Specialist · Public · Palo Alto, CA
Light Street Capital Management, LLC
Concentrated public technology investor.
- Software
- $184M
- Weight of 13F
- 20.0%
- Names
- 6
- Vs prior quarter
- +$88.5M
Filed 14 August 2026.
28 positions in the whole 13F.
Software held
- GitLabGTLB1,945,000 shares · 32.3% of their software$59.4M+$34.1M
- JFrogFROG514,500 shares · 25.5% of their software$46.8M+$19.8M
- ToastTOST1,167,500 shares · 17.7% of their software$32.5MNew
- SnowflakeSNOW70,000 shares · 9.7% of their software$17.8MNew
- MongoDBMDB50,000 shares · 9.1% of their software$16.8MNew
- DatadogDDOG40,000 shares · 5.7% of their software$10.4MFlat