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 +239% over 3 years (+167 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) | $277.77 | $208.65 (−25%) | 2026-03-31 |
| AVGO Broadcom Inc. Common Stock | 8.7% | 150K | $46M | ▲ 4.2% (+6K) | $830.58 | $392.13 (−53%) | 2026-03-31 |
| AMD Advanced Micro Devices | 8.3% | 219K | $45M | — | $98.01 | $551.63 (+463%) | 2026-03-31 |
| CHYM Chime Financial, Inc. Class A Common Stock | 7.3% | 2.1M | $39M | ▼ 23% (−633K) | $34.51 | $16.92 (−51%) | 2026-03-31 |
| MKSI MKS Inc. Common Stock | 5.3% | 122K | $28M | ▲ 524% (+103K) | $159.80 | $420.56 (+163%) | 2026-03-31 |
| FROG JFrog Ltd. Ordinary Shares | 5.0% | 575K | $27M | ▲ 24% (+113K) | $19.70 | $79.89 (+306%) | 2026-03-31 |
| AMZN Amazon.Com Inc | 4.9% | 125K | $26M | ▲ 80% (+55K) | $130.36 | $232.79 (+79%) | 2026-03-31 |
| GTLB GitLab Inc. Class A Common Stock | 4.7% | 1.2M | $25M | ▲ 10% (+110K) | $34.29 | $25.83 (−25%) | 2026-03-31 |
| BILL BILL Holdings, Inc. | 4.5% | 625K | $24M | ▼ 29% (−253K) | $81.59 | $31.96 (−61%) | 2026-03-31 |
| CPNG Coupang, Inc. | 3.7% | 1.1M | $20M | NEW (+1.1M) | $18.88 | $17.31 (−8%) | 2026-03-31 |
| AMKR Amkor Technology Inc | 3.4% | 407K | $18M | ▲ 41% (+119K) | $39.48 | $93.55 (+137%) | 2026-03-31 |
| ASML Asml Hldg Nv | 2.7% | 11K | $14M | — | $1,022.73 | $1,929.25 (+89%) | 2026-03-31 |
| GOOGL Alphabet Inc. Class A Common Stock | 2.3% | 42K | $12M | ▼ 68% (−92K) | $119.70 | $349.68 (+192%) | 2026-03-31 |
| IOT Samsara Inc. | 2.3% | 384K | $12M | NEW (+384K) | $31.69 | $31.14 (−2%) | 2026-03-31 |
| CLBT Cellebrite DI Ltd. Class A Ordinary Shares | 1.6% | 641K | $9M | ▲ 30% (+148K) | $6.09 | $12.42 (+104%) | 2026-03-31 |
| BE Bloom Energy Corporation | 1.3% | 51K | $7M | NEW (+51K) | $12.24 | $345.85 (+2726%) | 2026-03-31 |
| NXPI NXP Semiconductors N.V. | 0.9% | 26K | $5M | ▲ 2.3% (+573) | $269.09 | $323.24 (+20%) | 2026-03-31 |
| DDOG Datadog, Inc. Class A Common Stock | 0.9% | 40K | $5M | NEW (+40K) | $142.40 | $221.37 (+55%) | 2026-03-31 |
| ADI Analog Devices, Inc. | 0.6% | 10K | $3M | ▲ 3.4% (+348) | $238.02 | $445.48 (+87%) | 2026-03-31 |
| GDS Gds Hldgs Ltd | 0.5% | 72K | $3M | ▲ 9.8% (+6K) | $23.76 | $31.71 (+33%) | 2026-03-31 |
| LITE Lumentum Holdings Inc. Common Stock | 0.4% | 3K | $2M | NEW (+3K) | $702.76 | $893.93 (+27%) | 2026-03-31 |
| AMPL Amplitude, Inc. Class A Common Stock | 0.4% | 293K | $2M | ▼ 80% (−1.2M) | $11.00 | $6.46 (−41%) | 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?
+239% (13F-replication, price return), +167 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.