13F Pro

Hedge Funds Similar to LIGHT STREET ,

13F Portfolio OverlapQ1 2026LIGHT STREET , portfolio →
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Most similar hedge funds by 13F overlap

LIGHT STREET CAPITAL MANAGEMENT, LLC is an institutional investor managing $534M across 24 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to LIGHT STREET , are Daventry Group,, FengHe Fund Pte. Ltd., TFJ ,, with shared positions in $MKSI, $FROG, $IOT, $AMD, $ASML, $ADI. The full ranking of 25 similar funds is below.

#1Daventry Group, LPActive
Notable overlap · 3 shared positions
$MKSI$FROG$IOT
$88M
8 positions
#2FengHe Fund Management Pte. Ltd.Active
Notable overlap · 5 shared positions
$MKSI$AMD$ASML$ADI$LITE
$724M
31 positions
#3TFJ Management, LLCActive
Notable overlap · 3 shared positions
$GTLB$CPNG$IOT
$141M
14 positions
#4Hidden Lake Asset Management LPActive
Notable overlap · 3 shared positions
$AMD$BE$GDS
$331M
28 positions
#5SOMA EQUITY PARTNERS LPActive
Notable overlap · 3 shared positions
$AMD$ASML$BE
$1.4B
20 positions
#6AI-Squared Management LtdActive
Notable overlap · 3 shared positions
$AMD$GDS$LITE
$137M
19 positions
#7Whale Rock Capital Management LLCActive
Notable overlap · 4 shared positions
$MKSI$FROG$BE$AMD
$7.7B
35 positions
#8Tairen Capital LtdActive
Notable overlap · 4 shared positions
$AMD$ASML$MKSI$LITE
$924M
44 positions
#9Nishkama Capital, LLCActive
Notable overlap · 5 shared positions
$ASML$AMD$BE$CPNG$GDS
$1.6B
52 positions
#10Lane Generational LLCPassive
Notable overlap · 3 shared positions
$GTLB$AMD$CPNG
$126M
39 positions
#11Talos Eurisko Asset Management LPActive
Notable overlap · 4 shared positions
$MKSI$ASML$ADI$LITE
$585M
23 positions
#12SORA INVESTORS LLCPassive
Notable overlap · 4 shared positions
$MKSI$ASML$CPNG$LITE
$1.1B
77 positions
#13General Catalyst Group Management, LLCActive
Some overlap · 3 shared positions
$GTLB$IOT$CPNG
$184M
12 positions
#14DIKER MANAGEMENT LLCActive
Some overlap · 4 shared positions
$AMD$AMKR$FROG$LITE
$112M
42 positions
#15Dragoneer Investment Group, LLCSmart money
Some overlap · 3 shared positions
$CPNG$CHYM$DDOG
$3.0B
17 positions
#16Gunderson Capital Management Inc.Passive
Some overlap · 3 shared positions
$AMD$ASML$ADI
$239M
46 positions
#17McGuire Investment Group, LLCActive
Some overlap · 3 shared positions
$AMD$ASML$ADI
$885M
121 positions
#18Sands Capital Ventures, LLCSmart money
Some overlap · 3 shared positions
$CPNG$IOT$DDOG
$421M
21 positions
#19Clear Street Group Inc.Active
Some overlap · 3 shared positions
$AMD$BE$LITE
$24.6B
1,113 positions
#20TREMBLANT CAPITAL GROUPActive
Some overlap · 4 shared positions
$CPNG$MKSI$BE$LITE
$3.1B
57 positions
#21SANDS CAPITAL MANAGEMENT, LLCActive
Some overlap · 5 shared positions
$ASML$IOT$BE$CPNG$DDOG
$25.5B
67 positions
#22Rafferty Asset Management, LLCActive
Some overlap · 4 shared positions
$AMD$ASML$NXPI$ADI
$24.6B
1,057 positions
#23BIT Capital GmbHActive
Some overlap · 3 shared positions
$AMD$BE$LITE
$2.1B
92 positions
#24KR Capital LPPassive
Some overlap · 6 shared positions
$MKSI$BE$ASML$AMD$DDOG$LITE
$499M
49 positions
#25SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$MKSI$IOT$FROG$ADI
$3.7B
148 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.