Investors / United States / Light Street Capital
Light Street Capital
Investor · Palo Alto, CA, United States · North America
Light Street Capital is an investment firm that invests in disruptive technology businesses globally. It manages closed-end and open-ended funds and makes private investments as well as participating in IPOs.
Invests inAI & Machine Learning
In its own wordstechnologydisruptive technologypublic marketsprivate investments
Your fit with Light Street Capital
Four questions about your startup
See how your round matches what it backs, point by point.
Or find every investor that fitsLight Street Capital lists 20 checked portfolio companies on its own site and is named in 2 funding rounds, 1 of them as lead. Its most frequent entry is Series B, 50% of the companies with a known first round. Its largest themes are AI & Machine Learning (22%), Fintech (15%) and Enterprise Software (15%). 71% of its companies are based in United States. It invests most often alongside Andreessen Horowitz, Accel and Kleiner Perkins.
Counts come from funding rounds that name Light Street Capital, complete from mid-2025: earlier rounds appear only when they were reported later. Round amounts and full round histories are on Fundup AI.
Round figures show recent activity, not Light Street Capital's whole history. Rounds on record name 2 companies; its own site lists 20. Funding rounds are complete from mid-2025, so counts and the yearly trend undercount a firm that invested before then. The portfolio, themes and places come from its own site and are not affected.
Entry stage
share of companies by the stage of its first roundLight Street Capital does not state its stages on its site, so only what it does is shown.
Show as a table
| Value | |
|---|---|
| Pre-seed | 0% |
| Seed | 0% |
| Series A | 0% |
| Series B | 50% |
| Growth | 50% |
Activity by year
rounds it joined, last 10 yearsShow as a table
| Total | Rounds it led | |
|---|---|---|
| '17 | 0 | 0 |
| '18 | 0 | 0 |
| '19 | 0 | 0 |
| '20 | 0 | 0 |
| '21 | 0 | 0 |
| '22 | 0 | 0 |
| '23 | 0 | 0 |
| '24 | 0 | 0 |
| '25 | 0 | 0 |
| '26 | 2 | 1 |
Investor profile
percentile among all firmsShow as a table
| Measure | Percentile of all firms | Value |
|---|---|---|
| Portfolio size | 49th | 19 companies |
| Recent activity | 69th | 2 rounds in 12 months |
| Early stage | 54th | 0% of entries at pre-seed or seed |
| Evidence | 52th | 0% of companies confirmed by a round |
| Sector focus | 25th | 22% in its largest sector |
| Reach | 78th | 5 countries |
Investment themes
share of its checked companiesThis firmAll checked companies
Show as a table
| This firm | All checked companies | |
|---|---|---|
| AI & Machine Learning | 22% | 18% |
| Fintech | 15% | 12% |
| Enterprise Software | 15% | 8% |
| Mobility & Logistics | 7% | 1% |
| E-commerce & Marketplaces | 7% | 6% |
| Cybersecurity | 7% | 4% |
| Robotics & Hardware | 7% | 1% |
| Space & Defense | 4% | 3% |
Invests most often with
firms sharing its portfolio companiesShow as a table
| Share | |
|---|---|
| Andreessen Horowitz | 5 |
| Accel | 4 |
| Kleiner Perkins | 4 |
| SoftBank Vision Fund | 4 |
| Ben Jen Holdings | 3 |
| Bessemer Venture Partners | 3 |
| Craft Ventures | 3 |
| Evolution VC Partners | 3 |
Its portfolio companies
where they are based, and what their own sites showSite status
- Site answers1995%
- No longer answers00%
- Points to another company15%
- Parked or sold domain00%
A site that stops answering three checks in a row is counted as no longer answering; that is not proof of closure. A site that points to another company is often an acquisition.
Co-investor network
who it backs companies with, and who they back togetherAll co-investors or Compare portfolios with Andreessen Horowitz
Compare Light Street Capital head to head
portfolio size, rounds, entry stages, themes and the companies both backThree or more firms at once: portfolio overlap.
Recent portfolio activity
when companies last raised with Light Street Capital| Date | Company | Stage |
|---|---|---|
| 15 Jul 2026 | Series C+ |
Round details for Light Street Capital
Amounts, full round histories and every co-investor in Light Street Capital's rounds are on Fundup AI. VCinfo covers investors and their portfolios.
Portfolio
20 companies checked against their own sites| Company | What it does | Themes | First round with it | Evidence |
|---|---|---|---|---|
| Ayar Labs develops and manufactures co-packaged optics for hyperscale AI infrastructure | AI & Machine LearningSpace & Defense | Portfolio page | ||
| BlackBuck is a digital trucking platform | Mobility & Logistics | Portfolio page | ||
| Portfolio page | ||||
| Clari provides a predictive revenue system for sales teams | FintechAI & Machine Learning | Portfolio page | ||
| Portfolio page | ||||
| Ezcater provides a platform for ordering corporate catering online from various restaurants. | Food & AgricultureE-commerce & Marketplaces | Portfolio page | ||
| GitLab provides a platform for software engineering, including source code management, CI/CD, and security features. | Enterprise SoftwareCybersecurity | Portfolio page | ||
| Hadrian manufactures precision parts and operates factories for production and inspection | Industrial & ManufacturingAI & Machine Learning | Portfolio page | ||
| Illumio provides breach containment and cloud detection and response solutions | CybersecurityAI & Machine Learning | Portfolio page | ||
| Lumin Digital provides a digital banking platform for financial institutions | FintechFintech | Jul 2026Series C+ | Funding round | |
| The company provides on-demand ride services and allows individuals to drive and earn money, offering various ride options and rewards programs. | Robotics & HardwareMobility & Logistics | Portfolio page | ||
| The company sells furniture and household items. | E-commerce & MarketplacesFintech | Portfolio page | ||
| Portfolio page | ||||
| Scale provides training data and builds AI systems for enterprises and government clients. | AI & Machine LearningEnterprise Software | Portfolio page | ||
| Slack provides a platform for teams to collaborate and work together using various tools and features, including chat, video meetings, and project management. | Enterprise SoftwareAI & Machine Learning | Portfolio page | ||
| SmartHR develops back office systems for people and organizations, including personnel and labor management, talent management, and employee portals. | Human ResourcesEnterprise Software | Portfolio page | ||
| Portfolio page | ||||
| Toss sends money in seconds | Fintech | Portfolio page | ||
| The company provides transportation and delivery services. | Robotics & HardwareReal Estate & Construction | Portfolio page | ||
| Unity develops and supports a game engine for building 2D and 3D games and other applications | Enterprise SoftwareGaming | Portfolio page |
About this data
site last read 5 Nov 2026- Site
- lightstreet.com
- Last read
- 5 Nov 2026
- Watching since
- 5 Nov 2026
- Rounds since
- 15 Jul 2026
- Companies checked
- 20
Rates come from what VCinfo has observed since observation_start. Firms tend to remove companies that closed, so early rates understate reality. A company leaving a portfolio page does not mean it closed or exited. An unreachable site means our checks failed, nothing more.
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