Glen Kacher – Light Street Capital Management LLC

Period:
Q1 2026
Portfolio date:
Mar 31, 2026
No. of stocks:
23
Portfolio value:
$534,226,000
Filed:
May 15, 2026
Style:
TMT Long/Short
HistStockActivityShare change% change to portfolio
Q1 2026filed May 15, 265 new7 added7 reduced6 exited
≡TSMPUT – TAIWAN SEMICONDUCTOR MANUFACReduce 59.00%−159,192−5.64
≡MKSI – MKS INC.Add 524.00%102,6824.78
≡CFLT – CONFLUENT INCSell−910,000−4.23
≡GOOGL – ALPHABET INCReduce 68.00%−92,000−4.19
≡CPNG – COUPANG INCBuy1,051,9573.72
≡CEG – CONSTELLATION ENERGY CORPSell−63,065−3.43
≡CHYM – CHIME FINL INCReduce 23.00%−632,674−3.21
≡RDDT – REDDIT INCSell−90,000−3.18
≡BILL – BILL HOLDINGS INCReduce 29.00%−253,000−2.89
≡NFLX – NETFLIX INCSell−200,000−2.89
≡AMZN – AMAZON COM INCAdd 80.00%55,3002.40
≡AMPL – AMPLITUDE INCReduce 80.00%−1,207,156−2.30
≡IOT – SAMSARA INCBuy384,0002.28
≡TSM – TAIWAN SEMICONDUCTOR MANUFACReduce 15.00%−40,8071.84
≡AMKR – AMKOR TECHNOLOGY INCAdd 41.00%119,0951.68
≡TEAM – ATLASSIAN CORPORATIONSell−63,272−1.58
≡GTLB – GITLAB INCAdd 10.00%110,000−1.38
≡BE – BLOOM ENERGY CORPBuy50,6251.28
≡DDOG – DATADOG INCBuy40,0000.88
≡NVDA – NVIDIA CORPORATIONReduce 20.00%−67,786−0.87
≡FROG – JFROG LTDAdd 24.00%113,0000.61
≡AAPL – APPLE INCSell−10,039−0.42
≡LITE – LUMENTUM HLDGS INCBuy2,8920.38
≡CLBT – CELLEBRITE DI LTDAdd 30.00%148,1700.29
≡GDS – GDS HLDGS LTDAdd 10.00%6,3700.19
Q4 2025filed Feb 17, 266 new9 added8 reduced9 exited
≡CHYM – CHIME FINL INCAdd 82.00%1,218,6125.44
≡DDOG – DATADOG INCSell−207,000−4.96
≡SNOW – SNOWFLAKE INCSell−99,000−3.76
≡MDB – MONGODB INCSell−68,500−3.58
≡RDDT – REDDIT INCBuy90,0003.18
≡BABA – ALIBABA GROUP HLDG LTDSell−105,000−3.16
≡NFLX – NETFLIX INCBuy200,0002.89
≡AMPL – AMPLITUDE INCBuy1,500,0002.67
≡AVGO – BROADCOM INCAdd 45.00%44,4742.15
≡SE – SEA LTDSell−69,303−2.08
≡AMKR – AMKOR TECHNOLOGY INCBuy287,8951.75
≡TEAM – ATLASSIAN CORPORATIONBuy63,2721.58
≡GOOGL – ALPHABET INCAdd 10.00%12,0001.47
≡GDS – GDS HLDGS LTDReduce 73.00%−179,285−1.24
≡BILL – BILL HOLDINGS INCReduce 9.00%−84,500−1.21
≡ASML – ASML HOLDING N VReduce 41.00%−7,497−1.20
≡NVDA – NVIDIA CORPORATIONAdd 23.00%63,3251.07
≡TSM – TAIWAN SEMICONDUCTOR MFG LTDReduce 7.00%−20,703−1.03
≡APPF – APPFOLIO INCSell−20,000−0.93
≡CEG – CONSTELLATION ENERGY CORPAdd 31.00%15,0900.77
≡MNDY – MONDAY COM LTDSell−19,843−0.65
≡AMZN – AMAZON COM INCAdd 39.00%19,4670.62
≡MKSI – MKS INC.Buy19,5820.48
≡AMD – ADVANCED MICRO DEVICES INCReduce 13.00%−31,6260.40
≡GTLB – GITLAB INCAdd 25.00%210,000−0.32
≡SNPS – SYNOPSYS INCSell−3,500−0.29
≡CLBT – CELLEBRITE DI LTDAdd 38.00%135,0000.25
≡FROG – JFROG LTDReduce 20.00%−117,265−0.17
≡ADI – ANALOG DEVICES INCAdd 50.00%3,3840.14
≡CDNS – CADENCE DESIGN SYSTEM INCSell−2,412−0.14
≡AAPL – APPLE INCReduce 6.00%−628−0.04
≡CFLT – CONFLUENT INCReduce 28.00%−358,6400.01
Q3 2025filed Nov 14, 258 new8 added10 reduced7 exited
≡CLS – CELESTICA INCSell−169,252−5.40
≡GOOGL – ALPHABET INCBuy122,5005.01
≡DDOG – DATADOG INCBuy207,0004.96
≡CFLT – CONFLUENT INCBuy1,268,6404.23
≡META – META PLATFORMS INCSell−26,905−4.06
≡SNOW – SNOWFLAKE INCBuy99,0003.76
≡MDB – MONGODB INCBuy68,5003.58
≡BABA – ALIBABA GROUP HLDG LTDBuy105,0003.16
≡NFLX – NETFLIX INCSell−11,539−3.16
≡TSM – TAIWAN SEMICONDUCTOR MFG LTDReduce 19.00%−69,662−3.02
≡BL – BLACKLINE INCSell−257,518−2.98
≡GDS – GDS HLDGS LTDReduce 66.00%−470,025−2.87
≡NVDA – NVIDIA CORPORATIONReduce 22.00%−75,907−2.70
≡BILL – BILL HOLDINGS INCAdd 50.00%322,6802.53
≡CEG – CONSTELLATION ENERGY CORPAdd 1022.00%43,6982.37
≡ASML – ASML HOLDING N VAdd 235.00%12,9742.11
≡GTLB – GITLAB INCAdd 79.00%375,5852.07
≡AMZN – AMAZON COM INCReduce 41.00%−34,751−1.95
≡SE – SEA LTDReduce 43.00%−51,327−1.86
≡AMD – ADVANCED MICRO DEVICES INCReduce 14.00%−41,675−1.65
≡MELI – MERCADOLIBRE INCSell−3,049−1.63
≡AVGO – BROADCOM INCReduce 19.00%−23,166−1.39
≡APPF – APPFOLIO INCBuy20,0000.93
≡NCNO – NCINO INCSell−150,820−0.86
≡CLBT – CELLEBRITE DI LTDReduce 35.00%−195,000−0.69
≡MNDY – MONDAY COM LTDBuy19,8430.65
≡CDNS – CADENCE DESIGN SYSTEM INCReduce 60.00%−3,544−0.23
≡AKX – ANSYS INCSell−2,463−0.18
≡CHYM – CHIME FINL INCAdd 115.00%798,1470.17
≡AAPL – APPLE INCAdd 29.00%2,3910.11
≡SNPS – SYNOPSYS INCReduce 6.00%−204−0.10
≡NXPI – NXP SEMICONDUCTORS N VAdd 10.00%2,289−0.06
≡ADI – ANALOG DEVICES INCAdd 11.00%698−0.02
Q2 2025filed Aug 14, 257 new7 added5 reduced1 exited
≡CLS – CELESTICA INCBuy169,2525.40
≡RDDT – REDDIT INCSell−176,550−5.17
≡CHYM – CHIME FINL INCBuy693,5304.89
≡GDS – GDS HLDGS LTDBuy714,5824.46
≡SE – SEA LTDBuy120,6303.94
≡NFLX – NETFLIX INCBuy11,5393.16
≡TSM – TAIWAN SEMICONDUCTOR MFG LTDAdd 21.00%61,2572.81
≡BL – BLACKLINE INCReduce 32.00%−123,470−2.17
≡NCNO – NCINO INCReduce 59.00%−216,717−1.96
≡NVDA – NVIDIA CORPORATIONAdd 10.00%30,8671.64
≡MELI – MERCADOLIBRE INCBuy3,0491.63
≡AMD – ADVANCED MICRO DEVICES INCAdd 15.00%37,1181.15
≡GTLB – GITLAB INCAdd 15.00%60,098−1.07
≡ASML – ASML HOLDING N VReduce 21.00%−1,500−0.40
≡AKX – ANSYS INCReduce 54.00%−2,896−0.30
≡ADI – ANALOG DEVICES INCBuy6,0700.30
≡META – META PLATFORMS INCAdd 12.00%2,9700.20
≡AAPL – APPLE INCAdd 30.00%1,909−0.05
≡NXPI – NXP SEMICONDUCTORS N VAdd 14.00%2,870−0.04
≡CEG – CONSTELLATION ENERGY CORPReduce 16.00%−814−0.00
Q1 2025filed May 15, 253 new10 added7 reduced12 exited
≡BILL – BILL HOLDINGS INCAdd 332.00%509,2526.11
≡MRVL – MARVELL TECHNOLOGY INCSell−269,646−5.47
≡RDDT – REDDIT INCBuy176,5505.17
≡BL – BLACKLINE INCBuy380,9885.15
≡CLS – CELESTICA INCSell−246,080−4.17
≡GDS – GDS HLDGS LTDSell−785,156−3.43
≡CRM – SALESFORCE INCSell−50,255−3.09
≡NCNO – NCINO INCBuy367,5372.82
≡MBLY – MOBILEYE GLOBAL INCSell−766,892−2.81
≡ADSK – AUTODESK INCSell−50,956−2.77
≡AMD – ADVANCED MICRO DEVICES INCAdd 20.00%42,9312.62
≡MELI – MERCADOLIBRE INCSell−7,941−2.48
≡TSM – TAIWAN SEMICONDUCTOR MFG LTDReduce 6.00%−21,4092.45
≡WDAY – WORKDAY INCSell−44,768−2.12
≡GOOGL – ALPHABET INCSell−60,296−2.10
≡AAPL – APPLE INCReduce 88.00%−46,482−2.04
≡AVGO – BROADCOM INCAdd 38.00%33,8301.95
≡META – META PLATFORMS INCReduce 55.00%−29,712−1.92
≡INDI – INDIE SEMICONDUCTOR INCSell−2,338,469−1.74
≡FROG – JFROG LTDReduce 16.00%−124,0781.60
≡GTLB – GITLAB INCAdd 10.00%37,5141.54
≡TSMPUT – TAIWAN SEMICONDUCTOR MFG LTDReduce 13.00%−43,6541.42
≡ASML – ASML HOLDING N VAdd 1465.00%6,5631.24
≡ZS – ZSCALER INCSell−33,215−1.10
≡GEV – GE VERNOVA INCSell−16,895−1.02
≡NXPI – NXP SEMICONDUCTORS N VAdd 1151.00%18,4201.00
≡NVDA – NVIDIA CORPORATIONReduce 23.00%−97,595−0.60
≡AKX – ANSYS INCAdd 677.00%4,6690.43
≡SNPS – SYNOPSYS INCAdd 708.00%3,2200.40
≡CDNS – CADENCE DESIGN SYSTEM INCAdd 658.00%5,1310.38
≡CEG – CONSTELLATION ENERGY CORPAdd 391.00%4,0540.24
≡AMZN – AMAZON COM INCReduce 23.00%−26,1490.05