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Data sourced from SEC EDGAR 13F filings

PricingTermsPrivacy© 2026 Super Investor · Not financial advice

Glen Kacher – Light Street Capital

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
≡TOST – TOAST INCBuy1,167,5003.60
≡RDDT – REDDIT INCBuy182,5003.51
≡MELI – MERCADOLIBRE INCBuy12,7502.40
≡CHYM – CHIME FINL INCAdd 5.85%121,474−2.30
≡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
≡DRAM – ROUNDHILL ETF TRUSTBuy120,0000.98
≡CLBT – CELLEBRITE DI LTDAdd 104.82%671,8300.47
≡QNT – QUANTINUUM INCBuy35,2420.32
≡CPNG – COUPANG INCAdd 92.50%973,0430.18
Q1 2026filed May 15, 266 new7 added6 reduced6 exited
≡TSMPUT – TAIWAN SEMICONDUCTOR MANUFACBuy109,2006.91
≡MKSI – MKS INC.Add 524.37%102,6824.78
≡CPNG – COUPANG INCBuy1,051,9573.72
≡AMZN
Q4 2025filed Feb 17, 266 new9 added8 reduced9 exited
≡CHYM – CHIME FINL INCAdd 81.69%1,218,6125.44
≡RDDT – REDDIT INCBuy90,0003.18
≡NFLX – NETFLIX INCBuy200,0002.89
≡AMPL – AMPLITUDE INCBuy1,500,000
Q3 2025filed Nov 14, 258 new8 added10 reduced7 exited
≡GOOGL – ALPHABET INCBuy122,5005.01
≡DDOG – DATADOG INCBuy207,0004.96
≡CONFLUENT INCBuy1,268,6404.23
≡SNOW – SNOWFLAKE INCBuy99,0003.76
Q2 2025filed Aug 14, 257 new7 added6 reduced2 exited
≡CLS – CELESTICA INCBuy169,2525.40
≡CHYM – CHIME FINL INCBuy693,5304.89
≡GDS – GDS HLDGS LTDBuy714,5824.46
≡SE – SEA LTDBuy120,630
Q1 2025filed May 15, 253 new10 added6 reduced12 exited
≡BILL – BILL HOLDINGS INCAdd 332.08%509,2526.11
≡RDDT – REDDIT INCBuy176,5505.17
≡BL – BLACKLINE INCBuy380,9885.15
≡NCNO – NCINO INCBuy367,537
– AMAZON COM INC
Add 79.57%
55,300
2.40
≡IOT – SAMSARA INCBuy384,0002.28
≡AMKR – AMKOR TECHNOLOGY INCAdd 41.37%119,0951.68
≡GTLB – GITLAB INCAdd 10.38%110,000−1.38
≡BE – BLOOM ENERGY CORPBuy50,6251.28
≡DDOG – DATADOG INCBuy40,0000.88
≡FROG – JFROG LTDAdd 24.46%113,0000.61
≡LITE – LUMENTUM HLDGS INCBuy2,8920.38
≡CLBT – CELLEBRITE DI LTDAdd 30.07%148,1700.29
≡GDS – GDS HLDGS LTDAdd 9.76%6,3700.19
2.67
≡AVGO – BROADCOM INCAdd 44.79%44,4742.15
≡AMKR – AMKOR TECHNOLOGY INCBuy287,8951.75
≡TEAM – ATLASSIAN CORPORATIONBuy63,2721.58
≡GOOGL – ALPHABET INCAdd 9.80%12,0001.47
≡NVDA – NVIDIA CORPORATIONAdd 22.89%63,3251.07
≡CEG – CONSTELLATION ENERGY CORPAdd 31.45%15,0900.77
≡AMZN – AMAZON COM INCAdd 38.91%19,4670.62
≡MKSI – MKS INC.Buy19,5820.48
≡GTLB – GITLAB INCAdd 24.71%210,000−0.32
≡CLBT – CELLEBRITE DI LTDAdd 37.74%135,0000.25
≡ADI – ANALOG DEVICES INCAdd 50.00%3,3840.14
≡MDB – MONGODB INCBuy68,5003.58
≡BABA – ALIBABA GROUP HLDG LTDBuy105,0003.16
≡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
≡APPF – APPFOLIO INCBuy20,0000.93
≡MNDY – MONDAY COM LTDBuy19,8430.65
≡CHYM – CHIME FINL INCAdd 115.08%798,1470.17
≡AAPL – APPLE INCAdd 28.89%2,3910.11
≡NXPI – NXP SEMICONDUCTORS N VAdd 10.00%2,289−0.06
≡ADI – ANALOG DEVICES INCAdd 11.50%698−0.02
3.94
≡NFLX – NETFLIX INCBuy11,5393.16
≡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
≡ADI – ANALOG DEVICES INCBuy6,0700.30
≡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
2.82
≡AMD – ADVANCED MICRO DEVICES INCAdd 20.18%42,9312.62
≡AVGO – BROADCOM INCAdd 38.37%33,8301.95
≡GTLB – GITLAB INCAdd 9.96%37,5141.54
≡ASML – ASML HOLDING N VAdd 1464.96%6,5631.24
≡NXPI – NXP SEMICONDUCTORS N VAdd 1151.25%18,4201.00
≡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