Manager activity
Glen Kacher
New
6
Add
10
Reduce
8
Exit
6
moves
30 shown
| ticker | action | Δ port | detail | period |
|---|---|---|---|---|
| TSM put | New | +6.91 pp | +109,200 sh | 2025Q4→2026Q1 |
| GOOGL | Reduce | -4.19 pp | -68.4% sh | 2025Q4→2026Q1 |
| — | Reduce | -3.21 pp | -23.3% sh | 2025Q4→2026Q1 |
| — | Exit | -4.23 pp | -910,000 sh | 2025Q4→2026Q1 |
| — | Add | +4.78 pp | +524.4% sh | 2025Q4→2026Q1 |
| — | Reduce | -2.89 pp | -28.8% sh | 2025Q4→2026Q1 |
| CEG | Exit | -3.43 pp | -63,065 sh | 2025Q4→2026Q1 |
| RDDT | Exit | -3.18 pp | -90,000 sh | 2025Q4→2026Q1 |
| CPNG | New | +3.72 pp | +1,051,957 sh | 2025Q4→2026Q1 |
| NFLX | Exit | -2.89 pp | -200,000 sh | 2025Q4→2026Q1 |
| NVDA | Reduce | -0.87 pp | -19.9% sh | 2025Q4→2026Q1 |
| — | Reduce | -2.30 pp | -80.5% sh | 2025Q4→2026Q1 |
| — | Add | -1.38 pp | +10.4% sh | 2025Q4→2026Q1 |
| — | New | +2.28 pp | +384,000 sh | 2025Q4→2026Q1 |
| — | Exit | -1.58 pp | -63,272 sh | 2025Q4→2026Q1 |
| AMZN | Add | +2.40 pp | +79.6% sh | 2025Q4→2026Q1 |
| — | Add | +1.68 pp | +41.4% sh | 2025Q4→2026Q1 |
| — | New | +1.28 pp | +50,625 sh | 2025Q4→2026Q1 |
| DDOG | New | +0.88 pp | +40,000 sh | 2025Q4→2026Q1 |
| TSM | Reduce | +1.85 pp | -15.2% sh | 2025Q4→2026Q1 |
| AVGO | Add | +1.02 pp | +4.2% sh | 2025Q4→2026Q1 |
| AAPL | Exit | -0.42 pp | -10,039 sh | 2025Q4→2026Q1 |
| ASML | Reduce | +0.90 pp | -0.4% sh | 2025Q4→2026Q1 |
| AMD | Reduce | +1.12 pp | -0.1% sh | 2025Q4→2026Q1 |
| — | New | +0.38 pp | +2,892 sh | 2025Q4→2026Q1 |
| — | Add | +0.61 pp | +24.5% sh | 2025Q4→2026Q1 |
| — | Add | +0.19 pp | +9.8% sh | 2025Q4→2026Q1 |
| ADI | Add | +0.20 pp | +3.4% sh | 2025Q4→2026Q1 |
| NXPI | Add | +0.11 pp | +2.3% sh | 2025Q4→2026Q1 |
| — | Add | +0.29 pp | +30.1% sh | 2025Q4→2026Q1 |