Tech GrowthAs of 2025-12-31
Glen Kacher
Light Street Capital Management LLC
Founder of Lightstreet Capital. Former Tiger Global investor who focuses on technology growth stocks.
$649.79MAUM
23Holdings
2025-12-31 Summary
6개 종목 신규 매수 (RDDT, NFLX, AMPL 등) · 6개 종목 추가 매수 (CHYM, ADI, AVGO 등) · 8개 비중 축소 · Top holding: TSM 12.6%
Portfolio Heatmap
Size = portfolio weight · Green = added · Red = reducedThis Quarter's Trades
2025-12-31 기준New Buy6
RDDTREDDIT INC$20.69M3.2%
NFLXNETFLIX INC$18.75M2.9%
AMPLAMPLITUDE INC$17.37M2.7%
AMKRAMKOR TECHNOLOGY INC$11.37M1.7%
TEAMATLASSIAN CORPORATION$10.26M1.6%
MKSIMKS INC.$3.13M0.5%
Holdings
23 positions| # | Stock ⇅ | Weight ↓ | Shares | Value | Change ⇅ | Trend |
|---|---|---|---|---|---|---|
| 1 |  TSMTAIWAN SEMICONDUCTOR MFG LTD | 13.11% | 268,392 | $81.56M | -7.16% | Partial Sell |
| 2 |  CHYMCHIME FINL INC | 10.96% | 2,710,289 | $68.22M | +81.69% | Added |
| 3 |  NVDANVIDIA CORPORATION | 10.19% | 340,000 | $63.41M | +22.89% | Added |
| 4 |  AVGOBROADCOM INC | 8.00% | 143,779 | $49.76M | +44.79% | Added |
| 5 |  BILLBILL HOLDINGS INC | 7.70% | 878,000 | $47.89M | -8.78% | Partial Sell |
| 6 |  AMDADVANCED MICRO DEVICES INC | 7.55% | 219,487 | $47.01M | -12.59% | Partial Sell |
| 7 |  GOOGLALPHABET INC | 6.77% | 134,500 | $42.10M | +9.80% | Added |
| 8 |  GTLBGITLAB INC | 6.39% | 1,060,000 | $39.78M | +24.71% | Added |
| 9 |  FROGJFROG LTD | 4.64% | 462,000 | $28.86M | -20.24% | Partial Sell |
| 10 |  CEGCONSTELLATION ENERGY CORP | 3.58% | 63,065 | $22.28M | +31.45% | Added |
FAQ
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