Light Street’s AI-Focused Hedge Fund Continues Its Streak

Glen Kacher is betting on an “unprecedented AI infrastructure build.”


Illustration by II

Light Street continued its surge in February.

Light Street’s long-short fund jumped 16.23 percent for the month and is now up 30.68 percent for the year, according to a person who has seen the results. The long-only fund gained 15.15 percent in February and is up 22.54

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