Light Street Capital Returned 46% in 2023: Top 15 Picks
In this piece, we will take a look at Light Street Capital returned 46% in 2023: top 15 picks.
Hedge Fund - Light Street Capital
Get Email AlertsGlen Kacher Bio, Returns, AUM, Net Worth
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Fund Profile
Filing Period:
| Fund Name: | Light Street Capital |
| Manager | Glen Kacher |
| Portfolio Value | $333,921,599 |
| Change This QTR | +0.98% |
Top 13F Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Security | Ticker | Shares | Value | Activity | % Port | History |
|---|---|---|---|---|---|---|---|
| 1. | NVDA | 99,000 | $49,026,780 | -9% | 14.68% | ||
| 2. | AMD | 279,000 | $41,127,390 | +24% | 12.31% | ||
| 3. | FROG | 700,613 | $24,248,216 | +13% | 7.26% | ||
| 4. | TSM | 231,100 | $24,034,400 | +138% | 7.19% | ||
| 5. | AMZN | 126,500 | $19,220,410 | +6% | 5.75% |
Latest 13D & 13G Filings
| Symbol | Company | Filed By | Filing Date | Filing |
|---|---|---|---|---|
| 2024-02-14 | ||||
| 2023-02-14 | ||||
| 2023-02-14 | ||||
| 2023-02-14 | ||||
| 2023-02-14 |
News, Interviews and Investor Letters
Hedge Fund and Insider Trading News: BlueCrest Capital Management, Light Street Capital, TMR Capital, Gen Digital Inc (GEN), Bread Financial Holdings, Inc. (BFH), and More
The owner of Wagamama is facing pressure to split itself up, with its embattled management team expected to be questioned about pay and performance at the annual meeting this week.
Hedge Fund and Insider Trading News: Ken Griffin, Warren Buffett, King Street Capital Management, Light Street Capital Management, Better Therapeutics Inc (BTTX), Nogin, Inc. (NOGN), and More
Harvard University wants us to bow down to the exceptional generosity of Kenneth C. Griffin, a hedge fund billionaire who just made a $300-million gift to the school’s graduate program.
Hedge Fund and Insider Trading News: D.E. Shaw, Brevan Howard Asset Management, GLG Partners, Light Street Capital Management, Lockheed Martin Corp (LMT), DocuSign, Inc. (DOCU), and More
An investment vehicle managed by hedge fund Brevan Howard delivered a successful 2022 on a surge in global borrowing costs, an investor presentation seen by Reuters showed.
Hedge Fund and Insider Trading News: Clifford Asness, Cathie Wood, Light Street Capital Management, Zscaler Inc (ZS), Campbell Soup Company (CPB), and More
Back-to-back declines reach more than 40% at some firms. Whale Rock, Light Street and Perceptive among big losers.
Hedge Fund and Insider Trading News: Two Sigma Investments, Light Street Capital, SVM Asset Management, Eisner Amper’s Asset Management Group, AFC Gamma Inc (AFCG), Smart Sand, Inc. (SND), and More
Two Sigma Investments is stepping up its bid to tap the wealth of Chinese investors by asking them for a fresh round of cash for its outperforming fund and expanding local headcount.
Hedge Fund and Insider Trading News: Ray Dalio, Bill Ackman, Mariner Investment Group, Wayfair Inc (W), and More
Billionaire investor and hedge fund manager Ray Dalio has been in the global macro space for over 40 years.
Hedge Fund and Insider Trading News: Ken Griffin, Kyle Bass, Steve Cohen, ARK36, Borea Asset Management, Whale Rock Capital Management, Elliott Management, Clene Inc. (CLNN), and More
Steve Cohen’s Point72 Asset Management lost money in January, making it an outlier as several multistrategy hedge funds posted gains during a volatile start of the year for stocks.
Light Street Capital Portfolio: Top 10 Stocks
In this article, we discuss the top 10 stocks in Glen Kacher's Light Street Capital's portfolio.
Hedge Fund and Insider Trading News: Glen Kacher, Third Point LLC, Invenomic Capital Management, GSA Capital, Riley Exploration Permian Inc (REPX), Vicor Corp (VICR), and More
Naked Wines PLC (OTCQX:NWINF) jumped 100% after Light Street's Glen Kacher pitched the wine company on CNBC.
5 Biggest Hedge Fund Casualties of Reddit WallStreetBets' Short Squeezes
In this article, we discuss the 5 biggest hedge fund casualties of Reddit WallStreetBets' short squeezes.
Hedge Fund and Insider Trading News: Starboard Value L.P., Horseman Capital Management, Amber Capital, Elliott Management, Silvercrest Asset Management Group Inc (SAMG), Okta Inc (OKTA), and More
Future rises in the cost of natural gas following the recent oil price crash may squeeze utility companies’ profits, with US names potentially proving a lucrative short bet for hedge funds.
Hedge Fund and Insider Trading News: Glenn Dubin, Tiger Global Management, Arrowgrass Capital Partners, Darsana Capital Partners, Apple Inc. (AAPL), PROS Holdings, Inc. (PRO), and More
These are uneasy times for hedge fund billionaire Glenn Dubin. His latest investment firm, the $1 billion Engineers Gate, has struggled to keep up with the market since its founding in 2014.
Hedge Fund and Insider Trading News: Bill Ackman, Glen Kacher, Warren Buffett, D.E. Shaw, Sunrun Inc. (RUN), Interface, Inc. (TILE), and More
Berkshire Hathaway Inc.’s Warren Buffett issued a warning about eight years ago: Reinsurance isn’t easy.
Hedge Fund and Insider Trading News: T. Boone Pickens, Carl Icahn, Glen Kacher, Camber Capital Management, Elliott Management, Abbvie Inc. (ABBV), Fidelity National Financial Inc (FNF), and More
In a message he wrote shortly before his death, the legendary oil magnate T. Boone Pickens recalled the lessons he learned about how to succeed in business and in life over nearly a century on Earth.
