Light Street
Latest filing: 8 new · 7 added · 6 trimmed · 4 sold outLargest: TSM 12.7%
For information only · Important disclosures · Request a correction or removal
Glen Kacher. Mirrors the latest 13F: long U.S. stock positions weighted by reported market value.
Live since inception vs SPY
Published and tracked from Oct 1, 2025 close
Look-back Backtested
Hypothetical: today's weights held unchanged over each past period. Not the portfolio's actual history.
If you had copied on filing dates Backtested
Hypothetical: each quarter's reported holdings bought at the close on the day the 13F was filed (not quarter-end) and kept until the next filing. Before costs.
| Since | Copy | SPY |
|---|---|---|
| 2024-11-14 | +66.6% | +31.0% |
| 2025-02-14 | +54.3% | +27.1% |
| 2025-05-15 | +67.9% | +30.8% |
| 2025-08-14 | +39.4% | +19.4% |
| 2025-11-14 | +25.9% | +14.3% |
| 2026-02-17 | +29.1% | +12.2% |
| 2026-05-15 | +7.6% | +3.3% |
| 2026-08-14 | -8.1% | -1.9% |
Light Street · Allocation Pie
27 positions · 100%Interactive weighting by individual position or sector/asset sleeve
Holdings (27)
TSM Taiwan Semiconductor Mfg.
12.7%
+1.4% today
AMD Advanced Micro Devices
7.5%
+2.8% today
ALAB Astera Labs, Inc.
7.1%
-0.3% today
GTLB GitLab Inc.
7.0%
+3.2% today
AVGO Broadcom
6.8%
+2.3% today
AMKR Amkor Technology
6.0%
+0.6% today
FROG JFrog Ltd.
5.5%
+7.2% today
MKSI MKS Instruments
5.4%
+0.2% today
CHYM Chime Financial, Inc.
5.3%
-3.8% today
CPNG Coupang, Inc.
4.1%
-0.6% today
TOST Toast, Inc.
3.8%
-2.1% today
RDDT Reddit
3.7%
-4.0% today
NVDA Nvidia
3.2%
+2.4% today
BE Bloom Energy
3.0%
+5.5% today
ASML ASML Holding N.V. - New York Re
2.6%
+0.7% today
MELI MercadoLibre, Inc.
2.5%
-0.8% today
CLBT Cellebrite DI Ltd.
2.3%
+2.6% today
SNOW Snowflake Inc.
2.1%
+3.7% today
MDB MongoDB, Inc.
2.0%
+2.4% today
GOOGL Alphabet Inc. (Class A)
1.8%
-1.2% today
AMZN Amazon
1.4%
+0.4% today
DDOG Datadog
1.2%
+3.9% today
DRAM
1.0%
+3.2% today
NXPI NXP Semiconductors
0.8%
-1.2% today
ADI Analog Devices
0.5%
+1.4% today
Top 25 of 27 holdings by weight. Full 13F filing on SEC EDGAR ↗
Changes vs prior quarter
AMD Advanced Micro Devices IncTrimmed-50%ALAB Astera Labs IncNewGTLB Gitlab IncAdded+66%AVGO Broadcom IncAdded+2%AMKR Amkor Technology IncAdded+47%FROG Jfrog LtdTrimmed-11%MKSI Mks Inc.Trimmed-15%CHYM Chime Finl IncAdded+6%CPNG Coupang IncAdded+92%TOST Toast IncNewRDDT Reddit IncNewNVDA Nvidia CorporationTrimmed-50%BE Bloom Energy CorpAdded+66%MELI Mercadolibre IncNewCLBT Cellebrite Di LtdAdded+105%SNOW Snowflake IncNewMDB Mongodb IncNewAMZN Amazon Com IncTrimmed-59%DRAM Roundhill Etf TrustNewNXPI Nxp Semiconductors N VTrimmed-10%
QNT Quantinuum IncNew
BILL Bill Holdings IncSold out-100%
IOT Samsara IncSold out-100%
LITE Lumentum Hldgs IncSold out-100%
AMPL Amplitude IncSold out-100%Get the market emails
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Systematic research · Not investment advice · Hypothetical unless marked Live · Data: Yahoo Finance (15-min delayed), SEC EDGAR, House Clerk · Important disclosures · Contact desk@coteau.app
Coteau 0.9 · Oct 21, 2026