Glen Kacher (Light Street Capital) latest moves

Capital flow per quarter

BuysSellsNet

Latest · 2025Q4

-$2M

Lifetime buys

$2.40B

Lifetime sells

$3.14B

Quarter activity

What changed in 2024Q4 - net new, added, trimmed, exited.

New positions11 names

MRVLMARVELL TECHNOLOGY INC
+269,646
$29.8M
GDSGDS HLDGS LTD
+785,156
$18.7M
MBLYMOBILEYE GLOBAL INC
+766,892
$15.3M
MELIMERCADOLIBRE INC
+7,941
$13.5M
WDAYWORKDAY INC
+44,768
$11.6M
GOOGLALPHABET INC
+60,296
$11.4M
ZSZSCALER INC
+33,215
$6.0M
CDNSCADENCE DESIGN SYSTEM INC
+780
$234K
AKXANSYS INC
+690
$233K
CEGCONSTELLATION ENERGY CORP
+1,037
$232K
SNPSSYNOPSYS INC
+455
$221K

Added to6 names

METAMETA PLATFORMS INC
+17,167
$10.1M
GEVGE VERNOVA LLC
+14,945
$4.9M
INDIINDIE SEMICONDUCTOR INC
+545,344
$2.2M
GTLBGITLAB INC
+7,848
$442K
ASMLASML HOLDING N V
+128
$89K
CRMSALESFORCE COM INC
+172
$58K

Trimmed12 names

NVDANVIDIA CORPORATION
−154,380
$20.7M
BILLBILL COM HLDGS INC
−220,015
$18.6M
AVGOBROADCOM INC
−42,728
$9.9M
M6191JJFROG LTD
−183,497
$5.4M
M2197QCELLEBRITE DI LTD
−230,000
$5.1M
ADSKAUTODESK INC
−14,157
$4.2M
AAPLAPPLE INC
−12,668
$3.2M
AMDADVANCED MICRO DEVICES INC
−19,719
$2.4M
AMZNAMAZON COM INC
−6,107
$1.3M
TSMTAIWAN SEMICONDUCTOR MFG LTD
−5,350
$1.1M
CLSCELESTICA INC
−6,595
$609K
N6596XNXP SEMICONDUCTORS N V
−225
$47K

Exited3 names

BEBLOOM ENERGY CORP
−1,366,994
$14.4M
NCNONCINO INC
−249,968
$7.9M
MUMICRON TECHNOLOGY INC
−2,000
$207K

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