CIK 1651473
Alight Capital Management LP
Institutional 13F holdings & portfolio
Holdings
60
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 60
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 55K | $1M+ | SH |
| META | META PLATFORMS INC | 40K | $1M+ | SH |
| AMZN | AMAZON COM INC | 100K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 100K | $1M+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 50K | $1M+ | SH |
| HUT | HUT 8 CORP | 300K | $1M+ | SH |
| RKT | ROCKET COS INC | 700K | $1M+ | SH |
| CRM | SALESFORCE INC | 50K | $1M+ | SH |
| SAP | SAP SE | 45K | $1M+ | SH |
| VICR | VICOR CORP | 90K | $1M+ | SH |
| GOOGL | ALPHABET INC | 30K | $1M+ | SH |
| DE | DEERE & CO | 20K | $1M+ | SH |
| LRCX | LAM RESEARCH CORP | 50K | $1M+ | SH |
| MDB | MONGODB INC | 20K | $1M+ | SH |
| AMAT | APPLIED MATLS INC | 30K | $1M+ | SH |
| SNOW | SNOWFLAKE INC | 35K | $1M+ | SH |
| RIOT | RIOT PLATFORMS INC | 600K | $1M+ | SH |
| INTC | INTEL CORP | 200K | $1M+ | SH |
| CRWV | COREWEAVE INC | 100K | $1M+ | SH (Call) |
| AAPL | APPLE INC | 25K | $1M+ | SH |
| NFLX | NETFLIX INC | 70K | $1M+ | SH |
| URI | UNITED RENTALS INC | 8K | $1M+ | SH |
| ASML | ASML HOLDING N V | 6K | $1M+ | SH |
| KLAC | KLA CORP | 5K | $1M+ | SH |
| CFLT | CONFLUENT INC | 200K | $1M+ | SH |
| CORZ | CORE SCIENTIFIC INC NEW | 400K | $1M+ | SH (Call) |
| CAT | CATERPILLAR INC | 10K | $1M+ | SH |
| NKE | NIKE INC | 80K | $1M+ | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 10K | $1M+ | SH |
| BKR | BAKER HUGHES COMPANY | 100K | $1M+ | SH |
| CIFR | CIPHER MINING INC | 300K | $1M+ | SH |
| ESTC | ELASTIC N V | 56K | $1M+ | SH |
| ON | ON SEMICONDUCTOR CORP | 75K | $1M+ | SH |
| TSLA | TESLA INC | 9K | $1M+ | SH |
| FLEX | FLEX LTD | 65K | $1M+ | SH |
| SAIA | SAIA INC | 12K | $1M+ | SH |
| NOW | SERVICENOW INC | 25K | $1M+ | SH |
| APLD | APPLIED DIGITAL CORP | 150K | $1M+ | SH |
| WULF | TERAWULF INC | 320K | $1M+ | SH |
| HUBS | HUBSPOT INC | 9K | $1M+ | SH |
| CLSK | CLEANSPARK INC | 350K | $1M+ | SH |
| UWMC | UWM HOLDINGS CORPORATION | 800K | $1M+ | SH |
| AVGO | BROADCOM INC | 10K | $1M+ | SH |
| IREN | IREN LIMITED | 90K | $1M+ | SH |
| CLS | CELESTICA INC | 10K | $1M+ | SH |
| AMRZ | AMRIZE LTD | 50K | $1M+ | SH |
| PFSI | PENNYMAC FINL SVCS INC NEW | 20K | $1M+ | SH |
| GLW | CORNING INC | 30K | $1M+ | SH |
| U | UNITY SOFTWARE INC | 50K | $1M+ | SH |
| UPS | UNITED PARCEL SERVICE INC | 20K | $1M+ | SH |