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.
显示全部 28 个申报的 13(f) 持仓；TradingPilot 只为其中 15 个与其整理过的公司库匹配的持仓建立链接——并未使用需付费授权的 CUSIP↔代码对照库。未匹配的持仓按申报原样以纯文本呈现。
组合配置（申报的 13F 股票）
仅含在美国上市的多头股票持仓；不含期权。
- 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%
申报的 13F 股票市值——这不是回报，也不是管理规模
仅含在美国上市的多头股票持仓；申报有约 45 天的延迟。
| # | 代码 | 证券名称（申报原文） | 占 13F 比例 | 股数 | 申报均价 | 当前 | 金额 | 变动 |
|---|---|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 12.7% | 225,949 | $477.57 | $431.81 -9.6% | $107.9M | 减仓 −1% |
| 2 | AMD | ADVANCED MICRO DEVICES INC | 7.5% | 109,500 | $580.91 | $566.42 -2.5% | $63.6M | 减仓 −50% |
| 3 | ALAB | ASTERA LABS INC | 7.1% | 125,750 | $483.02 | $290.43 -39.9% | $60.7M | 新建仓 |
| 4 | GTLB | GITLAB INC | 7.0% | 1,945,000 | $30.53 | $56.65 +85.6% | $59.4M | 加仓 +66% |
| 5 | AVGO | BROADCOM INC | 6.8% | 153,250 | $377.75 | $345.00 -8.7% | $57.9M | 加仓 +2% |
| 6 | AMKR | AMKOR TECHNOLOGY INC | 6.0% | 596,783 | $86.23 | $41.21 -52.2% | $51.5M | 加仓 +47% |
| 7 | — | JFROG LTD | 5.5% | 514,500 | $90.88 | — | $46.8M | 减仓 −11% |
| 8 | — | MKS INC. | 5.4% | 103,800 | $444.80 | — | $46.2M | 减仓 −15% |
| 9 | — | CHIME FINL INC | 5.3% | 2,199,089 | $20.48 | — | $45.0M | 加仓 +6% |
| 10 | — | COUPANG INC | 4.1% | 2,025,000 | $17.37 | — | $35.2M | 加仓 +92% |
| 11 | — | TOAST INC | 3.8% | 1,167,500 | $27.82 | — | $32.5M | 新建仓 |
| 12 | — | REDDIT INC | 3.7% | 182,500 | $173.58 | — | $31.7M | 新建仓 |
| 13 | NVDA | NVIDIA CORPORATION | 3.2% | 136,720 | $200.09 | $213.66 +6.8% | $27.4M | 减仓 −50% |
| 14 | BE | BLOOM ENERGY CORP | 3.0% | 84,167 | $302.70 | $222.30 -26.6% | $25.5M | 加仓 +66% |
| 15 | ASML | ASML HLDG NV | 2.6% | 10,957 | $1,989.44 | $1,675.70 -15.8% | $21.8M | 加仓 +0% |
| 16 | — | MERCADOLIBRE INC | 2.5% | 12,750 | $1,697.39 | — | $21.6M | 新建仓 |
| 17 | — | CELLEBRITE DI LTD | 2.3% | 1,312,755 | $14.60 | — | $19.2M | 加仓 +105% |
| 18 | SNOW | SNOWFLAKE INC | 2.1% | 70,000 | $254.50 | $330.27 +29.8% | $17.8M | 新建仓 |
| 19 | MDB | MONGODB INC | 2.0% | 50,000 | $335.90 | $384.95 +14.6% | $16.8M | 新建仓 |
| 20 | GOOGL | ALPHABET INC | 1.8% | 42,650 | $357.37 | $283.82 -20.6% | $15.2M | 加仓 +0% |
| 21 | AMZN | AMAZON COM INC | 1.4% | 51,000 | $238.34 | $243.79 +2.3% | $12.2M | 减仓 −59% |
| 22 | DDOG | DATADOG INC | 1.2% | 40,000 | $260.36 | $265.84 +2.1% | $10.4M | 维持 +0% |
| 23 | — | ROUNDHILL ETF TRUST | 1.0% | 120,000 | $73.85 | — | $8.9M | 新建仓 |
| 24 | — | NXP SEMICONDUCTORS N V | 0.8% | 23,003 | $281.03 | — | $6.5M | 减仓 −10% |
| 25 | — | ANALOG DEVICES INC | 0.5% | 10,523 | $397.17 | — | $4.2M | 加仓 +0% |
| 26 | — | QUANTINUUM INC | 0.3% | 35,242 | $81.74 | — | $2.9M | 新建仓 |
| 27 | — | GDS HLDGS LTD | 0.3% | 71,790 | $30.03 | — | $2.2M | 加仓 +0% |
| — | — | AMPLITUDE INC | — | 0 | — | — | $0 | 已清仓 −100% |
| — | — | BILL HOLDINGS INC | — | 0 | — | — | $0 | 已清仓 −100% |
| — | LITE | LUMENTUM HLDGS INC | — | 0 | — | — | $0 | 已清仓 −100% |
| — | — | SAMSARA INC | — | 0 | — | — | $0 | 已清仓 −100% |
| — | TSM | TAIWAN SEMICONDUCTOR MANUFAC · 看跌 | — | 109,200 | — | — | $52.2M | 维持 +0% |
申报均价 = 季末的金额 ÷ 股数——这是一个平均值，并非管理人的买入或卖出价。
“当前”显示的是自申报季末以来该股票的价格变动（仅限已匹配的名字）——这是股票本身的涨跌，不是管理人的已实现收益（我们并不知道他们的成本，也不知道他们是否仍持有）。
TradingPilot 对其申报 13F 股票组合的分析
截至 2026Q2，Glen Kacher 申报的 13F 组合持有 27 个股票持仓；其中最大的 5 个占其 41%。
- TAIWAN SEMICONDUCTOR MANUFAC (TSM) — 占 13F 的 12.7%
- ADVANCED MICRO DEVICES INC (AMD) — 占 13F 的 7.5%
- ASTERA LABS INC (ALAB) — 占 13F 的 7.1%
- GITLAB INC (GTLB) — 占 13F 的 7.0%
- BROADCOM INC (AVGO) — 占 13F 的 6.8%
本季度：新建 8 个，加仓 11 个，减仓 7 个，清仓 4 个。
股数变动最大的：
- COUPANG INC — 加仓 (+973,043 股)
- GITLAB INC (GTLB) — 加仓 (+775,000 股)
- CELLEBRITE DI LTD — 加仓 (+671,830 股)
- BILL HOLDINGS INC — 已清仓 (−625,000 股)
- SAMSARA INC — 已清仓 (−384,000 股)