Glen Kacher (Light Street Capital) portfolio holdings

Holdings

Sorted by value · 2023Q2

Sector21 positions

NVDANVIDIA CORPORATION

Technology·Semiconductors

11.18%

of portfolio

Number of shares

99,692 sh

Holdings current value

$42.17M

Avg closing price

$156.91

+28.5%

Last action

Added 174.1%

2025Q4

Current $201.68

GTLBGITLAB INC

Technology·Software - Infrastructure

11.01%

of portfolio

Number of shares

812,881 sh

Holdings current value

$41.55M

Avg closing price

$44.31

-51.7%

Last action

Added 34.8%

2025Q4

Current $21.42

METAMETA PLATFORMS INC

Communication Services·Internet Content & Information

7.67%

of portfolio

Number of shares

100,798 sh

Holdings current value

$28.93M

Avg closing price

$372.27

+85.0%

Last action

Exited

2025Q3

Current $688.55

TSLATESLA INC

Consumer Cyclical·Auto Manufacturers

7.46%

of portfolio

Number of shares

107,529 sh

Holdings current value

$28.15M

Avg closing price

$279.91

+43.1%

Last action

Exited

2023Q4

Current $400.62

TSMTAIWAN SEMICONDUCTOR MFG LTDADR

Technology·Semiconductors

6.68%

of portfolio

Number of shares

249,638 sh

Holdings current value

$25.19M

Avg closing price

$125.21

+195.9%

Last action

Trimmed 7.7%

2025Q4

Current $370.50

INDIINDIE SEMICONDUCTOR INC

Technology·Semiconductors

5.66%

of portfolio

Number of shares

2,274,066 sh

Holdings current value

$21.38M

Avg closing price

$6.93

-51.3%

Last action

Exited

2025Q1

Current $3.38

MSFTMICROSOFT CORP

Technology·Software - Infrastructure

5.58%

of portfolio

Number of shares

61,880 sh

Holdings current value

$21.07M

Avg closing price

$258.19

+63.8%

Last action

Exited

2024Q2

Current $422.79

CRMSALESFORCE COM INC

Technology·Software - Application

5.51%

of portfolio

Number of shares

98,495 sh

Holdings current value

$20.81M

Avg closing price

$224.38

-18.8%

Last action

Exited

2025Q1

Current $182.14

GOOGLALPHABET INC

Communication Services·Internet Content & Information

5.48%

of portfolio

Number of shares

172,798 sh

Holdings current value

$20.68M

Avg closing price

$196.35

+74.0%

Last action

Added 7.5%

2025Q4

Current $341.68

AMDADVANCED MICRO DEVICES INC

Technology·Semiconductors

5.13%

of portfolio

Number of shares

169,791 sh

Holdings current value

$19.34M

Avg closing price

$119.54

+132.9%

Last action

Trimmed 15.7%

2025Q4

Current $278.39

NFLXNETFLIX INC

Communication Services·Entertainment

5.03%

of portfolio

Number of shares

43,070 sh

Holdings current value

$18.97M

Avg closing price

$105.06

-7.4%

Last action

New holding

2025Q4

Current $97.31

M6191J100JFROG LTD

4.15%

of portfolio

Number of shares

565,657 sh

Holdings current value

$15.67M

Avg closing price

$34.07

Last action

Trimmed 17.2%

2025Q4

Current —

M2197Q107CELLEBRITE DI LTD

4.05%

of portfolio

Number of shares

2,122,754 sh

Holdings current value

$15.28M

Avg closing price

$13.86

Last action

Added 6.8%

2025Q4

Current —

AMZNAMAZON COM INC

Consumer Cyclical·Internet Retail

3.92%

of portfolio

Number of shares

113,370 sh

Holdings current value

$14.78M

Avg closing price

$227.95

+9.9%

Last action

Added 20.7%

2025Q4

Current $250.56

NRDYNERDY INC

3.78%

of portfolio

Number of shares

3,424,513 sh

Holdings current value

$14.28M

Avg closing price

$7.66

-87.7%

Last action

Exited

2024Q3

Current $0.94

PANWPALO ALTO NETWORKS INC

Technology·Software - Infrastructure

2.93%

of portfolio

Number of shares

43,200 sh

Holdings current value

$11.04M

Avg closing price

$220.14

-23.8%

Last action

Exited

2023Q3

Current $167.85

AMPLAMPLITUDE INC

Technology·Software - Application

2.06%

of portfolio

Number of shares

705,899 sh

Holdings current value

$7.76M

Avg closing price

$11.31

-38.3%

Last action

New holding

2025Q4

Current $6.98

ADSKAUTODESK INC

Technology·Software - Application

1.95%

of portfolio

Number of shares

35,975 sh

Holdings current value

$7.36M

Avg closing price

$235.81

+2.6%

Last action

Exited

2025Q1

Current $242.02

M2197Q115CELLEBRITE DI LTD

0.54%

of portfolio

Number of shares

1,666,667 sh

Holdings current value

$2.05M

Avg closing price

$2.21

Last action

Exited

2024Q3

Current —

64081V117NERDY INC

0.19%

of portfolio

Number of shares

1,300,000 sh

Holdings current value

$732.9K

Avg closing price

$2.09

Last action

Exited

2023Q3

Current —

G1355U121BRIDGETOWN HOLDINGS LTD

0.04%

of portfolio

Number of shares

572,005 sh

Holdings current value

$141.9K

Avg closing price

$2.92

Last action

Exited

2023Q4

Current —

Portfolio heatmap

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

Sector exposure

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

Technology10 pos$217.7M66.1%
Communication Services3 pos$68.6M20.8%
Consumer Cyclical2 pos$42.9M13.0%

(12.8% unclassified, excluded from %)

Holdings

Sorted by value · 2023Q2

Sector21 positions

NVDANVIDIA CORPORATION

Technology·Semiconductors

11.18%

of portfolio

Number of shares

99,692 sh

Holdings current value

$42.17M

Avg closing price

$156.91

+28.5%

Last action

Added 174.1%

2025Q4

Current $201.68

GTLBGITLAB INC

Technology·Software - Infrastructure

11.01%

of portfolio

Number of shares

812,881 sh

Holdings current value

$41.55M

Avg closing price

$44.31

-51.7%

Last action

Added 34.8%

2025Q4

Current $21.42

METAMETA PLATFORMS INC

Communication Services·Internet Content & Information

7.67%

of portfolio

Number of shares

100,798 sh

Holdings current value

$28.93M

Avg closing price

$372.27

+85.0%

Last action

Exited

2025Q3

Current $688.55

TSLATESLA INC

Consumer Cyclical·Auto Manufacturers

7.46%

of portfolio

Number of shares

107,529 sh

Holdings current value

$28.15M

Avg closing price

$279.91

+43.1%

Last action

Exited

2023Q4

Current $400.62

TSMTAIWAN SEMICONDUCTOR MFG LTDADR

Technology·Semiconductors

6.68%

of portfolio

Number of shares

249,638 sh

Holdings current value

$25.19M

Avg closing price

$125.21

+195.9%

Last action

Trimmed 7.7%

2025Q4

Current $370.50

INDIINDIE SEMICONDUCTOR INC

Technology·Semiconductors

5.66%

of portfolio

Number of shares

2,274,066 sh

Holdings current value

$21.38M

Avg closing price

$6.93

-51.3%

Last action

Exited

2025Q1

Current $3.38

MSFTMICROSOFT CORP

Technology·Software - Infrastructure

5.58%

of portfolio

Number of shares

61,880 sh

Holdings current value

$21.07M

Avg closing price

$258.19

+63.8%

Last action

Exited

2024Q2

Current $422.79

CRMSALESFORCE COM INC

Technology·Software - Application

5.51%

of portfolio

Number of shares

98,495 sh

Holdings current value

$20.81M

Avg closing price

$224.38

-18.8%

Last action

Exited

2025Q1

Current $182.14

GOOGLALPHABET INC

Communication Services·Internet Content & Information

5.48%

of portfolio

Number of shares

172,798 sh

Holdings current value

$20.68M

Avg closing price

$196.35

+74.0%

Last action

Added 7.5%

2025Q4

Current $341.68

AMDADVANCED MICRO DEVICES INC

Technology·Semiconductors

5.13%

of portfolio

Number of shares

169,791 sh

Holdings current value

$19.34M

Avg closing price

$119.54

+132.9%

Last action

Trimmed 15.7%

2025Q4

Current $278.39

NFLXNETFLIX INC

Communication Services·Entertainment

5.03%

of portfolio

Number of shares

43,070 sh

Holdings current value

$18.97M

Avg closing price

$105.06

-7.4%

Last action

New holding

2025Q4

Current $97.31

M6191J100JFROG LTD

4.15%

of portfolio

Number of shares

565,657 sh

Holdings current value

$15.67M

Avg closing price

$34.07

Last action

Trimmed 17.2%

2025Q4

Current —

M2197Q107CELLEBRITE DI LTD

4.05%

of portfolio

Number of shares

2,122,754 sh

Holdings current value

$15.28M

Avg closing price

$13.86

Last action

Added 6.8%

2025Q4

Current —

AMZNAMAZON COM INC

Consumer Cyclical·Internet Retail

3.92%

of portfolio

Number of shares

113,370 sh

Holdings current value

$14.78M

Avg closing price

$227.95

+9.9%

Last action

Added 20.7%

2025Q4

Current $250.56

NRDYNERDY INC

3.78%

of portfolio

Number of shares

3,424,513 sh

Holdings current value

$14.28M

Avg closing price

$7.66

-87.7%

Last action

Exited

2024Q3

Current $0.94

PANWPALO ALTO NETWORKS INC

Technology·Software - Infrastructure

2.93%

of portfolio

Number of shares

43,200 sh

Holdings current value

$11.04M

Avg closing price

$220.14

-23.8%

Last action

Exited

2023Q3

Current $167.85

AMPLAMPLITUDE INC

Technology·Software - Application

2.06%

of portfolio

Number of shares

705,899 sh

Holdings current value

$7.76M

Avg closing price

$11.31

-38.3%

Last action

New holding

2025Q4

Current $6.98

ADSKAUTODESK INC

Technology·Software - Application

1.95%

of portfolio

Number of shares

35,975 sh

Holdings current value

$7.36M

Avg closing price

$235.81

+2.6%

Last action

Exited

2025Q1

Current $242.02

M2197Q115CELLEBRITE DI LTD

0.54%

of portfolio

Number of shares

1,666,667 sh

Holdings current value

$2.05M

Avg closing price

$2.21

Last action

Exited

2024Q3

Current —

64081V117NERDY INC

0.19%

of portfolio

Number of shares

1,300,000 sh

Holdings current value

$732.9K

Avg closing price

$2.09

Last action

Exited

2023Q3

Current —

G1355U121BRIDGETOWN HOLDINGS LTD

0.04%

of portfolio

Number of shares

572,005 sh

Holdings current value

$141.9K

Avg closing price

$2.92

Last action

Exited

2023Q4

Current —

Portfolio heatmap

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

Sector exposure

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

Technology10 pos$217.7M66.1%
Communication Services3 pos$68.6M20.8%
Consumer Cyclical2 pos$42.9M13.0%

(12.8% unclassified, excluded from %)