Glen Kacher (Light Street Capital) portfolio holdings

Holdings

Sorted by value · 2023Q3

Sector23 positions

NVDANVIDIA CORPORATION

Technology·Semiconductors

13.89%

of portfolio

Number of shares

108,500 sh

Holdings current value

$47.20M

Avg closing price

$156.91

+28.5%

Last action

Added 140.2%

2025Q4

Current $201.68

GTLBGITLAB INC

Technology·Software - Infrastructure

10.88%

of portfolio

Number of shares

817,741 sh

Holdings current value

$36.98M

Avg closing price

$44.31

-51.7%

Last action

Added 34.6%

2025Q4

Current $21.42

AMDADVANCED MICRO DEVICES INC

Technology·Semiconductors

6.81%

of portfolio

Number of shares

225,100 sh

Holdings current value

$23.14M

Avg closing price

$119.54

+132.9%

Last action

Trimmed 12.3%

2025Q4

Current $278.39

METAMETA PLATFORMS INC

Communication Services·Internet Content & Information

6.18%

of portfolio

Number of shares

69,978 sh

Holdings current value

$21.01M

Avg closing price

$372.27

+85.0%

Last action

Exited

2025Q3

Current $688.55

MSFTMICROSOFT CORP

Technology·Software - Infrastructure

5.94%

of portfolio

Number of shares

63,933 sh

Holdings current value

$20.19M

Avg closing price

$258.19

+63.8%

Last action

Exited

2024Q2

Current $422.79

GOOGLALPHABET INC

Communication Services·Internet Content & Information

5.40%

of portfolio

Number of shares

140,133 sh

Holdings current value

$18.34M

Avg closing price

$196.35

+74.0%

Last action

Added 9.4%

2025Q4

Current $341.68

AVGOBROADCOM INC

Technology·Semiconductors

5.09%

of portfolio

Number of shares

20,835 sh

Holdings current value

$17.31M

Avg closing price

$229.81

+76.9%

Last action

Added

2025Q4

Current $406.54

M6191J100JFROG LTD

4.66%

of portfolio

Number of shares

624,937 sh

Holdings current value

$15.85M

Avg closing price

$34.07

Last action

Trimmed 15.8%

2025Q4

Current —

TSLATESLA INC

Consumer Cyclical·Auto Manufacturers

4.65%

of portfolio

Number of shares

63,120 sh

Holdings current value

$15.79M

Avg closing price

$279.91

+43.1%

Last action

Exited

2023Q4

Current $400.62

M2197Q107CELLEBRITE DI LTD

4.63%

of portfolio

Number of shares

2,057,799 sh

Holdings current value

$15.74M

Avg closing price

$13.86

Last action

Added 7.0%

2025Q4

Current —

AMZNAMAZON COM INC

Consumer Cyclical·Internet Retail

4.47%

of portfolio

Number of shares

119,355 sh

Holdings current value

$15.17M

Avg closing price

$227.95

+9.9%

Last action

Added 19.5%

2025Q4

Current $250.56

INDIINDIE SEMICONDUCTOR INC

Technology·Semiconductors

3.52%

of portfolio

Number of shares

1,896,908 sh

Holdings current value

$11.95M

Avg closing price

$6.93

-51.3%

Last action

Exited

2025Q1

Current $3.38

NRDYNERDY INC

3.51%

of portfolio

Number of shares

3,224,945 sh

Holdings current value

$11.93M

Avg closing price

$7.66

-87.7%

Last action

Exited

2024Q3

Current $0.94

SNPSSYNOPSYS INC

Technology·Software - Infrastructure

3.38%

of portfolio

Number of shares

25,040 sh

Holdings current value

$11.49M

Avg closing price

$433.21

+3.8%

Last action

Exited

2025Q4

Current $449.58

CRMSALESFORCE COM INC

Technology·Software - Application

3.32%

of portfolio

Number of shares

55,555 sh

Holdings current value

$11.27M

Avg closing price

$224.38

-18.8%

Last action

Exited

2025Q1

Current $182.14

AMPLAMPLITUDE INC

Technology·Software - Application

2.73%

of portfolio

Number of shares

802,689 sh

Holdings current value

$9.29M

Avg closing price

$11.31

-38.3%

Last action

New holding

2025Q4

Current $6.98

OKTAOKTA INC

Technology·Software - Infrastructure

2.68%

of portfolio

Number of shares

111,830 sh

Holdings current value

$9.12M

Avg closing price

$175.56

-58.8%

Last action

Exited

2023Q4

Current $72.25

TSMTAIWAN SEMICONDUCTOR MFG LTDADR

Technology·Semiconductors

2.49%

of portfolio

Number of shares

97,464 sh

Holdings current value

$8.47M

Avg closing price

$125.21

+195.9%

Last action

Trimmed 17.5%

2025Q4

Current $370.50

ADSKAUTODESK INC

Technology·Software - Application

2.29%

of portfolio

Number of shares

37,586 sh

Holdings current value

$7.78M

Avg closing price

$235.81

+2.6%

Last action

Exited

2025Q1

Current $242.02

NFLXNETFLIX INC

Communication Services·Entertainment

1.67%

of portfolio

Number of shares

15,015 sh

Holdings current value

$5.67M

Avg closing price

$105.06

-7.4%

Last action

New holding

2025Q4

Current $97.31

PDDPINDUODUO INCADR

Consumer Cyclical·Internet Retail

1.10%

of portfolio

Number of shares

38,235 sh

Holdings current value

$3.75M

Avg closing price

$98.63

+6.2%

Last action

Exited

2024Q1

Current $104.79

M2197Q115CELLEBRITE DI LTD

0.64%

of portfolio

Number of shares

1,666,667 sh

Holdings current value

$2.17M

Avg closing price

$2.21

Last action

Exited

2024Q3

Current —

G1355U121BRIDGETOWN HOLDINGS LTD

0.06%

of portfolio

Number of shares

572,005 sh

Holdings current value

$194.5K

Avg closing price

$2.92

Last action

Exited

2023Q4

Current —

Portfolio heatmap

Box size = % of portfolio · color = return since filing

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.

Technology12 pos$214.2M72.9%
Communication Services3 pos$45.0M15.3%
Consumer Cyclical3 pos$34.7M11.8%

(13.5% unclassified, excluded from %)

Holdings

Sorted by value · 2023Q3

Sector23 positions

NVDANVIDIA CORPORATION

Technology·Semiconductors

13.89%

of portfolio

Number of shares

108,500 sh

Holdings current value

$47.20M

Avg closing price

$156.91

+28.5%

Last action

Added 140.2%

2025Q4

Current $201.68

GTLBGITLAB INC

Technology·Software - Infrastructure

10.88%

of portfolio

Number of shares

817,741 sh

Holdings current value

$36.98M

Avg closing price

$44.31

-51.7%

Last action

Added 34.6%

2025Q4

Current $21.42

AMDADVANCED MICRO DEVICES INC

Technology·Semiconductors

6.81%

of portfolio

Number of shares

225,100 sh

Holdings current value

$23.14M

Avg closing price

$119.54

+132.9%

Last action

Trimmed 12.3%

2025Q4

Current $278.39

METAMETA PLATFORMS INC

Communication Services·Internet Content & Information

6.18%

of portfolio

Number of shares

69,978 sh

Holdings current value

$21.01M

Avg closing price

$372.27

+85.0%

Last action

Exited

2025Q3

Current $688.55

MSFTMICROSOFT CORP

Technology·Software - Infrastructure

5.94%

of portfolio

Number of shares

63,933 sh

Holdings current value

$20.19M

Avg closing price

$258.19

+63.8%

Last action

Exited

2024Q2

Current $422.79

GOOGLALPHABET INC

Communication Services·Internet Content & Information

5.40%

of portfolio

Number of shares

140,133 sh

Holdings current value

$18.34M

Avg closing price

$196.35

+74.0%

Last action

Added 9.4%

2025Q4

Current $341.68

AVGOBROADCOM INC

Technology·Semiconductors

5.09%

of portfolio

Number of shares

20,835 sh

Holdings current value

$17.31M

Avg closing price

$229.81

+76.9%

Last action

Added

2025Q4

Current $406.54

M6191J100JFROG LTD

4.66%

of portfolio

Number of shares

624,937 sh

Holdings current value

$15.85M

Avg closing price

$34.07

Last action

Trimmed 15.8%

2025Q4

Current —

TSLATESLA INC

Consumer Cyclical·Auto Manufacturers

4.65%

of portfolio

Number of shares

63,120 sh

Holdings current value

$15.79M

Avg closing price

$279.91

+43.1%

Last action

Exited

2023Q4

Current $400.62

M2197Q107CELLEBRITE DI LTD

4.63%

of portfolio

Number of shares

2,057,799 sh

Holdings current value

$15.74M

Avg closing price

$13.86

Last action

Added 7.0%

2025Q4

Current —

AMZNAMAZON COM INC

Consumer Cyclical·Internet Retail

4.47%

of portfolio

Number of shares

119,355 sh

Holdings current value

$15.17M

Avg closing price

$227.95

+9.9%

Last action

Added 19.5%

2025Q4

Current $250.56

INDIINDIE SEMICONDUCTOR INC

Technology·Semiconductors

3.52%

of portfolio

Number of shares

1,896,908 sh

Holdings current value

$11.95M

Avg closing price

$6.93

-51.3%

Last action

Exited

2025Q1

Current $3.38

NRDYNERDY INC

3.51%

of portfolio

Number of shares

3,224,945 sh

Holdings current value

$11.93M

Avg closing price

$7.66

-87.7%

Last action

Exited

2024Q3

Current $0.94

SNPSSYNOPSYS INC

Technology·Software - Infrastructure

3.38%

of portfolio

Number of shares

25,040 sh

Holdings current value

$11.49M

Avg closing price

$433.21

+3.8%

Last action

Exited

2025Q4

Current $449.58

CRMSALESFORCE COM INC

Technology·Software - Application

3.32%

of portfolio

Number of shares

55,555 sh

Holdings current value

$11.27M

Avg closing price

$224.38

-18.8%

Last action

Exited

2025Q1

Current $182.14

AMPLAMPLITUDE INC

Technology·Software - Application

2.73%

of portfolio

Number of shares

802,689 sh

Holdings current value

$9.29M

Avg closing price

$11.31

-38.3%

Last action

New holding

2025Q4

Current $6.98

OKTAOKTA INC

Technology·Software - Infrastructure

2.68%

of portfolio

Number of shares

111,830 sh

Holdings current value

$9.12M

Avg closing price

$175.56

-58.8%

Last action

Exited

2023Q4

Current $72.25

TSMTAIWAN SEMICONDUCTOR MFG LTDADR

Technology·Semiconductors

2.49%

of portfolio

Number of shares

97,464 sh

Holdings current value

$8.47M

Avg closing price

$125.21

+195.9%

Last action

Trimmed 17.5%

2025Q4

Current $370.50

ADSKAUTODESK INC

Technology·Software - Application

2.29%

of portfolio

Number of shares

37,586 sh

Holdings current value

$7.78M

Avg closing price

$235.81

+2.6%

Last action

Exited

2025Q1

Current $242.02

NFLXNETFLIX INC

Communication Services·Entertainment

1.67%

of portfolio

Number of shares

15,015 sh

Holdings current value

$5.67M

Avg closing price

$105.06

-7.4%

Last action

New holding

2025Q4

Current $97.31

PDDPINDUODUO INCADR

Consumer Cyclical·Internet Retail

1.10%

of portfolio

Number of shares

38,235 sh

Holdings current value

$3.75M

Avg closing price

$98.63

+6.2%

Last action

Exited

2024Q1

Current $104.79

M2197Q115CELLEBRITE DI LTD

0.64%

of portfolio

Number of shares

1,666,667 sh

Holdings current value

$2.17M

Avg closing price

$2.21

Last action

Exited

2024Q3

Current —

G1355U121BRIDGETOWN HOLDINGS LTD

0.06%

of portfolio

Number of shares

572,005 sh

Holdings current value

$194.5K

Avg closing price

$2.92

Last action

Exited

2023Q4

Current —

Portfolio heatmap

Box size = % of portfolio · color = return since filing

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.

Technology12 pos$214.2M72.9%
Communication Services3 pos$45.0M15.3%
Consumer Cyclical3 pos$34.7M11.8%

(13.5% unclassified, excluded from %)