Hedge Fund · CIK 0001569049
Glen Kacher
Light Street Capital
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.
Portfolio
$649.79M
Positions
24
Quarter
2025Q4
Filings tracked
40
Capital flow per quarter
BuysSellsNet
Latest · 2025Q4
-$2M
Lifetime buys
$2.40B
Lifetime sells
$3.14B
Quarter activity
What changed in 2025Q2 — net new, added, trimmed, exited.
New positions7 names
Added to10 names
- TSMTAIWAN SEMICONDUCTOR MFG LTD+39,012$8.8M
- AMDADVANCED MICRO DEVICES INC+37,118$5.3M
- NVDANVIDIA CORPORATION+30,867$4.9M
- GTLBGITLAB INC+60,098$2.7M
- METAMETA PLATFORMS INC+2,970$2.2M
- N6596XNXP SEMICONDUCTORS N V+2,870$627K
- AAPLAPPLE INC+1,909$392K
- AVGOBROADCOM INC+469$129K
- SNPSSYNOPSYS INC+29$15K
- CDNSCADENCE DESIGN SYSTEM INC+45$14K
Trimmed9 names
Exited1 name
- RDDTREDDIT INC−176,550$18.5M
Recent transactions
Last 20 moves
TRIM
ADVANCED MICRO DEVICES INC
−31,626
~$214.16 · 2025Q4
2026-02-17
SOLD
ALIBABA GROUP HLDG LTD
−105,000
~$178.73 · 2025Q4
2026-02-17
ADD
ANALOG DEVICES INC
+3,384
~$271.20 · 2025Q4
2026-02-17
TRIM
ASML HOLDING N V
−7,497
~$1069.86 · 2025Q4
2026-02-17
TRIM
BILL COM HLDGS INC
−84,500
~$54.54 · 2025Q4
2026-02-17
SOLD
CADENCE DESIGN SYSTEM INC
−2,412
~$351.26 · 2025Q4
2026-02-17
ADD
CELLEBRITE DI LTD
+135,000
~$18.03 · 2025Q4
2026-02-17
ADD
CHIME FINL INC
+1,218,612
~$25.17 · 2025Q4
2026-02-17
ADD
CONSTELLATION ENERGY CORP
+15,090
~$353.27 · 2025Q4
2026-02-17
