Hedge Fund · CIK 0001569049

Glen Kacher

Light Street Capital
Share

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+98.1%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
$2.40B
Lifetime sells
$3.14B

Quarter activity

What changed in 2023Q3 — net new, added, trimmed, exited.
New positions4 names
  • AVGOBROADCOM INC
    +20,835
    $17.3M
  • SNPSSYNOPSYS INC
    +25,040
    $11.5M
  • OKTAOKTA INC
    +111,830
    $9.1M
  • PDDPINDUODUO INC
    +38,235
    $3.7M
Added to8 names
  • AMDADVANCED MICRO DEVICES INC
    +55,309
    $5.7M
  • NVDANVIDIA CORPORATION
    +8,808
    $3.8M
  • M6191JJFROG LTD
    +59,280
    $1.5M
  • AMPLAMPLITUDE INC
    +96,790
    $1.1M
  • AMZNAMAZON COM INC
    +5,985
    $761K
  • MSFTMICROSOFT CORP
    +2,053
    $648K
  • ADSKAUTODESK INC
    +1,611
    $333K
  • GTLBGITLAB INC
    +4,860
    $220K
Trimmed9 names
  • TSMTAIWAN SEMICONDUCTOR MFG LTD
    −152,174
    $13.2M
  • TSLATESLA INC
    −44,409
    $11.1M
  • NFLXNETFLIX INC
    −28,055
    $10.6M
  • METAMETA PLATFORMS INC
    −30,820
    $9.3M
  • CRMSALESFORCE COM INC
    −42,940
    $8.7M
  • GOOGLALPHABET INC
    −32,665
    $4.3M
  • INDIINDIE SEMICONDUCTOR INC
    −377,158
    $2.4M
  • NRDYNERDY INC
    −199,568
    $738K
  • M2197QCELLEBRITE DI LTD
    −64,955
    $497K
Exited2 names
  • PANWPALO ALTO NETWORKS INC
    −43,200
    $11.0M
  • 64081VNERDY INC
    −1,300,000
    $733K

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