What Alight Capital Management LP reported holding on Form 13F for the quarter ended Jun 30, 2026.
CIK 1651473 · Filed Aug 14, 2026
Values are as the managers reported them, in dollars.Open the Form 13F on SEC EDGAR
| 150K |
| +3.4% |
| $30M |
| 4.2% |
| 25K | ±0% | $28.9M | 4.1% |
MSFTMicrosoft Corp | 66.4K | +111.5% | $24.8M | 3.5% |
TSMTaiwan Semiconductor Manufacturing Co Ltd | 50K | +25.0% | $23.9M | 3.4% |
| 100K | New | $23.8M | 3.3% |
INTCIntel Corp | 150K | −50.0% | $20.9M | 2.9% |
TTWOTake Two Interactive Software Inc | 80K | +166.7% | $20M | 2.8% |
VICRVicor Corp | 50K | +25.0% | $19M | 2.7% |
| 57.5K | ±0% | $16.6M | 2.3% |
FLEXFlex Ltd. | 100K | −61.2% | $16.2M | 2.3% |
AMATApplied Materials Inc | 20K | −20.0% | $14.5M | 2% |
CORZCore Scientific, Inc./tx | 530K | +167.3% | $13.6M | 1.9% |
HPQHP Inc | 600K | New | $13.2M | 1.8% |
LRCXLAM Research Corp | 30K | ±0% | $13M | 1.8% |
MMM3M Co | 80K | New | $13M | 1.8% |
DEDeere & Co | 20K | New | $12.7M | 1.8% |
METAMeta Platforms, Inc. | 20.5K | +95.2% | $11.5M | 1.6% |
HUTHut 8 Corp. | 100K | −33.3% | $11.5M | 1.6% |
XYZBlock, Inc. | 150K | +200.0% | $11.4M | 1.6% |
SNDKSandisk Corp | 5K | −37.5% | $11.4M | 1.6% |
SONYSony Group Corp | 516.4K | New | $10.4M | 1.5% |
| 700K | +40.0% | $9.7M | 1.4% |
STXSeagate Technology Holdings plc | 10K | ±0% | $9.7M | 1.4% |
RKTRocket Companies, Inc. | 575K | ±0% | $9.1M | 1.3% |
TXNTexas Instruments Inc | 30K | New | $8.9M | 1.3% |
TYLTyler Technologies Inc | 30K | New | $8.8M | 1.2% |
WULFTerawulf Inc. | 350K | ±0% | $8.6M | 1.2% |
UPSUnited Parcel Service Inc | 80K | +256.4% | $8.6M | 1.2% |
IRENIREN Ltd | 182.5K | +82.5% | $8.3M | 1.2% |
ASMLASML Holding NV | 4K | ±0% | $8M | 1.1% |
| 850K | New | $7.8M | 1.1% |
AVGOBroadcom Inc. | 20K | −33.3% | $7.6M | 1.1% |
AMDAdvanced Micro Devices Inc | 13K | −67.5% | $7.6M | 1.1% |
KLACKLA Corp | 25K | +316.7% | $7.5M | 1.1% |
CLSKCleanspark, Inc. | 500K | ±0% | $7.3M | 1% |
CGNXCognex Corp | 100K | New | $7.2M | 1% |
PANWPalo Alto Networks Inc | 20.5K | New | $7M | 1% |
OPENOpendoor Technologies Inc. | 1.5M | +130.8% | $6.9M | 1% |
NFLXNetflix Inc | 95.5K | −22.0% | $6.8M | 1% |
WDCWestern Digital Corp | 10K | ±0% | $6.4M | 0.9% |
NTNXNutanix, Inc. | 125K | New | $6.4M | 0.9% |
CIFRCipher Digital Inc. | 255K | −15.0% | $6.2M | 0.9% |
APLDApplied Digital Corp. | 165.8K | +65.8% | $6.2M | 0.9% |
RIOTRiot Platforms, Inc. | 225K | −62.5% | $6.2M | 0.9% |
CRWDCrowdStrike Holdings, Inc. | 8K | New | $6.1M | 0.9% |
| 300K | New | $6M | 0.8% |
STMSTMicroelectronics N.V. | 80K | New | $6M | 0.8% |
MUMicron Technology Inc | 5K | New | $5.8M | 0.8% |
UUnity Software Inc. | 200K | New | $5.7M | 0.8% |
CCLCarnival Corp Ltd. | 200K | New | $5.7M | 0.8% |
AMRZAmrize Ltd | 100K | +400.0% | $5.3M | 0.7% |
CATCaterpillar Inc | 5K | −50.0% | $5.3M | 0.7% |
RMBSRambus Inc | 40K | −60.0% | $5.3M | 0.7% |
MDBMongoDB, Inc. | 15K | +50.0% | $5M | 0.7% |
HOODRobinhood Markets, Inc. | 50K | New | $5M | 0.7% |
CRWVCoreWeave, Inc. | 50K | New | $5M | 0.7% |
GFSGLOBALFOUNDRIES Inc. | 60K | New | $4.9M | 0.7% |
HPEHewlett Packard Enterprise Co | 100K | New | $4.5M | 0.6% |
SIMOSilicon Motion Technology CORP | 13K | New | $4.3M | 0.6% |
| 60K | New | $4.3M | 0.6% |
BKRBaker Hughes Co | 75K | −28.6% | $4.2M | 0.6% |
SHOPShopify Inc. | 35K | New | $4M | 0.6% |
NOKNokia Corp | 300K | −57.1% | $4M | 0.6% |
ONON Semiconductor Corp | 40K | New | $3.8M | 0.5% |
HUBSHubSpot Inc | 20K | New | $3.7M | 0.5% |
CLSCelestica Inc | 10K | +100.0% | $3.6M | 0.5% |
DDOGDatadog, Inc. | 14K | New | $3.6M | 0.5% |
BEBloom Energy Corp | 12K | +71.4% | $3.6M | 0.5% |
KEELKeel Infrastructure Corp. | 600K | New | $3.4M | 0.5% |
UWMCUWM Holdings Corp | 1.5M | −22.1% | $3.4M | 0.5% |
TET1 Energy Inc. | 300K | New | $2.8M | 0.4% |
NBISNebius Group N.V. | 10K | New | $2.8M | 0.4% |
ZBRAZebra Technologies Corp | 10K | New | $2.6M | 0.4% |
GLWCorning Inc | 10K | −33.3% | $2.6M | 0.4% |
GENGen Digital Inc. | 100K | New | $2.5M | 0.3% |
NETCloudflare, Inc. | 10K | +100.0% | $2.5M | 0.3% |
FCELFuelcell Energy Inc | 50K | New | $1.8M | 0.3% |
CRMSalesforce, Inc. | 10K | −50.0% | $1.6M | 0.2% |
NOWServiceNow, Inc. | 10K | −33.3% | $992.8K | 0.1% |
TEAMAtlassian Corp | 10K | New | $777.9K | 0.1% |
HIVEHIVE Digital Technologies Ltd. | 150K | +38.7% | $546K | 0.1% |
OPENWOpendoor Technologies Inc. | 450K | ±0% | $222.8K | 0.1% |
