Tech GrowthAs of 2026-06-30
Glen Kacher
Light Street Capital Management LLC
Founder of Lightstreet Capital. Former Tiger Global investor who focuses on technology growth stocks.
$902.84MAUM
28Holdings
2026-06-30 Summary
6개 종목 신규 매수 (ALAB, TOST, RDDT 등) · 6개 종목 추가 매수 (CLBT, CPNG, BE 등) · 7개 비중 축소 · 1 PUT (TSM) · Top holding: TSM 12.0%
Portfolio Heatmap
Size = portfolio weight · Green = added · Red = reducedThis Quarter's Trades
2026-06-30 기준New Buy6
ALABASTERA LABS INC$60.74M6.7%
TOSTTOAST INC$32.48M3.6%
RDDTREDDIT INC$31.68M3.5%
MELIMERCADOLIBRE INC$21.64M2.4%
SNOWSNOWFLAKE INC$17.82M2.0%
MDBMONGODB INC$16.80M1.9%
Holdings
28 positions| # | Stock ⇅ | Weight ⇅ | Shares | Value | Change ⇅ | Trend |
|---|---|---|---|---|---|---|
| 1 |  TSMTAIWAN SEMICONDUCTOR MANUFAC | 11.95% | 225,949 | $107.91M | -0.72% | Partial Sell |
| 2 |  AMDADVANCED MICRO DEVICES INC | 7.05% | 109,500 | $63.61M | -50.06% | Partial Sell |
| 3 | ALABASTERA LABS INC | 6.73% | 125,750 | $60.74M | - | New Position |
| 4 |  GTLBGITLAB INC | 6.58% | 1,945,000 | $59.38M | +66.24% | Added |
| 5 |  AVGOBROADCOM INC | 6.41% | 153,250 | $57.89M | +2.30% | Added |
| 6 |  AMKRAMKOR TECHNOLOGY INC | 5.70% | 596,783 | $51.46M | +46.63% | Added |
| 7 |  FROGJFROG LTD | 5.18% | 514,500 | $46.76M | -10.52% | Partial Sell |
| 8 |  MKSIMKS INC. | 5.11% | 103,800 | $46.17M | -15.10% | Partial Sell |
| 9 |  CHYMCHIME FINL INC | 4.99% | 2,199,089 | $45.04M | +5.85% | Added |
| 10 |  CPNGCOUPANG INC | 3.90% | 2,025,000 | $35.17M | +92.50% | Added |
Options Positions
1개 포지션CALL
00.0% 비중
PUT
15.8% 비중
P/C Ratio
-
| Ticker | Type | Weight | Value | Chg | Activity |
|---|---|---|---|---|---|
TSM TAIWAN SEMICONDUCTOR MANUFAC | PUT | 5.78% | $52.15M | 0.0% | Hold |
* 풋(PUT) 옵션은 주가 하락에 베팅하는 포지션, 콜(CALL) 옵션은 주가 상승에 베팅하는 포지션입니다.
* 풋/콜 비율이 1보다 크면 방어적, 작으면 공격적 성향으로 해석됩니다.
FAQ
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