Back to investors
Glen Kacher
LIGHT STREET CAPITAL MANAGEMENT, LLC
Latest filing: 2026-03-31
Glen Kacher runs LIGHT STREET CAPITAL MANAGEMENT, LLC and currently holds 24 stock positions, which is fewer than the average of 234 among the investors we track. The portfolio is valued at approximately $534.23M. Their top holdings are TSM, NVDA, AVGO, AMD, CHYM. The top five represent 47.6% of reported portfolio weight. Glen Kacher ranks #267 out of 1000 investors tracked by Alpha Score. In the most recent quarter, Glen Kacher initiated 4 new positions. They added to 11 existing positions. They trimmed 8 positions. Their current best-performing preview position is MKSI with returns of +43.81%.
Sign in to enable email alerts for this investor.
Showper page
24 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 TSM TAIWAN SEMICONDUCTOR MANUFAC | 14.40% | $126.63 | $392.31 | +209.81% | Trimmed -15.20% |
 NVDA NVIDIA CORPORATION | 8.89% | $60.10 | $197.01 | +227.80% | Trimmed -19.94% |
 AVGO BROADCOM INC | 8.68% | $186.19 | $380.91 | +104.58% | Added +4.19% |
 AMD ADVANCED MICRO DEVICES INC | 8.35% | $119.41 | $454.62 | +280.72% | Trimmed -0.11% |
 CHYM CHIME FINL INC | 7.28% | $26.09 | $22.37 | -14.26% | Trimmed -23.34% |
 MKSI MKS INC. | 5.26% | $218.60 | $285.31 | +30.52% | Added +524.37% |
 FROG JFROG LTD | 5.05% | $29.50 | $76.43 | +159.08% | Added +24.46% |
 AMZN AMAZON COM INC | 4.87% | $185.16 | $230.86 | +24.68% | Added +79.57% |
 GTLB GITLAB INC | 4.74% | $43.70 | $32.97 | -24.57% | Added +10.38% |
 BILL BILL HOLDINGS INC | 4.48% | $51.54 | $46.36 | -10.05% | Trimmed -28.82% |
Showing 1-10 of 24