Light Street Capital Management, LLC

Glen Kacher

New Astera Labs position and exited Bill in Q2 2026.

$902.8M in this filing28 positionstop 10 = 65%

Holdings are from Jun 30, 2026, not today. Filed Aug 14, 2026. Next filing due ~Nov 14, 2026 - a fund that has since had a bad quarter will not show it here until then.

Spot holdings27 positions - $850.7M

1TSMTaiwan Semiconductor Manuf12.68%
$107.9M - 226K shares-2K
2AMDAdvanced Micro Devices Inc7.48%
$63.6M - 110K shares-110K
3ALABAstera Labs Inc7.14%
$60.7M - 126K sharesNEW

#	Stock					At filing	Now	Market cap	P/E
1	TSMTaiwan Semiconductor Manuf	12.68%	$107.9M	226K	-2K	$477.57	$426.35 -10.7%	$2.21T	32.1
2	AMDAdvanced Micro Devices Inc	7.48%	$63.6M	110K	-110K	$580.91	$514.39 -11.5%	$839.7B	131.6
3	ALABAstera Labs Inc	7.14%	$60.7M	126K	NEW	$483.02	$321.61 -33.4%	$55.8B	158.4

25 more on a paid plan

Free shows three. Paid plans unlock the full portfolio, every quarter, and what changed.

Unlock all 25 holdings

What is missing

This filing does not include cash, short positions, private investments, bonds, or many overseas holdings.