Alight Capital Management LP
80 holdingsFiling period: 2026-06-30Current AUM: $640.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | 234.7K | $55.9M | $58.5M | 9.13% | +125.0K | 2026-06-30 |
| 2 | MU | Micron Technology Inc | 30.0K | $34.6M | $27.1M | 4.24% | +5.0K | 2026-06-30 |
| 3 | NVDA | NVIDIA Corporation | 150.0K | $30.0M | $32.4M | 5.06% | +5.0K | 2026-06-30 |
| 4 | MSFT | Microsoft Corp | 66.4K | $24.8M | $35.4M | 5.52% | +35.0K | 2026-06-30 |
| 5 | TSM | Taiwan Semiconductor Manufac | 50.0K | $23.9M | $21.2M | 3.31% | +10.0K | 2026-06-30 |
| 6 | INTC | Intel Corp | 150.0K | $20.9M | $13.6M | 2.12% | -150,000 | 2026-06-30 |
| 7 | TTWO | Take-Two Interactive Softwar | 80.0K | $20.0M | $16.3M | 2.54% | +30.0K | 2026-06-30 |
| 8 | VICR | Vicor Corp | 50.0K | $19.0M | $9.7M | 1.52% | +10.0K | 2026-06-30 |
| 9 | AAPL | Apple Inc | 57.5K | $16.6M | $19.8M | 3.09% | -95,000 | 2026-06-30 |
| 10 | SONY | Sony Group Corp | 816.4K | $16.4M | $21.3M | 3.32% | -- | 2026-06-30 |
| 11 | — | Flex Ltd | 100.0K | $16.2M | $16.2M | 2.53% | -157,469 | 2026-06-30 |
| 12 | AMAT | Applied Matls Inc | 20.0K | $14.5M | $7.8M | 1.21% | -5,000 | 2026-06-30 |
| 13 | CORZ | Core Scientific Inc New | 530.0K | $13.6M | $7.2M | 1.12% | +331.7K | 2026-06-30 |
| 14 | HPQ | HP Inc | 600.0K | $13.2M | $20.5M | 3.20% | -- | 2026-06-30 |
| 15 | LRCX | Lam Research Corp | 30.0K | $13.0M | $7.1M | 1.11% | -- | 2026-06-30 |
| 16 | MMM | 3M Co | 80.0K | $13.0M | $13.8M | 2.16% | -- | 2026-06-30 |
| 17 | DE | Deere & Co | 20.0K | $12.7M | $12.8M | 2.00% | -- | 2026-06-30 |
| 18 | META | Meta Platforms Inc | 20.5K | $11.5M | $12.9M | 2.02% | +10.0K | 2026-06-30 |
| 19 | HUT | Hut 8 Corp | 100.0K | $11.5M | $6.3M | 0.98% | -50,000 | 2026-06-30 |
| 20 | XYZ | Block Inc | 150.0K | $11.4M | $11.2M | 1.75% | +100.0K | 2026-06-30 |
| 21 | SNDK | Sandisk Corp | 5.0K | $11.4M | $6.3M | 0.98% | -3,000 | 2026-06-30 |
| 22 | F | Ford Mtr Co | 700.0K | $9.7M | $8.1M | 1.27% | +200.0K | 2026-06-30 |
| 23 | — | Seagate Technology Hldngs PL | 10.0K | $9.7M | $9.7M | 1.51% | -- | 2026-06-30 |
| 24 | RKT | Rocket Cos Inc | 575.0K | $9.1M | $6.6M | 1.03% | -- | 2026-06-30 |
| 25 | TXN | Texas Instrs Inc | 30.0K | $8.9M | $8.9M | 1.40% | -- | 2026-06-30 |
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