Glen Kacher's Light Street Portfolio: 10 Best Stocks to Buy
Founded by Glen Kacher in 2010, Light Street Capital is a technology-focused hedge fund.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Starboard Value LP Jeffrey Smith | 7,024,848 | $269,051,678 | 5.88% | |
| 2. | 209,679,000 | $186,562,193 | +132% | 2.05% | |
| 3. | Rima Senvest Management Richard Mashaal | 3,835,348 | $146,893,828 | +50% | 4.87% |
| 4. | 151,000,000 | $134,465,500 | +26% | 0.17% | |
| 5. | Greenhouse Funds Joe Milano | 3,190,605 | $122,200,172 | +9% | 5.47% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $53.63 | 20,000 | $1,072,600.00 | 219,965 | 2024-08-28 | Filing | |
| $53.16 | 5,000 | $265,796.50 | 199,965 | 2024-08-27 | Filing | |
| $53.63 | 20,000 | $1,072,600.00 | 29,559 | 2024-08-28 | Filing | |
| $53.16 | 5,000 | $265,796.50 | 9,559 | 2024-08-27 | Filing | |
| $49.79 | 14,502 | $722,024.13 | 184,249 | 2024-08-26 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $37.10 | 3,500 | $129,847.20 | 997 | 2026-05-29 | Filing | |
| $36.80 | 23,775 | $874,981.82 | 4,497 | 2026-05-29 | Filing | |
| $35.68 | 5,600 | $199,834.32 | 28,272 | 2026-05-29 | Filing | |
| $51.23 | 1,104 | $56,557.92 | 10,812 | 2025-12-02 | Filing | |
| $45.22 | 1,721 | $77,823.62 | 10,085 | 2025-09-02 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 237,341 | $8,582,251 | 0.01% | |
| 2. | 104,829 | $3,790,617 | 0.52% | |
| 3. | 42,226 | $1,717,754 | 0.02% | |
| 4. | 1,248 | $45,128 | 0% | |
| 5. | 722 | $26,108 | 0% |