Alight Capital Management LP - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, Alight Capital Management LP held in its portfolio 60 assets valued at $391,283,575 (i.e. $391.28M).

The most valuable assets in the portfolio included: MICROSOFT CORP ($26.60M), META PLATFORMS INC ($26.40M), and AMAZON COM INC ($23.08M).

The chart below shows the top 10 valuable assets, and the table below shows the top 60 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.
Data Source: SEC.
Top Valuable Stocks in Alight Capital Management LP Portfolio
MICROSOFT CORP
META PLATFORMS INC
AMAZON COM INC
NVIDIA CORPORATION
TAIWAN SEMICONDUCTOR MFG LTD
HUT 8 CORP
ROCKET COS INC
SALESFORCE INC
SAP SE
VICOR CORP
Alight Capital Management LP - Stock Holdings in 13F Filings (SEC)
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Name of Issuer No. of Shares Value ($) Class
MICROSOFT CORP 55000 26599100 COM
META PLATFORMS INC 40000 26403600 CL A
AMAZON COM INC 100000 23082000 COM
NVIDIA CORPORATION 100000 18650000 COM
TAIWAN SEMICONDUCTOR MFG LTD 50000 15194500 SPONSORED ADS
HUT 8 CORP 300000 13782000 COM
ROCKET COS INC 700000 13552000 COM CL A
SALESFORCE INC 49500 13113045 COM
SAP SE 45000 10930950 SPON ADR
VICOR CORP 90000 9864000 COM
RIOT PLATFORMS INC 750000 9502500 COM
ALPHABET INC 30000 9390000 CAP STK CL A
DEERE & CO 20000 9311400 COM
LAM RESEARCH CORP 50000 8559000 COM NEW
MONGODB INC 20000 8393800 CL A
APPLIED MATLS INC 30000 7709700 COM
SNOWFLAKE INC 35000 7677600 COM SHS
INTEL CORP 200000 7380000 COM
COREWEAVE INC 100000 7161000 COM CL A
APPLE INC 25000 6796500 COM
NETFLIX INC 70000 6563200 COM
UNITED RENTALS INC 8000 6474560 COM
ASML HOLDING N V 6000 6419160 N Y REGISTRY SHS
KLA CORP 5000 6075400 COM NEW
CONFLUENT INC 200000 6048000 CLASS A COM
CORE SCIENTIFIC INC NEW 400000 5824000 COM
CATERPILLAR INC 10000 5728700 COM
TERAWULF INC 470000 5400300 COM
NIKE INC 80000 5096800 CL B
CROWDSTRIKE HLDGS INC 10000 4687600 CL A
BAKER HUGHES COMPANY 100000 4554000 CL A
CIPHER MINING INC 300000 4428000 COM
ELASTIC N V 56000 4224640 ORD SHS
ON SEMICONDUCTOR CORP 75000 4061250 COM
TESLA INC 9000 4047480 COM
FLEX LTD 65000 3927300 ORD
SAIA INC 12000 3918240 COM
SERVICENOW INC 25000 3829750 COM
APPLIED DIGITAL CORP 150000 3678000 COM NEW
HUBSPOT INC 9000 3611700 COM
CLEANSPARK INC 350000 3542000 COM NEW
UWM HOLDINGS CORPORATION 800000 3504000 COM CL A
BROADCOM INC 10000 3461000 COM
IREN LIMITED 90000 3399300 ORDINARY SHARES
CELESTICA INC 10000 2956100 COM
AMRIZE LTD 50000 2704000 SHS
PENNYMAC FINL SVCS INC NEW 20000 2636800 COM
CORNING INC 30000 2626800 COM
UNITY SOFTWARE INC 50000 2208500 COM
UNITED PARCEL SERVICE INC 20000 1983800 CL B
ORACLE CORP 10000 1949100 COM
BITFARMS LTD 800000 1880000 COM
WESTERN DIGITAL CORP 10000 1722700 COM
CIRCLE INTERNET GROUP INC 20000 1586000 COM CL A
OPENDOOR TECHNOLOGIES INC 200000 1166000 COM
BLOOM ENERGY CORP 10000 868900 COM CL A
NOKIA CORP 100000 647000 SPONSORED ADR
HIVE DIGITAL TECHNOLOGIES LT 150000 387000 COM NEW
OKLO INC 5000 358800 COM CL A
OPENDOOR TECHNOLOGIES INC 50000 45000 *W EXP 11/20/202