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Built from publicly disclosed institutional and insider activity. Informational purposes only - not investment advice.OpenStocks · v0.1
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  3. Glen Kacher (Light Street Capital)
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Hedge Fund · CIK 0001569049

Glen Kacher

Light Street Capital
Share
  • Tech-Heavy
  • Boutique

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%Since filing+210.7%Full performance →
Quarter
2025Q42025Q32025Q22025Q12024Q42024Q32024Q22024Q12023Q42023Q32023Q22023Q1

Holdings

Sorted by value · 2024Q1
21 positions
1
NVDANVIDIA CORPORATION
Technology·Semiconductors
17.04%
of portfolio
Number of shares
78,000 sh
Holdings current value
$70.48M
Avg closing price
$156.91
+28.5%
Last action
Added 431.5%
2025Q4
Current $201.68
2
TSMTAIWAN SEMICONDUCTOR MFG LTDADR
Technology·Semiconductors
11.02%
of portfolio
Number of shares
334,870 sh
Holdings current value
$45.56M
Avg closing price
$125.21
+195.9%
Last action
Trimmed 5.8%
2025Q4
Current $370.50
3
AMZNAMAZON COM INC
Consumer Cyclical·Internet Retail
6.98%
of portfolio
Number of shares
160,000 sh
Holdings current value
$28.86M
Avg closing price
$227.95
+9.9%
Last action
Added 13.9%
2025Q4
Current $250.56
4
AMDADVANCED MICRO DEVICES INC
Technology·Semiconductors
6.05%
of portfolio
Number of shares
138,500 sh
Holdings current value
$25.00M
Avg closing price
$119.54
+132.9%
Last action
Trimmed 18.6%
2025Q4
Current $278.39
5
M6191J100JFROG LTD
5.98%
of portfolio
Number of shares
559,000 sh
Holdings current value
$24.72M
Avg closing price
$34.07
Last action
Trimmed 17.3%
2025Q4
Current —
6
AVGOBROADCOM INC
Technology·Semiconductors
5.39%
of portfolio
Number of shares
16,800 sh
Holdings current value
$22.27M
Avg closing price
$229.81
+76.9%
Last action
Added
2025Q4
Current $406.54
7
METAMETA PLATFORMS INC
Communication Services·Internet Content & Information
5.34%
of portfolio
Number of shares
45,500 sh
Holdings current value
$22.09M
Avg closing price
$372.27
+85.0%
Last action
Exited
2025Q3
Current $688.55
8
BILLBILL COM HLDGS INC
Technology·Software - Application
4.77%
of portfolio
Number of shares
287,000 sh
Holdings current value
$19.72M
Avg closing price
$52.30
-25.8%
Last action
Trimmed 22.7%
2025Q4
Current $38.81
9
MSFTMICROSOFT CORP
Technology·Software - Infrastructure
4.68%
of portfolio
Number of shares
46,000 sh
Holdings current value
$19.35M
Avg closing price
$258.19
+63.8%
Last action
Exited
2024Q2
Current $422.79
10
CRMSALESFORCE COM INC
Technology·Software - Application
4.47%
of portfolio
Number of shares
61,405 sh
Holdings current value
$18.49M
Avg closing price
$224.38
-18.8%
Last action
Exited
2025Q1
Current $182.14
11
GOOGLALPHABET INC
Communication Services·Internet Content & Information
4.02%
of portfolio
Number of shares
110,000 sh
Holdings current value
$16.60M
Avg closing price
$196.35
+74.0%
Last action
Added 12.2%
2025Q4
Current $341.68
12
MELIMERCADOLIBRE INC
Consumer Cyclical·Internet Retail
3.30%
of portfolio
Number of shares
9,024 sh
Holdings current value
$13.64M
Avg closing price
$609.93
+204.3%
Last action
Exited
2025Q3
Current $1856
13
DASHDOORDASH INC
Consumer Cyclical·Internet Retail
3.17%
of portfolio
Number of shares
95,250 sh
Holdings current value
$13.12M
Avg closing price
$137.72
+33.5%
Last action
Exited
2024Q2
Current $183.89
14
INDIINDIE SEMICONDUCTOR INC
Technology·Semiconductors
3.07%
of portfolio
Number of shares
1,793,125 sh
Holdings current value
$12.70M
Avg closing price
$6.93
-51.3%
Last action
Exited
2025Q1
Current $3.38
15
ADBEADOBE SYSTEMS INCORPORATED
Technology·Software - Application
2.43%
of portfolio
Number of shares
19,931 sh
Holdings current value
$10.06M
Avg closing price
$504.60
-51.6%
Last action
Exited
2024Q2
Current $244.45
16
PCORPROCORE TECHNOLOGIES INC
Technology·Software - Application
2.37%
of portfolio
Number of shares
119,435 sh
Holdings current value
$9.81M
Avg closing price
$69.22
-19.9%
Last action
Exited
2024Q2
Current $55.44
17
M2197Q107CELLEBRITE DI LTD
1.97%
of portfolio
Number of shares
734,966 sh
Holdings current value
$8.14M
Avg closing price
$13.86
Last action
Added 22.5%
2025Q4
Current —
18
UBERUBER TECHNOLOGIES INC
Technology·Software - Application
1.88%
of portfolio
Number of shares
100,705 sh
Holdings current value
$7.75M
Avg closing price
$66.22
+16.5%
Last action
Exited
2024Q2
Current $77.12
19
418100103HASHICORP INC
1.37%
of portfolio
Number of shares
210,000 sh
Holdings current value
$5.66M
Avg closing price
$26.95
Last action
Exited
2024Q2
Current —
20
M2197Q115CELLEBRITE DI LTD
0.85%
of portfolio
Number of shares
1,672,591 sh
Holdings current value
$3.50M
Avg closing price
$2.21
Last action
Exited
2024Q3
Current —
21
NRDYNERDY INC
0.42%
of portfolio
Number of shares
592,454 sh
Holdings current value
$1.72M
Avg closing price
$7.66
-87.7%
Last action
Exited
2024Q3
Current $0.94

Portfolio heatmap

Box size = % of portfolio · color = return since filing
NVDA
17.04% · -77.7%
TSM
11.02% · +172.3%
AMZN
6.98% · +38.9%
AMD
6.05% · +54.2%
JFROG LTD
5.98%
AVGO
5.39% · -69.3%
META
5.34% · +41.8%
BILL
4.77% · -43.5%
MSFT
4.68% · +0.5%
CRM
4.47% · -39.5%
GOOGL
4.02% · +126.4%
MELI
3.30% · +22.7%
DASH
3.17% · +33.5%
INDI
3.07% · -52.3%
ADBE
2.43% · -51.6%
PCOR
2.37% · -32.5%
CELLEBRITE DI LTD
1.97%
UBER
1.88% · +0.2%
HASHICORP INC
1.37%
CELLEBRITE DI LTD
0.85%
NRDY
0.42% · -67.7%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Technology11 pos$261.2M73.5%
  • Consumer Cyclical3 pos$55.6M15.6%
  • Communication Services2 pos$38.7M10.9%
(11.0% unclassified, excluded from %)