Glen Kacher (Light Street Capital) portfolio holdings

Holdings

Sorted by value · 2023Q1

Sector23 positions

GTLBGITLAB INC

Technology·Software - Infrastructure

9.22%

of portfolio

Number of shares

1,102,314 sh

Holdings current value

$37.80M

Avg closing price

$44.31

-51.7%

Last action

Added 23.5%

2025Q4

Current $21.42

NVDANVIDIA CORPORATION

Technology·Semiconductors

8.73%

of portfolio

Number of shares

128,892 sh

Holdings current value

$35.80M

Avg closing price

$156.91

+28.5%

Last action

Added 96.6%

2025Q4

Current $201.68

TSMTAIWAN SEMICONDUCTOR MFG LTDADR

Technology·Semiconductors

8.66%

of portfolio

Number of shares

381,489 sh

Holdings current value

$35.49M

Avg closing price

$125.21

+195.9%

Last action

Trimmed 5.1%

2025Q4

Current $370.50

AMDADVANCED MICRO DEVICES INC

Technology·Semiconductors

8.37%

of portfolio

Number of shares

349,984 sh

Holdings current value

$34.30M

Avg closing price

$119.54

+132.9%

Last action

Trimmed 8.3%

2025Q4

Current $278.39

TSLATESLA INC

Consumer Cyclical·Auto Manufacturers

6.90%

of portfolio

Number of shares

136,322 sh

Holdings current value

$28.28M

Avg closing price

$279.91

+43.1%

Last action

Exited

2023Q4

Current $400.62

SESEA LTDADR

Consumer Cyclical·Internet Retail

6.00%

of portfolio

Number of shares

284,263 sh

Holdings current value

$24.60M

Avg closing price

$41.06

+122.4%

Last action

Exited

2025Q4

Current $91.33

CRMSALESFORCE COM INC

Technology·Software - Application

5.69%

of portfolio

Number of shares

116,800 sh

Holdings current value

$23.33M

Avg closing price

$224.38

-18.8%

Last action

Exited

2025Q1

Current $182.14

TWLOTWILIO INC

Technology·Software - Infrastructure

5.45%

of portfolio

Number of shares

335,431 sh

Holdings current value

$22.35M

Avg closing price

$68.85

+103.5%

Last action

Exited

2023Q2

Current $140.11

MELIMERCADOLIBRE INC

Consumer Cyclical·Internet Retail

4.75%

of portfolio

Number of shares

14,777 sh

Holdings current value

$19.48M

Avg closing price

$609.93

+204.3%

Last action

Exited

2025Q3

Current $1856

INDIINDIE SEMICONDUCTOR INC

Technology·Semiconductors

4.46%

of portfolio

Number of shares

1,733,415 sh

Holdings current value

$18.29M

Avg closing price

$6.93

-51.3%

Last action

Exited

2025Q1

Current $3.38

M2197Q107CELLEBRITE DI LTD

4.22%

of portfolio

Number of shares

2,843,125 sh

Holdings current value

$17.31M

Avg closing price

$13.86

Last action

Added 5.0%

2025Q4

Current —

MSFTMICROSOFT CORP

Technology·Software - Infrastructure

4.21%

of portfolio

Number of shares

59,863 sh

Holdings current value

$17.26M

Avg closing price

$258.19

+63.8%

Last action

Exited

2024Q2

Current $422.79

METAMETA PLATFORMS INC

Communication Services·Internet Content & Information

4.07%

of portfolio

Number of shares

78,766 sh

Holdings current value

$16.69M

Avg closing price

$372.27

+85.0%

Last action

Exited

2025Q3

Current $688.55

NRDYNERDY INC

3.93%

of portfolio

Number of shares

3,849,857 sh

Holdings current value

$16.09M

Avg closing price

$7.66

-87.7%

Last action

Exited

2024Q3

Current $0.94

M6191J100JFROG LTD

3.37%

of portfolio

Number of shares

700,460 sh

Holdings current value

$13.80M

Avg closing price

$34.07

Last action

Trimmed 14.3%

2025Q4

Current —

CRWDCROWDSTRIKE HLDGS INC

Technology·Software - Infrastructure

3.31%

of portfolio

Number of shares

98,847 sh

Holdings current value

$13.57M

Avg closing price

$81.01

+423.3%

Last action

Exited

2023Q2

Current $423.95

ABNBAIRBNB INC

Consumer Cyclical·Travel Services

2.92%

of portfolio

Number of shares

96,178 sh

Holdings current value

$11.96M

Avg closing price

$124.40

+13.8%

Last action

Exited

2023Q2

Current $141.55

848637104SPLUNK INC

2.60%

of portfolio

Number of shares

111,216 sh

Holdings current value

$10.66M

Avg closing price

$116.90

Last action

Exited

2023Q2

Current —

EXFYEXPENSIFY INC

1.68%

of portfolio

Number of shares

842,678 sh

Holdings current value

$6.87M

Avg closing price

$37.23

-97.6%

Last action

Exited

2023Q2

Current $0.89

ACELACCEL ENTERTAINMENT INC

Consumer Cyclical·Gambling

0.88%

of portfolio

Number of shares

397,292 sh

Holdings current value

$3.62M

Avg closing price

$10.14

+18.4%

Last action

Exited

2023Q2

Current $12.00

M2197Q115CELLEBRITE DI LTD

0.36%

of portfolio

Number of shares

1,666,667 sh

Holdings current value

$1.47M

Avg closing price

$2.21

Last action

Exited

2024Q3

Current —

64081V117NERDY INC

0.21%

of portfolio

Number of shares

1,300,000 sh

Holdings current value

$845.0K

Avg closing price

$2.09

Last action

Exited

2023Q3

Current —

G1355U121BRIDGETOWN HOLDINGS LTD

0.02%

of portfolio

Number of shares

572,005 sh

Holdings current value

$100.2K

Avg closing price

$2.92

Last action

Exited

2023Q4

Current —

Portfolio heatmap

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

CELLEBRITE DI LTD

4.22%

MSFT

4.21% · +46.6%

Sector exposure

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

Technology9 pos$238.2M69.5%
Consumer Cyclical5 pos$87.9M25.7%
Communication Services1 pos$16.7M4.9%

(16.4% unclassified, excluded from %)

Holdings

Sorted by value · 2023Q1

Sector23 positions

GTLBGITLAB INC

Technology·Software - Infrastructure

9.22%

of portfolio

Number of shares

1,102,314 sh

Holdings current value

$37.80M

Avg closing price

$44.31

-51.7%

Last action

Added 23.5%

2025Q4

Current $21.42

NVDANVIDIA CORPORATION

Technology·Semiconductors

8.73%

of portfolio

Number of shares

128,892 sh

Holdings current value

$35.80M

Avg closing price

$156.91

+28.5%

Last action

Added 96.6%

2025Q4

Current $201.68

TSMTAIWAN SEMICONDUCTOR MFG LTDADR

Technology·Semiconductors

8.66%

of portfolio

Number of shares

381,489 sh

Holdings current value

$35.49M

Avg closing price

$125.21

+195.9%

Last action

Trimmed 5.1%

2025Q4

Current $370.50

AMDADVANCED MICRO DEVICES INC

Technology·Semiconductors

8.37%

of portfolio

Number of shares

349,984 sh

Holdings current value

$34.30M

Avg closing price

$119.54

+132.9%

Last action

Trimmed 8.3%

2025Q4

Current $278.39

TSLATESLA INC

Consumer Cyclical·Auto Manufacturers

6.90%

of portfolio

Number of shares

136,322 sh

Holdings current value

$28.28M

Avg closing price

$279.91

+43.1%

Last action

Exited

2023Q4

Current $400.62

SESEA LTDADR

Consumer Cyclical·Internet Retail

6.00%

of portfolio

Number of shares

284,263 sh

Holdings current value

$24.60M

Avg closing price

$41.06

+122.4%

Last action

Exited

2025Q4

Current $91.33

CRMSALESFORCE COM INC

Technology·Software - Application

5.69%

of portfolio

Number of shares

116,800 sh

Holdings current value

$23.33M

Avg closing price

$224.38

-18.8%

Last action

Exited

2025Q1

Current $182.14

TWLOTWILIO INC

Technology·Software - Infrastructure

5.45%

of portfolio

Number of shares

335,431 sh

Holdings current value

$22.35M

Avg closing price

$68.85

+103.5%

Last action

Exited

2023Q2

Current $140.11

MELIMERCADOLIBRE INC

Consumer Cyclical·Internet Retail

4.75%

of portfolio

Number of shares

14,777 sh

Holdings current value

$19.48M

Avg closing price

$609.93

+204.3%

Last action

Exited

2025Q3

Current $1856

INDIINDIE SEMICONDUCTOR INC

Technology·Semiconductors

4.46%

of portfolio

Number of shares

1,733,415 sh

Holdings current value

$18.29M

Avg closing price

$6.93

-51.3%

Last action

Exited

2025Q1

Current $3.38

M2197Q107CELLEBRITE DI LTD

4.22%

of portfolio

Number of shares

2,843,125 sh

Holdings current value

$17.31M

Avg closing price

$13.86

Last action

Added 5.0%

2025Q4

Current —

MSFTMICROSOFT CORP

Technology·Software - Infrastructure

4.21%

of portfolio

Number of shares

59,863 sh

Holdings current value

$17.26M

Avg closing price

$258.19

+63.8%

Last action

Exited

2024Q2

Current $422.79

METAMETA PLATFORMS INC

Communication Services·Internet Content & Information

4.07%

of portfolio

Number of shares

78,766 sh

Holdings current value

$16.69M

Avg closing price

$372.27

+85.0%

Last action

Exited

2025Q3

Current $688.55

NRDYNERDY INC

3.93%

of portfolio

Number of shares

3,849,857 sh

Holdings current value

$16.09M

Avg closing price

$7.66

-87.7%

Last action

Exited

2024Q3

Current $0.94

M6191J100JFROG LTD

3.37%

of portfolio

Number of shares

700,460 sh

Holdings current value

$13.80M

Avg closing price

$34.07

Last action

Trimmed 14.3%

2025Q4

Current —

CRWDCROWDSTRIKE HLDGS INC

Technology·Software - Infrastructure

3.31%

of portfolio

Number of shares

98,847 sh

Holdings current value

$13.57M

Avg closing price

$81.01

+423.3%

Last action

Exited

2023Q2

Current $423.95

ABNBAIRBNB INC

Consumer Cyclical·Travel Services

2.92%

of portfolio

Number of shares

96,178 sh

Holdings current value

$11.96M

Avg closing price

$124.40

+13.8%

Last action

Exited

2023Q2

Current $141.55

848637104SPLUNK INC

2.60%

of portfolio

Number of shares

111,216 sh

Holdings current value

$10.66M

Avg closing price

$116.90

Last action

Exited

2023Q2

Current —

EXFYEXPENSIFY INC

1.68%

of portfolio

Number of shares

842,678 sh

Holdings current value

$6.87M

Avg closing price

$37.23

-97.6%

Last action

Exited

2023Q2

Current $0.89

ACELACCEL ENTERTAINMENT INC

Consumer Cyclical·Gambling

0.88%

of portfolio

Number of shares

397,292 sh

Holdings current value

$3.62M

Avg closing price

$10.14

+18.4%

Last action

Exited

2023Q2

Current $12.00

M2197Q115CELLEBRITE DI LTD

0.36%

of portfolio

Number of shares

1,666,667 sh

Holdings current value

$1.47M

Avg closing price

$2.21

Last action

Exited

2024Q3

Current —

64081V117NERDY INC

0.21%

of portfolio

Number of shares

1,300,000 sh

Holdings current value

$845.0K

Avg closing price

$2.09

Last action

Exited

2023Q3

Current —

G1355U121BRIDGETOWN HOLDINGS LTD

0.02%

of portfolio

Number of shares

572,005 sh

Holdings current value

$100.2K

Avg closing price

$2.92

Last action

Exited

2023Q4

Current —

Portfolio heatmap

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

CELLEBRITE DI LTD

4.22%

MSFT

4.21% · +46.6%

Sector exposure

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

Technology9 pos$238.2M69.5%
Consumer Cyclical5 pos$87.9M25.7%
Communication Services1 pos$16.7M4.9%

(16.4% unclassified, excluded from %)