Hedge Fund · CIK 0001569049

Glen Kacher

Light Street Capital
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Glen Kacher runs Light Street Capital, a hedge fund overseeing $649.8M in disclosed equity holdings (SEC CIK 0001569049). The latest portfolio (2025Q4) discloses 24 positions across 4 sectors, with the largest positions in TSM, CHYM and NVDA. On a mark-to-market basis the tracked portfolio has returned 35.9% over the past year. OpenStocks tracks 40 consecutive quarterly snapshots for this manager — every position change, new entry, and exit is logged below.

Track Glen's filingsView holdings
Portfolio
$649.79M
Positions
24
Quarter
2025Q4
Filings tracked
40
1Y+35.9%3Y+277.2%5Y+121.0%Full performance →
Quarter
2025Q42025Q32025Q22025Q12024Q42024Q32024Q22024Q12023Q42023Q32023Q22023Q1
Capital flow per quarter
BuysSellsNet
+$710M+$355M$0-$355M-$710M'22Q1'22Q2'22Q3'22Q4'23Q1'23Q2'23Q3'23Q4'24Q1'24Q2'24Q3'24Q4'25Q1'25Q2'25Q3'25Q4
Latest · 2025Q4
-$2M
Lifetime buys
$2.30B
Lifetime sells
$2.91B

Quarter activity

What changed in 2023Q1 — net new, added, trimmed, exited.
New positions9 names
  • TSMTAIWAN SEMICONDUCTOR MFG LTD
    +381,489
    $35.5M
  • TSLATESLA INC
    +136,322
    $28.3M
  • SESEA LTD
    +284,263
    $24.6M
  • TWLOTWILIO INC
    +335,431
    $22.3M
  • MELIMERCADOLIBRE INC
    +14,777
    $19.5M
  • METAMETA PLATFORMS INC
    +78,766
    $16.7M
  • M6191JJFROG LTD
    +700,460
    $13.8M
  • CRWDCROWDSTRIKE HLDGS INC
    +98,847
    $13.6M
  • ABNBAIRBNB INC
    +96,178
    $12.0M
Added to5 names
  • GTLBGITLAB INC
    +565,529
    $19.4M
  • NVDANVIDIA CORPORATION
    +21,837
    $6.1M
  • 848637SPLUNK INC
    +43,216
    $4.1M
  • AMDADVANCED MICRO DEVICES INC
    +5,490
    $538K
  • INDIINDIE SEMICONDUCTOR INC
    +33,777
    $356K
Trimmed6 names
  • ACELACCEL ENTERTAINMENT INC
    −1,456,648
    $13.3M
  • M2197QCELLEBRITE DI LTD
    −1,201,202
    $7.3M
  • NRDYNERDY INC
    −1,052,895
    $4.4M
  • EXFYEXPENSIFY INC
    −506,533
    $4.1M
  • MSFTMICROSOFT CORP
    −7,717
    $2.2M
  • CRMSALESFORCE COM INC
    −2,486
    $497K
Exited12 names
  • ASMLASML HOLDING N V
    −35,818
    $19.6M
  • NFLXNETFLIX INC
    −65,530
    $19.3M
  • INTUINTUIT
    −41,290
    $16.1M
  • DDOGDATADOG INC
    −195,371
    $14.4M
  • WDAYWORKDAY INC
    −65,144
    $10.9M
  • SNOWSNOWFLAKE INC
    −56,700
    $8.1M
  • DCGODOCGO INC
    −1,076,922
    $7.6M
  • CPNGCOUPANG INC
    −207,224
    $3.0M
  • BILLBILL COM HLDGS INC
    −8,950
    $975K
  • UBERUBER TECHNOLOGIES INC
    −35,643
    $881K
  • GOOGLALPHABET INC
    −9,088
    $802K
  • 77936FROVER GROUP INC
    −46,044
    $169K

Recent transactions

Last 20 moves
SOLD
Glen Kacher (Light Street Capital) exited MDB
MONGODB INC
−68,500
~$310.38 · 2025Q4
2026-02-17
TRIM
Glen Kacher (Light Street Capital) trimmed AMD
ADVANCED MICRO DEVICES INC
−31,626
~$214.16 · 2025Q4
2026-02-17
SOLD
Glen Kacher (Light Street Capital) exited BABA
ALIBABA GROUP HLDG LTD
−105,000
~$178.73 · 2025Q4
2026-02-17
ADD
Glen Kacher (Light Street Capital) added to GOOGL
ALPHABET INC
+12,000
~$313.00 · 2025Q4
2026-02-17
ADD
Glen Kacher (Light Street Capital) added to AMZN
AMAZON COM INC
+19,467
~$230.82 · 2025Q4
2026-02-17
ADD
Glen Kacher (Light Street Capital) added to ADI
ANALOG DEVICES INC
+3,384
~$271.20 · 2025Q4
2026-02-17
SOLD
Glen Kacher (Light Street Capital) exited APPF
APPFOLIO INC
−20,000
~$275.66 · 2025Q4
2026-02-17
TRIM
Glen Kacher (Light Street Capital) trimmed AAPL
APPLE INC
−628
~$271.86 · 2025Q4
2026-02-17
TRIM
Glen Kacher (Light Street Capital) trimmed ASML
ASML HOLDING N V
−7,497
~$1069.86 · 2025Q4
2026-02-17
TRIM
Glen Kacher (Light Street Capital) trimmed BILL
BILL COM HLDGS INC
−84,500
~$54.54 · 2025Q4
2026-02-17
ADD
Glen Kacher (Light Street Capital) added to AVGO
BROADCOM INC
+44,474
~$346.10 · 2025Q4
2026-02-17
SOLD
Glen Kacher (Light Street Capital) exited CDNS
CADENCE DESIGN SYSTEM INC
−2,412
~$351.26 · 2025Q4
2026-02-17
ADD
Glen Kacher (Light Street Capital) added to M2197Q107
CELLEBRITE DI LTD
+135,000
~$18.03 · 2025Q4
2026-02-17
ADD
Glen Kacher (Light Street Capital) added to CHYM
CHIME FINL INC
+1,218,612
~$25.17 · 2025Q4
2026-02-17
TRIM
Glen Kacher (Light Street Capital) trimmed 8QR
CONFLUENT INC
−358,640
~$30.24 · 2025Q4
2026-02-17
ADD
Glen Kacher (Light Street Capital) added to CEG
CONSTELLATION ENERGY CORP
+15,090
~$353.27 · 2025Q4
2026-02-17
SOLD
Glen Kacher (Light Street Capital) exited DDOG
DATADOG INC
−207,000
~$142.40 · 2025Q4
2026-02-17
TRIM
Glen Kacher (Light Street Capital) trimmed GDS
GDS HLDGS LTD
−179,285
~$34.90 · 2025Q4
2026-02-17
ADD
Glen Kacher (Light Street Capital) added to GTLB
GITLAB INC
+210,000
~$37.53 · 2025Q4
2026-02-17
TRIM
Glen Kacher (Light Street Capital) trimmed M6191J100
JFROG LTD
−117,265
~$62.46 · 2025Q4
2026-02-17