Light Street Capital Management, LLC
Light Street Capital Management, LLC is an investment advisory firm based in Palo Alto, California, founded in 2010 by Glen Kacher. The firm predominantly manages hedge funds and investment partnerships, specializing in technology and growth equities. They serve institutional investors and clients seeking exposure to innovative public and private technology companies, with an employee count of about 14 as of 2025.
Investment Strategy
Light Street Capital Management primarily focuses on long/short and long-only equity strategies, investing globally but with an emphasis on the technology sector. The firm takes a research-driven approach to identify high-growth public and private companies, seeking to generate alpha through deep fundamental analysis and close engagement with portfolio companies. The strategy relies on expertise in technology and innovative industries, aiming for superior risk-adjusted returns.
Top Holdings
Equity Positions (26)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
T TSM | TAIWAN SEMICONDUCTOR MFG LTD | 16.60% | $81.3M | 358,757 | $126.63 | $226.49 | +$28.2M |
N NVDA | NVIDIA CORPORATION | 11.38% | $55.7M | 352,582 | $31.17 | $157.99 | +$20.8M |
A AMD | ADVANCED MICRO DEVICES INC | 8.49% | $41.5M | 292,788 | $119.41 | $141.90 | +$15.3M |
A AVGO | BROADCOM INC | 6.90% | $33.8M | 122,471 | $107.10 | $275.65 | +$13.3M |
B BILL | BILL HOLDINGS INC | 6.05% | $29.6M | 639,820 | $50.82 | $46.26 | -$808.8K |
Industry Allocation
Investment Team (4)
| Name | Role | Location | |
|---|---|---|---|
G Gaurav Gupta | Partner | San Jose, CA , United States | |
 | Partner | San Francisco, CA , United States | |
 | Analyst | San Francisco, CA , United States | |
 | Partner | San Francisco, CA , United States |