SYNOPSYS INCReduce 5.51%−204−0.10
≡NXPI – NXP SEMICONDUCTORS N VAdd 10.00%2,289−0.06
≡ADI – ANALOG DEVICES INCAdd 11.50%698−0.02
Buy
693,530
4.89
≡GDS – GDS HLDGS LTDBuy714,5824.46
≡SE – SEA LTDBuy120,6303.94
≡NFLX – NETFLIX INCBuy11,5393.16
≡BL – BLACKLINE INCReduce 32.41%−123,470−2.17
≡NCNO – NCINO INCReduce 58.96%−216,717−1.96
≡TSM – TAIWAN SEMICONDUCTOR MFG LTDAdd 12.20%39,0121.78
≡NVDA – NVIDIA CORPORATIONAdd 9.59%30,8671.64
≡MELI – MERCADOLIBRE INCBuy3,0491.63
≡AMD – ADVANCED MICRO DEVICES INCAdd 14.52%37,1181.15
≡GTLB – GITLAB INCAdd 14.51%60,098−1.07
≡ASML – ASML HOLDING N VReduce 21.39%−1,500−0.40
≡ANSYS INCReduce 54.04%−2,896−0.30
≡ADI – ANALOG DEVICES INCBuy6,0700.30
≡FROG – JFROG LTDReduce 5.02%−32,170−0.27
≡META – META PLATFORMS INCAdd 12.41%2,9700.20
≡AAPL – APPLE INCAdd 29.98%1,909−0.05
≡NXPI – NXP SEMICONDUCTORS N VAdd 14.34%2,870−0.04
≡CEG – CONSTELLATION ENERGY CORPReduce 15.99%−814−0.00
5.15
≡CLS – CELESTICA INCSell−246,080−4.17
≡GDS – GDS HLDGS LTDSell−785,156−3.43
≡CRM – SALESFORCE INCSell−50,255−3.09
≡NCNO – NCINO INCBuy367,5372.82
≡MBLY – MOBILEYE GLOBAL INCSell−766,892−2.81
≡ADSK – AUTODESK INCSell−50,956−2.77
≡AMD – ADVANCED MICRO DEVICES INCAdd 20.18%42,9312.62
≡MELI – MERCADOLIBRE INCSell−7,941−2.48
≡TSM – TAIWAN SEMICONDUCTOR MFG LTDReduce 6.28%−21,4092.45
≡WDAY – WORKDAY INCSell−44,768−2.12
≡GOOGL – ALPHABET INCSell−60,296−2.10
≡AAPL – APPLE INCReduce 87.95%−46,482−2.04
≡AVGO – BROADCOM INCAdd 38.37%33,8301.95
≡META – META PLATFORMS INCReduce 55.38%−29,712−1.92
≡INDI – INDIE SEMICONDUCTOR INCSell−2,338,469−1.74
≡FROG – JFROG LTDReduce 16.22%−124,0781.60
≡GTLB – GITLAB INCAdd 9.96%37,5141.54
≡ASML – ASML HOLDING N VAdd 1464.96%6,5631.24
≡ZS – ZSCALER INCSell−33,215−1.10
≡GEV – GE VERNOVA INCSell−16,895−1.02
≡NXPI – NXP SEMICONDUCTORS N VAdd 1151.25%18,4201.00
≡NVDA – NVIDIA CORPORATIONReduce 23.28%−97,595−0.60
≡ANSYS INCAdd 676.67%4,6690.43
≡SNPS – SYNOPSYS INCAdd 707.69%3,2200.40
≡CDNS – CADENCE DESIGN SYSTEM INCAdd 657.82%5,1310.38
≡CEG – CONSTELLATION ENERGY CORPAdd 390.94%4,0540.24
≡AMZN – AMAZON COM INCReduce 23.35%−26,1490.05