Holders — by stockHoldings — by fund
Alight Capital Management LP
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1651473
$712.5M
disclosed book value
80
positions
4.5%
largest position share
Positions, as of 2026-06-30
top 83 of 80 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | AMZNAMAZON COM INC | 134,700 | $32.1M | 4.5% |
| 2 | NVDANVIDIA CORPORATION | 150,000 | $30.0M | 4.2% |
| 3 | MUMICRON TECHNOLOGY INCPUT | 25,000 | $28.9M | 4.1% |
| 4 | MSFTMICROSOFT CORP | 66,400 | $24.8M | 3.5% |
| 5 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 50,000 | $23.9M | 3.4% |
| 6 | AMZNAMAZON COM INCCALL | 100,000 | $23.8M | 3.3% |
| 7 | INTCINTEL CORP | 150,000 | $20.9M | 2.9% |
| 8 | TTWOTAKE-TWO INTERACTIVE SOFTWAR | 80,000 | $20.0M | 2.8% |
| 9 | VICRVICOR CORP | 50,000 | $19.0M | 2.7% |
| 10 | AAPLAPPLE INCCALL | 57,500 | $16.6M | 2.3% |
| 11 | FLEX LTD | 100,000 | $16.2M | 2.3% |
| 12 | AMATAPPLIED MATLS INC | 20,000 | $14.5M | 2% |
| 13 | CORZCORE SCIENTIFIC INC NEW | 530,000 | $13.6M | 1.9% |
| 14 | HPQHP INC | 600,000 | $13.2M | 1.8% |
| 15 | LRCXLAM RESEARCH CORP | 30,000 | $13.0M | 1.8% |
| 16 | MMM3M CO | 80,000 | $13.0M | 1.8% |
| 17 | DEDEERE & CO | 20,000 | $12.7M | 1.8% |
| 18 | METAMETA PLATFORMS INC | 20,500 | $11.5M | 1.6% |
| 19 | HUTHUT 8 CORP | 100,000 | $11.5M | 1.6% |
| 20 | XYZBLOCK INC | 150,000 | $11.4M | 1.6% |
| 21 | SNDKSANDISK CORP | 5,000 | $11.4M | 1.6% |
| 22 | SONYSONY GROUP CORP | 516,432 | $10.4M | 1.5% |
| 23 | FFORD MTR COCALL | 700,000 | $9.7M | 1.4% |
| 24 | SEAGATE TECHNOLOGY HLDNGS PL | 10,000 | $9.7M | 1.4% |
| 25 | RKTROCKET COS INC | 575,000 | $9.1M | 1.3% |
| 26 | TXNTEXAS INSTRS INC | 30,000 | $8.9M | 1.3% |
| 27 | TYLTYLER TECHNOLOGIES INC | 30,000 | $8.8M | 1.2% |
| 28 | WULFTERAWULF INC | 350,000 | $8.6M | 1.2% |
| 29 | UPSUNITED PARCEL SVCS INC | 80,000 | $8.6M | 1.2% |
| 30 | IREN LIMITED | 182,500 | $8.3M | 1.2% |
| 31 | ASML HLDG NV | 4,000 | $8.0M | 1.1% |
| 32 | FRMIFERMI INCCALL | 850,000 | $7.8M | 1.1% |
| 33 | AVGOBROADCOM INC | 20,000 | $7.6M | 1.1% |
| 34 | AMDADVANCED MICRO DEVICES INC | 13,000 | $7.6M | 1.1% |
| 35 | KLACKLA CORP | 25,000 | $7.5M | 1.1% |
| 36 | CLSKCLEANSPARK INC | 500,000 | $7.3M | 1% |
| 37 | CGNXCOGNEX CORP | 100,000 | $7.2M | 1% |
| 38 | PANWPALO ALTO NETWORKS INC | 20,500 | $7.0M | 1% |
| 39 | OPENOPENDOOR TECHNOLOGIES INC | 1.5M | $6.9M | 1% |
| 40 | NFLXNETFLIX INC. | 95,500 | $6.8M | 1% |
| 41 | WDCWESTERN DIGITAL CORP | 10,000 | $6.4M | 0.9% |
| 42 | NTNXNUTANIX INC | 125,000 | $6.4M | 0.9% |
| 43 | CIFRCIPHER DIGITAL INC | 255,000 | $6.2M | 0.9% |
| 44 | APLDAPPLIED DIGITAL CORP | 165,800 | $6.2M | 0.9% |
| 45 | RIOTRIOT PLATFORMS INC | 225,000 | $6.2M | 0.9% |
| 46 | CRWDCROWDSTRIKE HLDGS INC | 8,000 | $6.1M | 0.9% |
| 47 | SONYSONY GROUP CORPCALL | 300,000 | $6.0M | 0.8% |
| 48 | STMSTMICROELECTRONICS N V | 80,000 | $6.0M | 0.8% |
| 49 | MUMICRON TECHNOLOGY INC | 5,000 | $5.8M | 0.8% |
| 50 | UUNITY SOFTWARE INC | 200,000 | $5.7M | 0.8% |
| 51 | CARNIVAL CORP LTD | 200,000 | $5.7M | 0.8% |
| 52 | AMRIZE LTD | 100,000 | $5.3M | 0.7% |
| 53 | CATCATERPILLAR INC | 5,000 | $5.3M | 0.7% |
| 54 | RMBSRAMBUS INC DEL | 40,000 | $5.3M | 0.7% |
| 55 | MDBMONGODB INC | 15,000 | $5.0M | 0.7% |
| 56 | HOODROBINHOOD MKTS INC | 50,000 | $5.0M | 0.7% |
| 57 | CRWVCOREWEAVE INC | 50,000 | $5.0M | 0.7% |
| 58 | GLOBALFOUNDRIES INC | 60,000 | $4.9M | 0.7% |
| 59 | HPEHEWLETT PACKARD ENTERPRISE C | 100,000 | $4.5M | 0.6% |
| 60 | SIMOSILICON MOTION TECHNOLOGY CO | 13,000 | $4.3M | 0.6% |
| 61 | UBERUBER TECHNOLOGIES INCCALL | 60,000 | $4.3M | 0.6% |
| 62 | BKRBAKER HUGHES COMPANY | 75,000 | $4.2M | 0.6% |
| 63 | SHOPSHOPIFY INC | 35,000 | $4.0M | 0.6% |
| 64 | NOKNOKIA CORP | 300,000 | $4.0M | 0.6% |
| 65 | ONON SEMICONDUCTOR CORP | 40,000 | $3.8M | 0.5% |
| 66 | HUBSHUBSPOT INC | 20,000 | $3.7M | 0.5% |
| 67 | CLSCELESTICA INC | 10,000 | $3.6M | 0.5% |
| 68 | DDOGDATADOG INC | 14,000 | $3.6M | 0.5% |
| 69 | BEBLOOM ENERGY CORP | 12,000 | $3.6M | 0.5% |
| 70 | KEELKEEL INFRASTRUCTURE CORP | 600,000 | $3.4M | 0.5% |
| 71 | UWMCUWM HOLDINGS CORPORATION | 1.5M | $3.4M | 0.5% |
| 72 | TET1 ENERGY INC | 300,000 | $2.8M | 0.4% |
| 73 | NEBIUS GROUP N.V. | 10,000 | $2.8M | 0.4% |
| 74 | ZBRAZEBRA TECHNOLOGIES CORPORATI | 10,000 | $2.6M | 0.4% |
| 75 | GLWCORNING INC | 10,000 | $2.6M | 0.4% |
| 76 | GENGEN DIGITAL INC | 100,000 | $2.5M | 0.3% |
| 77 | NETCLOUDFLARE INC | 10,000 | $2.5M | 0.3% |
| 78 | FCELFUELCELL ENERGY INC | 50,000 | $1.8M | 0.3% |
| 79 | CRMSALESFORCE INC | 10,000 | $1.6M | 0.2% |
| 80 | NOWSERVICENOW INC | 10,000 | $992,800 | 0.1% |
| 81 | TEAMATLASSIAN CORPORATION | 10,000 | $777,900 | 0.1% |
| 82 | HIVEHIVE DIGITAL TECHNOLOGIES LT | 150,000 | $546,000 | 0.1% |
| 83 | OPENWOPENDOOR TECHNOLOGIES INC | 450,000 | $222,750 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.