Glen Kacher's portfolio
In the Q2 2026 13F, filed August 14, 2026, Light Street Capital Management reported 27 US stock positions worth $851M. The largest was Taiwan Semiconductor Manufacturing (TSM) at 12.7% of the portfolio. New positions: Astera Labs (ALAB), Toast (TOST) and Reddit (RDDT). Added to: Gitlab (GTLB) and Broadcom (AVGO). The Q3 2026 13F is due by November 14, 2026.
What changed in Q2 2026
Compared with the previous 13F. Values are as reported at quarter end. How to read a 13F.
New positions
Added to
- GitlabGTLB$59M
- BroadcomAVGO$58M
- Amkor TechnologyAMKR$51M
- Chime FinancialCHYM$45M
- CoupangCPNG$35M
- Bloom EnergyBE$25M
- Cellebrite DICLBT$19M
- AlphabetGOOGL$15M
- Analog DevicesADI$4M
- GDS HoldingsGDS$2M
Trimmed
- Taiwan Semiconductor ManufacturingTSM$108M
- Advanced Micro DevicesAMD$64M
- JfrogFROG$47M
- MKSMKSI$46M
- NVIDIANVDA$27M
- Amazon.comAMZN$12M
- NXP SemiconductorsNXPI$6M
Sold out
None this quarter.
Holdings
27 US-listed positions in the Q2 2026 13F, largest first.
| Stock | % of portfolio | Value | Shares | Last quarter |
|---|---|---|---|---|
| Taiwan Semiconductor ManufacturingTSM | 12.69% | $108M | 225,949 | Trimmed |
| Advanced Micro DevicesAMD | 7.48% | $64M | 109,500 | Trimmed |
| Astera LabsALAB | 7.14% | $61M | 125,750 | New |
| GitlabGTLB | 6.98% | $59M | 1,945,000 | Added |
| BroadcomAVGO | 6.80% | $58M | 153,250 | Added |
| Amkor TechnologyAMKR | 6.05% | $51M | 596,783 | Added |
| JfrogFROG | 5.50% | $47M | 514,500 | Trimmed |
| MKSMKSI | 5.43% | $46M | 103,800 | Trimmed |
| Chime FinancialCHYM | 5.29% | $45M | 2,199,089 | Added |
| CoupangCPNG | 4.13% | $35M | 2,025,000 | Added |
| ToastTOST | 3.82% | $32M | 1,167,500 | New |
| RedditRDDT | 3.72% | $32M | 182,500 | New |
| NVIDIANVDA | 3.22% | $27M | 136,720 | Trimmed |
| Bloom EnergyBE | 3.00% | $25M | 84,167 | Added |
| Asml Hldg Nv | 2.56% | $22M | 10,957 | Held |
| MercadoLibreMELI | 2.54% | $22M | 12,750 | New |
| Cellebrite DICLBT | 2.25% | $19M | 1,312,755 | Added |
| SnowflakeSNOW | 2.09% | $18M | 70,000 | New |
| MongoDBMDB | 1.97% | $17M | 50,000 | New |
| AlphabetGOOGL | 1.79% | $15M | 42,650 | Added |
| Amazon.comAMZN | 1.43% | $12M | 51,000 | Trimmed |
| DatadogDDOG | 1.22% | $10M | 40,000 | Held |
| Roundhill Memory ETFDRAM | 1.04% | $9M | 120,000 | New |
| NXP SemiconductorsNXPI | 0.76% | $6M | 23,003 | Trimmed |
| Analog DevicesADI | 0.49% | $4M | 10,523 | Added |
| QuantinuumQNT | 0.34% | $3M | 35,242 | New |
| GDS HoldingsGDS | 0.25% | $2M | 71,790 | Added |
By sector
Share of the reported value.
Reported value over time
Total 13F value at each quarter end.
Questions
What stocks does Glen Kacher own?
In the Q2 2026 13F, Light Street Capital Management reported 27 US stock positions worth $851M. The largest: Taiwan Semiconductor Manufacturing (TSM) 12.7%, Advanced Micro Devices (AMD) 7.5%, Astera Labs (ALAB) 7.1%, Gitlab (GTLB) 7.0%, Broadcom (AVGO) 6.8%.
What did Glen Kacher buy last quarter?
In Q2 2026: new position in Astera Labs (ALAB); new position in Toast (TOST); new position in Reddit (RDDT); added to Gitlab (GTLB); added to Broadcom (AVGO); added to Amkor Technology (AMKR).
What did Glen Kacher sell last quarter?
In Q2 2026: cut Taiwan Semiconductor Manufacturing (TSM); cut Advanced Micro Devices (AMD); cut Jfrog (FROG).
When is Glen Kacher's next 13F?
13F filings are due 45 days after each quarter ends. The Q3 2026 filing is due by November 14, 2026.
More investors
13F filings list US-listed long positions (and some options) held at quarter end. They leave out short positions, cash, bonds and non-US holdings, and arrive up to 45 days after the quarter ends, so the investor may have traded since. Information only, not investment advice.