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
1-YearTWR
+35.87%
since 2024Q4
3-YearTWR
+277.16%
since 2022Q4
5-YearTWR
+98.10%
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 35.9% over the last 12 months · 230.7% since 2016Q1.
Portfolio growth vs SPY
Rebased to 100 at 2016Q1 · through 2025Q4
Glen Kacher
+1961.6%
SPY
—
Portfolio line is the GIPS-compliant time-weighted return chain-linked across the manager's quarterly 13F filings — unaffected by capital flows. Quarters with insufficient held-through coverage are skipped, which can briefly flatten the line.
Capital flow per quarter
BuysSellsNet
Latest · 2025Q4
-$2M
Lifetime buys
$2.40B
Lifetime sells
$3.14B
Portfolio over time
AUMPositions
QoQ AUM
+9.3%
16Q lifetime AUM
-49.3%
QoQ positions
-3
16Q lifetime positions
-14
Position concentration
23 positions