Filed: 2/17/2026ACC: 0000905148-26-000877
📋 What this filing means
ALIGHT CAPITAL MANAGEMENT LP filed this quarterly 13F‑HR report disclosing 60 equity positions with a total reported market value of $391.28M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
60
Positions
$391.28M
Total AUM (reported)
7.63M
Total Shares
Allocation by class
COM$220.28M56.3%
CL A$44.04M11.3%
COM CL A$27.03M6.9%
COM NEW$22.24M5.7%
SPONSORED ADS$15.19M3.9%
SPON ADR$10.93M2.8%
CAP STK CL A$9.39M2.4%
Portfolio Concentration
Top 3$76.08M19.4%
4–10$95.09M24.3%
11–25$113.46M29.0%
Rest$106.65M27.3%
Top 3 weight
19.4%
Top 10 weight
43.7%
Voting Authority Distribution
Total shares with voting rights: 7.63M
Sole
Full voting authority
7.63M
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)
Sole60
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings60
Rows:
MICROSOFT CORP
SOLEShares55K
TypeSH
Market value$26.60M
6.80%
Sole
55K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares40K
TypeSH
Market value$26.40M
6.75%
Sole
40K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares100K
TypeSH
Market value$23.08M
5.90%
Sole
100K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares100K
TypeSH
Market value$18.65M
4.77%
Sole
100K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares50K
TypeSH
Market value$15.19M
3.88%
Sole
50K
Shared
0.00
None
0.00
HUT 8 CORP
SOLEShares300K
TypeSH
Market value$13.78M
3.52%
Sole
300K
Shared
0.00
None
0.00
ROCKET COS INC
SOLEShares700K
TypeSH
Market value$13.55M
3.46%
Sole
700K
Shared
0.00
None
0.00
SALESFORCE INC
SOLEShares49.50K
TypeSH
Market value$13.11M
3.35%
Sole
49.50K
Shared
0.00
None
0.00
SAP SE
SOLEShares45K
TypeSH
Market value$10.93M
2.79%
Sole
45K
Shared
0.00
None
0.00
VICOR CORP
SOLEShares90K
TypeSH
Market value$9.86M
2.52%
Sole
90K
Shared
0.00
None
0.00
RIOT PLATFORMS INC
SOLEShares750K
TypeSH
Market value$9.50M
2.43%
Sole
750K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares30K
TypeSH
Market value$9.39M
2.40%
Sole
30K
Shared
0.00
None
0.00
DEERE & CO
SOLEShares20K
TypeSH
Market value$9.31M
2.38%
Sole
20K
Shared
0.00
None
0.00
LAM RESEARCH CORP
SOLEShares50K
TypeSH
Market value$8.56M
2.19%
Sole
50K
Shared
0.00
None
0.00
MONGODB INC
SOLEShares20K
TypeSH
Market value$8.39M
2.15%
Sole
20K
Shared
0.00
None
0.00
APPLIED MATLS INC
SOLEShares30K
TypeSH
Market value$7.71M
1.97%
Sole
30K
Shared
0.00
None
0.00
SNOWFLAKE INC
SOLEShares35K
TypeSH
Market value$7.68M
1.96%
Sole
35K
Shared
0.00
None
0.00
INTEL CORP
SOLEShares200K
TypeSH
Market value$7.38M
1.89%
Sole
200K
Shared
0.00
None
0.00
COREWEAVE INC
SOLEShares100K
TypeSH
Market value$7.16M
1.83%
Sole
100K
Shared
0.00
None
0.00
APPLE INC
SOLEShares25K
TypeSH
Market value$6.80M
1.74%
Sole
25K
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares70K
TypeSH
Market value$6.56M
1.68%
Sole
70K
Shared
0.00
None
0.00
UNITED RENTALS INC
SOLEShares8K
TypeSH
Market value$6.47M
1.65%
Sole
8K
Shared
0.00
None
0.00
ASML HOLDING N V
SOLEShares6K
TypeSH
Market value$6.42M
1.64%
Sole
6K
Shared
0.00
None
0.00
KLA CORP
SOLEShares5K
TypeSH
Market value$6.08M
1.55%
Sole
5K
Shared
0.00
None
0.00
CONFLUENT INC
SOLEShares200K
TypeSH
Market value$6.05M
1.55%
Sole
200K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 55K | SH | $26.60M 6.80% | 55K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 40K | SH | $26.40M 6.75% | 40K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 100K | SH | $23.08M 5.90% | 100K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 100K | SH | $18.65M 4.77% | 100K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 50K | SH | $15.19M 3.88% | 50K | 0.00 | 0.00 |
HUT 8 CORPSOLE | COM | 300K | SH | $13.78M 3.52% | 300K | 0.00 | 0.00 |
ROCKET COS INCSOLE | COM CL A | 700K | SH | $13.55M 3.46% | 700K | 0.00 | 0.00 |
SALESFORCE INCSOLE | COM | 49.50K | SH | $13.11M 3.35% | 49.50K | 0.00 | 0.00 |
SAP SESOLE | SPON ADR | 45K | SH | $10.93M 2.79% | 45K | 0.00 | 0.00 |
VICOR CORPSOLE | COM | 90K | SH | $9.86M 2.52% | 90K | 0.00 | 0.00 |
RIOT PLATFORMS INCSOLE | COM | 750K | SH | $9.50M 2.43% | 750K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 30K | SH | $9.39M 2.40% | 30K | 0.00 | 0.00 |
DEERE & COSOLE | COM | 20K | SH | $9.31M 2.38% | 20K | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | COM NEW | 50K | SH | $8.56M 2.19% | 50K | 0.00 | 0.00 |
MONGODB INCSOLE | CL A | 20K | SH | $8.39M 2.15% | 20K | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 30K | SH | $7.71M 1.97% | 30K | 0.00 | 0.00 |
SNOWFLAKE INCSOLE | COM SHS | 35K | SH | $7.68M 1.96% | 35K | 0.00 | 0.00 |
INTEL CORPSOLE | COM | 200K | SH | $7.38M 1.89% | 200K | 0.00 | 0.00 |
COREWEAVE INCSOLE | COM CL A | 100K | SH | $7.16M 1.83% | 100K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 25K | SH | $6.80M 1.74% | 25K | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 70K | SH | $6.56M 1.68% | 70K | 0.00 | 0.00 |
UNITED RENTALS INCSOLE | COM | 8K | SH | $6.47M 1.65% | 8K | 0.00 | 0.00 |
ASML HOLDING N VSOLE | N Y REGISTRY SHS | 6K | SH | $6.42M 1.64% | 6K | 0.00 | 0.00 |
KLA CORPSOLE | COM NEW | 5K | SH | $6.08M 1.55% | 5K | 0.00 | 0.00 |
CONFLUENT INCSOLE | CLASS A COM | 200K | SH | $6.05M 1.55% | 200K | 0.00 | 0.00 |
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