Stage FocusSeries B+
GeographyUS, Global
TypeHedge Fund
Last Activity2025
Industry Focus
Industries
SemiconductorsAI Infrastructure
Technical BenchStrong
Investor TypeGeneralist
ExposureSome DeepTech Investments
Bio
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...
Notable Investments
T
Taiwan SemiconductorSimilar Funds
AMD Ventures
Santa Clara, United States
DeepTech NativeSemiconductorsAI InfrastructureRoboticsSeedSeries A
ams OSRAM Ventures
Munich, Germany
GeneralistSemiconductorsAI InfrastructureBiotechSeedSeries A
Intel Capital
Santa Clara, United States
GeneralistSemiconductorsAI InfrastructureQuantum ComputingSeedSeries A
Lenovo Capital
Beijing, China
GeneralistSemiconductorsAI InfrastructureIoT & EdgeSeries ASeries B+
MC
Matrix Capital Management
Waltham, United States
GeneralistSemiconductorsAI InfrastructureBiotechSeries ASeries B+
Qualcomm Ventures
San Diego, United States
GeneralistSemiconductorsAI InfrastructureIoT & EdgeSeedSeries A