Alight Capital Management LP

13F filer · CIK 0001651473

Reported Aug 14, 2026

Net buyer this quarter

13F portfolio value$712MU.S. long equity reported on 13F

Positions7630 new · 9 closed

Net flow last quarter+$73.7MBuys minus sells

Top 10 positions weight30.2%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 14, 202676 positions
AMZNAmazon Com Inc	$32.1M	4.51%	0.00%	+22.8%	Q4 2018
NVDANvidia Corp	$30M	4.21%	0.00%	+3.5%	Q1 2019
MSFTMicrosoft Corp	$24.8M	3.48%	0.00%	+111.5%	Q1 2019
TSMTaiwan Semiconductor Manufacturing Co Ltd	$23.9M	3.35%	0.00%	+25.0%	Q3 2019
INTCIntel Corp	$20.9M	2.94%	0.00%	-50.0%	Q1 2019
TTWOTake Two Interactive Software Inc	$20M	2.81%	0.04%	+166.7%	Q2 2019
VICRVicor Corp	$19M	2.67%	0.43%	+25.0%	Q1 2020
FLEXFlex Ltd.	$16.2M	2.27%	0.03%	-61.2%	Q2 2024
AMATApplied Materials Inc	$14.5M	2.03%	0.00%	-20.0%	Q1 2019
CORZCore Scientific, Inc./tx	$13.6M	1.90%	0.17%	+167.3%	Q3 2024
HPQHP Inc	$13.2M	1.85%	0.07%	New	Q2 2026
LRCXLam Research Corp	$13M	1.82%	0.00%	Not reported	Q4 2020
MMM3m Co	$13M	1.82%	0.02%	Not reported	Q2 2019
DEDeere & Co	$12.7M	1.78%	0.01%	Not reported	Q2 2019
METAMeta Platforms, Inc.	$11.5M	1.62%	Not reported	+95.2%	Q1 2019
HUTHut 8 Corp.	$11.5M	1.62%	0.08%	-33.3%	Q3 2024
XYZBlock, Inc.	$11.4M	1.60%	Not reported	+200.0%	Q1 2019
SNDKSandisk Corp	$11.4M	1.60%	0.00%	-37.5%	Q1 2026
SONYSony Group Corp	$10.4M	1.45%	0.01%	Not reported	Q4 2018
STXSeagate Technology Holdings plc	$9.65M	1.35%	0.00%	Not reported	Q1 2026
RKTRocket Companies, Inc.	$9.06M	1.27%	Not reported	Not reported	Q4 2023
TXNTexas Instruments Inc	$8.94M	1.26%	0.00%	Not reported	Q3 2019
TYLTyler Technologies Inc	$8.77M	1.23%	0.06%	New	Q2 2026
WULFTerawulf Inc.	$8.65M	1.21%	0.07%	Not reported	Q3 2024
UPSUnited Parcel Service Inc	$8.6M	1.21%	0.01%	+256.4%	Q3 2019
IRENIREN Ltd	$8.35M	1.17%	0.05%	+82.5%	Q3 2024
ASMLAsml Holding NV	$7.96M	1.12%	0.00%	Not reported	Q4 2020
AVGOBroadcom Inc.	$7.56M	1.06%	0.00%	-33.3%	Q2 2019
AMDAdvanced Micro Devices Inc	$7.55M	1.06%	0.00%	-67.5%	Q1 2019
KLACKla Corp	$7.54M	1.06%	0.00%	-58.3%	Q1 2021
CLSKCleanspark, Inc.	$7.28M	1.02%	0.19%	Not reported	Q2 2024
CGNXCognex Corp	$7.24M	1.02%	0.06%	New	Q2 2026
PANWPalo Alto Networks Inc	$6.99M	0.98%	0.00%	Not reported	Q3 2023
OPENOpendoor Technologies Inc.	$6.93M	0.97%	0.15%	+130.8%	Q3 2025
NFLXNetflix Inc	$6.82M	0.96%	0.00%	-22.0%	Q4 2018
WDCWestern Digital Corp	$6.39M	0.90%	0.00%	Not reported	Q1 2019
NTNXNutanix, Inc.	$6.37M	0.89%	0.05%	Not reported	Q3 2023
CIFRCipher Digital Inc.	$6.25M	0.88%	0.06%	-15.0%	Q3 2024
APLDApplied Digital Corp.	$6.18M	0.87%	0.06%	+65.8%	Q2 2024
RIOTRiot Platforms, Inc.	$6.16M	0.86%	0.06%	-62.5%	Q3 2024
CRWDCrowdStrike Holdings, Inc.	$6.11M	0.86%	0.00%	Not reported	Q4 2019
STMSTMicroelectronics N.V.	$5.99M	0.84%	0.01%	New	Q2 2026
MUMicron Technology Inc	$5.77M	0.81%	0.00%	Not reported	Q3 2019
UUnity Software Inc.	$5.72M	0.80%	0.05%	Not reported	Q2 2023
CCLCarnival Corp Ltd.	$5.71M	0.80%	0.01%	Not reported	Q2 2023
AMRZAmrize Ltd	$5.33M	0.75%	0.02%	+400.0%	Q2 2025
CATCaterpillar Inc	$5.32M	0.75%	0.00%	-50.0%	Q4 2018
RMBSRambus Inc	$5.31M	0.75%	0.04%	-60.0%	Q1 2026
MDBMongoDB, Inc.	$5.04M	0.71%	0.02%	+50.0%	Q4 2019
HOODRobinhood Markets, Inc.	$5.01M	0.70%	0.02%	Not reported	Q4 2024

Q1 2026Reported May 15, 202655 positions
NVDANvidia Corp	$25.3M	6.06%	0.00%	+45.0%	Q1 2019
AAPLApple Inc.	$24.1M	5.78%	0.00%	+280.0%	Q4 2018
AMZNAmazon Com Inc	$22.8M	5.48%	0.00%	+9.7%	Q4 2018
FLEXFlex Ltd.	$16.9M	4.04%	0.07%	+296.1%	Q2 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$13.5M	3.24%	0.00%	-20.0%	Q3 2019
INTCIntel Corp	$13.2M	3.17%	0.01%	+50.0%	Q1 2019
NFLXNetflix Inc	$11.8M	2.82%	0.00%	+75.0%	Q4 2018
MSFTMicrosoft Corp	$11.6M	2.79%	0.00%	-42.9%	Q1 2019
AVGOBroadcom Inc.	$9.29M	2.23%	0.00%	+200.0%	Q2 2019
KLACKla Corp	$8.83M	2.12%	0.00%	+20.0%	Q1 2021
VRSNVerisign Inc	$8.69M	2.08%	0.04%	New	Q1 2026
RMBSRambus Inc	$8.6M	2.06%	0.09%	New	Q1 2026
AMATApplied Materials Inc	$8.54M	2.05%	0.00%	-16.7%	Q1 2019
RKTRocket Companies, Inc.	$8.19M	1.96%	Not reported	-17.9%	Q4 2023
AMDAdvanced Micro Devices Inc	$8.14M	1.95%	0.00%	Not reported	Q1 2019
RIOTRiot Platforms, Inc.	$7.42M	1.78%	0.16%	Not reported	Q3 2024
CATCaterpillar Inc	$7.08M	1.70%	0.00%	Not reported	Q4 2018
HUTHut 8 Corp.	$7.04M	1.69%	0.13%	-50.0%	Q3 2024
UWMCUWM Holdings Corp	$6.97M	1.67%	1.87%	+140.6%	Q3 2025
MCHPMicrochip Technology Inc	$6.46M	1.55%	0.02%	Not reported	Q4 2018
VICRVicor Corp	$6.44M	1.54%	0.34%	-55.6%	Q1 2020
BKRBaker Hughes Co	$6.41M	1.54%	0.01%	+5.0%	Q4 2025
LRCXLam Research Corp	$6.41M	1.54%	0.00%	-40.0%	Q4 2020
METAMeta Platforms, Inc.	$6.01M	1.44%	Not reported	-73.8%	Q1 2019
TTWOTake Two Interactive Software Inc	$5.93M	1.42%	0.02%	Not reported	Q2 2019
NOKNokia Corp	$5.63M	1.35%	0.01%	+600.0%	Q4 2018
ASMLAsml Holding NV	$5.28M	1.27%	0.00%	-33.3%	Q4 2020
SNDKSandisk Corp	$5.08M	1.22%	0.01%	New	Q1 2026
WULFTerawulf Inc.	$5.05M	1.21%	0.08%	+9.4%	Q3 2024
CLSKCleanspark, Inc.	$4.26M	1.02%	0.19%	+42.9%	Q2 2024
STXSeagate Technology Holdings plc	$3.92M	0.94%	0.00%	New	Q1 2026
CIFRCipher Digital Inc.	$3.86M	0.93%	0.07%	Not reported	Q3 2024
CRMSalesforce, Inc.	$3.73M	0.89%	0.00%	-59.6%	Q4 2018
IRENIREN Ltd	$3.43M	0.82%	0.03%	+11.1%	Q3 2024
OPENOpendoor Technologies Inc.	$3.04M	0.73%	0.07%	+225.0%	Q3 2025
XYZBlock, Inc.	$3.01M	0.72%	Not reported	Not reported	Q1 2019
CORZCore Scientific, Inc./tx	$2.97M	0.71%	0.06%	Not reported	Q3 2024
FFIVF5, Inc.	$2.89M	0.69%	0.02%	New	Q1 2026
ESTCElastic N.V.	$2.75M	0.66%	0.05%	-1.8%	Q1 2024
WDCWestern Digital Corp	$2.7M	0.65%	0.00%	Not reported	Q1 2019
MDBMongoDB, Inc.	$2.45M	0.59%	0.01%	-50.0%	Q4 2019
APLDApplied Digital Corp.	$2.37M	0.57%	0.04%	-33.3%	Q2 2024
UPSUnited Parcel Service Inc	$2.21M	0.53%	0.00%	+12.2%	Q3 2019
GLWCorning Inc	$2.04M	0.49%	0.00%	-50.0%	Q4 2022
NOWServiceNow, Inc.	$1.57M	0.38%	0.00%	-40.0%	Q2 2019
ORCLOracle Corp	$1.47M	0.35%	0.00%	Not reported	Q4 2022
CLSCelestica Inc	$1.41M	0.34%	0.00%	-50.0%	Q2 2024
ASPIASP Isotopes Inc.	$1.33M	0.32%	0.24%	New	Q1 2026
DOCUDocusign, Inc.	$1.19M	0.28%	0.01%	Not reported	Q2 2021
AMRZAmrize Ltd	$1.12M	0.27%	0.00%	-60.0%	Q2 2025

Q4 2025Reported Feb 17, 202656 positions
MSFTMicrosoft Corp	$26.6M	6.80%	0.00%	+10.0%	Q1 2019
METAMeta Platforms, Inc.	$26.4M	6.75%	Not reported	+166.7%	Q1 2019
AMZNAmazon Com Inc	$23.1M	5.90%	0.00%	+5.3%	Q4 2018
NVDANvidia Corp	$18.7M	4.77%	0.00%	-24.5%	Q1 2019
TSMTaiwan Semiconductor Manufacturing Co Ltd	$15.2M	3.88%	0.00%	+42.9%	Q3 2019
HUTHut 8 Corp.	$13.8M	3.52%	0.27%	+200.0%	Q3 2024
RKTRocket Companies, Inc.	$13.6M	3.46%	Not reported	Not reported	Q4 2023
CRMSalesforce, Inc.	$13.1M	3.35%	0.01%	+41.4%	Q4 2018
SAPSap SE	$10.9M	2.79%	0.00%	Not reported	Q2 2023
VICRVicor Corp	$9.86M	2.52%	0.77%	Not reported	Q1 2020
GOOGLAlphabet Inc.	$9.39M	2.40%	0.00%	-45.5%	Q4 2018
DEDeere & Co	$9.31M	2.38%	0.01%	Not reported	Q2 2019
LRCXLam Research Corp	$8.56M	2.19%	0.00%	+66.7%	Q4 2020
MDBMongoDB, Inc.	$8.39M	2.15%	0.02%	+11.1%	Q4 2019
AMATApplied Materials Inc	$7.71M	1.97%	0.00%	-40.0%	Q1 2019
SNOWSnowflake Inc.	$7.68M	1.96%	0.01%	+40.0%	Q1 2021
RIOTRiot Platforms, Inc.	$7.6M	1.94%	0.16%	+100.0%	Q3 2024
INTCIntel Corp	$7.38M	1.89%	0.00%	+33.3%	Q1 2019
AAPLApple Inc.	$6.8M	1.74%	0.00%	-75.0%	Q4 2018
NFLXNetflix Inc	$6.56M	1.68%	0.00%	-6.7%	Q4 2018
URIUnited Rentals, Inc.	$6.47M	1.65%	0.01%	-20.0%	Q2 2025
ASMLAsml Holding NV	$6.42M	1.64%	0.00%	-53.9%	Q4 2020
KLACKla Corp	$6.08M	1.55%	0.00%	-37.6%	Q1 2021
CFLTConfluent, Inc.	$6.05M	1.55%	0.18%	Not reported	Q4 2021
CATCaterpillar Inc	$5.73M	1.46%	0.00%	-33.3%	Q4 2018
NKENIKE, Inc.	$5.1M	1.30%	0.00%	Not reported	Q4 2023
CRWDCrowdStrike Holdings, Inc.	$4.69M	1.20%	0.00%	Not reported	Q4 2019
BKRBaker Hughes Co	$4.55M	1.16%	0.01%	New	Q4 2025
CIFRCipher Digital Inc.	$4.43M	1.13%	0.07%	-6.3%	Q3 2024
ESTCElastic N.V.	$4.22M	1.08%	0.05%	-53.3%	Q1 2024
ONOn Semiconductor Corp	$4.06M	1.04%	0.02%	Not reported	Q2 2023
TSLATesla, Inc.	$4.05M	1.03%	0.00%	Not reported	Q4 2021
FLEXFlex Ltd.	$3.93M	1.00%	0.02%	-35.0%	Q2 2024
SAIASaia Inc	$3.92M	1.00%	0.05%	Not reported	Q2 2025
NOWServiceNow, Inc.	$3.83M	0.98%	0.00%	-16.7%	Q2 2019
APLDApplied Digital Corp.	$3.68M	0.94%	0.05%	Not reported	Q2 2024
WULFTerawulf Inc.	$3.68M	0.94%	0.08%	+113.3%	Q3 2024
HUBSHubspot Inc	$3.61M	0.92%	0.02%	-30.8%	Q4 2023
CLSKCleanspark, Inc.	$3.54M	0.91%	0.14%	Not reported	Q2 2024
UWMCUWM Holdings Corp	$3.5M	0.90%	0.78%	+23.1%	Q3 2025
AVGOBroadcom Inc.	$3.46M	0.88%	0.00%	-75.0%	Q2 2019
IRENIREN Ltd	$3.4M	0.87%	0.03%	-35.7%	Q3 2024
CLSCelestica Inc	$2.96M	0.76%	0.01%	Not reported	Q2 2024
AMRZAmrize Ltd	$2.7M	0.69%	0.01%	-75.0%	Q2 2025
PFSIPennyMac Financial Services, Inc.	$2.64M	0.67%	0.04%	+100.0%	Q3 2025
GLWCorning Inc	$2.63M	0.67%	0.00%	-40.0%	Q4 2022
UUnity Software Inc.	$2.21M	0.56%	0.01%	-60.0%	Q2 2023
UPSUnited Parcel Service Inc	$1.98M	0.51%	0.00%	Not reported	Q3 2019
ORCLOracle Corp	$1.95M	0.50%	0.00%	-42.9%	Q4 2022
WDCWestern Digital Corp	$1.72M	0.44%	0.00%	-75.0%	Q1 2019

Q3 2025Reported Nov 14, 202555 positions
MSFTMicrosoft Corp	$25.9M	5.61%	0.00%	+17.7%	Q1 2019
AAPLApple Inc.	$25.5M	5.51%	0.00%	+185.7%	Q4 2018
NVDANvidia Corp	$24.7M	5.35%	0.00%	-30.3%	Q1 2019
AMZNAmazon Com Inc	$20.9M	4.52%	0.00%	-20.8%	Q4 2018
RKTRocket Companies, Inc.	$13.6M	2.94%	Not reported	+12.0%	Q4 2023
GOOGLAlphabet Inc.	$13.4M	2.89%	0.00%	+144.4%	Q4 2018
AVGOBroadcom Inc.	$13.2M	2.86%	0.00%	+300.0%	Q2 2019
ASMLAsml Holding NV	$12.6M	2.72%	0.00%	Not reported	Q4 2020
METAMeta Platforms, Inc.	$11M	2.38%	Not reported	-25.0%	Q1 2019
AMDAdvanced Micro Devices Inc	$10.5M	2.28%	0.00%	+30.0%	Q1 2019
AMATApplied Materials Inc	$10.2M	2.22%	0.01%	Not reported	Q1 2019
ESTCElastic N.V.	$10.1M	2.19%	0.11%	+140.0%	Q1 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$9.78M	2.12%	0.00%	-30.0%	Q3 2019
AMRZAmrize Ltd	$9.71M	2.10%	0.04%	+11.1%	Q2 2025
URIUnited Rentals, Inc.	$9.55M	2.07%	0.02%	-33.3%	Q2 2025
NFLXNetflix Inc	$8.99M	1.95%	0.00%	+7.1%	Q4 2018
KLACKla Corp	$8.64M	1.87%	0.01%	Not reported	Q1 2021
MRVLMarvell Technology, Inc.	$8.41M	1.82%	0.01%	Not reported	Q4 2022
CRMSalesforce, Inc.	$8.3M	1.80%	0.00%	-50.0%	Q4 2018
TEAMAtlassian Corp	$7.99M	1.73%	Not reported	+233.3%	Q4 2020
SHOPShopify Inc.	$7.43M	1.61%	0.01%	Not reported	Q4 2018
CATCaterpillar Inc	$7.16M	1.55%	0.00%	-57.8%	Q4 2018
IRENIREN Ltd	$6.57M	1.42%	Not reported	-65.0%	Q3 2024
DDOGDatadog, Inc.	$6.41M	1.39%	0.06%	+5.9%	Q4 2021
HUBSHubspot Inc	$6.08M	1.32%	0.02%	+30.0%	Q4 2023
FLEXFlex Ltd.	$5.8M	1.25%	0.03%	-10.5%	Q2 2024
RIOTRiot Platforms, Inc.	$5.71M	1.24%	0.08%	-21.1%	Q3 2024
SNOWSnowflake Inc.	$5.64M	1.22%	0.01%	-40.1%	Q1 2021
MDBMongoDB, Inc.	$5.59M	1.21%	0.02%	Not reported	Q4 2019
NOWServiceNow, Inc.	$5.52M	1.20%	0.00%	-25.0%	Q2 2019
VRTVertiv Holdings Co	$5.28M	1.14%	0.01%	Not reported	Q2 2023
NBISNebius Group N.V.	$5.05M	1.09%	0.02%	-25.0%	Q4 2024
INTCIntel Corp	$5.03M	1.09%	0.00%	Not reported	Q1 2019
UUnity Software Inc.	$5.01M	1.08%	0.03%	-16.7%	Q2 2023
ORCLOracle Corp	$4.92M	1.07%	0.00%	-65.0%	Q4 2022
WDCWestern Digital Corp	$4.8M	1.04%	0.01%	Not reported	Q1 2019
COFCapital One Financial Corp	$4.25M	0.92%	0.00%	-52.9%	Q2 2025
CRWVCoreWeave, Inc.	$4.11M	0.89%	Not reported	New	Q3 2025
GLWCorning Inc	$4.1M	0.89%	0.01%	-66.7%	Q4 2022
CIFRCipher Digital Inc.	$4.03M	0.87%	0.08%	+60.0%	Q3 2024
LRCXLam Research Corp	$4.02M	0.87%	0.00%	Not reported	Q4 2020
CFLTConfluent, Inc.	$3.96M	0.86%	0.18%	Not reported	Q4 2021
UWMCUWM Holdings Corp	$3.96M	0.86%	0.63%	New	Q3 2025
HUTHut 8 Corp.	$3.48M	0.75%	0.09%	-60.0%	Q3 2024
MCHPMicrochip Technology Inc	$3.21M	0.70%	0.01%	Not reported	Q4 2018
OPENOpendoor Technologies Inc.	$3.19M	0.69%	0.05%	New	Q3 2025
FDXFedex Corp	$2.59M	0.56%	0.00%	-45.0%	Q1 2019
CLSCelestica Inc	$2.46M	0.53%	0.01%	-77.8%	Q2 2024
OKLOOklo Inc.	$2.29M	0.50%	0.01%	-25.5%	Q2 2024
ANETArista Networks, Inc.	$1.89M	0.41%	0.00%	-78.3%	Q2 2024

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