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Built from publicly disclosed institutional and insider activity. Informational purposes only - not investment advice.OpenStocks · v0.1
Logos by elbstream.com
  1. Home/
  2. Super Investors/
  3. Glen Kacher (Light Street Capital)
  • Overview
  • Portfolio24
  • Performance40Q
  • Options
  • Activity1.4k
  • News
Capital flow per quarter
BuysSellsNet
+$710M+$355M$0-$355M-$710M'22Q1'22Q2'22Q3'22Q4'23Q1'23Q2'23Q3'23Q4'24Q1'24Q2'24Q3'24Q4'25Q1'25Q2'25Q3'25Q4
Latest · 2025Q4
-$2M
Lifetime buys
$2.40B
Lifetime sells
$3.14B

Quarter activity

What changed in 2024Q2 - net new, added, trimmed, exited.
New positions12 names
  • CLSCELESTICA INC
    +429,236
    $24.6M
  • DELLDELL TECHNOLOGIES INC
    +126,279
    $17.4M
  • ADSKAUTODESK INC
    +66,073
    $16.3M
  • AAPLAPPLE INC
    +77,459
    $16.3M
  • BEBLOOM ENERGY CORP
    +899,881
    $11.0M
  • PSTGPURE STORAGE INC
    +149,000
    $9.6M
  • NTAPNETAPP INC
    +71,372
    $9.2M
  • NCNONCINO INC
    +227,196
    $7.1M
  • N6596XNXP SEMICONDUCTORS N V
    +1,463
    $394K
  • ASMLASML HOLDING N V
    +334
    $342K
  • QCOMQUALCOMM INC
    +1,480
    $295K
  • MUMICRON TECHNOLOGY INC
    +1,631
    $215K
Added to7 names
  • NVDANVIDIA CORPORATION
    +498,198
    $61.5M
  • BILLBILL COM HLDGS INC
    +105,000
    $5.5M
  • CRMSALESFORCE COM INC
    +10,095
    $2.6M
  • M6191JJFROG LTD
    +53,000
    $2.0M
  • AMDADVANCED MICRO DEVICES INC
    +9,476
    $1.5M
  • TSMTAIWAN SEMICONDUCTOR MFG LTD
    +6,932
    $1.2M
  • M2197QCELLEBRITE DI LTD
    +199,770
    $545K
Trimmed5 names
  • AMZNAMAZON COM INC
    −42,000
    $8.1M
  • AVGOBROADCOM INC
    −3,226
    $5.2M
  • METAMETA PLATFORMS INC
    −6,000
    $3.0M
  • M2197QCELLEBRITE DI LTD
    −250,000
    $3.0M
  • NRDYNERDY INC
    −117,454
    $196K
Exited8 names
  • MSFTMICROSOFT CORP
    −46,000
    $19.4M
  • GOOGLALPHABET INC
    −110,000
    $16.6M
  • MELIMERCADOLIBRE INC
    −9,024
    $13.6M
  • DASHDOORDASH INC
    −95,250
    $13.1M
  • ADBEADOBE SYSTEMS INCORPORATED
    −19,931
    $10.1M
  • PCORPROCORE TECHNOLOGIES INC
    −119,435
    $9.8M
  • UBERUBER TECHNOLOGIES INC
    −100,705
    $7.8M
  • 418100HASHICORP INC
    −210,000
    $5.7M

Recent transactions

Last 20 moves
SOLD
Glen Kacher (Light Street Capital) exited MDB
MONGODB INC
−68,500
~$310.38 · 2025Q4
2026-02-17
TRIM
Glen Kacher (Light Street Capital) trimmed AMD
ADVANCED MICRO DEVICES INC
−31,626
~$214.16 · 2025Q4
2026-02-17
SOLD
Glen Kacher (Light Street Capital) exited BABA
ALIBABA GROUP HLDG LTD
−105,000
~$178.73 · 2025Q4
2026-02-17
ADD
Glen Kacher (Light Street Capital) added to GOOGL
ALPHABET INC
+12,000
~$313.00 · 2025Q4
2026-02-17
ADD
Glen Kacher (Light Street Capital) added to AMZN
AMAZON COM INC
+19,467
~$230.82 · 2025Q4
2026-02-17
ADD
Glen Kacher (Light Street Capital) added to ADI
ANALOG DEVICES INC
+3,384
~$271.20 · 2025Q4
2026-02-17
SOLD
Glen Kacher (Light Street Capital) exited APPF
APPFOLIO INC
−20,000
~$275.66 · 2025Q4
2026-02-17
TRIM
Glen Kacher (Light Street Capital) trimmed AAPL
APPLE INC
−628
~$271.86 · 2025Q4
2026-02-17
TRIM
Glen Kacher (Light Street Capital) trimmed ASML
ASML HOLDING N V
−7,497
~$1069.86 · 2025Q4
2026-02-17
TRIM
Glen Kacher (Light Street Capital) trimmed BILL
BILL COM HLDGS INC
−84,500
~$54.54 · 2025Q4
2026-02-17
ADD
Glen Kacher (Light Street Capital) added to AVGO
BROADCOM INC
+44,474
~$346.10 · 2025Q4
2026-02-17
SOLD
Glen Kacher (Light Street Capital) exited CDNS
CADENCE DESIGN SYSTEM INC
−2,412
~$351.26 · 2025Q4
2026-02-17
ADD
Glen Kacher (Light Street Capital) added to M2197Q107
CELLEBRITE DI LTD
+135,000
~$18.03 · 2025Q4
2026-02-17
ADD
Glen Kacher (Light Street Capital) added to CHYM
CHIME FINL INC
+1,218,612
~$25.17 · 2025Q4
2026-02-17
TRIM
Glen Kacher (Light Street Capital) trimmed 8QR
CONFLUENT INC
−358,640
~$30.24 · 2025Q4
2026-02-17
ADD
Glen Kacher (Light Street Capital) added to CEG
CONSTELLATION ENERGY CORP
+15,090
~$353.27 · 2025Q4
2026-02-17
SOLD
Glen Kacher (Light Street Capital) exited DDOG
DATADOG INC
−207,000
~$142.40 · 2025Q4
2026-02-17
TRIM
Glen Kacher (Light Street Capital) trimmed GDS
GDS HLDGS LTD
−179,285
~$34.90 · 2025Q4
2026-02-17
ADD
Glen Kacher (Light Street Capital) added to GTLB
GITLAB INC
+210,000
~$37.53 · 2025Q4
2026-02-17
TRIM
Glen Kacher (Light Street Capital) trimmed M6191J100
JFROG LTD
−117,265
~$62.46 · 2025Q4
2026-02-17
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