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Glen Kacher 13F portfolio summary

Glen Kacher of LIGHT STREET CAPITAL MANAGEMENT, LLC has 23 current stock holdings with a reported portfolio value of $534.2M. The portfolio 1 year return is +31.42%. Top holdings include TSM (14.40%), NVDA (8.89%), AVGO (8.68%), AMD (8.35%), CHYM (7.28%).

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Glen Kacher

LIGHT STREET CAPITAL MANAGEMENT, LLC
Latest filing: 2026-03-31

Glen Kacher runs LIGHT STREET CAPITAL MANAGEMENT, LLC and currently holds 23 stock positions, which is fewer than the average of 496 among the investors we track. The portfolio is valued at approximately $534.23M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. Glen Kacher ranks #23 out of 75 investors tracked based on their composite Alpha Score. Their current best-performing position is MKSI (MKS INC.) with returns of +43.81% from their average buy price, held for approximately 2.0 quarters. Over the past year, Glen Kacher's portfolio at LIGHT STREET CAPITAL MANAGEMENT, LLC has delivered returns of +31.42%. Their 3-year annualized return is +138.41%. Looking at the 5-year horizon, Glen Kacher has achieved +61.52% annualized returns at LIGHT STREET CAPITAL MANAGEMENT, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+31.42%
#21/75
3 Year
+138.41%
#16/75
5 Year
+61.52%
#31/75

Portfolio Value

$534.23M

Alpha Score

71.4

#23 of 75

Holdings

23

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change