AlphaYou
Light Street Capital Management, LLC
Glen Kacher
Bought Taiwan Semiconductor Manuf, sold out of Confluent. Portfolio down 18% to $534.2M.
$534.2M portfolio24 holdingstop 10 = 74%filed 2026-05-15
- $76.9M - 228K shares-41K
- 2NVDANvidia Corporation8.89%$47.5M - 272K shares-68K
- 3AVGOBroadcom Inc8.68%$46.4M - 150K shares+6K
- $44.6M - 219K shares-236
- 5CHYMChime Finl Inc7.28%$38.9M - 2.1M shares-633K
- $36.9M - 109K sharesNEW
- 7MKSIMKS Inc.5.26%$28.1M - 122K shares+103K
- 8Jfrog LTD5.05%$27.0M - 575K shares+113K
- 9AMZNAmazon Com Inc4.87%$26.0M - 125K shares+55K
- 10GTLBGitlab Inc4.74%$25.3M - 1.2M shares+110K
- 11BILLBill Holdings Inc4.48%$23.9M - 625K shares-253K
- 12CPNGCoupang Inc3.72%$19.9M - 1.1M sharesNEW
- 13AMKRAmkor Technology Inc3.43%$18.3M - 407K shares+119K
- 14Asml HLDG NV2.71%$14.5M - 11K shares-42
- 15GOOGLAlphabet Inc2.29%$12.2M - 43K shares-92K
- 16IOTSamsara Inc2.28%$12.2M - 384K sharesNEW
- 17Cellebrite Di LTD1.65%$8.8M - 641K shares+148K
- 18BEBloom Energy Corp1.28%$6.9M - 51K sharesNEW
- 19NXP Semiconductors N V0.94%$5.0M - 26K shares+573
- 20DDOGDatadog Inc0.88%$4.7M - 40K sharesNEW
- 21ADIAnalog Devices Inc0.63%$3.3M - 11K shares+348
- 22GDSGDS Hldgs LTD0.54%$2.9M - 72K shares+6K
- 23LITELumentum Hldgs Inc0.38%$2.0M - 3K sharesNEW
- 24AMPLAmplitude Inc0.37%$2.0M - 293K shares-1.2M
What a 13F does not show
Filed up to 45 days after the quarter ends, so this is Q1 2026, not today. US-listed shares and some options only. No short bets, cash, bonds, or foreign listings.