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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 · 2025Q2
26 positions
1
TSMTAIWAN SEMICONDUCTOR MFG LTDADR
Technology·Semiconductors
16.60%
of portfolio
Number of shares
358,757 sh
Holdings current value
$81.25M
Avg closing price
$125.21
+195.9%
Last action
Trimmed 5.5%
2025Q4
Current $370.50
2
NVDANVIDIA CORPORATION
Technology·Semiconductors
11.38%
of portfolio
Number of shares
352,582 sh
Holdings current value
$55.70M
Avg closing price
$156.91
+28.5%
Last action
Added 21.9%
2025Q4
Current $201.68
3
AMDADVANCED MICRO DEVICES INC
Technology·Semiconductors
8.49%
of portfolio
Number of shares
292,788 sh
Holdings current value
$41.55M
Avg closing price
$119.54
+132.9%
Last action
Trimmed 9.7%
2025Q4
Current $278.39
4
AVGOBROADCOM INC
Technology·Semiconductors
6.90%
of portfolio
Number of shares
122,471 sh
Holdings current value
$33.76M
Avg closing price
$229.81
+76.9%
Last action
Added 57.0%
2025Q4
Current $406.54
5
BILLBILL COM HLDGS INC
Technology·Software - Application
6.05%
of portfolio
Number of shares
639,820 sh
Holdings current value
$29.60M
Avg closing price
$52.30
-25.8%
Last action
Trimmed 11.7%
2025Q4
Current $38.81
6
M6191J100JFROG LTD
5.46%
of portfolio
Number of shares
608,770 sh
Holdings current value
$26.71M
Avg closing price
$34.07
Last action
Trimmed 16.2%
2025Q4
Current —
7
CLSCELESTICA INC
Technology·Electronic Components
5.40%
of portfolio
Number of shares
169,252 sh
Holdings current value
$26.42M
Avg closing price
$57.33
+590.8%
Last action
Exited
2025Q3
Current $396.01
8
CHYMCHIME FINL INC
Technology·Software - Application
4.89%
of portfolio
Number of shares
693,530 sh
Holdings current value
$23.93M
Avg closing price
$26.09
-7.5%
Last action
Added
2025Q4
Current $24.12
9
GDSGDS HLDGS LTDADR
Technology·Information Technology Services
4.46%
of portfolio
Number of shares
714,582 sh
Holdings current value
$21.84M
Avg closing price
$20.51
+118.0%
Last action
Trimmed 20.1%
2025Q4
Current $44.70
10
GTLBGITLAB INC
Technology·Software - Infrastructure
4.37%
of portfolio
Number of shares
474,415 sh
Holdings current value
$21.40M
Avg closing price
$44.31
-51.7%
Last action
Added 79.4%
2025Q4
Current $21.42
11
METAMETA PLATFORMS INC
Communication Services·Internet Content & Information
4.06%
of portfolio
Number of shares
26,905 sh
Holdings current value
$19.86M
Avg closing price
$372.27
+85.0%
Last action
Exited
2025Q3
Current $688.55
12
SESEA LTDADR
Consumer Cyclical·Internet Retail
3.94%
of portfolio
Number of shares
120,630 sh
Holdings current value
$19.29M
Avg closing price
$41.06
+122.4%
Last action
Exited
2025Q4
Current $91.33
13
AMZNAMAZON COM INC
Consumer Cyclical·Internet Retail
3.80%
of portfolio
Number of shares
84,784 sh
Holdings current value
$18.60M
Avg closing price
$227.95
+9.9%
Last action
Added 29.8%
2025Q4
Current $250.56
14
NFLXNETFLIX INC
Communication Services·Entertainment
3.16%
of portfolio
Number of shares
11,539 sh
Holdings current value
$15.45M
Avg closing price
$105.06
-7.4%
Last action
New holding
2025Q4
Current $97.31
15
BLBLACKLINE INC
Technology·Software - Application
2.98%
of portfolio
Number of shares
257,518 sh
Holdings current value
$14.58M
Avg closing price
$30.96
+1.8%
Last action
Exited
2025Q3
Current $31.51
16
M2197Q107CELLEBRITE DI LTD
1.81%
of portfolio
Number of shares
552,755 sh
Holdings current value
$8.84M
Avg closing price
$13.86
Last action
Added 32.3%
2025Q4
Current —
17
MELIMERCADOLIBRE INC
Consumer Cyclical·Internet Retail
1.63%
of portfolio
Number of shares
3,049 sh
Holdings current value
$7.97M
Avg closing price
$609.93
+204.3%
Last action
Exited
2025Q3
Current $1856
18
N6596X109NXP SEMICONDUCTORS N V
1.02%
of portfolio
Number of shares
22,890 sh
Holdings current value
$5.00M
Avg closing price
$201.38
Last action
Trimmed 1.1%
2025Q4
Current —
19
ASMLASML HOLDING N V
Technology·Semiconductor Equipment & Materials
0.90%
of portfolio
Number of shares
5,511 sh
Holdings current value
$4.42M
Avg closing price
$877.55
+66.3%
Last action
Trimmed 57.6%
2025Q4
Current $1460
20
NCNONCINO INC
Technology·Software - Application
0.86%
of portfolio
Number of shares
150,820 sh
Holdings current value
$4.22M
Avg closing price
$30.19
-38.8%
Last action
Exited
2025Q3
Current $18.46
21
SNPSSYNOPSYS INC
Technology·Software - Infrastructure
0.39%
of portfolio
Number of shares
3,704 sh
Holdings current value
$1.90M
Avg closing price
$433.21
+3.8%
Last action
Exited
2025Q4
Current $449.58
22
CDNSCADENCE DESIGN SYSTEM INC
Technology·Software - Application
0.37%
of portfolio
Number of shares
5,956 sh
Holdings current value
$1.84M
Avg closing price
$260.78
+19.3%
Last action
Exited
2025Q4
Current $311.03
23
AAPLAPPLE INC
Technology·Consumer Electronics
0.35%
of portfolio
Number of shares
8,276 sh
Holdings current value
$1.70M
Avg closing price
$158.85
+70.1%
Last action
Trimmed 7.1%
2025Q4
Current $270.23
24
ADIANALOG DEVICES INC
Technology·Semiconductors
0.30%
of portfolio
Number of shares
6,070 sh
Holdings current value
$1.44M
Avg closing price
$249.61
+48.8%
Last action
Added 126.0%
2025Q4
Current $371.45
25
CEGCONSTELLATION ENERGY CORP
Utilities·Utilities - Independent Power Producers
0.28%
of portfolio
Number of shares
4,277 sh
Holdings current value
$1.38M
Avg closing price
$326.52
-9.3%
Last action
Added
2025Q4
Current $296.21
26
AKXANSYS INC
0.18%
of portfolio
Number of shares
2,463 sh
Holdings current value
$865.1K
Avg closing price
$319.23
Last action
Exited
2025Q3
Current —

Portfolio heatmap

Box size = % of portfolio · color = return since filing
TSM
16.60% · +63.6%
NVDA
11.38% · +27.7%
AMD
8.49% · +96.2%
AVGO
6.90% · +47.5%
BILL
6.05% · -16.1%
JFROG LTD
5.46%
CLS
5.40% · +153.7%
CHYM
4.89% · -30.1%
GDS
4.46% · +46.2%
GTLB
4.37% · -52.5%
META
4.06% · -6.7%
SE
3.94% · -42.9%
AMZN
3.80% · +14.2%
NFLX
3.16% · -92.7%
BL
2.98% · -44.3%
CELLEBRITE DI LTD
1.81%
MELI
1.63% · -29.0%
NXP SEMICONDUCTORS N V
1.02%
ASML
0.90% · +82.2%
NCNO
0.86% · -34.0%
SNPS
0.39% · -12.3%
CDNS
0.37% · +0.9%
AAPL
0.35% · +31.7%
ADI
0.30% · +56.1%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Technology16 pos$365.6M81.6%
  • Consumer Cyclical3 pos$45.9M10.2%
  • Communication Services2 pos$35.3M7.9%
  • Utilities1 pos$1.4M0.3%
(8.5% unclassified, excluded from %)