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Light Street
Glen Kacher
hedge fundtech
Portfolio Value
$534.2M
Positions
24
Quarter
2026-03-31
New Positions
0
Exits
0
Portfolio Value History — 8 Quarters
| Ticker | Value | Shares | % of Portfolio |
|---|---|---|---|
| $76.9M | 227.6K | 14.4% | |
| $47.5M | 272.2K | 8.9% | |
| $46.4M | 149.8K | 8.7% | |
| $44.6M | 219.3K | 8.3% | |
CHIME FINL | $38.9M | 2.1M | 7.3% |
TSMPut | $36.9M | 109.2K | 6.9% |
| $28.1M | 122.3K | 5.3% | |
JFROG LTD | $27.0M | 575.0K | 5.1% |
| $26.0M | 124.8K | 4.9% | |
| $25.3M | 1.2M | 4.7% | |
| $23.9M | 625.0K | 4.5% | |
| $19.9M | 1.1M | 3.7% | |
| $18.3M | 407.0K | 3.4% | |
ASML HLDG | $14.5M | 10.9K | 2.7% |
| $12.2M | 42.5K | 2.3% | |
| $12.2M | 384.0K | 2.3% | |
CELLEBRITE | $8.8M | 640.9K | 1.7% |
| $6.9M | 50.6K | 1.3% | |
NXP SEMICO | $5.0M | 25.5K | 0.9% |
| $4.7M | 40.0K | 0.9% | |
| $3.3M | 10.5K | 0.6% | |
| $2.9M | 71.6K | 0.5% | |
| $2.0M | 2.9K | 0.4% | |
| $2.0M | 292.8K | 0.4% |
Filing History
| Quarter | Filed | Portfolio Value | Positions | SEC Filing |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-15 | $534.2M | 24 | View on EDGAR |
| 2025-12-31 | 2026-02-17 | $649.8M | 24 | View on EDGAR |
| 2025-09-30 | 2025-11-14 | $594.5M | 27 | View on EDGAR |
| 2025-06-30 | 2025-08-14 | $489.5M | 26 | View on EDGAR |
| 2025-03-31 | 2025-05-15 | $358.1M | 21 | View on EDGAR |
| 2024-12-31 | 2025-02-14 | $544.6M | 30 | View on EDGAR |
| 2024-09-30 | 2024-11-14 | $422.6M | 22 | View on EDGAR |
| 2024-06-30 | 2024-08-14 | $435.3M | 26 | View on EDGAR |