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Alight Capital Management LP 13F holdings

Filed 2026-08-14 · Alight Capital Management LP · 83 positions · $712.5M

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TickerCompanySharesValue% of portfolio
AMZNAMAZON COM INC134.7K$32.1M4.5%
NVDANVIDIA CORPORATION150.0K$30.0M4.2%
MUMICRON TECHNOLOGY INC25.0K$28.9M4.1%
MSFTMICROSOFT CORP66.4K$24.8M3.5%
TSMTAIWAN SEMICONDUCTOR MANUFAC50.0K$23.9M3.4%
AMZNAMAZON COM INC100.0K$23.8M3.3%
INTCINTEL CORP150.0K$20.9M2.9%
TTWOTAKE-TWO INTERACTIVE SOFTWAR80.0K$20.0M2.8%
VICRVICOR CORP50.0K$19.0M2.7%
AAPLAPPLE INC57.5K$16.6M2.3%
FLEXFLEX LTD100.0K$16.2M2.3%
AMATAPPLIED MATLS INC20.0K$14.5M2.0%
CORZCORE SCIENTIFIC INC NEW530.0K$13.6M1.9%
HPHP INC600.0K$13.2M1.8%
LRCXLAM RESEARCH CORP30.0K$13.0M1.8%
MMM3M CO80.0K$13.0M1.8%
DEDEERE & CO20.0K$12.7M1.8%
METAMETA PLATFORMS INC20.5K$11.5M1.6%
HUTHUT 8 CORP100.0K$11.5M1.6%
XYZBLOCK INC150.0K$11.4M1.6%
SNDKSANDISK CORP5.0K$11.4M1.6%
SONYSONY GROUP CORP516.4K$10.4M1.5%
FFORD MTR CO700.0K$9.7M1.4%
STXSEAGATE TECHNOLOGY HLDNGS PL10.0K$9.7M1.4%
RKTROCKET COS INC575.0K$9.1M1.3%
TXNTEXAS INSTRS INC30.0K$8.9M1.3%
TYLTYLER TECHNOLOGIES INC30.0K$8.8M1.2%
WULFTERAWULF INC350.0K$8.6M1.2%
UPSUNITED PARCEL SVCS INC80.0K$8.6M1.2%
—IREN LIMITED182.5K$8.3M1.2%
ASMLASML HLDG NV4.0K$8.0M1.1%
FRMIFERMI INC850.0K$7.8M1.1%
AVGOBROADCOM INC20.0K$7.6M1.1%
AMDADVANCED MICRO DEVICES INC13.0K$7.6M1.1%
KLACKLA CORP25.0K$7.5M1.1%
CLSKCLEANSPARK INC500.0K$7.3M1.0%
CGNXCOGNEX CORP100.0K$7.2M1.0%
PANWPALO ALTO NETWORKS INC20.5K$7.0M1.0%
OPENOPENDOOR TECHNOLOGIES INC1.5M$6.9M1.0%
NFLXNETFLIX INC.95.5K$6.8M1.0%
WDCWESTERN DIGITAL CORP10.0K$6.4M0.9%
NTNXNUTANIX INC125.0K$6.4M0.9%
CIFRCIPHER DIGITAL INC255.0K$6.2M0.9%
APLDAPPLIED DIGITAL CORP165.8K$6.2M0.9%
RIOTRIOT PLATFORMS INC225.0K$6.2M0.9%
CRWDCROWDSTRIKE HLDGS INC8.0K$6.1M0.9%
SONYSONY GROUP CORP300.0K$6.0M0.8%
STMSTMICROELECTRONICS N V80.0K$6.0M0.8%
MUMICRON TECHNOLOGY INC5.0K$5.8M0.8%
UUNITY SOFTWARE INC200.0K$5.7M0.8%
—CARNIVAL CORP LTD200.0K$5.7M0.8%
—AMRIZE LTD100.0K$5.3M0.7%
CATCATERPILLAR INC5.0K$5.3M0.7%
RMBSRAMBUS INC DEL40.0K$5.3M0.7%
MDBMONGODB INC15.0K$5.0M0.7%
HOODROBINHOOD MKTS INC50.0K$5.0M0.7%
CRWVCOREWEAVE INC50.0K$5.0M0.7%
—GLOBALFOUNDRIES INC60.0K$4.9M0.7%
HPEHEWLETT PACKARD ENTERPRISE C100.0K$4.5M0.6%
SIMOSILICON MOTION TECHNOLOGY CO13.0K$4.3M0.6%
Top Fund Holdings
13F
Top Fund Holdings

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