Institutions / Alight Capital Management LP
Alight Capital Management LP
CIK 1651473 · Institution · as of Dec 31, 2025
Portfolio value
$373.09M
Positions
57
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 57 →
| Company | Value | % of portfolio |
|---|---|---|
| Microsoft Corp | $26.60M | 7.1% |
| Meta Platforms Inc | $26.40M | 7.1% |
| Amazon.com Inc | $23.08M | 6.2% |
| NVIDIA Corp | $18.65M | 5.0% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $15.19M | 4.1% |
| Hut 8 Corp. | $13.78M | 3.7% |
| Rocket Companies, Inc. | $13.55M | 3.6% |
| Salesforce Inc | $13.11M | 3.5% |
| Sap SE | $10.93M | 2.9% |
| Vicor Corp | $9.86M | 2.6% |
| Alphabet Inc. | $9.39M | 2.5% |
| Deere & Co | $9.31M | 2.5% |
| Lam Research Corp | $8.56M | 2.3% |
| MongoDB, Inc. | $8.39M | 2.2% |
| Applied Materials Inc /De | $7.71M | 2.1% |
| Snowflake Inc. | $7.68M | 2.1% |
| Riot Platforms, Inc. | $7.60M | 2.0% |
| Intel Corp | $7.38M | 2.0% |
| Apple Inc. | $6.80M | 1.8% |
| Netflix Inc | $6.56M | 1.8% |
| United Rentals Inc | $6.47M | 1.7% |
| Asml Holding N V | $6.42M | 1.7% |
| Kla Corp | $6.08M | 1.6% |
| Confluent, Inc. | $6.05M | 1.6% |
| Caterpillar Inc | $5.73M | 1.5% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.