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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 · 2024Q4
29 positions
1
TSMTAIWAN SEMICONDUCTOR MFG LTDADR
Technology·Semiconductors
12.37%
of portfolio
Number of shares
341,154 sh
Holdings current value
$67.37M
Avg closing price
$125.21
+195.9%
Last action
Trimmed 5.7%
2025Q4
Current $370.50
2
NVDANVIDIA CORPORATION
Technology·Semiconductors
10.34%
of portfolio
Number of shares
419,310 sh
Holdings current value
$56.31M
Avg closing price
$156.91
+28.5%
Last action
Added 17.8%
2025Q4
Current $201.68
3
METAMETA PLATFORMS INC
Communication Services·Internet Content & Information
5.77%
of portfolio
Number of shares
53,647 sh
Holdings current value
$31.41M
Avg closing price
$372.27
+85.0%
Last action
Exited
2025Q3
Current $688.55
4
MRVLMARVELL TECHNOLOGY INC
Technology·Semiconductors
5.47%
of portfolio
Number of shares
269,646 sh
Holdings current value
$29.78M
Avg closing price
$87.49
+59.7%
Last action
Exited
2025Q1
Current $139.69
5
AMDADVANCED MICRO DEVICES INC
Technology·Semiconductors
4.72%
of portfolio
Number of shares
212,739 sh
Holdings current value
$25.70M
Avg closing price
$119.54
+132.9%
Last action
Trimmed 12.9%
2025Q4
Current $278.39
6
AMZNAMAZON COM INC
Consumer Cyclical·Internet Retail
4.51%
of portfolio
Number of shares
112,000 sh
Holdings current value
$24.57M
Avg closing price
$227.95
+9.9%
Last action
Added 21.0%
2025Q4
Current $250.56
7
CLSCELESTICA INC
Technology·Electronic Components
4.17%
of portfolio
Number of shares
246,080 sh
Holdings current value
$22.71M
Avg closing price
$57.33
+590.8%
Last action
Exited
2025Q3
Current $396.01
8
M6191J100JFROG LTD
4.13%
of portfolio
Number of shares
765,018 sh
Holdings current value
$22.50M
Avg closing price
$34.07
Last action
Trimmed 13.3%
2025Q4
Current —
9
GTLBGITLAB INC
Technology·Software - Infrastructure
3.90%
of portfolio
Number of shares
376,803 sh
Holdings current value
$21.23M
Avg closing price
$44.31
-51.7%
Last action
Added 125.9%
2025Q4
Current $21.42
10
AVGOBROADCOM INC
Technology·Semiconductors
3.75%
of portfolio
Number of shares
88,172 sh
Holdings current value
$20.44M
Avg closing price
$229.81
+76.9%
Last action
Added 101.8%
2025Q4
Current $406.54
11
GDSGDS HLDGS LTDADR
Technology·Information Technology Services
3.43%
of portfolio
Number of shares
785,156 sh
Holdings current value
$18.66M
Avg closing price
$20.51
+118.0%
Last action
Trimmed 18.6%
2025Q4
Current $44.70
12
CRMSALESFORCE COM INC
Technology·Software - Application
3.09%
of portfolio
Number of shares
50,255 sh
Holdings current value
$16.80M
Avg closing price
$224.38
-18.8%
Last action
Exited
2025Q1
Current $182.14
13
MBLYMOBILEYE GLOBAL INC
Consumer Cyclical·Auto Parts
2.81%
of portfolio
Number of shares
766,892 sh
Holdings current value
$15.28M
Avg closing price
$19.92
-60.5%
Last action
Exited
2025Q1
Current $7.87
14
ADSKAUTODESK INC
Technology·Software - Application
2.77%
of portfolio
Number of shares
50,956 sh
Holdings current value
$15.06M
Avg closing price
$235.81
+2.6%
Last action
Exited
2025Q1
Current $242.02
15
MELIMERCADOLIBRE INC
Consumer Cyclical·Internet Retail
2.48%
of portfolio
Number of shares
7,941 sh
Holdings current value
$13.50M
Avg closing price
$609.93
+204.3%
Last action
Exited
2025Q3
Current $1856
16
AAPLAPPLE INC
Technology·Consumer Electronics
2.43%
of portfolio
Number of shares
52,849 sh
Holdings current value
$13.23M
Avg closing price
$158.85
+70.1%
Last action
Trimmed 1.2%
2025Q4
Current $270.23
17
BILLBILL COM HLDGS INC
Technology·Software - Application
2.39%
of portfolio
Number of shares
153,351 sh
Holdings current value
$12.99M
Avg closing price
$52.30
-25.8%
Last action
Trimmed 35.5%
2025Q4
Current $38.81
18
M2197Q107CELLEBRITE DI LTD
2.34%
of portfolio
Number of shares
578,235 sh
Holdings current value
$12.74M
Avg closing price
$13.86
Last action
Added 30.5%
2025Q4
Current —
19
WDAYWORKDAY INC
Technology·Software - Application
2.12%
of portfolio
Number of shares
44,768 sh
Holdings current value
$11.55M
Avg closing price
$130.22
-4.9%
Last action
Exited
2025Q1
Current $123.83
20
GOOGLALPHABET INC
Communication Services·Internet Content & Information
2.10%
of portfolio
Number of shares
60,296 sh
Holdings current value
$11.41M
Avg closing price
$196.35
+74.0%
Last action
Added 24.8%
2025Q4
Current $341.68
21
INDIINDIE SEMICONDUCTOR INC
Technology·Semiconductors
1.74%
of portfolio
Number of shares
2,338,469 sh
Holdings current value
$9.47M
Avg closing price
$6.93
-51.3%
Last action
Exited
2025Q1
Current $3.38
22
ZSZSCALER INC
Technology·Software - Infrastructure
1.10%
of portfolio
Number of shares
33,215 sh
Holdings current value
$5.99M
Avg closing price
$28.07
+379.7%
Last action
Exited
2025Q1
Current $134.68
23
GEVGE VERNOVA LLC
Industrials·Specialty Industrial Machinery
1.02%
of portfolio
Number of shares
16,895 sh
Holdings current value
$5.56M
Avg closing price
$320.39
+213.0%
Last action
Exited
2025Q1
Current $1003
24
N6596X109NXP SEMICONDUCTORS N V
0.06%
of portfolio
Number of shares
1,600 sh
Holdings current value
$332.6K
Avg closing price
$201.38
Last action
Trimmed 13.6%
2025Q4
Current —
25
ASMLASML HOLDING N V
Technology·Semiconductor Equipment & Materials
0.06%
of portfolio
Number of shares
448 sh
Holdings current value
$310.5K
Avg closing price
$877.55
+66.3%
Last action
Trimmed 94.4%
2025Q4
Current $1460
26
CDNSCADENCE DESIGN SYSTEM INC
Technology·Software - Application
0.04%
of portfolio
Number of shares
780 sh
Holdings current value
$234.4K
Avg closing price
$260.78
+19.3%
Last action
Exited
2025Q4
Current $311.03
27
AKXANSYS INC
0.04%
of portfolio
Number of shares
690 sh
Holdings current value
$232.8K
Avg closing price
$319.23
Last action
Exited
2025Q3
Current —
28
CEGCONSTELLATION ENERGY CORP
Utilities·Utilities - Independent Power Producers
0.04%
of portfolio
Number of shares
1,037 sh
Holdings current value
$232.0K
Avg closing price
$326.52
-9.3%
Last action
Added
2025Q4
Current $296.21
29
SNPSSYNOPSYS INC
Technology·Software - Infrastructure
0.04%
of portfolio
Number of shares
455 sh
Holdings current value
$220.8K
Avg closing price
$433.21
+3.8%
Last action
Exited
2025Q4
Current $449.58

Portfolio heatmap

Box size = % of portfolio · color = return since filing
TSM
12.37% · +87.6%
NVDA
10.34% · +50.2%
META
5.77% · +17.6%
MRVL
5.47% · +26.5%
AMD
4.72% · +130.5%
AMZN
4.51% · +14.2%
CLS
4.17% · +329.0%
JFROG LTD
4.13%
GTLB
3.90% · -62.0%
AVGO
3.75% · +75.4%
GDS
3.43% · +88.1%
CRM
3.09% · -45.5%
MBLY
2.81% · -60.5%
ADSK
2.77% · -18.1%
MELI
2.48% · +9.1%
AAPL
2.43% · +7.9%
BILL
2.39% · -54.2%
CELLEBRITE DI LTD
2.34%
WDAY
2.12% · -52.0%
GOOGL
2.10% · +80.5%
INDI
1.74% · -16.5%
ZS
1.10% · -25.3%
GEV
1.02% · +204.9%
NXP SEMICONDUCTORS N V
0.06%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Technology18 pos$348.1M77.3%
  • Consumer Cyclical3 pos$53.4M11.9%
  • Communication Services2 pos$42.8M9.5%
  • Industrials1 pos$5.6M1.2%
  • Utilities1 pos$232K0.1%
(7.4% unclassified, excluded from %)