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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 · 2025Q3
27 positions
1
TSMTAIWAN SEMICONDUCTOR MFG LTDADR
Technology·Semiconductors
13.58%
of portfolio
Number of shares
289,095 sh
Holdings current value
$80.74M
Avg closing price
$125.21
+195.9%
Last action
Trimmed 6.7%
2025Q4
Current $370.50
2
NVDANVIDIA CORPORATION
Technology·Semiconductors
8.68%
of portfolio
Number of shares
276,675 sh
Holdings current value
$51.62M
Avg closing price
$156.91
+28.5%
Last action
Added 29.7%
2025Q4
Current $201.68
3
BILLBILL COM HLDGS INC
Technology·Software - Application
8.58%
of portfolio
Number of shares
962,500 sh
Holdings current value
$50.98M
Avg closing price
$52.30
-25.8%
Last action
Trimmed 8.1%
2025Q4
Current $38.81
4
AMDADVANCED MICRO DEVICES INC
Technology·Semiconductors
6.83%
of portfolio
Number of shares
251,113 sh
Holdings current value
$40.63M
Avg closing price
$119.54
+132.9%
Last action
Trimmed 11.2%
2025Q4
Current $278.39
5
GTLBGITLAB INC
Technology·Software - Infrastructure
6.45%
of portfolio
Number of shares
850,000 sh
Holdings current value
$38.32M
Avg closing price
$44.31
-51.7%
Last action
Added 32.8%
2025Q4
Current $21.42
6
AVGOBROADCOM INC
Technology·Semiconductors
5.51%
of portfolio
Number of shares
99,305 sh
Holdings current value
$32.76M
Avg closing price
$229.81
+76.9%
Last action
Added 81.1%
2025Q4
Current $406.54
7
CHYMCHIME FINL INC
Technology·Software - Application
5.06%
of portfolio
Number of shares
1,491,677 sh
Holdings current value
$30.09M
Avg closing price
$26.09
-7.5%
Last action
Added 446.3%
2025Q4
Current $24.12
8
GOOGLALPHABET INC
Communication Services·Internet Content & Information
5.01%
of portfolio
Number of shares
122,500 sh
Holdings current value
$29.78M
Avg closing price
$196.35
+74.0%
Last action
Added 10.9%
2025Q4
Current $341.68
9
DDOGDATADOG INC
Technology·Software - Application
4.96%
of portfolio
Number of shares
207,000 sh
Holdings current value
$29.48M
Avg closing price
$72.85
+73.8%
Last action
Exited
2025Q4
Current $126.61
10
M6191J100JFROG LTD
4.61%
of portfolio
Number of shares
579,265 sh
Holdings current value
$27.42M
Avg closing price
$34.07
Last action
Trimmed 16.8%
2025Q4
Current —
11
8QRCONFLUENT INC
4.23%
of portfolio
Number of shares
1,268,640 sh
Holdings current value
$25.12M
Avg closing price
$32.60
Last action
Trimmed 22.0%
2025Q4
Current —
12
SNOWSNOWFLAKE INC
Technology·Software - Application
3.76%
of portfolio
Number of shares
99,000 sh
Holdings current value
$22.33M
Avg closing price
$178.58
-19.4%
Last action
Exited
2025Q4
Current $143.98
13
MDBMONGODB INC
Technology·Software - Infrastructure
3.58%
of portfolio
Number of shares
68,500 sh
Holdings current value
$21.26M
Avg closing price
$91.85
+186.8%
Last action
Exited
2025Q4
Current $263.38
14
BABAALIBABA GROUP HLDG LTDADR
Consumer Cyclical·Internet Retail
3.16%
of portfolio
Number of shares
105,000 sh
Holdings current value
$18.77M
Avg closing price
$206.94
-31.9%
Last action
Exited
2025Q4
Current $141.01
15
ASMLASML HOLDING N V
Technology·Semiconductor Equipment & Materials
3.01%
of portfolio
Number of shares
18,485 sh
Holdings current value
$17.90M
Avg closing price
$877.55
+66.3%
Last action
Trimmed 28.9%
2025Q4
Current $1460
16
CEGCONSTELLATION ENERGY CORP
Utilities·Utilities - Independent Power Producers
2.66%
of portfolio
Number of shares
47,975 sh
Holdings current value
$15.79M
Avg closing price
$326.52
-9.3%
Last action
Added 45.9%
2025Q4
Current $296.21
17
SESEA LTDADR
Consumer Cyclical·Internet Retail
2.08%
of portfolio
Number of shares
69,303 sh
Holdings current value
$12.39M
Avg closing price
$41.06
+122.4%
Last action
Exited
2025Q4
Current $91.33
18
AMZNAMAZON COM INC
Consumer Cyclical·Internet Retail
1.85%
of portfolio
Number of shares
50,033 sh
Holdings current value
$10.99M
Avg closing price
$227.95
+9.9%
Last action
Added 63.7%
2025Q4
Current $250.56
19
GDSGDS HLDGS LTDADR
Technology·Information Technology Services
1.59%
of portfolio
Number of shares
244,557 sh
Holdings current value
$9.46M
Avg closing price
$20.51
+118.0%
Last action
Trimmed 42.3%
2025Q4
Current $44.70
20
M2197Q107CELLEBRITE DI LTD
1.12%
of portfolio
Number of shares
357,755 sh
Holdings current value
$6.63M
Avg closing price
$13.86
Last action
Added 60.6%
2025Q4
Current —
21
N6596X109NXP SEMICONDUCTORS N V
0.96%
of portfolio
Number of shares
25,179 sh
Holdings current value
$5.73M
Avg closing price
$201.38
Last action
Trimmed 1.0%
2025Q4
Current —
22
APPFAPPFOLIO INC
Technology·Software - Application
0.93%
of portfolio
Number of shares
20,000 sh
Holdings current value
$5.51M
Avg closing price
$275.66
-43.2%
Last action
Exited
2025Q4
Current $156.47
23
M7S64H106MONDAY COM LTD
0.65%
of portfolio
Number of shares
19,843 sh
Holdings current value
$3.84M
Avg closing price
$193.69
Last action
Exited
2025Q4
Current —
24
AAPLAPPLE INC
Technology·Consumer Electronics
0.46%
of portfolio
Number of shares
10,667 sh
Holdings current value
$2.72M
Avg closing price
$158.85
+70.1%
Last action
Trimmed 5.6%
2025Q4
Current $270.23
25
SNPSSYNOPSYS INC
Technology·Software - Infrastructure
0.29%
of portfolio
Number of shares
3,500 sh
Holdings current value
$1.73M
Avg closing price
$433.21
+3.8%
Last action
Exited
2025Q4
Current $449.58
26
ADIANALOG DEVICES INC
Technology·Semiconductors
0.28%
of portfolio
Number of shares
6,768 sh
Holdings current value
$1.66M
Avg closing price
$249.61
+48.8%
Last action
Added 100.0%
2025Q4
Current $371.45
27
CDNSCADENCE DESIGN SYSTEM INC
Technology·Software - Application
0.14%
of portfolio
Number of shares
2,412 sh
Holdings current value
$847.2K
Avg closing price
$260.78
+19.3%
Last action
Exited
2025Q4
Current $311.03

Portfolio heatmap

Box size = % of portfolio · color = return since filing
TSM
13.58% · +32.7%
NVDA
8.68% · +8.1%
BILL
8.58% · -26.7%
AMD
6.83% · +72.1%
GTLB
6.45% · -52.5%
AVGO
5.51% · +23.2%
CHYM
5.06% · +19.6%
GOOGL
5.01% · +40.6%
DDOG
4.96% · -11.1%
JFROG LTD
4.61%
8QR
4.23%
SNOW
3.76% · -36.2%
MDB
3.58% · -15.1%
BABA
3.16% · -21.1%
ASML
3.01% · +50.8%
CEG
2.66% · -10.0%
SE
2.08% · -48.9%
AMZN
1.85% · +14.1%
GDS
1.59% · +15.5%
CELLEBRITE DI LTD
1.12%
NXP SEMICONDUCTORS N V
0.96%
APPF
0.93% · -43.2%
MONDAY COM LTD
0.65%
AAPL
0.46% · +6.1%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Technology17 pos$438.0M83.3%
  • Consumer Cyclical3 pos$42.1M8.0%
  • Communication Services1 pos$29.8M5.7%
  • Utilities1 pos$15.8M3.0%
(11.6% unclassified, excluded from %)