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Built from publicly disclosed institutional and insider activity. Informational purposes only - not investment advice.OpenStocks · v0.1
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  1. Home/
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  3. Glen Kacher (Light Street Capital)
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Glen Kacher

Light Street Capital
Share
  • Hedge Fund · CIK 0001569049
  • Tech-Heavy
  • Boutique

Glen Kacher runs Light Street Capital, a hedge fund overseeing $649.8M in disclosed equity holdings (SEC CIK 0001569049). The latest portfolio (2025Q4) discloses 24 positions across 4 sectors, with the largest positions in TSM, CHYM and NVDA. On a mark-to-market basis the tracked portfolio has returned 199.6% since 2016Q1. OpenStocks tracks 40 consecutive quarterly snapshots for this manager — every position change, new entry, and exit is logged below.

Track Glen's filingsView holdings↓
Portfolio
$649.79M
Positions
24
Quarter
2025Q4
Filings tracked
40
Since filing+199.6%Full performance →
Quarter
2025Q42025Q32025Q22025Q12024Q42024Q32024Q22024Q12023Q42023Q32023Q22023Q1

Holdings

Sorted by value · 2025Q4
24 positions
1
T
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
+205.6%
Last action
Trimmed 7.2%
2025Q4
Current $382.66
2
C
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
-13.4%
Last action
Added 81.7%
2025Q4
Current $22.58
3
N
NVDANVIDIA CORPORATION
Technology·Semiconductors
9.76%
of portfolio
Number of shares
340,000 sh
Holdings current value
$63.41M
Avg closing price
$156.91
+27.2%
Last action
Added 22.9%
2025Q4
Current $199.64
4
A
AVGOBROADCOM INC
Technology·Semiconductors
7.66%
of portfolio
Number of shares
143,779 sh
Holdings current value
$49.76M
Avg closing price
$229.81
+82.7%
Last action
Added 44.8%
2025Q4
Current $419.94
5
B
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
-29.9%
Last action
Trimmed 8.8%
2025Q4
Current $36.66
6
A
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
+155.4%
Last action
Trimmed 12.6%
2025Q4
Current $305.33
7
G
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
+72.6%
Last action
Added 9.8%
2025Q4
Current $338.89
8
G
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
-53.4%
Last action
Added 24.7%
2025Q4
Current $20.66
9
M
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 —
10
8
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 —
11
C
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
-10.3%
Last action
Added 31.5%
2025Q4
Current $292.77
12
R
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
+45.8%
Last action
New holding
2025Q4
Current $152.96
13
N
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
-11.7%
Last action
New holding
2025Q4
Current $92.82
14
A
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
-40.7%
Last action
New holding
2025Q4
Current $6.71
15
A
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
+11.9%
Last action
Added 38.9%
2025Q4
Current $255.08
16
A
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
+61.6%
Last action
Trimmed 40.6%
2025Q4
Current $1418
17
A
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
+84.7%
Last action
New holding
2025Q4
Current $72.91
18
T
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
-58.3%
Last action
New holding
2025Q4
Current $67.62
19
M
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 —
20
N
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 —
21
M
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
+75.6%
Last action
New holding
2025Q4
Current $280.56
22
A
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
+61.8%
Last action
Added 50.0%
2025Q4
Current $403.88
23
A
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
+72.1%
Last action
Trimmed 5.9%
2025Q4
Current $273.43
24
G
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
+110.9%
Last action
Trimmed 73.3%
2025Q4
Current $43.25

Portfolio heatmap

Box size = % of portfolio · color = return since filing
TSM
12.55% · +25.9%
CHYM
10.50% · -10.3%
NVDA
9.76% · +7.0%
AVGO
7.66% · +21.3%
BILL
7.37% · -32.8%
AMD
7.23% · +42.6%
GOOGL
6.48% · +8.3%
GTLB
6.12% · -45.0%
JFROG LTD
4.44%
8QR
4.23%
CEG
3.43% · -17.1%
RDDT
3.18% · -33.5%
NFLX
2.89% · -1.0%
AMPL
2.67% · -42.1%
AMZN
2.47% · +10.5%
ASML
1.81% · +32.5%
AMKR
1.75% · +84.7%
TEAM
1.58% · -58.3%
CELLEBRITE DI LTD
1.37%
NXP SEMICONDUCTORS N V
0.83%
MKSI
0.48% · +75.6%
ADI
0.42% · +48.9%
AAPL
0.42% · +0.6%
GDS
0.35% · +23.9%

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 %)