Alight Capital Management LP
CIK 1651473
13F filing for Q2 2026・No. 3,179
- Holdings
- US$712.47M
- Quarter change
- +US$295.19M
- Entries
- 83
- Net bought (estimate)
- +US$177.12M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 30
- Sold out 10
- Cut 14
- Added 23
- Corporate actions 0
- Unchanged 9
Largest holdings
76 stocks worth US$615.28M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| AMZNAmazonCOM | Added | 134,700 | US$32.1M | 5.22% |
| NVDANvidiaCOM | Added | 150,000 | US$30.01M | 4.88% |
| MSFTMicrosoftCOM | Added | 66,400 | US$24.77M | 4.03% |
| TSMTSMC ADRSPONSORED ADS | Added | 50,000 | US$23.88M | 3.88% |
| INTCINTEL CORPCOM | UnchangedSplit 1:2 | 150,000 | US$20.94M | 3.40% |
| TTWOTAKE-TWO INTERACTIVE SOFTWARCOM | Added | 80,000 | US$20M | 3.25% |
| VICRVICOR CORPCOM | Added | 50,000 | US$18.99M | 3.09% |
| FLEXFLEX LTDORD | AddedSplit 1:3 | 100,000 | US$16.21M | 2.63% |
| AMATAPPLIED MATLS INCCOM | Cut | 20,000 | US$14.46M | 2.35% |
| CORZCORE SCIENTIFIC INC NEWCOM | Added | 530,000 | US$13.56M | 2.20% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.