Filed: 5/15/2025ACC: 0000905148-25-001729
📋 What this filing means
ALIGHT CAPITAL MANAGEMENT LP filed this quarterly 13F‑HR report disclosing 44 equity positions with a total reported market value of $216.00M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
44
Positions
$216.00M
Total AUM (reported)
2.49M
Total Shares
Allocation by class
COM$118.91M55.1%
TR UNIT$30.77M14.2%
CL A$17.26M8.0%
UNIT SER 1$11.72M5.4%
SPONSORED ADS$7.72M3.6%
SPON ADR REP A$7.36M3.4%
SPONSORED ADR$5.08M2.4%
Portfolio Concentration
Top 3$63.66M29.5%
4–10$65.22M30.2%
11–25$62.25M28.8%
Rest$24.86M11.5%
Top 3 weight
29.5%
Top 10 weight
59.7%
Voting Authority Distribution
Total shares with voting rights: 2.49M
Sole
Full voting authority
2.49M
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)
Sole44
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings44
Rows:
SPDR S&P 500 ETF TR
SOLEShares55K
TypeSH
Market value$30.77M
14.24%
Sole
55K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares165K
TypeSH
Market value$17.88M
8.28%
Sole
165K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares40K
TypeSH
Market value$15.02M
6.95%
Sole
40K
Shared
0.00
None
0.00
TAKE-TWO INTERACTIVE SOFTWAR
SOLEShares60K
TypeSH
Market value$12.44M
5.76%
Sole
60K
Shared
0.00
None
0.00
INVESCO QQQ TR
SOLEShares25K
TypeSH
Market value$11.72M
5.43%
Sole
25K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares55K
TypeSH
Market value$10.46M
4.84%
Sole
55K
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares10K
TypeSH
Market value$9.33M
4.32%
Sole
10K
Shared
0.00
None
0.00
BAIDU INC
SOLEShares80K
TypeSH
Market value$7.36M
3.41%
Sole
80K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares12.50K
TypeSH
Market value$7.20M
3.34%
Sole
12.50K
Shared
0.00
None
0.00
SALESFORCE INC
SOLEShares25K
TypeSH
Market value$6.71M
3.11%
Sole
25K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares35K
TypeSH
Market value$5.81M
2.69%
Sole
35K
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares15K
TypeSH
Market value$5.50M
2.55%
Sole
15K
Shared
0.00
None
0.00
WESCO INTL INC
SOLEShares35K
TypeSH
Market value$5.44M
2.52%
Sole
35K
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
SOLEShares60K
TypeSH
Market value$5.21M
2.41%
Sole
60K
Shared
0.00
None
0.00
SONY GROUP CORP
SOLEShares200K
TypeSH
Market value$5.08M
2.35%
Sole
200K
Shared
0.00
None
0.00
FLEX LTD
SOLEShares140K
TypeSH
Market value$4.63M
2.14%
Sole
140K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares31K
TypeSH
Market value$4.33M
2.01%
Sole
31K
Shared
0.00
None
0.00
SERVICENOW INC
SOLEShares5K
TypeSH
Market value$3.98M
1.84%
Sole
5K
Shared
0.00
None
0.00
ROCKET COS INC
SOLEShares325K
TypeSH
Market value$3.92M
1.82%
Sole
325K
Shared
0.00
None
0.00
UNITY SOFTWARE INC
SOLEShares200K
TypeSH
Market value$3.92M
1.81%
Sole
200K
Shared
0.00
None
0.00
CARVANA CO
SOLEShares15K
TypeSH
Market value$3.14M
1.45%
Sole
15K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares30K
TypeSH
Market value$3.08M
1.43%
Sole
30K
Shared
0.00
None
0.00
HUBSPOT INC
SOLEShares5K
TypeSH
Market value$2.86M
1.32%
Sole
5K
Shared
0.00
None
0.00
KLA CORP
SOLEShares4K
TypeSH
Market value$2.72M
1.26%
Sole
4K
Shared
0.00
None
0.00
MONGODB INC
SOLEShares15K
TypeSH
Market value$2.63M
1.22%
Sole
15K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR S&P 500 ETF TRSOLE | TR UNIT | 55K | SH | $30.77M 14.24% | 55K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 165K | SH | $17.88M 8.28% | 165K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 40K | SH | $15.02M 6.95% | 40K | 0.00 | 0.00 |
TAKE-TWO INTERACTIVE SOFTWARSOLE | COM | 60K | SH | $12.44M 5.76% | 60K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 25K | SH | $11.72M 5.43% | 25K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 55K | SH | $10.46M 4.84% | 55K | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 10K | SH | $9.33M 4.32% | 10K | 0.00 | 0.00 |
BAIDU INCSOLE | SPON ADR REP A | 80K | SH | $7.36M 3.41% | 80K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 12.50K | SH | $7.20M 3.34% | 12.50K | 0.00 | 0.00 |
SALESFORCE INCSOLE | COM | 25K | SH | $6.71M 3.11% | 25K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 35K | SH | $5.81M 2.69% | 35K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 15K | SH | $5.50M 2.55% | 15K | 0.00 | 0.00 |
WESCO INTL INCSOLE | COM | 35K | SH | $5.44M 2.52% | 35K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 60K | SH | $5.21M 2.41% | 60K | 0.00 | 0.00 |
SONY GROUP CORPSOLE | SPONSORED ADR | 200K | SH | $5.08M 2.35% | 200K | 0.00 | 0.00 |
FLEX LTDSOLE | ORD | 140K | SH | $4.63M 2.14% | 140K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 31K | SH | $4.33M 2.01% | 31K | 0.00 | 0.00 |
SERVICENOW INCSOLE | COM | 5K | SH | $3.98M 1.84% | 5K | 0.00 | 0.00 |
ROCKET COS INCSOLE | COM CL A | 325K | SH | $3.92M 1.82% | 325K | 0.00 | 0.00 |
UNITY SOFTWARE INCSOLE | COM | 200K | SH | $3.92M 1.81% | 200K | 0.00 | 0.00 |
CARVANA COSOLE | CL A | 15K | SH | $3.14M 1.45% | 15K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 30K | SH | $3.08M 1.43% | 30K | 0.00 | 0.00 |
HUBSPOT INCSOLE | COM | 5K | SH | $2.86M 1.32% | 5K | 0.00 | 0.00 |
KLA CORPSOLE | COM NEW | 4K | SH | $2.72M 1.26% | 4K | 0.00 | 0.00 |
MONGODB INCSOLE | CL A | 15K | SH | $2.63M 1.22% | 15K | 0.00 | 0.00 |
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