13F Pro

Hedge Funds Similar to LIGHT STREET

13F Portfolio OverlapQ2 2026LIGHT STREET portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

LIGHT STREET CAPITAL MANAGEMENT, LLC is an institutional investor managing $903M across 28 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to LIGHT STREET are Whale Rock, TREMBLANT GROUP, TFJ, with shared positions in $ALAB, $MKSI, $FROG, $BE, $SNOW, $MDB. The full ranking of 25 similar funds is below.

#1Whale Rock Capital Management LLCActive
Notable overlap · 6 shared positions
$ALAB$MKSI$FROG$BE$SNOW$MDB
$12.5B
35 positions
#2TREMBLANT CAPITAL GROUPActive
Notable overlap · 6 shared positions
$MKSI$CPNG$BE$RDDT$MDB$DDOG
$3.5B
58 positions
#3TFJ Management, LLCActive
Notable overlap · 3 shared positions
$GTLB$CPNG$TOST
$206M
12 positions
#4Capital Impact Advisors, LLCActive
Notable overlap · 4 shared positions
$ALAB$RDDT$TOST$MDB
$1.8B
29 positions
#5Daventry Group, LPActive
Notable overlap · 3 shared positions
$FROG$MKSI$MDB
$133M
11 positions
#6Talos Eurisko Asset Management LPActive
Notable overlap · 4 shared positions
$ALAB$ASML$MKSI$NXPI
$703M
25 positions
#7Spear Advisors LLCActive
Notable overlap · 3 shared positions
$ALAB$MKSI$SNOW
$291M
28 positions
#8Renaissance Capital LLCPassive
Notable overlap · 3 shared positions
$ALAB$RDDT$CHYM
$181M
52 positions
#9Sunstone Asset Management, L.P.Passive
Notable overlap · 5 shared positions
$MKSI$ASML$SNOW$MDB$ADI
$92M
57 positions
#10FirstWave Capital Management LLCPassive
Notable overlap · 6 shared positions
$RDDT$MELI$ALAB$BE$MDB$DDOG
$227M
63 positions
#11Spyglass Capital Management LLCActive
Notable overlap · 4 shared positions
$CHYM$MKSI$SNOW$MDB
$1.8B
25 positions
#12Hidden Lake Asset Management LPActive
Notable overlap · 4 shared positions
$ALAB$ASML$SNOW$RDDT
$332M
24 positions
#13DEEPWATER ASSET MANAGEMENT, LLCActive
Notable overlap · 5 shared positions
$RDDT$MELI$SNOW$DDOG$ASML
$220M
35 positions
#14SOMA EQUITY PARTNERS LPActive
Notable overlap · 4 shared positions
$BE$ASML$SNOW$MDB
$1.4B
24 positions
#15BERKSHIRE CAPITAL HOLDINGS INCActive
Notable overlap · 5 shared positions
$ALAB$BE$AMKR$ASML$MELI
$462M
122 positions
#16BWCP, LPActive
Notable overlap · 3 shared positions
$MKSI$RDDT$ASML
$700M
24 positions
#17Bienville Capital Management, LLCPassive
Notable overlap · 4 shared positions
$RDDT$MELI$SNOW$MDB
$750M
95 positions
#18Gavilan Investment Partners LLCActive
Notable overlap · 3 shared positions
$CPNG$ASML$MELI
$411M
15 positions
#19SANDS CAPITAL MANAGEMENT, LLCActive
Notable overlap · 4 shared positions
$BE$ASML$MELI$DDOG
$26.9B
71 positions
#20Flight Deck Capital, LPSmart money
Notable overlap · 3 shared positions
$TOST$BE$MELI
$206M
11 positions
#21Park West Asset Management LLCActive
Notable overlap · 3 shared positions
$MKSI$TOST$CPNG
$1.5B
47 positions
#22SORA INVESTORS LLCPassive
Notable overlap · 4 shared positions
$MKSI$ASML$CPNG$SNOW
$1.3B
76 positions
#23M & L Capital Management LtdActive
Notable overlap · 3 shared positions
$ALAB$AMKR$BE
$370M
17 positions
#24Genesis Financial Group, LLCPassive
Notable overlap · 3 shared positions
$ALAB$BE$SNOW
$154M
100 positions
#25CROSSLINK CAPITAL INCSmart money
Notable overlap · 3 shared positions
$CHYM$MELI$DDOG
$1.4B
22 positions

Compare LIGHT STREET’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View LIGHT STREET’s holdings

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.