Filed: 2/14/2025ACC: 0000905148-25-000653
📋 What this filing means
ALIGHT CAPITAL MANAGEMENT LP filed this quarterly 13F‑HR report disclosing 52 equity positions with a total reported market value of $306.28M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
52
Positions
$306.28M
Total AUM (reported)
4.16M
Total Shares
Allocation by class
COM$207.02M67.6%
CL A$29.28M9.6%
COM CL A$17.47M5.7%
RUSSELL 2000 ETF$16.57M5.4%
CL A COM$10.02M3.3%
SPONSORED ADS$7.90M2.6%
SHS CLASS A$5.54M1.8%
Portfolio Concentration
Top 3$64.76M21.1%
4–10$91.55M29.9%
11–25$91.90M30.0%
Rest$58.07M19.0%
Top 3 weight
21.1%
Top 10 weight
51.0%
Voting Authority Distribution
Total shares with voting rights: 4.16M
Sole
Full voting authority
4.16M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole52
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings52
Rows:
NVIDIA CORPORATION
SOLEShares214.80K
TypeSH
Market value$28.85M
9.42%
Sole
214.80K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares86.84K
TypeSH
Market value$19.05M
6.22%
Sole
86.84K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares40K
TypeSH
Market value$16.86M
5.50%
Sole
40K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares75K
TypeSH
Market value$16.57M
5.41%
Sole
75K
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares17K
TypeSH
Market value$15.15M
4.95%
Sole
17K
Shared
0.00
None
0.00
SALESFORCE INC
SOLEShares40K
TypeSH
Market value$13.37M
4.37%
Sole
40K
Shared
0.00
None
0.00
HUBSPOT INC
SOLEShares17.50K
TypeSH
Market value$12.19M
3.98%
Sole
17.50K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares20K
TypeSH
Market value$11.71M
3.82%
Sole
20K
Shared
0.00
None
0.00
EPAM SYS INC
SOLEShares50K
TypeSH
Market value$11.69M
3.82%
Sole
50K
Shared
0.00
None
0.00
WESCO INTL INC
SOLEShares60K
TypeSH
Market value$10.86M
3.54%
Sole
60K
Shared
0.00
None
0.00
SERVICENOW INC
SOLEShares10K
TypeSH
Market value$10.60M
3.46%
Sole
10K
Shared
0.00
None
0.00
MARVELL TECHNOLOGY INC
SOLEShares80K
TypeSH
Market value$8.84M
2.88%
Sole
80K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares40K
TypeSH
Market value$7.90M
2.58%
Sole
40K
Shared
0.00
None
0.00
SNOWFLAKE INC
SOLEShares50K
TypeSH
Market value$7.72M
2.52%
Sole
50K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares40K
TypeSH
Market value$6.67M
2.18%
Sole
40K
Shared
0.00
None
0.00
BEST BUY INC
SOLEShares75K
TypeSH
Market value$6.43M
2.10%
Sole
75K
Shared
0.00
None
0.00
INTUIT
SOLEShares10K
TypeSH
Market value$6.29M
2.05%
Sole
10K
Shared
0.00
None
0.00
DATADOG INC
SOLEShares40K
TypeSH
Market value$5.72M
1.87%
Sole
40K
Shared
0.00
None
0.00
NEBIUS GROUP N.V.
SOLEShares200K
TypeSH
Market value$5.54M
1.81%
Sole
200K
Shared
0.00
None
0.00
HEWLETT PACKARD ENTERPRISE C
SOLEShares250K
TypeSH
Market value$5.34M
1.74%
Sole
250K
Shared
0.00
None
0.00
FIRST SOLAR INC
SOLEShares25K
TypeSH
Market value$4.41M
1.44%
Sole
25K
Shared
0.00
None
0.00
CLOUDFLARE INC
SOLEShares40K
TypeSH
Market value$4.31M
1.41%
Sole
40K
Shared
0.00
None
0.00
THE TRADE DESK INC
SOLEShares35K
TypeSH
Market value$4.11M
1.34%
Sole
35K
Shared
0.00
None
0.00
TESLA INC
SOLEShares10K
TypeSH
Market value$4.04M
1.32%
Sole
10K
Shared
0.00
None
0.00
WORKDAY INC
SOLEShares15.50K
TypeSH
Market value$4.00M
1.31%
Sole
15.50K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 214.80K | SH | $28.85M 9.42% | 214.80K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 86.84K | SH | $19.05M 6.22% | 86.84K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 40K | SH | $16.86M 5.50% | 40K | 0.00 | 0.00 |
ISHARES TRSOLE | RUSSELL 2000 ETF | 75K | SH | $16.57M 5.41% | 75K | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 17K | SH | $15.15M 4.95% | 17K | 0.00 | 0.00 |
SALESFORCE INCSOLE | COM | 40K | SH | $13.37M 4.37% | 40K | 0.00 | 0.00 |
HUBSPOT INCSOLE | COM | 17.50K | SH | $12.19M 3.98% | 17.50K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 20K | SH | $11.71M 3.82% | 20K | 0.00 | 0.00 |
EPAM SYS INCSOLE | COM | 50K | SH | $11.69M 3.82% | 50K | 0.00 | 0.00 |
WESCO INTL INCSOLE | COM | 60K | SH | $10.86M 3.54% | 60K | 0.00 | 0.00 |
SERVICENOW INCSOLE | COM | 10K | SH | $10.60M 3.46% | 10K | 0.00 | 0.00 |
MARVELL TECHNOLOGY INCSOLE | COM | 80K | SH | $8.84M 2.88% | 80K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 40K | SH | $7.90M 2.58% | 40K | 0.00 | 0.00 |
SNOWFLAKE INCSOLE | CL A | 50K | SH | $7.72M 2.52% | 50K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 40K | SH | $6.67M 2.18% | 40K | 0.00 | 0.00 |
BEST BUY INCSOLE | COM | 75K | SH | $6.43M 2.10% | 75K | 0.00 | 0.00 |
INTUITSOLE | COM | 10K | SH | $6.29M 2.05% | 10K | 0.00 | 0.00 |
DATADOG INCSOLE | CL A COM | 40K | SH | $5.72M 1.87% | 40K | 0.00 | 0.00 |
NEBIUS GROUP N.V.SOLE | SHS CLASS A | 200K | SH | $5.54M 1.81% | 200K | 0.00 | 0.00 |
HEWLETT PACKARD ENTERPRISE CSOLE | COM | 250K | SH | $5.34M 1.74% | 250K | 0.00 | 0.00 |
FIRST SOLAR INCSOLE | COM | 25K | SH | $4.41M 1.44% | 25K | 0.00 | 0.00 |
CLOUDFLARE INCSOLE | CL A COM | 40K | SH | $4.31M 1.41% | 40K | 0.00 | 0.00 |
THE TRADE DESK INCSOLE | COM CL A | 35K | SH | $4.11M 1.34% | 35K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 10K | SH | $4.04M 1.32% | 10K | 0.00 | 0.00 |
WORKDAY INCSOLE | CL A | 15.50K | SH | $4.00M 1.31% | 15.50K | 0.00 | 0.00 |
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