Glen Kacher
Light Street Capital · Technology long/short equity Runs a technology-focused long/short equity book concentrated on software, internet, and semiconductor companies across public and private markets.
Showing all 28 reported 13(f) positions; TradingPilot links only the 15 matching its curated universe — a licensed CUSIP↔ticker database was not used. Unmapped positions render as plain text, exactly as filed.
Portfolio allocation (reported 13F equity)
Long US-listed equity positions only; options excluded.
- TSM12.7%
- AMD7.5%
- ALAB7.1%
- GTLB7.0%
- AVGO6.8%
- AMKR6.0%
- JFROG LTD5.5%
- MKS INC.5.4%
- CHIME FINL INC5.3%
- COUPANG INC4.1%
- Others32.5%
Reported 13F equity value — not a return, not AUM
Long US-listed equity positions only; filed with a ~45-day lag.
| # | Ticker | Security (as filed) | % of 13F | Shares | Reported price | Current | Value | Activity |
|---|---|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 12.7% | 225,949 | $477.57 | $431.81 -9.6% | $107.9M | Trimmed −1% |
| 2 | AMD | ADVANCED MICRO DEVICES INC | 7.5% | 109,500 | $580.91 | $566.42 -2.5% | $63.6M | Trimmed −50% |
| 3 | ALAB | ASTERA LABS INC | 7.1% | 125,750 | $483.02 | $290.43 -39.9% | $60.7M | New |
| 4 | GTLB | GITLAB INC | 7.0% | 1,945,000 | $30.53 | $56.65 +85.6% | $59.4M | Added +66% |
| 5 | AVGO | BROADCOM INC | 6.8% | 153,250 | $377.75 | $345.00 -8.7% | $57.9M | Added +2% |
| 6 | AMKR | AMKOR TECHNOLOGY INC | 6.0% | 596,783 | $86.23 | $41.21 -52.2% | $51.5M | Added +47% |
| 7 | — | JFROG LTD | 5.5% | 514,500 | $90.88 | — | $46.8M | Trimmed −11% |
| 8 | — | MKS INC. | 5.4% | 103,800 | $444.80 | — | $46.2M | Trimmed −15% |
| 9 | — | CHIME FINL INC | 5.3% | 2,199,089 | $20.48 | — | $45.0M | Added +6% |
| 10 | — | COUPANG INC | 4.1% | 2,025,000 | $17.37 | — | $35.2M | Added +92% |
| 11 | — | TOAST INC | 3.8% | 1,167,500 | $27.82 | — | $32.5M | New |
| 12 | — | REDDIT INC | 3.7% | 182,500 | $173.58 | — | $31.7M | New |
| 13 | NVDA | NVIDIA CORPORATION | 3.2% | 136,720 | $200.09 | $213.66 +6.8% | $27.4M | Trimmed −50% |
| 14 | BE | BLOOM ENERGY CORP | 3.0% | 84,167 | $302.70 | $222.30 -26.6% | $25.5M | Added +66% |
| 15 | ASML | ASML HLDG NV | 2.6% | 10,957 | $1,989.44 | $1,675.70 -15.8% | $21.8M | Added +0% |
| 16 | — | MERCADOLIBRE INC | 2.5% | 12,750 | $1,697.39 | — | $21.6M | New |
| 17 | — | CELLEBRITE DI LTD | 2.3% | 1,312,755 | $14.60 | — | $19.2M | Added +105% |
| 18 | SNOW | SNOWFLAKE INC | 2.1% | 70,000 | $254.50 | $330.27 +29.8% | $17.8M | New |
| 19 | MDB | MONGODB INC | 2.0% | 50,000 | $335.90 | $384.95 +14.6% | $16.8M | New |
| 20 | GOOGL | ALPHABET INC | 1.8% | 42,650 | $357.37 | $283.82 -20.6% | $15.2M | Added +0% |
| 21 | AMZN | AMAZON COM INC | 1.4% | 51,000 | $238.34 | $243.79 +2.3% | $12.2M | Trimmed −59% |
| 22 | DDOG | DATADOG INC | 1.2% | 40,000 | $260.36 | $265.84 +2.1% | $10.4M | Held +0% |
| 23 | — | ROUNDHILL ETF TRUST | 1.0% | 120,000 | $73.85 | — | $8.9M | New |
| 24 | — | NXP SEMICONDUCTORS N V | 0.8% | 23,003 | $281.03 | — | $6.5M | Trimmed −10% |
| 25 | — | ANALOG DEVICES INC | 0.5% | 10,523 | $397.17 | — | $4.2M | Added +0% |
| 26 | — | QUANTINUUM INC | 0.3% | 35,242 | $81.74 | — | $2.9M | New |
| 27 | — | GDS HLDGS LTD | 0.3% | 71,790 | $30.03 | — | $2.2M | Added +0% |
| — | — | AMPLITUDE INC | — | 0 | — | — | $0 | Sold-Out −100% |
| — | — | BILL HOLDINGS INC | — | 0 | — | — | $0 | Sold-Out −100% |
| — | LITE | LUMENTUM HLDGS INC | — | 0 | — | — | $0 | Sold-Out −100% |
| — | — | SAMSARA INC | — | 0 | — | — | $0 | Sold-Out −100% |
| — | TSM | TAIWAN SEMICONDUCTOR MANUFAC · Put | — | 109,200 | — | — | $52.2M | Held +0% |
Reported price = value ÷ shares at the quarter-end — an average, NOT the manager's buy/sell price.
Current shows the stock's price change since the filing quarter-end (mapped names only) — it is the STOCK's move, not the manager's realized return (we don't know their cost basis or whether they still hold).
TradingPilot analysis of the reported 13F equity book
As of 2026Q2, Glen Kacher's reported 13F book holds 27 equity positions; the top 5 are 41% of it.
- TAIWAN SEMICONDUCTOR MANUFAC (TSM) — 12.7% of 13F
- ADVANCED MICRO DEVICES INC (AMD) — 7.5% of 13F
- ASTERA LABS INC (ALAB) — 7.1% of 13F
- GITLAB INC (GTLB) — 7.0% of 13F
- BROADCOM INC (AVGO) — 6.8% of 13F
This quarter: 8 new, 11 added, 7 trimmed, 4 sold out.
- COUPANG INC — Added (+973,043 sh)
- GITLAB INC (GTLB) — Added (+775,000 sh)
- CELLEBRITE DI LTD — Added (+671,830 sh)
- BILL HOLDINGS INC — Sold-Out (−625,000 sh)
- SAMSARA INC — Sold-Out (−384,000 sh)