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 2025Q1 — net new, added, trimmed, exited.
New positions3 names
  • RDDTREDDIT INC
    +176,550
    $18.5M
  • BLBLACKLINE INC
    +380,988
    $18.4M
  • NCNONCINO INC
    +367,537
    $10.1M
Added to10 names
  • BILLBILL COM HLDGS INC
    +509,252
    $23.4M
  • AVGOBROADCOM INC
    +33,830
    $5.7M
  • AMDADVANCED MICRO DEVICES INC
    +42,931
    $4.4M
  • ASMLASML HOLDING N V
    +6,563
    $4.3M
  • N6596XNXP SEMICONDUCTORS N V
    +18,420
    $3.5M
  • GTLBGITLAB INC
    +37,514
    $1.8M
  • AKXANSYS INC
    +4,669
    $1.5M
  • SNPSSYNOPSYS INC
    +3,220
    $1.4M
  • CDNSCADENCE DESIGN SYSTEM INC
    +5,131
    $1.3M
  • CEGCONSTELLATION ENERGY CORP
    +4,054
    $817K
Trimmed7 names
  • METAMETA PLATFORMS INC
    −29,712
    $17.1M
  • NVDANVIDIA CORPORATION
    −97,595
    $10.6M
  • AAPLAPPLE INC
    −46,482
    $10.3M
  • AMZNAMAZON COM INC
    −26,149
    $5.0M
  • M6191JJFROG LTD
    −124,078
    $4.0M
  • TSMTAIWAN SEMICONDUCTOR MFG LTD
    −21,409
    $3.6M
  • M2197QCELLEBRITE DI LTD
    −20,480
    $398K
Exited12 names
  • MRVLMARVELL TECHNOLOGY INC
    −269,646
    $29.8M
  • CLSCELESTICA INC
    −246,080
    $22.7M
  • GDSGDS HLDGS LTD
    −785,156
    $18.7M
  • CRMSALESFORCE COM INC
    −50,255
    $16.8M
  • MBLYMOBILEYE GLOBAL INC
    −766,892
    $15.3M
  • ADSKAUTODESK INC
    −50,956
    $15.1M
  • MELIMERCADOLIBRE INC
    −7,941
    $13.5M
  • WDAYWORKDAY INC
    −44,768
    $11.6M
  • GOOGLALPHABET INC
    −60,296
    $11.4M
  • INDIINDIE SEMICONDUCTOR INC
    −2,338,469
    $9.5M
  • ZSZSCALER INC
    −33,215
    $6.0M
  • GEVGE VERNOVA LLC
    −16,895
    $5.6M

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