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. | 15,000,000 | $12,995,250 | 0.2% | ||
| 2. | Iridian Asset Management David Cohen And Harold Levy | 187,831 | $6,791,969 | -6% | 2.33% |
| 3. | Winton Capital Management David Harding | 123,671 | $4,471,943 | 0.14% | |
| 4. | Sciencast Management Qing Li | 91,081 | $3,293,489 | 0.68% | |
| 5. | Prescott Group Capital Management Phil Frohlich | 63,000 | $2,278,080 | 0.2% |
| 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. | 8,735,197 | $315,864,717 | 0% | |
| 2. | 3,140,742 | $113,569,231 | 0% | |
| 3. | 2,945,930 | $106,522,778 | 0.02% | |
| 4. | 40,000,000 | $34,654,000 | 0.67% | |
| 5. | 891,399 | $32,232,988 | 0.01% |