Filed: 11/14/2025ACC: 0000905148-25-004036
📋 What this filing means
ALIGHT CAPITAL MANAGEMENT LP filed this quarterly 13F‑HR report disclosing 59 equity positions with a total reported market value of $461.97M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
59
Positions
$461.97M
Total AUM (reported)
8.66M
Total Shares
Allocation by class
COM$269.19M58.3%
COM CL A$30.58M6.6%
CL A$24.59M5.3%
CAP STK CL A$20.66M4.5%
COM NEW$15.11M3.3%
N Y REGISTRY SHS$12.59M2.7%
ORD SHS$10.14M2.2%
Portfolio Concentration
Top 3$83.36M18.0%
4–10$116.61M25.2%
11–25$133.02M28.8%
Rest$128.99M27.9%
Top 3 weight
18.0%
Top 10 weight
43.3%
Voting Authority Distribution
Total shares with voting rights: 8.66M
Sole
Full voting authority
8.66M
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)
Sole59
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings59
Rows:
SALESFORCE INC
SOLEShares135K
TypeSH
Market value$32.00M
6.93%
Sole
135K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares50K
TypeSH
Market value$25.90M
5.61%
Sole
50K
Shared
0.00
None
0.00
APPLE INC
SOLEShares100K
TypeSH
Market value$25.46M
5.51%
Sole
100K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares132.50K
TypeSH
Market value$24.72M
5.35%
Sole
132.50K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares95K
TypeSH
Market value$20.86M
4.52%
Sole
95K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares85K
TypeSH
Market value$20.66M
4.47%
Sole
85K
Shared
0.00
None
0.00
ROCKET COS INC
SOLEShares700K
TypeSH
Market value$13.57M
2.94%
Sole
700K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares40K
TypeSH
Market value$13.20M
2.86%
Sole
40K
Shared
0.00
None
0.00
ASML HOLDING N V
SOLEShares13K
TypeSH
Market value$12.59M
2.72%
Sole
13K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares15K
TypeSH
Market value$11.02M
2.38%
Sole
15K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares65K
TypeSH
Market value$10.52M
2.28%
Sole
65K
Shared
0.00
None
0.00
APPLIED MATLS INC
SOLEShares50K
TypeSH
Market value$10.24M
2.22%
Sole
50K
Shared
0.00
None
0.00
ELASTIC N V
SOLEShares120K
TypeSH
Market value$10.14M
2.19%
Sole
120K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares35K
TypeSH
Market value$9.78M
2.12%
Sole
35K
Shared
0.00
None
0.00
AMRIZE LTD
SOLEShares200K
TypeSH
Market value$9.71M
2.10%
Sole
200K
Shared
0.00
None
0.00
NOKIA CORP
SOLEShares2M
TypeSH
Market value$9.62M
2.08%
Sole
2M
Shared
0.00
None
0.00
UNITED RENTALS INC
SOLEShares10K
TypeSH
Market value$9.55M
2.07%
Sole
10K
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares7.50K
TypeSH
Market value$8.99M
1.95%
Sole
7.50K
Shared
0.00
None
0.00
KLA CORP
SOLEShares8.01K
TypeSH
Market value$8.64M
1.87%
Sole
8.01K
Shared
0.00
None
0.00
MARVELL TECHNOLOGY INC
SOLEShares100K
TypeSH
Market value$8.41M
1.82%
Sole
100K
Shared
0.00
None
0.00
ATLASSIAN CORPORATION
SOLEShares50K
TypeSH
Market value$7.99M
1.73%
Sole
50K
Shared
0.00
None
0.00
RIOT PLATFORMS INC
SOLEShares400K
TypeSH
Market value$7.61M
1.65%
Sole
400K
Shared
0.00
None
0.00
SHOPIFY INC
SOLEShares50K
TypeSH
Market value$7.43M
1.61%
Sole
50K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares30K
TypeSH
Market value$7.26M
1.57%
Sole
30K
Shared
0.00
None
0.00
CATERPILLAR INC
SOLEShares15K
TypeSH
Market value$7.16M
1.55%
Sole
15K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SALESFORCE INCSOLE | COM | 135K | SH | $32.00M 6.93% | 135K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 50K | SH | $25.90M 5.61% | 50K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 100K | SH | $25.46M 5.51% | 100K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 132.50K | SH | $24.72M 5.35% | 132.50K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 95K | SH | $20.86M 4.52% | 95K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 85K | SH | $20.66M 4.47% | 85K | 0.00 | 0.00 |
ROCKET COS INCSOLE | COM CL A | 700K | SH | $13.57M 2.94% | 700K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 40K | SH | $13.20M 2.86% | 40K | 0.00 | 0.00 |
ASML HOLDING N VSOLE | N Y REGISTRY SHS | 13K | SH | $12.59M 2.72% | 13K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 15K | SH | $11.02M 2.38% | 15K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 65K | SH | $10.52M 2.28% | 65K | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 50K | SH | $10.24M 2.22% | 50K | 0.00 | 0.00 |
ELASTIC N VSOLE | ORD SHS | 120K | SH | $10.14M 2.19% | 120K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 35K | SH | $9.78M 2.12% | 35K | 0.00 | 0.00 |
AMRIZE LTDSOLE | SHS | 200K | SH | $9.71M 2.10% | 200K | 0.00 | 0.00 |
NOKIA CORPSOLE | SPONSORED ADR | 2M | SH | $9.62M 2.08% | 2M | 0.00 | 0.00 |
UNITED RENTALS INCSOLE | COM | 10K | SH | $9.55M 2.07% | 10K | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 7.50K | SH | $8.99M 1.95% | 7.50K | 0.00 | 0.00 |
KLA CORPSOLE | COM NEW | 8.01K | SH | $8.64M 1.87% | 8.01K | 0.00 | 0.00 |
MARVELL TECHNOLOGY INCSOLE | COM | 100K | SH | $8.41M 1.82% | 100K | 0.00 | 0.00 |
ATLASSIAN CORPORATIONSOLE | CL A | 50K | SH | $7.99M 1.73% | 50K | 0.00 | 0.00 |
RIOT PLATFORMS INCSOLE | COM | 400K | SH | $7.61M 1.65% | 400K | 0.00 | 0.00 |
SHOPIFY INCSOLE | CL A SUB VTG SHS | 50K | SH | $7.43M 1.61% | 50K | 0.00 | 0.00 |
ISHARES TRSOLE | RUSSELL 2000 ETF | 30K | SH | $7.26M 1.57% | 30K | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 15K | SH | $7.16M 1.55% | 15K | 0.00 | 0.00 |
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