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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
≡NVDA – NVIDIA CORPORATIONReduce 49.77%−135,494−5.86
≡BILL – BILL HOLDINGS INCSell−625,000−4.48
≡AMZN – AMAZON COM INCReduce 59.13%−73,800−3.52
≡IOT – SAMSARA INCSell−384,000−2.28
≡AMD – ADVANCED MICRO DEVICES INCReduce 50.06%−109,751−1.30
≡LITE – LUMENTUM HLDGS INCSell−2,892−0.38
≡AMPL – AMPLITUDE INCSell−292,844−0.37
≡NXPI – NXP SEMICONDUCTORS N VReduce 9.79%−2,497−0.22
≡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
≡CONFLUENT INCSell−910,000−4.23
≡GOOGL – ALPHABET INCReduce 68.40%−92,000−4.19
≡CEG – CONSTELLATION ENERGY CORPSell−63,065−3.43
≡CHYM – CHIME FINL INCReduce 23.34%−632,674−3.21
Q4 2025filed Feb 17, 266 new9 added8 reduced9 exited
≡DDOG – DATADOG INCSell−207,000−4.96
≡SNOW – SNOWFLAKE INCSell−99,000−3.76
≡MDB – MONGODB INCSell−68,500−3.58
≡BABA – ALIBABA GROUP HLDG LTDSell−105,000
Q3 2025filed Nov 14, 258 new8 added10 reduced7 exited
≡CLS – CELESTICA INCSell−169,252−5.40
≡META – META PLATFORMS INCSell−26,905−4.06
≡NFLX – NETFLIX INCSell−11,539−3.16
≡TSM – TAIWAN SEMICONDUCTOR MFG LTDReduce 19.42%−69,662
Q2 2025filed Aug 14, 257 new7 added6 reduced2 exited
≡TSMPUT – TAIWAN SEMICONDUCTOR MFG LTDSell−297,500−13.79
≡RDDT – REDDIT INCSell−176,550−5.17
≡BL – BLACKLINE INCReduce 32.41%−123,470−2.17
≡NCNO – NCINO INC
Q1 2025filed May 15, 253 new10 added6 reduced12 exited
≡MRVL – MARVELL TECHNOLOGY INCSell−269,646−5.47
≡CLS – CELESTICA INCSell−246,080−4.17
≡GDS – GDS HLDGS LTDSell−785,156−3.43
≡CRM – SALESFORCE INCSell−50,255
≡RDDT – REDDIT INCSell−90,000−3.18
≡BILL – BILL HOLDINGS INCReduce 28.82%−253,000−2.89
≡NFLX – NETFLIX INCSell−200,000−2.89
≡AMPL – AMPLITUDE INCReduce 80.48%−1,207,156−2.30
≡TSM – TAIWAN SEMICONDUCTOR MANUFACReduce 15.20%−40,8071.84
≡TEAM – ATLASSIAN CORPORATIONSell−63,272−1.58
≡NVDA – NVIDIA CORPORATIONReduce 19.94%−67,786−0.87
≡AAPL – APPLE INCSell−10,039−0.42
−3.16
≡SE – SEA LTDSell−69,303−2.08
≡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
≡TSM – TAIWAN SEMICONDUCTOR MFG LTDReduce 7.16%−20,703−1.03
≡APPF – APPFOLIO INCSell−20,000−0.93
≡MNDY – MONDAY COM LTDSell−19,843−0.65
≡AMD – ADVANCED MICRO DEVICES INCReduce 12.59%−31,6260.40
≡SNPS – SYNOPSYS INCSell−3,500−0.29
≡FROG – JFROG LTDReduce 20.24%−117,265−0.17
≡CDNS – CADENCE DESIGN SYSTEM INCSell−2,412−0.14
≡AAPL – APPLE INCReduce 5.89%−628−0.04
≡CONFLUENT INCReduce 28.27%−358,6400.01
−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
≡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
≡NCNO – NCINO INCSell−150,820−0.86
≡CLBT – CELLEBRITE DI LTDReduce 35.28%−195,000−0.69
≡CDNS – CADENCE DESIGN SYSTEM INCReduce 59.50%−3,544−0.23
≡ANSYS INCSell−2,463−0.18
≡SNPS – SYNOPSYS INCReduce 5.51%−204−0.10
Reduce 58.96%
−216,717
−1.96
≡ASML – ASML HOLDING N VReduce 21.39%−1,500−0.40
≡ANSYS INCReduce 54.04%−2,896−0.30
≡FROG – JFROG LTDReduce 5.02%−32,170−0.27
≡CEG – CONSTELLATION ENERGY CORPReduce 15.99%−814−0.00
−3.09
≡MBLY – MOBILEYE GLOBAL INCSell−766,892−2.81
≡ADSK – AUTODESK INCSell−50,956−2.77
≡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
≡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
≡ZS – ZSCALER INCSell−33,215−1.10
≡GEV – GE VERNOVA INCSell−16,895−1.02
≡NVDA – NVIDIA CORPORATIONReduce 23.28%−97,595−0.60
≡AMZN – AMAZON COM INCReduce 23.35%−26,1490.05