Light Street Capital (Glen Kacher) reported 28 equity positions with a combined reported value of $902.8M in its Q2 2026 Form 13F filing. The ten largest of those positions account for 65.5%of the filing’s reported value.
| # | Security | CUSIP | Class | Reported value | Shares | Weight |
|---|---|---|---|---|---|---|
| 1 | TAIWAN SEMICONDUCTOR MANUFAC | 874039100 | SPONSORED ADS | $107.9M | 226K | 11.95% |
| 2 | ADVANCED MICRO DEVICES INC | 007903107 | COM | $63.6M | 110K | 7.05% |
| 3 | ASTERA LABS INC | 04626A103 | COM | $60.7M | 126K | 6.73% |
| 4 | GITLAB INC | 37637K108 | CLASS A COM | $59.4M | 1.95M | 6.58% |
| 5 | BROADCOM INC | 11135F101 | COM | $57.9M | 153K | 6.41% |
| 6 | TAIWAN SEMICONDUCTOR MANUFAC | 874039100 | SPONSORED ADS | $52.2M | 109K | 5.78% |
| 7 | AMKOR TECHNOLOGY INC | 031652100 | COM | $51.5M | 597K | 5.70% |
| 8 | JFROG LTD | M6191J100 | ORD SHS | $46.8M | 515K | 5.18% |
| 9 | MKS INC. | 55306N104 | COM | $46.2M | 104K | 5.11% |
| 10 | CHIME FINL INC | 16935C109 | COM SHS CL A | $45.0M | 2.20M | 4.99% |
The full 28-position filing, quarter-over-quarter position changes, concentration analysis and cross-fund security search are in the Fund Tracker dashboard.
Open Fund TrackerRock Group holds Light Street Capital (Glen Kacher)’s 13F filings for Q2 2026, Q1 2026, Q4 2025, Q3 2025, Q2 2025, Q1 2025, Q4 2024, Q3 2024, Q2 2024. Period-over-period comparison — positions added, exited and resized — is available in the dashboard.
Browse all 13F filers on file, or read the Fund Tracker documentation for what Form 13F does and does not disclose.