Institutions / Brightlight Capital Management LP
Brightlight Capital Management LP
CIK 1802838 · Institution · as of Dec 31, 2025
Portfolio value
$140.65M
Positions
9
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Carvana Co. | $39.16M | 27.8% |
| Joint Stock Co Kaspi.kzKSPI | $33.75M | 24.0% |
| Arcos Dorados Holdings Inc | $25.45M | 18.1% |
| Hilton Grand Vacations Inc. | $13.57M | 9.6% |
| Smithfield Foods IncSFD | $10.07M | 7.2% |
| Melco Resorts & Entertainment LTD | $8.10M | 5.8% |
| Acadian Asset Management Inc. | $5.07M | 3.6% |
| Proficient Auto Logistics, IncPAL | $3.46M | 2.5% |
| Sleep Number Corp | $2.03M | 1.4% |
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.