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 48.6% 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
1-Yearactual
+48.57%
since 2024Q4
3-Yearactual
+66.53%
since 2022Q4
5-Yearactual
-63.73%
since 2020Q4
10-Year
—
insufficient history
Performance overview
We mark Glen Kacher (Light Street Capital)'s disclosed portfolio to current market prices and compare its growth against the S&P 500 (SPY). Glen's portfolio is 48.6% over the last 12 months · 230.7% since 2016Q1.
Portfolio growth vs SPY
Rebased to 100 at 2016Q1 · through 2025Q4
Glen Kacher
+13.0%
SPY
—
Portfolio line tracks reported AUM (mark-to-market on filing dates). It includes inflows/outflows so it isn't a pure time-weighted return — same convention as Dataroma and StockCircle.
Capital flow per quarter
BuysSellsNet
Latest · 2025Q4
-$2M
Lifetime buys
$2.30B
Lifetime sells
$2.91B
Portfolio over time
AUMPositions
QoQ AUM
+9.3%
16Q lifetime AUM
-49.3%
QoQ positions
-3
16Q lifetime positions
-14
Position concentration
23 positions