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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 · 2024Q2
25 positions
1
NVDANVIDIA CORPORATION
Technology·Semiconductors
16.35%
of portfolio
Number of shares
576,198 sh
Holdings current value
$71.18M
Avg closing price
$156.91
+28.5%
Last action
Added 12.3%
2025Q4
Current $201.68
2
TSMTAIWAN SEMICONDUCTOR MFG LTDADR
Technology·Semiconductors
13.65%
of portfolio
Number of shares
341,802 sh
Holdings current value
$59.41M
Avg closing price
$125.21
+195.9%
Last action
Trimmed 5.7%
2025Q4
Current $370.50
3
CLSCELESTICA INC
Technology·Electronic Components
5.65%
of portfolio
Number of shares
429,236 sh
Holdings current value
$24.61M
Avg closing price
$57.33
+590.8%
Last action
Exited
2025Q3
Current $396.01
4
AMDADVANCED MICRO DEVICES INC
Technology·Semiconductors
5.51%
of portfolio
Number of shares
147,976 sh
Holdings current value
$24.00M
Avg closing price
$119.54
+132.9%
Last action
Trimmed 17.6%
2025Q4
Current $278.39
5
M6191J100JFROG LTD
5.28%
of portfolio
Number of shares
612,000 sh
Holdings current value
$22.98M
Avg closing price
$34.07
Last action
Trimmed 16.1%
2025Q4
Current —
6
AMZNAMAZON COM INC
Consumer Cyclical·Internet Retail
5.24%
of portfolio
Number of shares
118,000 sh
Holdings current value
$22.80M
Avg closing price
$227.95
+9.9%
Last action
Added 19.8%
2025Q4
Current $250.56
7
AVGOBROADCOM INC
Technology·Semiconductors
5.01%
of portfolio
Number of shares
13,574 sh
Holdings current value
$21.79M
Avg closing price
$229.81
+76.9%
Last action
Added
2025Q4
Current $406.54
8
BILLBILL COM HLDGS INC
Technology·Software - Application
4.74%
of portfolio
Number of shares
392,000 sh
Holdings current value
$20.63M
Avg closing price
$52.30
-25.8%
Last action
Trimmed 17.7%
2025Q4
Current $38.81
9
METAMETA PLATFORMS INC
Communication Services·Internet Content & Information
4.58%
of portfolio
Number of shares
39,500 sh
Holdings current value
$19.92M
Avg closing price
$372.27
+85.0%
Last action
Exited
2025Q3
Current $688.55
10
CRMSALESFORCE COM INC
Technology·Software - Application
4.22%
of portfolio
Number of shares
71,500 sh
Holdings current value
$18.38M
Avg closing price
$224.38
-18.8%
Last action
Exited
2025Q1
Current $182.14
11
DELLDELL TECHNOLOGIES INC
Technology·Computer Hardware
4.00%
of portfolio
Number of shares
126,279 sh
Holdings current value
$17.42M
Avg closing price
$137.91
+42.5%
Last action
Exited
2024Q3
Current $196.55
12
ADSKAUTODESK INC
Technology·Software - Application
3.76%
of portfolio
Number of shares
66,073 sh
Holdings current value
$16.35M
Avg closing price
$235.81
+2.6%
Last action
Exited
2025Q1
Current $242.02
13
AAPLAPPLE INC
Technology·Consumer Electronics
3.75%
of portfolio
Number of shares
77,459 sh
Holdings current value
$16.31M
Avg closing price
$158.85
+70.1%
Last action
Trimmed 0.8%
2025Q4
Current $270.23
14
INDIINDIE SEMICONDUCTOR INC
Technology·Semiconductors
2.54%
of portfolio
Number of shares
1,793,125 sh
Holdings current value
$11.06M
Avg closing price
$6.93
-51.3%
Last action
Exited
2025Q1
Current $3.38
15
BEBLOOM ENERGY CORP
Industrials·Electrical Equipment & Parts
2.53%
of portfolio
Number of shares
899,881 sh
Holdings current value
$11.01M
Avg closing price
$11.67
+1681.8%
Last action
Exited
2024Q4
Current $207.86
16
PSTGPURE STORAGE INC
Technology·Computer Hardware
2.20%
of portfolio
Number of shares
149,000 sh
Holdings current value
$9.57M
Avg closing price
$64.21
+5.6%
Last action
Exited
2024Q3
Current $67.80
17
NTAPNETAPP INC
Technology·Software - Infrastructure
2.11%
of portfolio
Number of shares
71,372 sh
Holdings current value
$9.19M
Avg closing price
$128.80
-18.8%
Last action
Exited
2024Q3
Current $104.53
18
NCNONCINO INC
Technology·Software - Application
1.64%
of portfolio
Number of shares
227,196 sh
Holdings current value
$7.15M
Avg closing price
$30.19
-38.8%
Last action
Exited
2025Q3
Current $18.46
19
M2197Q107CELLEBRITE DI LTD
1.33%
of portfolio
Number of shares
484,966 sh
Holdings current value
$5.80M
Avg closing price
$13.86
Last action
Added 38.6%
2025Q4
Current —
20
M2197Q115CELLEBRITE DI LTD
1.17%
of portfolio
Number of shares
1,872,361 sh
Holdings current value
$5.11M
Avg closing price
$2.21
Last action
Exited
2024Q3
Current —
21
NRDYNERDY INC
0.18%
of portfolio
Number of shares
475,000 sh
Holdings current value
$793.3K
Avg closing price
$7.66
-87.7%
Last action
Exited
2024Q3
Current $0.94
22
N6596X109NXP SEMICONDUCTORS N V
0.09%
of portfolio
Number of shares
1,463 sh
Holdings current value
$393.7K
Avg closing price
$201.38
Last action
Trimmed 14.7%
2025Q4
Current —
23
ASMLASML HOLDING N V
Technology·Semiconductor Equipment & Materials
0.08%
of portfolio
Number of shares
334 sh
Holdings current value
$341.6K
Avg closing price
$877.55
+66.3%
Last action
Trimmed 95.7%
2025Q4
Current $1460
24
QCOMQUALCOMM INC
Technology·Semiconductors
0.07%
of portfolio
Number of shares
1,480 sh
Holdings current value
$294.8K
Avg closing price
$199.18
-31.6%
Last action
Exited
2024Q3
Current $136.20
25
MUMICRON TECHNOLOGY INC
Technology·Semiconductors
0.05%
of portfolio
Number of shares
1,631 sh
Holdings current value
$214.5K
Avg closing price
$126.40
+260.0%
Last action
Exited
2024Q4
Current $455.07

Portfolio heatmap

Box size = % of portfolio · color = return since filing
NVDA
16.35% · +63.3%
TSM
13.65% · +113.2%
CLS
5.65% · +590.8%
AMD
5.51% · +71.6%
JFROG LTD
5.28%
AMZN
5.24% · +29.7%
AVGO
5.01% · -74.7%
BILL
4.74% · -26.2%
META
4.58% · +36.6%
CRM
4.22% · -29.2%
DELL
4.00% · +42.5%
ADSK
3.76% · -2.2%
AAPL
3.75% · +28.3%
INDI
2.54% · -45.2%
BE
2.53% · +1598.2%
PSTG
2.20% · +5.6%
NTAP
2.11% · -18.8%
NCNO
1.64% · -41.3%
CELLEBRITE DI LTD
1.33%
CELLEBRITE DI LTD
1.17%
NRDY
0.18% · -43.7%
NXP SEMICONDUCTORS N V
0.09%
ASML
0.08% · +42.7%
QCOM
0.07% · -31.6%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Technology17 pos$327.9M85.9%
  • Consumer Cyclical1 pos$22.8M6.0%
  • Communication Services1 pos$19.9M5.2%
  • Industrials1 pos$11.0M2.9%
(8.4% unclassified, excluded from %)