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Light Street Capital

Tech Focused

Managed by Glen Kacher

AUM Tracked

$4.2B

AI Exposure

64.8%

AI vs Non-AI Sector Exposure

AI & Semiconductors41.6%
Other Tech0.0%
$NVDA

22.4%

$MRVL

8.6%

$AMD

7.2%

$POET

3.4%

Portfolio Holdings

AI & Tech holdings for Light Street Capital

TickerCompanySharesValue% of PortfolioAction Last Quarter
$NVDAAINVIDIA Corporation240,000$299.4M
22.4%
Increased by 48%
$MRVLAIMarvell Technology680,000$55.9M
8.6%
New Position
$AMDAIAdvanced Micro Devices420,000$70.5M
7.2%
Increased by 55%
$POETAIPOET Technologies480,000$2.7M
3.4%
New Position