Glen Kacher
Glen Kacher's Light Street Capital holds 23 U.S.-equity positions worth $534M (SEC 13F, Q1 2026). Top positions: Taiwan Semiconductor Manufac 21.3%, NVIDIA CORP 8.9%, Broadcom Inc. Common Stock 8.7%. 13F-replication return is +203% over 3 years (+124 pts vs the S&P 500) — a replicated, non-audited figure.
Holdings
| Stock | % of portfolio | Shares | Value | Latest activity | Avg buy price | Current price | Date |
|---|---|---|---|---|---|---|---|
| TSM PUT Taiwan Semiconductor Manufac | 21.3% | 337K | $114M | ▲ 25% PUT (+68K) | — | — | 2026-03-31 |
| NVDA NVIDIA CORP | 8.9% | 272K | $47M | ▼ 20% (−68K) | $67.56 | $230.82 (+242%) | 2026-03-31 |
| AVGO Broadcom Inc. Common Stock | 8.7% | 150K | $46M | ▲ 4.2% (+6K) | $186.19 | $352.10 (+89%) | 2026-03-31 |
| AMD Advanced Micro Devices | 8.3% | 219K | $45M | — | $128.16 | $616.58 (+381%) | 2026-03-31 |
| CHYM Chime Financial, Inc. Class A Common Stock | 7.3% | 2.1M | $39M | ▼ 23% (−633K) | $26.09 | $26.72 (+2%) | 2026-03-31 |
| MKSI MKS Inc. Common Stock | 5.3% | 122K | $28M | ▲ 524% (+103K) | $218.60 | $268.26 (+23%) | 2026-03-31 |
| FROG JFrog Ltd. Ordinary Shares | 5.0% | 575K | $27M | ▲ 24% (+113K) | $29.50 | $97.27 (+230%) | 2026-03-31 |
| AMZN Amazon.Com Inc | 4.9% | 125K | $26M | ▲ 80% (+55K) | $185.11 | $249.66 (+35%) | 2026-03-31 |
| GTLB GitLab Inc. Class A Common Stock | 4.7% | 1.2M | $25M | ▲ 10% (+110K) | $40.18 | $48.04 (+20%) | 2026-03-31 |
| BILL BILL Holdings, Inc. | 4.5% | 625K | $24M | ▼ 29% (−253K) | $51.79 | $43.71 (−16%) | 2026-03-31 |
| CPNG Coupang, Inc. | 3.7% | 1.1M | $20M | NEW (+1.1M) | $18.88 | $13.74 (−27%) | 2026-03-31 |
| AMKR Amkor Technology Inc | 3.4% | 407K | $18M | ▲ 41% (+119K) | $41.10 | $52.60 (+28%) | 2026-03-31 |
| ASML Asml Hldg Nv | 2.7% | 11K | $14M | — | $882.09 | $1,817.25 (+106%) | 2026-03-31 |
| GOOGL Alphabet Inc. Class A Common Stock | 2.3% | 42K | $12M | ▼ 68% (−92K) | $194.02 | $344.90 (+78%) | 2026-03-31 |
| IOT Samsara Inc. | 2.3% | 384K | $12M | NEW (+384K) | $31.69 | $38.67 (+22%) | 2026-03-31 |
| CLBT Cellebrite DI Ltd. Class A Ordinary Shares | 1.6% | 641K | $9M | ▲ 30% (+148K) | $12.78 | $11.28 (−12%) | 2026-03-31 |
| BE Bloom Energy Corporation | 1.3% | 51K | $7M | NEW (+51K) | $11.67 | $279.73 (+2298%) | 2026-03-31 |
| NXPI NXP Semiconductors N.V. | 0.9% | 26K | $5M | ▲ 2.3% (+573) | $201.28 | $238.62 (+19%) | 2026-03-31 |
| DDOG Datadog, Inc. Class A Common Stock | 0.9% | 40K | $5M | NEW (+40K) | $142.40 | $275.01 (+93%) | 2026-03-31 |
| ADI Analog Devices, Inc. | 0.6% | 10K | $3M | ▲ 3.4% (+348) | $251.88 | $397.12 (+58%) | 2026-03-31 |
| GDS Gds Hldgs Ltd | 0.5% | 72K | $3M | ▲ 9.8% (+6K) | $25.23 | $31.19 (+24%) | 2026-03-31 |
| LITE Lumentum Holdings Inc. Common Stock | 0.4% | 3K | $2M | NEW (+3K) | $702.76 | $983.62 (+40%) | 2026-03-31 |
| AMPL Amplitude, Inc. Class A Common Stock | 0.4% | 293K | $2M | ▼ 80% (−1.2M) | $11.31 | $14.07 (+24%) | 2026-03-31 |
FAQ ▾
What are Glen Kacher's largest holdings?
As of the latest 13F: Taiwan Semiconductor Manufac 21.3%, NVIDIA CORP 8.9%, Broadcom Inc. Common Stock 8.7%, Advanced Micro Devices 8.3%, Chime Financial, Inc. Class A Common Stock 7.3%.
How big is Light Street Capital's 13F portfolio?
$534M across 23 disclosed U.S.-equity positions.
What is Glen Kacher's 3-year performance?
+203% (13F-replication, price return), +124 pts vs the S&P 500. Not an audited fund return.
Where does this data come from?
U.S. SEC Form 13F-HR institutional holdings filings.
Sourced from SEC Form 13F-HR filings · Not investment advice ▾
Latest activity = change vs. the prior 13F. Avg buy price = est. entry over the trailing 3 years (gain = vs. latest price). Returns are 13F-replication, not audited fund returns. Sourced from SEC 13F filings.