Light Street Capital

Palo Alto, United States · Generalist
Tier 2 Industrial

Bio

Light Street Capital Light Street Capital was founded in 2010 by Glen Kacher in Palo Alto, managing $1.1B in discretionary AUM as of March 2025 for 22 clients. The firm holds $595M in 13F securities (Q3 2025), with Taiwan Semiconductor (289K shares) as the largest position. The fund manages hedge funds, long-only funds, venture funds, and closed-end funds. a multi-strategy platform focused on global public equity in technology and media. Private tech investments complement the public portfolio.

Industries

SemiconductorsAI Infrastructure

Stages

Series B+

Geography

USGlobal

Notable investments

  • Taiwan Semiconductor