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Light Street Capital Management

Глен Кэчер

13F AUM 903 M $
positions 27
filed August 14, 2026
TSM · 17.7% TSM 17.7% AMD · 7.0% AMD 7.0% ALAB · 6.7% ALAB 6.7% GTLB · 6.6% GTLB 6.6% AVGO · 6.4% AVGO 6.4% AMKR · 5.7% AMKR 5.7% FROG · 5.2% FROG 5.2% MKSI · 5.1% MKSI 5.1% CHYM · 5.0% CHYM 5.0% CPNG · 3.9% CPNG TOST · 3.6% TOST RDDT · 3.5% RDDT NVDA · 3.0% NVDA BE · 2.8% BE ASML · 2.4% ASML MELI · 2.4% MELI CLBT · 2.1% CLBT SNOW · 2.0% SNOW MDB · 1.9% MDB GOOGL · 1.7% GOOGL AMZN · 1.3% AMZN DDOG · 1.2% DDOG DRAM · 0.98% DRAM NXPI · 0.72% NXPI ADI · 0.46% ADI QNT · 0.32% GDS · 0.24%

Small cells: QNT 0.32%, GDS 0.24%.

added new trimmed unchanged