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Light Street Capital Management 13F Holdings β€” Latest Quarterly Portfolio

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Track Light Street Capital Management’s SEC 13F-HR filings in seconds. This page summarises the firm and lets you pull the latest reported portfolio β€” all holdings, share counts, and dollar values β€” using the NexGenData 13F Tracker. Updated each quarter as new filings hit EDGAR.

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Pull Light Street’s full 13F-HR holdings →

About Light Street Capital Management

Light Street Capital Management is a Palo Alto-based technology-focused hedge fund founded in 2010 by Glen Kacher, a former Tiger Management analyst. Light Street runs long/short global TMT equity from the heart of Silicon Valley and is known for high-conviction positions in semiconductors, internet platforms, and software-as-a-service companies. The firm runs multi-billion-dollar public-equity exposure and its 13F filings typically feature a tight, high-conviction technology book.

Latest 13F filing highlights

Snapshot of the latest 13F-HR (filing date 2026-05-15). Run the tool for the live, full-portfolio view including quarter-over-quarter changes.

IssuerClassValue (USD)Shares
Taiwan Semiconductor ManufacSPONSORED ADS$113,816,491336,785
Nvidia CorporationCOM$47,474,122272,214
Broadcom IncCOM$46,364,598149,800
Advanced Micro Devices IncCOM$44,602,231219,251
Chime Finl IncCOM SHS CL A$38,913,7292,077,615
Mks Inc.COM$28,097,490122,264
Jfrog LtdORD SHS$26,984,750575,000
Amazon Com IncCOM$25,992,096124,800
Gitlab IncCLASS A COM$25,318,8001,170,000
Bill Holdings IncCOM$23,937,500625,000

Why track Light Street’s 13F?

  • Silicon Valley proximity: Light Street’s location and team composition give the firm an information advantage in tech sector flows.
  • TMT focus: a pure tech book is useful for sector-rotation models that need a clean technology read.
  • Concentration: Light Street typically runs a small number of names β€” top 10 captures most of the book.
  • Cross-fund check: Light Street’s overlaps with Coatue and Whale Rock highlight the TMT consensus trades.

Run the tracker

The NexGenData SEC Form 13F Tracker Pro Apify actor pulls the latest 13F-HR filing for Light Street Capital Management (and any other institutional manager) directly from SEC EDGAR, parses the information table, and returns clean structured JSON with issuer, CUSIP, class, value, and share count. Pricing is pay-per-result ($0.10 per holding), so a typical Light Street filing costs less than the time it takes to scrape EDGAR manually.

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Related coverage

Data sourced from Light Street Capital Management’s SEC EDGAR 13F-HR filings. NexGenData is independent and is not affiliated with Light Street Capital Management.