Light Street Capital portfolio: Q2 2026 13F holdings
Glen Kacher. Glen Kacher's technology fund.
The Q3 2026 13F is due by 2026-11-16. This page switches to it as soon as it lands on SEC EDGAR (checked hourly).
Light Street Capital reported 27 US stock positions worth $850.7M at the end of Q2 2026, against $497.3M in 23 positions at the end of Q1 2026. The ten largest are 67% of the portfolio, led by Taiwan Semiconductor Manufac (13%), Advanced Micro Devices and Astera Labs Inc. Over the quarter it opened 8 new positions (Astera Labs Inc, Toast Inc and Reddit and others), sold out of 4 (Bill Holdings Inc, Samsara Inc and Lumentum and others), added to 5 and trimmed 5.
Biggest buys in Q2 2026
Biggest sells in Q2 2026
Everything Light Street Capital owns
| Company | % of portfolio | Value | Shares | vs Q1 2026 | Upside | The rule |
|---|---|---|---|---|---|---|
| Taiwan Semiconductor Manufac | 13% | $107.9M | 225,949 | -1% | — | — |
| AMDAdvanced Micro Devices | 7.5% | $63.6M | 109,500 | -50% | -76% | Members only |
| Astera Labs Inc | 7.1% | $60.7M | 125,750 | NEW | — | — |
| Gitlab Inc | 7.0% | $59.4M | 1,945,000 | +66% | — | — |
| AVGOBroadcom | 6.8% | $57.9M | 153,250 | +2% | -9% | Members only |
| Amkor Technology Inc | 6.0% | $51.5M | 596,783 | +47% | — | — |
| Jfrog Ltd | 5.5% | $46.8M | 514,500 | -11% | — | — |
| Mks Inc. | 5.4% | $46.2M | 103,800 | -15% | — | — |
| Chime Finl Inc | 5.3% | $45.0M | 2,199,089 | +6% | — | — |
| Coupang Inc | 4.1% | $35.2M | 2,025,000 | +92% | — | — |
| Toast Inc | 3.8% | $32.5M | 1,167,500 | NEW | — | — |
| RDDTReddit | 3.7% | $31.7M | 182,500 | NEW | +36% | Members only |
| NVDANvidia | 3.2% | $27.4M | 136,720 | -50% | +19% | Members only |
| BEBloom Energy | 3.0% | $25.5M | 84,167 | +66% | -72% | Members only |
| Asml Hldg NV | 2.6% | $21.8M | 10,957 | same | — | — |
| Mercadolibre Inc | 2.5% | $21.6M | 12,750 | NEW | — | — |
| Cellebrite DI Ltd | 2.3% | $19.2M | 1,312,755 | +105% | — | — |
| Snowflake Inc | 2.1% | $17.8M | 70,000 | NEW | — | — |
| Mongodb Inc | 2.0% | $16.8M | 50,000 | NEW | — | — |
| GOOGLAlphabet (Class A) | 1.8% | $15.2M | 42,650 | same | -5% | Members only |
| AMZNAmazon | 1.4% | $12.2M | 51,000 | -59% | +46% | Members only |
| DDOGDatadog | 1.2% | $10.4M | 40,000 | same | -83% | Members only |
| Roundhill Etf Trust | 1.0% | $8.9M | 120,000 | NEW | — | — |
| NXPINXP Semiconductors | 0.8% | $6.5M | 23,003 | -10% | -31% | Members only |
| ADIAnalog Devices | 0.5% | $4.2M | 10,523 | same | -46% | Members only |
| Quantinuum Inc | 0.3% | $2.9M | 35,242 | NEW | — | — |
| Gds Hldgs Ltd | 0.3% | $2.2M | 71,790 | same | — | — |
| Bill Holdings Inc | — | — | — | SOLD OUT | — | — |
| Samsara Inc | — | — | — | SOLD OUT | — | — |
| LITELumentum | — | — | — | SOLD OUT | -83% | Members only |
| Amplitude Inc | — | — | — | SOLD OUT | — | — |
Upside is to our model’s value from each company’s own SEC filings, for the S&P 500 companies we value (how). Positions sold out during the quarter are listed last.
Other 13F portfolios
- Berkshire HathawayWarren Buffett · Q2 2026
- Dodge & Cox220 positions · Q2 2026
- Harris Associates (Oakmark)Bill Nygren · Q2 2026
- First Eagle Investments422 positions · Q2 2026
- Coatue ManagementPhilippe Laffont · Q2 2026
- Viking GlobalAndreas Halvorsen · Q2 2026
- D1 Capital PartnersDan Sundheim · Q2 2026
- Tiger GlobalChase Coleman · Q2 2026
- Davis AdvisorsChris Davis · Q2 2026
- Pershing SquareBill Ackman · Q2 2026
- Lone Pine CapitalStephen Mandel · Q2 2026
- Elliott Investment ManagementPaul Singer · Q2 2026
What a 13F shows, and what it hides: 13F filings explained.
Generated automatically from Light Street Capital’s Form 13F (CIK 1569049, accession 0000935836-26-000422) on SEC EDGAR, compared with its filing for Q1 2026. Long US stock positions only: 13Fs leave out shorts, cash, bonds, most non-US holdings and options (excluded here), and are up to 45 days old when filed. Research only, not investment advice. boring&rich is not affiliated with or endorsed by Light Street Capital or Glen Kacher.