LS
Light Street Capital
Glen Kacher (founder, CIO)
'Tiger grandcub' tech specialist running a highly concentrated, overweight-semis-and-infrastructure-software book aimed squarely at AI-fueled compute demand.
Size$1.1B
TypeHedge fund
Top holdingTSM · 14.4%
Positions
Top holdings
14%
68%
TSM14%NVDA9%AVGO9%Other68%
TSMTaiwan Semiconductor
14.4%Top position; AI foundry
NVDANvidia
8.9%Core AI compute
AVGOBroadcom
8.7%Custom AI silicon / networking
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