Light Street Capital Management, LLC

Glen Kacher

New ALAB and exited BILL in Q2 2026.

$902.8M in this filing28 positions

Holdings as of Jun 30, 2026. Filed Aug 14, 2026.

Stocks and funds

1TSMTaiwan Semiconductor Manuf12.68%
$107.9M - 226K shares-0.7%
2AMDAdvanced Micro Devices Inc7.48%
$63.6M - 110K shares-50.1%
3ALABAstera Labs Inc7.14%
$60.7M - 126K sharesNEW

#	Stock				At Jun 30	Now
1	TSMTaiwan Semiconductor Manuf	12.68%	$107.9M	-0.7%	$477.57	$450.61 -5.6%
2	AMDAdvanced Micro Devices Inc	7.48%	$63.6M	-50.1%	$580.91	$630.63 +8.6%
3	ALABAstera Labs Inc	7.14%	$60.7M	NEW	$483.02	$364.62 -24.5%

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What is missing

Top 10 concentration: 65%. This filing does not include cash, short positions, private investments, bonds, or many overseas holdings. Next filing due ~Nov 14, 2026.

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