Glen Kacher: Stock Portfolio, Performance and Latest Trades
Light Street Capital
13F portfolio value
$902.8M
28 holdings at Q2 2026
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Glen Kacher's portfolio
As of Q2 2026, filed August 14, 2026 · prices as of October 8, 2026
| Company | Share of portfolio | Average buy price | Return | Current price | Last quarter |
|---|---|---|---|---|---|
| 12.7% | $113.35 | +304% | $457.99 | Reduced −0.7% | |
| 7.48% | $111.62 | +456% | $620.68 | Reduced −50% | |
Astera Labs Inc.ALAB | 7.14% | $265.37 | +30.8% | $347.05 | New |
| 6.98% | $37.57 | +42.5% | $53.56 | Added +66% | |
Broadcom Inc.AVGO | 6.81% | $204.60 | +76.0% | $360.14 | Added +2.3% |
| 6.05% | $49.39 | +3.2% | $51.00 | Added +47% | |
Jfrog Ltd.FROG | 5.50% | $31.26 | +211% | $97.25 | Reduced −11% |
MKS Inc.MKSI | 5.43% | $213.67 | +21.9% | $260.38 | Reduced −15% |
| 5.29% | $26.34 | +9.9% | $28.96 | Added +5.8% | |
Coupang Inc.CPNG | 4.13% | $18.84 | −18.2% | $15.41 | Added +92% |
| 3.82% | $26.08 | +17.1% | $30.53 | New | |
| 3.72% | $160.15 | −2.3% | $156.47 | New | |
Nvidia Corp.NVDA | 3.22% | $57.15 | +303% | $230.48 | Reduced −50% |
| 2.99% | $190.38 | +43.3% | $272.82 | Added +66% | |
| 2.56% | $772.56 | +129% | $1,769.79 | Added +0.1% | |
| 2.54% | $1,707.75 | +8.7% | $1,856.66 | New | |
| 2.25% | $13.58 | −16.5% | $11.34 | Added +105% | |
Snowflake Inc.SNOW | 2.09% | $184.02 | +86.6% | $343.40 | New |
Mongodb Inc.MDB | 1.97% | $299.91 | +23.8% | $371.35 | New |
Alphabet Inc.GOOGL | 1.79% | $216.77 | +60.7% | $348.29 | Added +0.4% |
Amazon.com Inc.AMZN | 1.43% | $184.24 | +37.9% | $254.06 | Reduced −59% |
Datadog Inc.DDOG | 1.22% | $123.48 | +122% | $273.80 | No change |
| 1.04% | $52.08 | +9.3% | $56.93 | New | |
| 0.76% | $215.21 | +7.4% | $231.07 | Reduced −9.8% | |
| 0.49% | $228.24 | +77.9% | $405.93 | Added +0.2% | |
| 0.34% | $81.74 | −49.2% | $41.52 | New | |
| 0.25% | $26.93 | +13.0% | $30.44 | Added +0.2% |
Glen Kacher's options
As of Q2 2026. Value = shares the options cover.
| Company | Type | Value of shares covered | Last quarter |
|---|---|---|---|
| Put · bet on a fall or hedge | $52.2M | No change |
Glen Kacher's buys and sells
| Company | Action | Shares change | Value now |
|---|---|---|---|
| New | +429,236 | $24.6M | |
Microsoft Corp.MSFT | Sold out | −46,000 | — |
| New | +126,279 | $17.4M | |
Alphabet Inc.GOOGL | Sold out | −110,000 | — |
Autodesk Inc.ADSK | New | +66,073 | $16.3M |
Apple Inc.AAPL | New | +77,459 | $16.3M |
| Added +2.1% | +6,932 | $59.4M | |
| Sold out | −9,024 | — | |
Doordash Inc.DASH | Sold out | −95,250 | — |
| New | +899,881 | $11M | |
Adobe Inc.ADBE | Sold out | −19,931 | — |
| Sold out | −119,435 | — | |
| New | +149,000 | $9.6M | |
Netapp Inc.NTAP | New | +71,372 | $9.2M |
| Sold out | −100,705 | — | |
Ncino Inc.NCNO | New | +227,196 | $7.1M |
Amazon.com Inc.AMZN | Reduced −26% | −42,000 | $22.8M |
Hashicorp Inc Class A418100103 | Sold out | −210,000 | — |
| Added +1.9% | +2,000 | $18.5M | |
| Reduced −34% | −250,000 | $5.8M | |
| Reduced −13% | −6,000 | $19.9M | |
Jfrog Ltd.FROG | Added +9.5% | +53,000 | $23M |
Cellebrite Di Ltd.M2197Q115 | Added +12% | +199,770 | $5.1M |
| Added +6.8% | +9,476 | $24M | |
Nerdy Inc.64081V109 | Reduced −20% | −117,454 | $793.3K |
| Added +37% | +105,000 | $20.6M | |
Nvidia Corp.NVDA | Reduced −26% | −203,802 | $71.2M |
Broadcom Inc.AVGO | Reduced −19% | −3,226 | $21.8M |
| New | +1,463 | $393.7K | |
| New | +334 | $341.6K | |
Qualcomm Inc.QCOM | New | +1,480 | $294.8K |
| New | +1,631 | $214.5K | |
| Added +16% | +10,095 | $18.4M |
Glen Kacher's portfolio by sector
Share of the stock portfolio at Q2 2026.
| Sector | Share |
|---|---|
| Technology | 78% |
| Industrials | 8.1% |
| Consumer Discretionary | 5.6% |
| Financials | 5.3% |
| Communication Services | 1.8% |
| Other | 1.0% |
Portfolio performance: Glen Kacher vs. benchmarks
Your result if you had bought each reported portfolio on the day it was made public and held it until the next report, against the S&P 500 and Nasdaq-100.
- You, copying after each 13F filing – estimated value
- S&P 500
- Nasdaq-100
| Total return | Per year | |
|---|---|---|
| You, copying after each 13F filing – estimated value | +54.7% | +9.1% |
| S&P 500 | +89.0% | +13.6% |
| Nasdaq-100 | +113.3% | +16.4% |
Prices were available for 71% of the portfolio value on average; the rest is left out of the return.
Glen Kacher's most traded stocks
Quarters with a buy or a sell, all reports since Q2 2013.
| Company | Quarters bought | Quarters sold |
|---|---|---|
Amazon.com Inc.AMZN | 19 | 25 |
| 15 | 24 | |
Netflix Inc.NFLX | 13 | 21 |
Microsoft Corp.MSFT | 14 | 17 |
| 13 | 17 | |
Nvidia Corp.NVDA | 8 | 16 |
| 14 | 9 | |
| 9 | 14 | |
Tesla Inc.TSLA | 9 | 14 |
Apple Inc.AAPL | 9 | 12 |
Alphabet Inc.GOOGL | 8 | 12 |
| 10 | 10 | |
| 9 | 11 | |
| 10 | 9 | |
Broadcom Inc.AVGO | 9 | 9 |