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.

Track Glen's filings View holdings

Portfolio

$649.79M

Positions

Quarter

2025Q4

Filings tracked

1Y+35.9%3Y+277.2%5Y+98.1%Full performance →

Quarter

2025Q4 2025Q3 2025Q2 2025Q1 2024Q4 2024Q3 2024Q2 2024Q1 2023Q4 2023Q3 2023Q2 2023Q1

Biggest winner since filing

TSMTAIWAN SEMICONDUCTOR MFG LTD

+190.2%

+$90.8M

Biggest loser since filing

GTLBGITLAB INC

-50.7%

−$24.8M

Investment strategy

Glen Kacher is a boutique tilted toward technology names. 69% of the disclosed equity book is in Technology.

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