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+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 2025Q3 — net new, added, trimmed, exited.
New positions8 names
  • GOOGLALPHABET INC
    +122,500
    $29.8M
  • DDOGDATADOG INC
    +207,000
    $29.5M
  • 8QRCONFLUENT INC
    +1,268,640
    $25.1M
  • SNOWSNOWFLAKE INC
    +99,000
    $22.3M
  • MDBMONGODB INC
    +68,500
    $21.3M
  • BABAALIBABA GROUP HLDG LTD
    +105,000
    $18.8M
  • APPFAPPFOLIO INC
    +20,000
    $5.5M
  • M7S64HMONDAY COM LTD
    +19,843
    $3.8M
Added to8 names
  • BILLBILL COM HLDGS INC
    +322,680
    $17.1M
  • GTLBGITLAB INC
    +375,585
    $16.9M
  • CHYMCHIME FINL INC
    +798,147
    $16.1M
  • CEGCONSTELLATION ENERGY CORP
    +43,698
    $14.4M
  • ASMLASML HOLDING N V
    +12,974
    $12.6M
  • AAPLAPPLE INC
    +2,391
    $609K
  • N6596XNXP SEMICONDUCTORS N V
    +2,289
    $521K
  • ADIANALOG DEVICES INC
    +698
    $171K
Trimmed11 names
  • TSMTAIWAN SEMICONDUCTOR MFG LTD
    −69,662
    $19.5M
  • GDSGDS HLDGS LTD
    −470,025
    $18.2M
  • NVDANVIDIA CORPORATION
    −75,907
    $14.2M
  • SESEA LTD
    −51,327
    $9.2M
  • AVGOBROADCOM INC
    −23,166
    $7.6M
  • AMZNAMAZON COM INC
    −34,751
    $7.6M
  • AMDADVANCED MICRO DEVICES INC
    −41,675
    $6.7M
  • M2197QCELLEBRITE DI LTD
    −195,000
    $3.6M
  • M6191JJFROG LTD
    −29,505
    $1.4M
  • CDNSCADENCE DESIGN SYSTEM INC
    −3,544
    $1.2M
  • SNPSSYNOPSYS INC
    −204
    $101K
Exited7 names
  • CLSCELESTICA INC
    −169,252
    $26.4M
  • METAMETA PLATFORMS INC
    −26,905
    $19.9M
  • NFLXNETFLIX INC
    −11,539
    $15.5M
  • BLBLACKLINE INC
    −257,518
    $14.6M
  • MELIMERCADOLIBRE INC
    −3,049
    $8.0M
  • NCNONCINO INC
    −150,820
    $4.2M
  • AKXANSYS INC
    −2,463
    $865K

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