{"data":{"slug":"light-street","personName":"Light Street Capital","fundName":"Light Street Capital Management","cik":"1569049","personType":"company","oneLineBio":"Glen Kacher's Tiger-lineage fund focused on global internet and technology companies, with a public AI supercycle thesis.","period":"2026-06-30","filed":"2026-08-14","priorPeriod":"2026-03-31","totalValue":850689258,"aiValue":707494092,"aiShare":0.8316715949409579,"weightedExposureScore":60,"topLayerSlug":"semiconductors","layerBreakdown":[{"slug":"semiconductors","value":210960689,"pct":0.29818014225905365},{"slug":"chip-equipment","value":175874998,"pct":0.24858864545825776},{"slug":"ai-saas","value":116553010,"pct":0.16474061242054866},{"slug":"cloud-infrastructure","value":62007171,"pct":0.08764337639161515},{"slug":"networking","value":60739765,"pct":0.0858519748600247},{"slug":"ai-software","value":31678350,"pct":0.04477542690208076},{"slug":"power-energy","value":25477351,"pct":0.036010690814362305},{"slug":"defense-ai","value":19166223,"pct":0.027090294062837205},{"slug":"quantum-computing","value":2880681,"pct":0.004071667922846768},{"slug":"data-centers","value":2155854,"pct":0.0030471689083730186}],"positions":[{"ticker":"TSM","slug":"taiwan-semiconductor","name":"Taiwan Semiconductor","issuer":"TAIWAN SEMICONDUCTOR MANUFAC","value":107906464,"shares":225949,"portfolioShare":0.1268459228622351,"change":"trimmed","sharesChangeFraction":-0.007188522969439989},{"ticker":"AMD","slug":"advanced-micro-devices","name":"Advanced Micro Devices","issuer":"ADVANCED MICRO DEVICES INC","value":63609645,"shares":109500,"portfolioShare":0.07477424265300879,"change":"trimmed","sharesChangeFraction":-0.500572403318571},{"ticker":"ALAB","slug":"astera-labs","name":"Astera Labs","issuer":"ASTERA LABS INC","value":60739765,"shares":125750,"portfolioShare":0.07140064886066776,"change":"new","sharesChangeFraction":null},{"ticker":"GTLB","slug":"gitlab","name":"GitLab","issuer":"GITLAB INC","value":59380850,"shares":1945000,"portfolioShare":0.06980322067261839,"change":"increased","sharesChangeFraction":0.6623931623931624},{"ticker":"AVGO","slug":"broadcom","name":"Broadcom","issuer":"BROADCOM INC","value":57890188,"shares":153250,"portfolioShare":0.0680509215975077,"change":"increased","sharesChangeFraction":0.02303070761014686},{"ticker":"AMKR","slug":"amkor-technology","name":"Amkor Technology","issuer":"AMKOR TECHNOLOGY INC","value":51460598,"shares":596783,"portfolioShare":0.0604928268648715,"change":"increased","sharesChangeFraction":0.4663333251431239},{"ticker":"FROG","slug":"jfrog","name":"JFrog","issuer":"JFROG LTD","value":46757760,"shares":514500,"portfolioShare":0.05496455910343704,"change":"trimmed","sharesChangeFraction":-0.10521739130434783},{"ticker":"MKSI","slug":"mks","name":"MKS","issuer":"MKS INC.","value":46170240,"shares":103800,"portfolioShare":0.054273919137697635,"change":"trimmed","sharesChangeFraction":-0.15101747039193875},{"ticker":"RDDT","slug":"reddit","name":"Reddit","issuer":"REDDIT INC","value":31678350,"shares":182500,"portfolioShare":0.03723845070581578,"change":"new","sharesChangeFraction":null},{"ticker":"NVDA","slug":"nvidia","name":"NVIDIA","issuer":"NVIDIA CORPORATION","value":27356305,"shares":136720,"portfolioShare":0.03215781173059082,"change":"trimmed","sharesChangeFraction":-0.4977480952485912},{"ticker":"BE","slug":"bloom-energy","name":"Bloom Energy","issuer":"BLOOM ENERGY CORP","value":25477351,"shares":84167,"portfolioShare":0.0299490686645064,"change":"increased","sharesChangeFraction":0.662558024691358},{"ticker":"ASML","slug":"asml-holding","name":"ASML Holding","issuer":"ASML HLDG NV","value":21798294,"shares":10957,"portfolioShare":0.025624273252548818,"change":"increased","sharesChangeFraction":0.0010049333089713138},{"ticker":"CLBT","slug":"cellebrite","name":"Cellebrite DI","issuer":"CELLEBRITE DI LTD","value":19166223,"shares":1312755,"portfolioShare":0.02253022807065938,"change":"increased","sharesChangeFraction":1.0482193704411593},{"ticker":"SNOW","slug":"snowflake","name":"Snowflake","issuer":"SNOWFLAKE INC","value":17815000,"shares":70000,"portfolioShare":0.020941841962226822,"change":"new","sharesChangeFraction":null},{"ticker":"MDB","slug":"mongodb","name":"MongoDB","issuer":"MONGODB INC","value":16795000,"shares":50000,"portfolioShare":0.019742814243929246,"change":"new","sharesChangeFraction":null},{"ticker":"GOOGL","slug":"alphabet","name":"Alphabet","issuer":"ALPHABET INC","value":15241831,"shares":42650,"portfolioShare":0.017917037104516958,"change":"increased","sharesChangeFraction":0.0035294117647058825},{"ticker":"AMZN","slug":"amazon","name":"Amazon","issuer":"AMAZON COM INC","value":12155340,"shares":51000,"portfolioShare":0.014288813318952242,"change":"trimmed","sharesChangeFraction":-0.5913461538461539},{"ticker":"DDOG","slug":"datadog","name":"Datadog","issuer":"DATADOG INC","value":10414400,"shares":40000,"portfolioShare":0.012242308107292451,"change":"unchanged","sharesChangeFraction":null},{"ticker":"NXPI","slug":"nxp-semiconductors","name":"NXP Semiconductors","issuer":"NXP SEMICONDUCTORS N V","value":6464533,"shares":23003,"portfolioShare":0.007599170836126862,"change":"trimmed","sharesChangeFraction":-0.09792156862745098},{"ticker":"ADI","slug":"analog-devices","name":"Analog Devices","issuer":"ANALOG DEVICES INC","value":4179420,"shares":10523,"portfolioShare":0.004912980810203201,"change":"increased","sharesChangeFraction":0.0021904761904761906},{"ticker":"QNT","slug":"quantinuum","name":"Quantinuum","issuer":"QUANTINUUM INC","value":2880681,"shares":35242,"portfolioShare":0.0033862905554639085,"change":"new","sharesChangeFraction":null},{"ticker":"GDS","slug":"gds-holdings","name":"GDS Holdings","issuer":"GDS HLDGS LTD","value":2155854,"shares":71790,"portfolioShare":0.0025342438260810857,"change":"increased","sharesChangeFraction":0.002065827308003685}],"exited":[{"ticker":"IOT","slug":"samsara","name":"Samsara","priorValue":12168960},{"ticker":"LITE","slug":"lumentum-holdings","name":"Lumentum Holdings","priorValue":2032382}],"optionPositions":[{"ticker":"TSM","slug":"taiwan-semiconductor","issuer":"TAIWAN SEMICONDUCTOR MANUFAC","putCall":"Put","value":52150644,"shares":109200}]},"meta":{"version":"v1","asOf":"2026-08-14","builtAt":"2026-11-03T05:33:49.695Z","tier":"free","source":"https://supercyclehq.com/investors/light-street","disclaimer":"Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI.","license":"Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset."},"links":{"self":"https://supercyclehq.com/api/v1/investors/light-street","html":"https://supercyclehq.com/investors/light-street","md":"https://supercyclehq.com/investors/light-street.md","docs":"https://supercyclehq.com/api/v1/openapi.json"}}