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Light Street Capital (Kacher)

CIK: 0001569049 · Filing period: 2025-12-31
Innovation Edge

Glen Kacher's Silicon Valley fund focuses purely on the technology companies he believes will define the next decade.

1.2×
Trust Weight
24
Positions
3
In our model
6
New
9
Increasing
8
Decreasing
1
Unchanged
In Our Model Portfolio
These holdings also appear in the Bogen Capital model
GOOGL 6.5% NFLX 2.9% AMZN 2.5%
Recent Moves
What Light Street Capital opened, added to, or trimmed in their latest 13F — 21 position changes
Top 10 positions (% of portfolio)
Sector breakdown
All Holdings
24 positions, sorted by portfolio weight
← swipe to see all columns
# Company Ticker Sector % of Portfolio Activity Change
1 TAIWAN SEMICONDUCTOR MFG LTD TSM Technology 12.6% ▼ Decreasing -7%
2 CHIME FINL INC — Other 10.5% ▲ Increasing +82%
3 NVIDIA CORPORATION NVDA Technology 9.8% ▲ Increasing +23%
4 BROADCOM INC AVGO Technology 7.7% ▲ Increasing +45%
5 BILL HOLDINGS INC — Other 7.4% ▼ Decreasing -9%
6 ADVANCED MICRO DEVICES INC AMD Technology 7.2% ▼ Decreasing -13%
7 ALPHABET INC GOOGL Technology 6.5% ▲ Increasing +10%
8 GITLAB INC — Other 6.1% ▲ Increasing +25%
9 JFROG LTD — Other 4.4% ▼ Decreasing -20%
10 CONFLUENT INC — Other 4.2% ▼ Decreasing -28%
11 CONSTELLATION ENERGY CORP CEG Energy 3.4% ▲ Increasing +32%
12 REDDIT INC RDDT Other 3.2% ● New NEW
13 NETFLIX INC NFLX Communications 2.9% ● New NEW
14 AMPLITUDE INC — Other 2.7% ● New NEW
15 AMAZON COM INC AMZN Technology 2.5% ▲ Increasing +39%
16 ASML HOLDING N V ASML Other 1.8% ▼ Decreasing -41%
17 AMKOR TECHNOLOGY INC — Other 1.8% ● New NEW
18 ATLASSIAN CORPORATION — Other 1.6% ● New NEW
19 CELLEBRITE DI LTD — Other 1.4% ▲ Increasing +38%
20 NXP SEMICONDUCTORS N V — Other 0.8% — Unchanged -1%
21 MKS INC. — Other 0.5% ● New NEW
22 ANALOG DEVICES INC — Other 0.4% ▲ Increasing +50%
23 APPLE INC AAPL Technology 0.4% ▼ Decreasing -6%
24 GDS HLDGS LTD — Other 0.3% ▼ Decreasing -73%
#1 TAIWAN SEMICONDUCTOR MFG LTD 12.6%
TSM · Technology ▼ Decreasing -7%
#2 CHIME FINL INC 10.5%
Other ▲ Increasing +82%
#3 NVIDIA CORPORATION 9.8%
NVDA · Technology ▲ Increasing +23%
#4 BROADCOM INC 7.7%
AVGO · Technology ▲ Increasing +45%
#5 BILL HOLDINGS INC 7.4%
Other ▼ Decreasing -9%
#6 ADVANCED MICRO DEVICES INC 7.2%
AMD · Technology ▼ Decreasing -13%
#7 ALPHABET INC 6.5%
GOOGL · Technology ▲ Increasing +10%
#8 GITLAB INC 6.1%
Other ▲ Increasing +25%
#9 JFROG LTD 4.4%
Other ▼ Decreasing -20%
#10 CONFLUENT INC 4.2%
Other ▼ Decreasing -28%
#11 CONSTELLATION ENERGY CORP 3.4%
CEG · Energy ▲ Increasing +32%
#12 REDDIT INC 3.2%
RDDT · Other ● New
#13 NETFLIX INC 2.9%
NFLX · Communications ● New
#14 AMPLITUDE INC 2.7%
Other ● New
#15 AMAZON COM INC 2.5%
AMZN · Technology ▲ Increasing +39%
#16 ASML HOLDING N V 1.8%
ASML · Other ▼ Decreasing -41%
#17 AMKOR TECHNOLOGY INC 1.8%
Other ● New
#18 ATLASSIAN CORPORATION 1.6%
Other ● New
#19 CELLEBRITE DI LTD 1.4%
Other ▲ Increasing +38%
#20 NXP SEMICONDUCTORS N V 0.8%
Other — Unchanged
#21 MKS INC. 0.5%
Other ● New
#22 ANALOG DEVICES INC 0.4%
Other ▲ Increasing +50%
#23 APPLE INC 0.4%
AAPL · Technology ▼ Decreasing -6%
#24 GDS HLDGS LTD 0.3%
Other ▼ Decreasing -73%
⚠ Disclaimer: Holdings data from SEC EDGAR 13F filings for Light Street Capital (Kacher), delayed up to 135 days after quarter-end. This is not investment advice. The investor may have already changed these positions.

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