§ 13F · FUND PROFILE
Capelight Capital Asset Management LP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 72Turnover · — · Q4Filed · Jan 28, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$229.0T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | HOOD | ROBINHOOD MKTS INC | 195K | $22.1T | 9.6% | NEW |
| 2 | QQQ | INVESCO QQQ TR | 20K | $12.3T | 5.4% | NEW |
| 3 | QQQ | INVESCO QQQ TR | 20K | $12.3T | 5.4% | NEW |
| 4 | NET | CLOUDFLARE INC | 45K | $8.9T | 3.9% | NEW |
| 5 | NET | CLOUDFLARE INC | 45K | $8.9T | 3.9% | NEW |
| 6 | GOOG | ALPHABET INC | 25K | $7.8T | 3.4% | NEW |
| 7 | GOOG | ALPHABET INC | 25K | $7.8T | 3.4% | NEW |
| 8 | MHO | M/I HOMES INC | 55K | $7.0T | 3.1% | NEW |
| 9 | MHO | M/I HOMES INC | 55K | $7.0T | 3.1% | NEW |
| 10 | AFRM | AFFIRM HLDGS INC | 66K | $4.9T | 2.1% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CAPELIGHT SIGNAL
AC read
Capelight Capital Asset Management LP is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed