Alight Capital Management LP: 13F holdings
CIK 16514732026Q2
| Positions | 80 |
|---|
| Reported value | $712.5m |
|---|
| Filed | 2026-08-14 |
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Change since last quarter
| Positions | 80 (+19 vs prior quarter) |
|---|
| Reported value | $712.5m (+70.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AMZN AMAZON COM INC | 134,700 | $32.1m | 4.5% |
| NVDA NVIDIA CORPORATION | 150,000 | $30.0m | 4.2% |
| MSFT MICROSOFT CORP | 66,400 | $24.8m | 3.5% |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 50,000 | $23.9m | 3.4% |
| INTC INTEL CORP | 150,000 | $20.9m | 2.9% |
| TTWO TAKE-TWO INTERACTIVE SOFTWAR | 80,000 | $20.0m | 2.8% |
| VICR VICOR CORP | 50,000 | $19.0m | 2.7% |
| FLEX LTD | 100,000 | $16.2m | 2.3% |
| AMAT APPLIED MATLS INC | 20,000 | $14.5m | 2.0% |
| CORZ CORE SCIENTIFIC INC NEW | 530,000 | $13.6m | 1.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1651473")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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