Filed: 5/15/2026ACC: 0000905148-26-002366
📋 What this filing means
ALIGHT CAPITAL MANAGEMENT LP filed this quarterly 13F‑HR report disclosing 61 equity positions with a total reported market value of $417.28M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
61
Positions
$417.28M
Total AUM (reported)
9.96M
Total Shares
Allocation by class
COM$269.38M64.6%
UNIT SER 1$28.86M6.9%
COM NEW$22.08M5.3%
CL A$19.92M4.8%
ORD$16.85M4.0%
COM CL A$16.11M3.9%
SPONSORED ADS$13.52M3.2%
Portfolio Concentration
Top 3$92.85M22.3%
4–10$99.73M23.9%
11–25$117.27M28.1%
Rest$107.43M25.7%
Top 3 weight
22.3%
Top 10 weight
46.2%
Voting Authority Distribution
Total shares with voting rights: 9.96M
Sole
Full voting authority
9.96M
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)
Sole61
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings61
Rows:
APPLE INC
SOLEShares152.50K
TypeSH
Market value$38.70M
9.27%
Sole
152.50K
Shared
0.00
None
0.00
INVESCO QQQ TR
SOLEShares50K
TypeSH
Market value$28.86M
6.92%
Sole
50K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares145K
TypeSH
Market value$25.29M
6.06%
Sole
145K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares109.70K
TypeSH
Market value$22.85M
5.48%
Sole
109.70K
Shared
0.00
None
0.00
FLEXTRONICS INTL LTD
SOLEShares257.47K
TypeSH
Market value$16.85M
4.04%
Sole
257.47K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MANUFAC
SOLEShares40K
TypeSH
Market value$13.52M
3.24%
Sole
40K
Shared
0.00
None
0.00
INTEL CORP
SOLEShares300K
TypeSH
Market value$13.24M
3.17%
Sole
300K
Shared
0.00
None
0.00
NETFLIX INC.
SOLEShares122.50K
TypeSH
Market value$11.78M
2.82%
Sole
122.50K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares31.40K
TypeSH
Market value$11.62M
2.79%
Sole
31.40K
Shared
0.00
None
0.00
TAKE-TWO INTERACTIVE SOFTWAR
SOLEShares50K
TypeSH
Market value$9.88M
2.37%
Sole
50K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares30K
TypeSH
Market value$9.29M
2.23%
Sole
30K
Shared
0.00
None
0.00
KLA CORP
SOLEShares6K
TypeSH
Market value$8.83M
2.12%
Sole
6K
Shared
0.00
None
0.00
VERISIGN INC
SOLEShares35K
TypeSH
Market value$8.69M
2.08%
Sole
35K
Shared
0.00
None
0.00
RAMBUS INC DEL
SOLEShares100K
TypeSH
Market value$8.60M
2.06%
Sole
100K
Shared
0.00
None
0.00
APPLIED MATLS INC
SOLEShares25K
TypeSH
Market value$8.54M
2.05%
Sole
25K
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
SOLEShares25K
TypeSH
Market value$8.45M
2.02%
Sole
25K
Shared
0.00
None
0.00
ROCKET COS INC
SOLEShares575K
TypeSH
Market value$8.19M
1.96%
Sole
575K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares40K
TypeSH
Market value$8.14M
1.95%
Sole
40K
Shared
0.00
None
0.00
RIOT PLATFORMS INC
SOLEShares600K
TypeSH
Market value$7.42M
1.78%
Sole
600K
Shared
0.00
None
0.00
UNITED PARCEL SVCS INC
SOLEShares72.44K
TypeSH
Market value$7.13M
1.71%
Sole
72.44K
Shared
0.00
None
0.00
CATERPILLAR INC
SOLEShares10K
TypeSH
Market value$7.08M
1.70%
Sole
10K
Shared
0.00
None
0.00
HUT 8 CORP
SOLEShares150K
TypeSH
Market value$7.04M
1.69%
Sole
150K
Shared
0.00
None
0.00
UWM HOLDINGS CORPORATION
SOLEShares1.93M
TypeSH
Market value$6.97M
1.67%
Sole
1.93M
Shared
0.00
None
0.00
MICROCHIP TECHNOLOGY INC.
SOLEShares100K
TypeSH
Market value$6.46M
1.55%
Sole
100K
Shared
0.00
None
0.00
VICOR CORP
SOLEShares40K
TypeSH
Market value$6.44M
1.54%
Sole
40K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 152.50K | SH | $38.70M 9.27% | 152.50K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 50K | SH | $28.86M 6.92% | 50K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 145K | SH | $25.29M 6.06% | 145K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 109.70K | SH | $22.85M 5.48% | 109.70K | 0.00 | 0.00 |
FLEXTRONICS INTL LTDSOLE | ORD | 257.47K | SH | $16.85M 4.04% | 257.47K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 40K | SH | $13.52M 3.24% | 40K | 0.00 | 0.00 |
INTEL CORPSOLE | COM | 300K | SH | $13.24M 3.17% | 300K | 0.00 | 0.00 |
NETFLIX INC.SOLE | COM | 122.50K | SH | $11.78M 2.82% | 122.50K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 31.40K | SH | $11.62M 2.79% | 31.40K | 0.00 | 0.00 |
TAKE-TWO INTERACTIVE SOFTWARSOLE | COM | 50K | SH | $9.88M 2.37% | 50K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 30K | SH | $9.29M 2.23% | 30K | 0.00 | 0.00 |
KLA CORPSOLE | COM NEW | 6K | SH | $8.83M 2.12% | 6K | 0.00 | 0.00 |
VERISIGN INCSOLE | COM | 35K | SH | $8.69M 2.08% | 35K | 0.00 | 0.00 |
RAMBUS INC DELSOLE | COM | 100K | SH | $8.60M 2.06% | 100K | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 25K | SH | $8.54M 2.05% | 25K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 25K | SH | $8.45M 2.02% | 25K | 0.00 | 0.00 |
ROCKET COS INCSOLE | COM CL A | 575K | SH | $8.19M 1.96% | 575K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 40K | SH | $8.14M 1.95% | 40K | 0.00 | 0.00 |
RIOT PLATFORMS INCSOLE | COM | 600K | SH | $7.42M 1.78% | 600K | 0.00 | 0.00 |
UNITED PARCEL SVCS INCSOLE | CL B | 72.44K | SH | $7.13M 1.71% | 72.44K | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 10K | SH | $7.08M 1.70% | 10K | 0.00 | 0.00 |
HUT 8 CORPSOLE | COM | 150K | SH | $7.04M 1.69% | 150K | 0.00 | 0.00 |
UWM HOLDINGS CORPORATIONSOLE | COM CL A | 1.93M | SH | $6.97M 1.67% | 1.93M | 0.00 | 0.00 |
MICROCHIP TECHNOLOGY INC.SOLE | COM | 100K | SH | $6.46M 1.55% | 100K | 0.00 | 0.00 |
VICOR CORPSOLE | COM | 40K | SH | $6.44M 1.54% | 40K | 0.00 | 0.00 |
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