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. | AQR Capital Management Cliff Asness | 10,338,016 | $310,243,859 | +20% | 0.11% |
| 2. | D E Shaw D. E. Shaw | 4,190,123 | $127,924,455 | +250% | 0.06% |
| 3. | Impactive Capital Lauren Taylor Wolfe | 4,157,224 | $126,920,049 | +7% | 9.06% |
| 4. | Atreides Management Gavin Baker | 3,373,169 | $102,982,850 | 0.72% | |
| 5. | Squarepoint Ops LLC Maxime Fortin (Cio) | 2,737,138 | $83,564,823 | -26% | 0.09% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $29.36 | 4,188 | $122,959.68 | 758,828 | 2026-06-30 | Filing | |
| $21.65 | 941 | $20,372.65 | 344,651 | 2026-03-31 | Filing | |
| $21.30 | 5,069 | $107,969.70 | 343,710 | 2026-03-31 | Filing | |
| $38.08 | 3,276 | $124,750.08 | 345,671 | 2025-12-31 | Filing | |
| $26.98 | 7,286 | $196,583.57 | 2,647,312 | 2023-05-05 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $38.00 | 8,725 | $331,550.00 | 105,332 | 2026-08-07 | Filing | |
| $28.83 | 13,565 | $391,078.95 | 14,902,051 | 2026-06-15 | Filing | |
| $28.39 | 102,635 | $2,913,807.65 | 14,915,616 | 2026-06-15 | Filing | |
| $24.93 | 105,408 | $2,627,821.44 | 15,018,251 | 2026-05-18 | Filing | |
| $24.09 | 10,792 | $259,979.28 | 15,123,659 | 2026-05-18 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 8,910,927 | $272,050,601 | 0.01% | |
| 2. | 8,847,331 | $270,109,014 | 0% | |
| 3. | 7,683,350 | $234,572,675 | 0.14% | |
| 4. | 6,461,038 | $197,255,490 | 0% | |
| 5. | 3,396,800 | $103,704,304 | 0.01% |