§ 13F · FUND PROFILE
Alight Capital Management LP.
AUM · $712M (13F)Positions · 83Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$178M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON COM INC | 135K | $32M | 4.5% | +114% |
| 2 | NVDA | NVIDIA CORPORATION | 150K | $30M | 4.2% | +3% |
| 3 | MU | MICRON TECHNOLOGY INC | 25K | $29M | 4.1% | +20% |
| 4 | MSFT | MICROSOFT CORP | 66K | $25M | 3.5% | +111% |
| 5 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 50K | $24M | 3.4% | +25% |
| 6 | AMZN | AMAZON COM INC | 100K | $24M | 3.3% | — |
| 7 | INTC | INTEL CORP | 150K | $21M | 2.9% | −50% |
| 8 | TTWO | TAKE-TWO INTERACTIVE SOFTWAR | 80K | $20M | 2.8% | +60% |
| 9 | VICR | VICOR CORP | 50K | $19M | 2.7% | +25% |
| 10 | AAPL | APPLE INC | 58K | $17M | 2.3% | −62% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ALIGHT SIGNAL
AC read
Alight Capital Management LP is a Other fund managing $712 million in assets. The fund runs a portfolio of 83 positions.
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