Glen Kacher (Light Street Capital) portfolio holdings

Holdings

Sorted by value · 2023Q4

Sector21 positions

NVDANVIDIA CORPORATION

Technology·Semiconductors

14.68%

of portfolio

Number of shares

99,000 sh

Holdings current value

$49.03M

Avg closing price

$156.91

+28.5%

Last action

Added 177.5%

2025Q4

Current $201.68

AMDADVANCED MICRO DEVICES INC

Technology·Semiconductors

12.32%

of portfolio

Number of shares

279,000 sh

Holdings current value

$41.13M

Avg closing price

$119.54

+132.9%

Last action

Trimmed 10.2%

2025Q4

Current $278.39

M6191J100JFROG LTD

7.26%

of portfolio

Number of shares

700,613 sh

Holdings current value

$24.25M

Avg closing price

$34.07

Last action

Trimmed 14.3%

2025Q4

Current —

TSMTAIWAN SEMICONDUCTOR MFG LTDADR

Technology·Semiconductors

7.20%

of portfolio

Number of shares

231,100 sh

Holdings current value

$24.03M

Avg closing price

$125.21

+195.9%

Last action

Trimmed 8.2%

2025Q4

Current $370.50

AMZNAMAZON COM INC

Consumer Cyclical·Internet Retail

5.76%

of portfolio

Number of shares

126,500 sh

Holdings current value

$19.22M

Avg closing price

$227.95

+9.9%

Last action

Added 18.2%

2025Q4

Current $250.56

CRMSALESFORCE COM INC

Technology·Software - Application

5.66%

of portfolio

Number of shares

71,888 sh

Holdings current value

$18.92M

Avg closing price

$224.38

-18.8%

Last action

Exited

2025Q1

Current $182.14

AVGOBROADCOM INC

Technology·Semiconductors

5.62%

of portfolio

Number of shares

16,807 sh

Holdings current value

$18.76M

Avg closing price

$229.81

+76.9%

Last action

Added

2025Q4

Current $406.54

MSFTMICROSOFT CORP

Technology·Software - Infrastructure

5.29%

of portfolio

Number of shares

46,997 sh

Holdings current value

$17.67M

Avg closing price

$258.19

+63.8%

Last action

Exited

2024Q2

Current $422.79

METAMETA PLATFORMS INC

Communication Services·Internet Content & Information

5.25%

of portfolio

Number of shares

49,500 sh

Holdings current value

$17.52M

Avg closing price

$372.27

+85.0%

Last action

Exited

2025Q3

Current $688.55

GTLBGITLAB INC

Technology·Software - Infrastructure

4.51%

of portfolio

Number of shares

239,200 sh

Holdings current value

$15.06M

Avg closing price

$44.31

-51.7%

Last action

Added 719.2%

2025Q4

Current $21.42

INDIINDIE SEMICONDUCTOR INC

Technology·Semiconductors

4.22%

of portfolio

Number of shares

1,738,664 sh

Holdings current value

$14.10M

Avg closing price

$6.93

-51.3%

Last action

Exited

2025Q1

Current $3.38

MELIMERCADOLIBRE INC

Consumer Cyclical·Internet Retail

3.86%

of portfolio

Number of shares

8,200 sh

Holdings current value

$12.89M

Avg closing price

$609.93

+204.3%

Last action

Exited

2025Q3

Current $1856

PDDPINDUODUO INCADR

Consumer Cyclical·Internet Retail

3.81%

of portfolio

Number of shares

87,000 sh

Holdings current value

$12.73M

Avg closing price

$98.63

+6.2%

Last action

Exited

2024Q1

Current $104.79

PCORPROCORE TECHNOLOGIES INC

Technology·Software - Application

3.34%

of portfolio

Number of shares

161,000 sh

Holdings current value

$11.14M

Avg closing price

$69.22

-19.9%

Last action

Exited

2024Q2

Current $55.44

BILLBILL COM HLDGS INC

Technology·Software - Application

3.26%

of portfolio

Number of shares

133,400 sh

Holdings current value

$10.88M

Avg closing price

$52.30

-25.8%

Last action

Trimmed 38.8%

2025Q4

Current $38.81

M20791105CAMTEK LTD

2.11%

of portfolio

Number of shares

101,500 sh

Holdings current value

$7.04M

Avg closing price

$69.38

Last action

Exited

2024Q1

Current —

M2197Q107CELLEBRITE DI LTD

2.05%

of portfolio

Number of shares

789,966 sh

Holdings current value

$6.84M

Avg closing price

$13.86

Last action

Added 20.6%

2025Q4

Current —

LILI AUTO INCADR

Consumer Cyclical·Auto Manufacturers

1.32%

of portfolio

Number of shares

117,692 sh

Holdings current value

$4.41M

Avg closing price

$23.41

-21.4%

Last action

Exited

2024Q1

Current $18.39

ADSKAUTODESK INC

Technology·Software - Application

1.31%

of portfolio

Number of shares

18,000 sh

Holdings current value

$4.38M

Avg closing price

$235.81

+2.6%

Last action

Exited

2025Q1

Current $242.02

M2197Q115CELLEBRITE DI LTD

0.74%

of portfolio

Number of shares

1,672,361 sh

Holdings current value

$2.48M

Avg closing price

$2.21

Last action

Exited

2024Q3

Current —

NRDYNERDY INC

0.43%

of portfolio

Number of shares

418,077 sh

Holdings current value

$1.43M

Avg closing price

$7.66

-87.7%

Last action

Exited

2024Q3

Current $0.94

Portfolio heatmap

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

JFROG LTD

7.26%

Sector exposure

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

Technology11 pos$225.1M77.1%
Consumer Cyclical4 pos$49.2M16.9%
Communication Services1 pos$17.5M6.0%

(12.6% unclassified, excluded from %)

Holdings

Sorted by value · 2023Q4

Sector21 positions

NVDANVIDIA CORPORATION

Technology·Semiconductors

14.68%

of portfolio

Number of shares

99,000 sh

Holdings current value

$49.03M

Avg closing price

$156.91

+28.5%

Last action

Added 177.5%

2025Q4

Current $201.68

AMDADVANCED MICRO DEVICES INC

Technology·Semiconductors

12.32%

of portfolio

Number of shares

279,000 sh

Holdings current value

$41.13M

Avg closing price

$119.54

+132.9%

Last action

Trimmed 10.2%

2025Q4

Current $278.39

M6191J100JFROG LTD

7.26%

of portfolio

Number of shares

700,613 sh

Holdings current value

$24.25M

Avg closing price

$34.07

Last action

Trimmed 14.3%

2025Q4

Current —

TSMTAIWAN SEMICONDUCTOR MFG LTDADR

Technology·Semiconductors

7.20%

of portfolio

Number of shares

231,100 sh

Holdings current value

$24.03M

Avg closing price

$125.21

+195.9%

Last action

Trimmed 8.2%

2025Q4

Current $370.50

AMZNAMAZON COM INC

Consumer Cyclical·Internet Retail

5.76%

of portfolio

Number of shares

126,500 sh

Holdings current value

$19.22M

Avg closing price

$227.95

+9.9%

Last action

Added 18.2%

2025Q4

Current $250.56

CRMSALESFORCE COM INC

Technology·Software - Application

5.66%

of portfolio

Number of shares

71,888 sh

Holdings current value

$18.92M

Avg closing price

$224.38

-18.8%

Last action

Exited

2025Q1

Current $182.14

AVGOBROADCOM INC

Technology·Semiconductors

5.62%

of portfolio

Number of shares

16,807 sh

Holdings current value

$18.76M

Avg closing price

$229.81

+76.9%

Last action

Added

2025Q4

Current $406.54

MSFTMICROSOFT CORP

Technology·Software - Infrastructure

5.29%

of portfolio

Number of shares

46,997 sh

Holdings current value

$17.67M

Avg closing price

$258.19

+63.8%

Last action

Exited

2024Q2

Current $422.79

METAMETA PLATFORMS INC

Communication Services·Internet Content & Information

5.25%

of portfolio

Number of shares

49,500 sh

Holdings current value

$17.52M

Avg closing price

$372.27

+85.0%

Last action

Exited

2025Q3

Current $688.55

GTLBGITLAB INC

Technology·Software - Infrastructure

4.51%

of portfolio

Number of shares

239,200 sh

Holdings current value

$15.06M

Avg closing price

$44.31

-51.7%

Last action

Added 719.2%

2025Q4

Current $21.42

INDIINDIE SEMICONDUCTOR INC

Technology·Semiconductors

4.22%

of portfolio

Number of shares

1,738,664 sh

Holdings current value

$14.10M

Avg closing price

$6.93

-51.3%

Last action

Exited

2025Q1

Current $3.38

MELIMERCADOLIBRE INC

Consumer Cyclical·Internet Retail

3.86%

of portfolio

Number of shares

8,200 sh

Holdings current value

$12.89M

Avg closing price

$609.93

+204.3%

Last action

Exited

2025Q3

Current $1856

PDDPINDUODUO INCADR

Consumer Cyclical·Internet Retail

3.81%

of portfolio

Number of shares

87,000 sh

Holdings current value

$12.73M

Avg closing price

$98.63

+6.2%

Last action

Exited

2024Q1

Current $104.79

PCORPROCORE TECHNOLOGIES INC

Technology·Software - Application

3.34%

of portfolio

Number of shares

161,000 sh

Holdings current value

$11.14M

Avg closing price

$69.22

-19.9%

Last action

Exited

2024Q2

Current $55.44

BILLBILL COM HLDGS INC

Technology·Software - Application

3.26%

of portfolio

Number of shares

133,400 sh

Holdings current value

$10.88M

Avg closing price

$52.30

-25.8%

Last action

Trimmed 38.8%

2025Q4

Current $38.81

M20791105CAMTEK LTD

2.11%

of portfolio

Number of shares

101,500 sh

Holdings current value

$7.04M

Avg closing price

$69.38

Last action

Exited

2024Q1

Current —

M2197Q107CELLEBRITE DI LTD

2.05%

of portfolio

Number of shares

789,966 sh

Holdings current value

$6.84M

Avg closing price

$13.86

Last action

Added 20.6%

2025Q4

Current —

LILI AUTO INCADR

Consumer Cyclical·Auto Manufacturers

1.32%

of portfolio

Number of shares

117,692 sh

Holdings current value

$4.41M

Avg closing price

$23.41

-21.4%

Last action

Exited

2024Q1

Current $18.39

ADSKAUTODESK INC

Technology·Software - Application

1.31%

of portfolio

Number of shares

18,000 sh

Holdings current value

$4.38M

Avg closing price

$235.81

+2.6%

Last action

Exited

2025Q1

Current $242.02

M2197Q115CELLEBRITE DI LTD

0.74%

of portfolio

Number of shares

1,672,361 sh

Holdings current value

$2.48M

Avg closing price

$2.21

Last action

Exited

2024Q3

Current —

NRDYNERDY INC

0.43%

of portfolio

Number of shares

418,077 sh

Holdings current value

$1.43M

Avg closing price

$7.66

-87.7%

Last action

Exited

2024Q3

Current $0.94

Portfolio heatmap

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

JFROG LTD

7.26%

Sector exposure

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

Technology11 pos$225.1M77.1%
Consumer Cyclical4 pos$49.2M16.9%
Communication Services1 pos$17.5M6.0%

(12.6% unclassified, excluded from %)