LS
Light Street Capital (Kacher)
CIK: 0001569049 · Filing period: 2025-12-31
Innovation Edge
Glen Kacher's Silicon Valley fund focuses purely on the technology companies he believes will define the next decade.
1.2×
Trust Weight
24
Positions
4
In our model
6
New
9
Increasing
8
Decreasing
1
Unchanged
In Our Model Portfolio
These holdings also appear in the Big Money Radar model
Recent Moves
What Light Street Capital opened, added to, or trimmed in their latest 13F — 21 position changes
AMD
ADVANCED MICRO DEVICES INC
▼ Trimmed -50%
7.5% of port.
ALAB
ASTERA LABS INC
● New
7.1% of port.
GTLB
GITLAB INC
▲ Added +66%
7.0% of port.
AVGO
BROADCOM INC
▲ Added +2%
6.8% of port.
AMKR
AMKOR TECHNOLOGY INC
▲ Added +47%
6.0% of port.
—
JFROG LTD
▼ Trimmed -10%
5.5% of port.
MKSI
MKS INC.
▼ Trimmed -15%
5.4% of port.
CHYM
CHIME FINL INC
▲ Added +6%
5.3% of port.
CPNG
COUPANG INC
▲ Added +92%
4.1% of port.
TOST
TOAST INC
● New
3.8% of port.
Top 10 positions (% of portfolio)
Sector breakdown
All Holdings
24 positions, sorted by portfolio weight
← swipe to see all columns
| # | Company | Ticker | Sector | % of Portfolio | Activity | Change |
|---|---|---|---|---|---|---|
| 1 | TAIWAN SEMICONDUCTOR MFG LTD | TSM | Technology | 12.6% | ▼ Decreasing | -7% |
| 2 | CHIME FINL INC | CHYM | Other | 10.5% | ▲ Increasing | +82% |
| 3 | NVIDIA CORPORATION | NVDA | Technology | 9.8% | ▲ Increasing | +23% |
| 4 | BROADCOM INC | AVGO | Technology | 7.7% | ▲ Increasing | +45% |
| 5 | BILL HOLDINGS INC | BILL | Other | 7.4% | ▼ Decreasing | -9% |
| 6 | ADVANCED MICRO DEVICES INC | AMD | Technology | 7.2% | ▼ Decreasing | -13% |
| 7 | ALPHABET INC | GOOGL | Technology | 6.5% | ▲ Increasing | +10% |
| 8 | GITLAB INC | GTLB | Other | 6.1% | ▲ Increasing | +25% |
| 9 | JFROG LTD | — | Other | 4.4% | ▼ Decreasing | -20% |
| 10 | CONFLUENT INC | 8QR | Other | 4.2% | ▼ Decreasing | -28% |
| 11 | CONSTELLATION ENERGY CORP | CEG | Energy | 3.4% | ▲ Increasing | +32% |
| 12 | REDDIT INC | RDDT | Other | 3.2% | ● New | NEW |
| 13 | NETFLIX INC | NFLX | Communications | 2.9% | ● New | NEW |
| 14 | AMPLITUDE INC | AMPL | Other | 2.7% | ● New | NEW |
| 15 | AMAZON COM INC | AMZN | Consumer | 2.5% | ▲ Increasing | +39% |
| 16 | ASML HOLDING N V | — | Other | 1.8% | ▼ Decreasing | -41% |
| 17 | AMKOR TECHNOLOGY INC | AMKR | Other | 1.8% | ● New | NEW |
| 18 | ATLASSIAN CORPORATION | TEAM1EUR | Other | 1.6% | ● New | NEW |
| 19 | CELLEBRITE DI LTD | — | Other | 1.4% | ▲ Increasing | +38% |
| 20 | NXP SEMICONDUCTORS N V | — | Other | 0.8% | — Unchanged | -1% |
| 21 | MKS INC. | MKSI | Other | 0.5% | ● New | NEW |
| 22 | ANALOG DEVICES INC | ADI | Other | 0.4% | ▲ Increasing | +50% |
| 23 | APPLE INC | AAPL | Technology | 0.4% | ▼ Decreasing | -6% |
| 24 | GDS HLDGS LTD | GDS | Other | 0.3% | ▼ Decreasing | -73% |
⚠ Disclaimer: Holdings data from SEC EDGAR 13F filings for Light Street Capital (Kacher), delayed up to 135 days after quarter-end. This is not investment advice. The investor may have already changed these positions.
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