Funds
Light Street Capital Management
Глен Кэчер
13F AUM
903 M $
positions
27
filed
August 14, 2026
| Ticker | Name | Weight | Δ since |
|---|---|---|---|
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 17.73% | — |
| AMD | ADVANCED MICRO DEVICES INC | 7.05% | — |
| ALAB | ASTERA LABS INC | 6.73% | — |
| GTLB | GITLAB INC | 6.58% | — |
| AVGO | BROADCOM INC | 6.41% | — |
| AMKR | AMKOR TECHNOLOGY INC | 5.7% | — |
| FROG | JFROG LTD | 5.18% | — |
| MKSI | MKS INC. | 5.11% | — |
| CHYM | CHIME FINL INC | 4.99% | — |
| CPNG | COUPANG INC | 3.9% | — |
| TOST | TOAST INC | 3.6% | — |
| RDDT | REDDIT INC | 3.51% | — |
| NVDA | NVIDIA CORPORATION | 3.03% | — |
| BE | BLOOM ENERGY CORP | 2.82% | — |
| ASML | ASML HLDG NV | 2.41% | — |
| MELI | MERCADOLIBRE INC | 2.4% | — |
| CLBT | CELLEBRITE DI LTD | 2.12% | — |
| SNOW | SNOWFLAKE INC | 1.97% | — |
| MDB | MONGODB INC | 1.86% | — |
| GOOGL | ALPHABET INC | 1.69% | — |
| AMZN | AMAZON COM INC | 1.35% | — |
| DDOG | DATADOG INC | 1.15% | — |
| DRAM | ROUNDHILL ETF TRUST | 0.98% | — |
| NXPI | NXP SEMICONDUCTORS N V | 0.72% | — |
| ADI | ANALOG DEVICES INC | 0.46% | — |
| QNT | QUANTINUUM INC | 0.32% | — |
| GDS | GDS HLDGS LTD | 0.24% | — |