Glen Kacher 13F Portfolio
Glen Kacher runs LIGHT STREET CAPITAL MANAGEMENT, LLC and currently holds 28 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $902.84M. Their top holdings are TSM, AMD, ALAB, GTLB, AVGO. The top five represent 38.7% of reported portfolio weight. Glen Kacher ranks #106 out of 1000 investors tracked by Alpha Score. In the most recent quarter, Glen Kacher initiated 7 new positions. They added to 12 existing positions. They trimmed 7 positions. Their current best-performing preview position is AMD with returns of +185.56%.
Portfolio Value
$902.84M
Alpha Score
127.2
#106 of 1000
Holdings
28
Glen Kacher Current 13F Holdings
Reported holdings from LIGHT STREET CAPITAL MANAGEMENT, LLC's latest SEC 13F filing, ranked by portfolio weight.
28 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 TSM TAIWAN SEMICONDUCTOR MANUFAC | 11.95% | $126.63 | $433.19 | +242.09% | Trimmed -0.72% |
 AMD ADVANCED MICRO DEVICES INC | 7.05% | $119.41 | $516.13 | +332.23% | Trimmed -50.06% |
 ALAB ASTERA LABS INC | 6.73% | $483.02 | $291.22 | -39.71% | New Buy |
 GTLB GITLAB INC | 6.58% | $38.45 | $46.99 | +22.21% | Added +66.24% |
 AVGO BROADCOM INC | 6.41% | $190.51 | $361.99 | +90.01% | Added +2.30% |
 AMKR AMKOR TECHNOLOGY INC | 5.70% | $55.46 | $51.73 | -6.73% | Added +46.63% |
 FROG JFROG LTD | 5.18% | $29.50 | $87.18 | +195.53% | Trimmed -10.52% |
 MKSI MKS INC. | 5.11% | $218.60 | $267.31 | +22.28% | Trimmed -15.10% |
 CHYM CHIME FINL INC | 4.99% | $25.78 | $33.00 | +28.01% | Added +5.85% |
 CPNG COUPANG INC | 3.90% | $18.15 | $15.12 | -16.71% | Added +92.50% |
Showing 1-10 of 28