Light Street Capital Management shook up its portfolio in a big way in the fourth quarter.
And who can blame them? The Tiger Grandcub led by Glen Kacher suffered a 54 percent loss in 2022, after losing 26 percent in 2021.
According to Light Street’s fourth-quarter 13F filing, made public Tuesday, the tech-driven long-short fund established four new large positions that immediately ranked among the firm’s nine largest common stock longs at year-end.
