Filed: 8/14/2025ACC: 0000905148-25-002931
📋 What this filing means
ALIGHT CAPITAL MANAGEMENT LP filed this quarterly 13F‑HR report disclosing 56 equity positions with a total reported market value of $410.08M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
56
Positions
$410.08M
Total AUM (reported)
5.40M
Total Shares
Allocation by class
COM$276.84M67.5%
CL A$43.96M10.7%
COM CL A$16.36M4.0%
CAP STK CL A$16.30M4.0%
SPONSORED ADS$11.32M2.8%
SHS$8.92M2.2%
COM SHS$6.14M1.5%
Portfolio Concentration
Top 3$77.48M18.9%
4–10$97.49M23.8%
11–25$123.88M30.2%
Rest$111.23M27.1%
Top 3 weight
18.9%
Top 10 weight
42.7%
Voting Authority Distribution
Total shares with voting rights: 5.40M
Sole
Full voting authority
5.40M
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)
Sole56
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings56
Rows:
NVIDIA CORPORATION
SOLEShares190K
TypeSH
Market value$30.02M
7.32%
Sole
190K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares120K
TypeSH
Market value$26.33M
6.42%
Sole
120K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares42.50K
TypeSH
Market value$21.14M
5.16%
Sole
42.50K
Shared
0.00
None
0.00
SALESFORCE INC
SOLEShares70K
TypeSH
Market value$19.09M
4.65%
Sole
70K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares92.50K
TypeSH
Market value$16.30M
3.98%
Sole
92.50K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares20K
TypeSH
Market value$14.76M
3.60%
Sole
20K
Shared
0.00
None
0.00
CATERPILLAR INC
SOLEShares35.50K
TypeSH
Market value$13.78M
3.36%
Sole
35.50K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares50K
TypeSH
Market value$11.32M
2.76%
Sole
50K
Shared
0.00
None
0.00
UNITED RENTALS INC
SOLEShares15K
TypeSH
Market value$11.30M
2.76%
Sole
15K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares50K
TypeSH
Market value$10.93M
2.67%
Sole
50K
Shared
0.00
None
0.00
CISCO SYS INC
SOLEShares150K
TypeSH
Market value$10.41M
2.54%
Sole
150K
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares7K
TypeSH
Market value$9.37M
2.29%
Sole
7K
Shared
0.00
None
0.00
SNOWFLAKE INC
SOLEShares41.70K
TypeSH
Market value$9.33M
2.28%
Sole
41.70K
Shared
0.00
None
0.00
CAPITAL ONE FINL CORP
SOLEShares42.50K
TypeSH
Market value$9.04M
2.20%
Sole
42.50K
Shared
0.00
None
0.00
AMRIZE LTD
SOLEShares180K
TypeSH
Market value$8.92M
2.17%
Sole
180K
Shared
0.00
None
0.00
ROCKET COS INC
SOLEShares625K
TypeSH
Market value$8.86M
2.16%
Sole
625K
Shared
0.00
None
0.00
CORE SCIENTIFIC INC NEW
SOLEShares500K
TypeSH
Market value$8.54M
2.08%
Sole
500K
Shared
0.00
None
0.00
SERVICENOW INC
SOLEShares8K
TypeSH
Market value$8.22M
2.01%
Sole
8K
Shared
0.00
None
0.00
CORNING INC
SOLEShares150K
TypeSH
Market value$7.89M
1.92%
Sole
150K
Shared
0.00
None
0.00
OLD DOMINION FREIGHT LINE IN
SOLEShares48K
TypeSH
Market value$7.79M
1.90%
Sole
48K
Shared
0.00
None
0.00
WESCO INTL INC
SOLEShares40K
TypeSH
Market value$7.41M
1.81%
Sole
40K
Shared
0.00
None
0.00
APPLE INC
SOLEShares35K
TypeSH
Market value$7.18M
1.75%
Sole
35K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares50K
TypeSH
Market value$7.09M
1.73%
Sole
50K
Shared
0.00
None
0.00
CELESTICA INC
SOLEShares45K
TypeSH
Market value$7.02M
1.71%
Sole
45K
Shared
0.00
None
0.00
BLOCK INC
SOLEShares100K
TypeSH
Market value$6.79M
1.66%
Sole
100K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 190K | SH | $30.02M 7.32% | 190K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 120K | SH | $26.33M 6.42% | 120K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 42.50K | SH | $21.14M 5.16% | 42.50K | 0.00 | 0.00 |
SALESFORCE INCSOLE | COM | 70K | SH | $19.09M 4.65% | 70K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 92.50K | SH | $16.30M 3.98% | 92.50K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 20K | SH | $14.76M 3.60% | 20K | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 35.50K | SH | $13.78M 3.36% | 35.50K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 50K | SH | $11.32M 2.76% | 50K | 0.00 | 0.00 |
UNITED RENTALS INCSOLE | COM | 15K | SH | $11.30M 2.76% | 15K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 50K | SH | $10.93M 2.67% | 50K | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 150K | SH | $10.41M 2.54% | 150K | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 7K | SH | $9.37M 2.29% | 7K | 0.00 | 0.00 |
SNOWFLAKE INCSOLE | CL A | 41.70K | SH | $9.33M 2.28% | 41.70K | 0.00 | 0.00 |
CAPITAL ONE FINL CORPSOLE | COM | 42.50K | SH | $9.04M 2.20% | 42.50K | 0.00 | 0.00 |
AMRIZE LTDSOLE | SHS | 180K | SH | $8.92M 2.17% | 180K | 0.00 | 0.00 |
ROCKET COS INCSOLE | COM CL A | 625K | SH | $8.86M 2.16% | 625K | 0.00 | 0.00 |
CORE SCIENTIFIC INC NEWSOLE | COM | 500K | SH | $8.54M 2.08% | 500K | 0.00 | 0.00 |
SERVICENOW INCSOLE | COM | 8K | SH | $8.22M 2.01% | 8K | 0.00 | 0.00 |
CORNING INCSOLE | COM | 150K | SH | $7.89M 1.92% | 150K | 0.00 | 0.00 |
OLD DOMINION FREIGHT LINE INSOLE | COM | 48K | SH | $7.79M 1.90% | 48K | 0.00 | 0.00 |
WESCO INTL INCSOLE | COM | 40K | SH | $7.41M 1.81% | 40K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 35K | SH | $7.18M 1.75% | 35K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 50K | SH | $7.09M 1.73% | 50K | 0.00 | 0.00 |
CELESTICA INCSOLE | COM | 45K | SH | $7.02M 1.71% | 45K | 0.00 | 0.00 |
BLOCK INCSOLE | CL A | 100K | SH | $6.79M 1.66% | 100K | 0.00 | 0.00 |
Page 1 of 3