Glen Kacher (Light Street Capital) portfolio holdings

Holdings

Sorted by value · 2025Q4

Sector24 positions

TSMTAIWAN SEMICONDUCTOR MFG LTDADR

Technology·Semiconductors

12.55%

of portfolio

Number of shares

268,392 sh

Holdings current value

$81.56M

Avg closing price

$125.21

+195.9%

Last action

Trimmed 7.2%

2025Q4

Current $370.50

CHYMCHIME FINL INC

Technology·Software - Application

10.50%

of portfolio

Number of shares

2,710,289 sh

Holdings current value

$68.22M

Avg closing price

$26.09

-7.5%

Last action

Added 81.7%

2025Q4

Current $24.12

NVDANVIDIA CORPORATION

Technology·Semiconductors

9.76%

of portfolio

Number of shares

340,000 sh

Holdings current value

$63.41M

Avg closing price

$156.91

+28.5%

Last action

Added 22.9%

2025Q4

Current $201.68

AVGOBROADCOM INC

Technology·Semiconductors

7.66%

of portfolio

Number of shares

143,779 sh

Holdings current value

$49.76M

Avg closing price

$229.81

+76.9%

Last action

Added 44.8%

2025Q4

Current $406.54

BILLBILL COM HLDGS INC

Technology·Software - Application

7.37%

of portfolio

Number of shares

878,000 sh

Holdings current value

$47.89M

Avg closing price

$52.30

-25.8%

Last action

Trimmed 8.8%

2025Q4

Current $38.81

AMDADVANCED MICRO DEVICES INC

Technology·Semiconductors

7.23%

of portfolio

Number of shares

219,487 sh

Holdings current value

$47.01M

Avg closing price

$119.54

+132.9%

Last action

Trimmed 12.6%

2025Q4

Current $278.39

GOOGLALPHABET INC

Communication Services·Internet Content & Information

6.48%

of portfolio

Number of shares

134,500 sh

Holdings current value

$42.10M

Avg closing price

$196.35

+74.0%

Last action

Added 9.8%

2025Q4

Current $341.68

GTLBGITLAB INC

Technology·Software - Infrastructure

6.12%

of portfolio

Number of shares

1,060,000 sh

Holdings current value

$39.78M

Avg closing price

$44.31

-51.7%

Last action

Added 24.7%

2025Q4

Current $21.42

M6191J100JFROG LTD

4.44%

of portfolio

Number of shares

462,000 sh

Holdings current value

$28.86M

Avg closing price

$34.07

Last action

Trimmed 20.2%

2025Q4

Current —

8QRCONFLUENT INC

4.23%

of portfolio

Number of shares

910,000 sh

Holdings current value

$27.52M

Avg closing price

$32.60

Last action

Trimmed 28.3%

2025Q4

Current —

CEGCONSTELLATION ENERGY CORP

Utilities·Utilities - Independent Power Producers

3.43%

of portfolio

Number of shares

63,065 sh

Holdings current value

$22.28M

Avg closing price

$326.52

-9.3%

Last action

Added 31.5%

2025Q4

Current $296.21

RDDTREDDIT INC

Communication Services·Internet Content & Information

3.18%

of portfolio

Number of shares

90,000 sh

Holdings current value

$20.69M

Avg closing price

$104.90

+56.1%

Last action

New holding

2025Q4

Current $163.80

NFLXNETFLIX INC

Communication Services·Entertainment

2.89%

of portfolio

Number of shares

200,000 sh

Holdings current value

$18.75M

Avg closing price

$105.06

-7.4%

Last action

New holding

2025Q4

Current $97.31

AMPLAMPLITUDE INC

Technology·Software - Application

2.67%

of portfolio

Number of shares

1,500,000 sh

Holdings current value

$17.37M

Avg closing price

$11.31

-38.3%

Last action

New holding

2025Q4

Current $6.98

AMZNAMAZON COM INC

Consumer Cyclical·Internet Retail

2.47%

of portfolio

Number of shares

69,500 sh

Holdings current value

$16.04M

Avg closing price

$227.95

+9.9%

Last action

Added 38.9%

2025Q4

Current $250.56

ASMLASML HOLDING N V

Technology·Semiconductor Equipment & Materials

1.81%

of portfolio

Number of shares

10,988 sh

Holdings current value

$11.76M

Avg closing price

$877.55

+66.3%

Last action

Trimmed 40.6%

2025Q4

Current $1460

AMKRAMKOR TECHNOLOGY INC

Technology·Semiconductor Equipment & Materials

1.75%

of portfolio

Number of shares

287,895 sh

Holdings current value

$11.37M

Avg closing price

$39.48

+70.6%

Last action

New holding

2025Q4

Current $67.37

TEAMATLASSIAN CORPORATION

Technology·Software - Application

1.58%

of portfolio

Number of shares

63,272 sh

Holdings current value

$10.26M

Avg closing price

$162.14

-58.7%

Last action

New holding

2025Q4

Current $66.94

M2197Q107CELLEBRITE DI LTD

1.37%

of portfolio

Number of shares

492,755 sh

Holdings current value

$8.88M

Avg closing price

$13.86

Last action

Added 37.7%

2025Q4

Current —

N6596X109NXP SEMICONDUCTORS N V

0.83%

of portfolio

Number of shares

24,927 sh

Holdings current value

$5.41M

Avg closing price

$201.38

Last action

Trimmed 1.0%

2025Q4

Current —

MKSIMKS INSTRS INC

Technology·Scientific & Technical Instruments

0.48%

of portfolio

Number of shares

19,582 sh

Holdings current value

$3.13M

Avg closing price

$159.80

+74.3%

Last action

New holding

2025Q4

Current $278.59

ADIANALOG DEVICES INC

Technology·Semiconductors

0.42%

of portfolio

Number of shares

10,152 sh

Holdings current value

$2.75M

Avg closing price

$249.61

+48.8%

Last action

Added 50.0%

2025Q4

Current $371.45

AAPLAPPLE INC

Technology·Consumer Electronics

0.42%

of portfolio

Number of shares

10,039 sh

Holdings current value

$2.73M

Avg closing price

$158.85

+70.1%

Last action

Trimmed 5.9%

2025Q4

Current $270.23

GDSGDS HLDGS LTDADR

Technology·Information Technology Services

0.35%

of portfolio

Number of shares

65,272 sh

Holdings current value

$2.28M

Avg closing price

$20.51

+118.0%

Last action

Trimmed 73.3%

2025Q4

Current $44.70

Portfolio heatmap

Box size = % of portfolio · color = return since filing

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.

Technology15 pos$459.3M79.3%
Communication Services3 pos$81.5M14.1%
Utilities1 pos$22.3M3.8%
Consumer Cyclical1 pos$16.0M2.8%

(10.9% unclassified, excluded from %)

Holdings

Sorted by value · 2025Q4

Sector24 positions

TSMTAIWAN SEMICONDUCTOR MFG LTDADR

Technology·Semiconductors

12.55%

of portfolio

Number of shares

268,392 sh

Holdings current value

$81.56M

Avg closing price

$125.21

+195.9%

Last action

Trimmed 7.2%

2025Q4

Current $370.50

CHYMCHIME FINL INC

Technology·Software - Application

10.50%

of portfolio

Number of shares

2,710,289 sh

Holdings current value

$68.22M

Avg closing price

$26.09

-7.5%

Last action

Added 81.7%

2025Q4

Current $24.12

NVDANVIDIA CORPORATION

Technology·Semiconductors

9.76%

of portfolio

Number of shares

340,000 sh

Holdings current value

$63.41M

Avg closing price

$156.91

+28.5%

Last action

Added 22.9%

2025Q4

Current $201.68

AVGOBROADCOM INC

Technology·Semiconductors

7.66%

of portfolio

Number of shares

143,779 sh

Holdings current value

$49.76M

Avg closing price

$229.81

+76.9%

Last action

Added 44.8%

2025Q4

Current $406.54

BILLBILL COM HLDGS INC

Technology·Software - Application

7.37%

of portfolio

Number of shares

878,000 sh

Holdings current value

$47.89M

Avg closing price

$52.30

-25.8%

Last action

Trimmed 8.8%

2025Q4

Current $38.81

AMDADVANCED MICRO DEVICES INC

Technology·Semiconductors

7.23%

of portfolio

Number of shares

219,487 sh

Holdings current value

$47.01M

Avg closing price

$119.54

+132.9%

Last action

Trimmed 12.6%

2025Q4

Current $278.39

GOOGLALPHABET INC

Communication Services·Internet Content & Information

6.48%

of portfolio

Number of shares

134,500 sh

Holdings current value

$42.10M

Avg closing price

$196.35

+74.0%

Last action

Added 9.8%

2025Q4

Current $341.68

GTLBGITLAB INC

Technology·Software - Infrastructure

6.12%

of portfolio

Number of shares

1,060,000 sh

Holdings current value

$39.78M

Avg closing price

$44.31

-51.7%

Last action

Added 24.7%

2025Q4

Current $21.42

M6191J100JFROG LTD

4.44%

of portfolio

Number of shares

462,000 sh

Holdings current value

$28.86M

Avg closing price

$34.07

Last action

Trimmed 20.2%

2025Q4

Current —

8QRCONFLUENT INC

4.23%

of portfolio

Number of shares

910,000 sh

Holdings current value

$27.52M

Avg closing price

$32.60

Last action

Trimmed 28.3%

2025Q4

Current —

CEGCONSTELLATION ENERGY CORP

Utilities·Utilities - Independent Power Producers

3.43%

of portfolio

Number of shares

63,065 sh

Holdings current value

$22.28M

Avg closing price

$326.52

-9.3%

Last action

Added 31.5%

2025Q4

Current $296.21

RDDTREDDIT INC

Communication Services·Internet Content & Information

3.18%

of portfolio

Number of shares

90,000 sh

Holdings current value

$20.69M

Avg closing price

$104.90

+56.1%

Last action

New holding

2025Q4

Current $163.80

NFLXNETFLIX INC

Communication Services·Entertainment

2.89%

of portfolio

Number of shares

200,000 sh

Holdings current value

$18.75M

Avg closing price

$105.06

-7.4%

Last action

New holding

2025Q4

Current $97.31

AMPLAMPLITUDE INC

Technology·Software - Application

2.67%

of portfolio

Number of shares

1,500,000 sh

Holdings current value

$17.37M

Avg closing price

$11.31

-38.3%

Last action

New holding

2025Q4

Current $6.98

AMZNAMAZON COM INC

Consumer Cyclical·Internet Retail

2.47%

of portfolio

Number of shares

69,500 sh

Holdings current value

$16.04M

Avg closing price

$227.95

+9.9%

Last action

Added 38.9%

2025Q4

Current $250.56

ASMLASML HOLDING N V

Technology·Semiconductor Equipment & Materials

1.81%

of portfolio

Number of shares

10,988 sh

Holdings current value

$11.76M

Avg closing price

$877.55

+66.3%

Last action

Trimmed 40.6%

2025Q4

Current $1460

AMKRAMKOR TECHNOLOGY INC

Technology·Semiconductor Equipment & Materials

1.75%

of portfolio

Number of shares

287,895 sh

Holdings current value

$11.37M

Avg closing price

$39.48

+70.6%

Last action

New holding

2025Q4

Current $67.37

TEAMATLASSIAN CORPORATION

Technology·Software - Application

1.58%

of portfolio

Number of shares

63,272 sh

Holdings current value

$10.26M

Avg closing price

$162.14

-58.7%

Last action

New holding

2025Q4

Current $66.94

M2197Q107CELLEBRITE DI LTD

1.37%

of portfolio

Number of shares

492,755 sh

Holdings current value

$8.88M

Avg closing price

$13.86

Last action

Added 37.7%

2025Q4

Current —

N6596X109NXP SEMICONDUCTORS N V

0.83%

of portfolio

Number of shares

24,927 sh

Holdings current value

$5.41M

Avg closing price

$201.38

Last action

Trimmed 1.0%

2025Q4

Current —

MKSIMKS INSTRS INC

Technology·Scientific & Technical Instruments

0.48%

of portfolio

Number of shares

19,582 sh

Holdings current value

$3.13M

Avg closing price

$159.80

+74.3%

Last action

New holding

2025Q4

Current $278.59

ADIANALOG DEVICES INC

Technology·Semiconductors

0.42%

of portfolio

Number of shares

10,152 sh

Holdings current value

$2.75M

Avg closing price

$249.61

+48.8%

Last action

Added 50.0%

2025Q4

Current $371.45

AAPLAPPLE INC

Technology·Consumer Electronics

0.42%

of portfolio

Number of shares

10,039 sh

Holdings current value

$2.73M

Avg closing price

$158.85

+70.1%

Last action

Trimmed 5.9%

2025Q4

Current $270.23

GDSGDS HLDGS LTDADR

Technology·Information Technology Services

0.35%

of portfolio

Number of shares

65,272 sh

Holdings current value

$2.28M

Avg closing price

$20.51

+118.0%

Last action

Trimmed 73.3%

2025Q4

Current $44.70

Portfolio heatmap

Box size = % of portfolio · color = return since filing

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.

Technology15 pos$459.3M79.3%
Communication Services3 pos$81.5M14.1%
Utilities1 pos$22.3M3.8%
Consumer Cyclical1 pos$16.0M2.8%

(10.9% unclassified, excluded from %)