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
≡MKSI – MKS INC.Add 524.00%102,6824.78
≡CPNG – COUPANG INCBuy1,051,9573.72
≡AMZN – AMAZON COM INCAdd 80.00%55,3002.40
≡IOT – SAMSARA INCBuy384,0002.28
≡AMKR – AMKOR TECHNOLOGY INCAdd 41.00%119,0951.68
≡GTLB – GITLAB INCAdd 10.00%110,000−1.38
≡BE – BLOOM ENERGY CORPBuy50,6251.28
≡DDOG – DATADOG INCBuy40,0000.88
≡FROG – JFROG LTDAdd 24.00%113,0000.61
≡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
≡RDDT – REDDIT INCBuy90,0003.18
≡NFLX – NETFLIX INCBuy200,0002.89
≡AMPL – AMPLITUDE INCBuy1,500,0002.67
≡AVGO – BROADCOM INCAdd 45.00%44,4742.15
≡AMKR – AMKOR TECHNOLOGY INCBuy287,8951.75
≡TEAM – ATLASSIAN CORPORATIONBuy63,2721.58
≡GOOGL – ALPHABET INCAdd 10.00%12,0001.47
≡NVDA – NVIDIA CORPORATIONAdd 23.00%63,3251.07
≡CEG – CONSTELLATION ENERGY CORPAdd 31.00%15,0900.77
≡AMZN – AMAZON COM INCAdd 39.00%19,4670.62
≡MKSI – MKS INC.Buy19,5820.48
≡GTLB – GITLAB INCAdd 25.00%210,000−0.32
≡CLBT – CELLEBRITE DI LTDAdd 38.00%135,0000.25
≡ADI – ANALOG DEVICES INCAdd 50.00%3,3840.14
Q3 2025filed Nov 14, 258 new8 added10 reduced7 exited
≡GOOGL – ALPHABET INCBuy122,5005.01
≡DDOG – DATADOG INCBuy207,0004.96
≡CFLT – CONFLUENT INCBuy1,268,6404.23
≡SNOW – SNOWFLAKE INCBuy99,0003.76
≡MDB – MONGODB INCBuy68,5003.58
≡BABA – ALIBABA GROUP HLDG LTDBuy105,0003.16
≡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
≡APPF – APPFOLIO INCBuy20,0000.93
≡MNDY – MONDAY COM LTDBuy19,8430.65
≡CHYM – CHIME FINL INCAdd 115.00%798,1470.17
≡AAPL – APPLE INCAdd 29.00%2,3910.11
≡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
≡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
≡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
≡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
Q1 2025filed May 15, 253 new10 added7 reduced12 exited
≡BILL – BILL HOLDINGS INCAdd 332.00%509,2526.11
≡RDDT – REDDIT INCBuy176,5505.17
≡BL – BLACKLINE INCBuy380,9885.15
≡NCNO – NCINO INCBuy367,5372.82
≡AMD – ADVANCED MICRO DEVICES INCAdd 20.00%42,9312.62
≡AVGO – BROADCOM INCAdd 38.00%33,8301.95
≡GTLB – GITLAB INCAdd 10.00%37,5141.54
≡ASML – ASML HOLDING N VAdd 1465.00%6,5631.24
≡NXPI – NXP SEMICONDUCTORS N VAdd 1151.00%18,4201.00
≡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