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.
顯示全部 28 個申報的 13(f) 部位；TradingPilot 只為其中 15 個與其整理過的公司庫相符的部位建立連結——並未使用需付費授權的 CUSIP↔代號對照資料庫。未對應的部位按申報原樣以純文字呈現。
投組配置（申報的 13F 股票）
僅含在美國掛牌的多方股票部位；不含選擇權。
- 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%
申報的 13F 股票市值——這不是報酬，也不是管理規模
僅含在美國掛牌的多方股票部位；申報有約 45 天的延遲。
| # | 代號 | 證券名稱（申報原文） | 佔 13F 比例 | 股數 | 申報均價 | 目前 | 金額 | 異動 |
|---|---|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 12.7% | 225,949 | $477.57 | $431.81 -9.6% | $107.9M | 減碼 −1% |
| 2 | AMD | ADVANCED MICRO DEVICES INC | 7.5% | 109,500 | $580.91 | $566.42 -2.5% | $63.6M | 減碼 −50% |
| 3 | ALAB | ASTERA LABS INC | 7.1% | 125,750 | $483.02 | $290.43 -39.9% | $60.7M | 新建部位 |
| 4 | GTLB | GITLAB INC | 7.0% | 1,945,000 | $30.53 | $56.65 +85.6% | $59.4M | 加碼 +66% |
| 5 | AVGO | BROADCOM INC | 6.8% | 153,250 | $377.75 | $345.00 -8.7% | $57.9M | 加碼 +2% |
| 6 | AMKR | AMKOR TECHNOLOGY INC | 6.0% | 596,783 | $86.23 | $41.21 -52.2% | $51.5M | 加碼 +47% |
| 7 | — | JFROG LTD | 5.5% | 514,500 | $90.88 | — | $46.8M | 減碼 −11% |
| 8 | — | MKS INC. | 5.4% | 103,800 | $444.80 | — | $46.2M | 減碼 −15% |
| 9 | — | CHIME FINL INC | 5.3% | 2,199,089 | $20.48 | — | $45.0M | 加碼 +6% |
| 10 | — | COUPANG INC | 4.1% | 2,025,000 | $17.37 | — | $35.2M | 加碼 +92% |
| 11 | — | TOAST INC | 3.8% | 1,167,500 | $27.82 | — | $32.5M | 新建部位 |
| 12 | — | REDDIT INC | 3.7% | 182,500 | $173.58 | — | $31.7M | 新建部位 |
| 13 | NVDA | NVIDIA CORPORATION | 3.2% | 136,720 | $200.09 | $213.66 +6.8% | $27.4M | 減碼 −50% |
| 14 | BE | BLOOM ENERGY CORP | 3.0% | 84,167 | $302.70 | $222.30 -26.6% | $25.5M | 加碼 +66% |
| 15 | ASML | ASML HLDG NV | 2.6% | 10,957 | $1,989.44 | $1,675.70 -15.8% | $21.8M | 加碼 +0% |
| 16 | — | MERCADOLIBRE INC | 2.5% | 12,750 | $1,697.39 | — | $21.6M | 新建部位 |
| 17 | — | CELLEBRITE DI LTD | 2.3% | 1,312,755 | $14.60 | — | $19.2M | 加碼 +105% |
| 18 | SNOW | SNOWFLAKE INC | 2.1% | 70,000 | $254.50 | $330.27 +29.8% | $17.8M | 新建部位 |
| 19 | MDB | MONGODB INC | 2.0% | 50,000 | $335.90 | $384.95 +14.6% | $16.8M | 新建部位 |
| 20 | GOOGL | ALPHABET INC | 1.8% | 42,650 | $357.37 | $283.82 -20.6% | $15.2M | 加碼 +0% |
| 21 | AMZN | AMAZON COM INC | 1.4% | 51,000 | $238.34 | $243.79 +2.3% | $12.2M | 減碼 −59% |
| 22 | DDOG | DATADOG INC | 1.2% | 40,000 | $260.36 | $265.84 +2.1% | $10.4M | 維持 +0% |
| 23 | — | ROUNDHILL ETF TRUST | 1.0% | 120,000 | $73.85 | — | $8.9M | 新建部位 |
| 24 | — | NXP SEMICONDUCTORS N V | 0.8% | 23,003 | $281.03 | — | $6.5M | 減碼 −10% |
| 25 | — | ANALOG DEVICES INC | 0.5% | 10,523 | $397.17 | — | $4.2M | 加碼 +0% |
| 26 | — | QUANTINUUM INC | 0.3% | 35,242 | $81.74 | — | $2.9M | 新建部位 |
| 27 | — | GDS HLDGS LTD | 0.3% | 71,790 | $30.03 | — | $2.2M | 加碼 +0% |
| — | — | AMPLITUDE INC | — | 0 | — | — | $0 | 已出清 −100% |
| — | — | BILL HOLDINGS INC | — | 0 | — | — | $0 | 已出清 −100% |
| — | LITE | LUMENTUM HLDGS INC | — | 0 | — | — | $0 | 已出清 −100% |
| — | — | SAMSARA INC | — | 0 | — | — | $0 | 已出清 −100% |
| — | TSM | TAIWAN SEMICONDUCTOR MANUFAC · 賣權 | — | 109,200 | — | — | $52.2M | 維持 +0% |
申報均價 = 季末的金額 ÷ 股數——這是一個平均值，並非經理人的買進或賣出價。
「目前」顯示的是自申報季末以來該股票的價格變動（僅限已對應的名字）——這是股票本身的漲跌，不是經理人的已實現報酬（我們並不知道他們的成本，也不知道他們是否仍持有）。
TradingPilot 對其申報 13F 股票投組的分析
截至 2026Q2，Glen Kacher 申報的 13F 投組持有 27 個股票部位；其中最大的 5 個佔其 41%。
- TAIWAN SEMICONDUCTOR MANUFAC (TSM) — 佔 13F 的 12.7%
- ADVANCED MICRO DEVICES INC (AMD) — 佔 13F 的 7.5%
- ASTERA LABS INC (ALAB) — 佔 13F 的 7.1%
- GITLAB INC (GTLB) — 佔 13F 的 7.0%
- BROADCOM INC (AVGO) — 佔 13F 的 6.8%
本季：新建 8 個，加碼 11 個，減碼 7 個，出清 4 個。
股數變動最大的：
- COUPANG INC — 加碼 (+973,043 股)
- GITLAB INC (GTLB) — 加碼 (+775,000 股)
- CELLEBRITE DI LTD — 加碼 (+671,830 股)
- BILL HOLDINGS INC — 已出清 (−625,000 股)
- SAMSARA INC — 已出清 (−384,000 股)