account_balance
Investment manager · 13F filer · SEC CIK 1651473
Alight Capital Management LP
Reported value$567Mas of Sep 30, 2026
Positions60 10 new, 26 sold out
Top 10 weight55.7%MSFT alone is 20%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
MSFTMicrosoft Corp
20.3%Added +237%
AMZNAmazon.com Inc
8.8%Added +48%
NVDANVIDIA Corp
7.7%Added +27%
METAMeta Platforms, Inc.
5.2%Added +98%
TSMTaiwan Semiconductor Manufacturing Co Ltd
3.6%Trimmed −10%
AAPLApple Inc.
2.5%New
VICRVicor Corp
2.2%−15%
OKTAOkta, Inc.
1.8%New
TTWOTake Two Interactive Software Inc
1.8%−38%
AMATApplied Materials Inc
1.8%
NOKNokia Corp
1.8%Added +233%
LRCX1.7%MSFTMicrosoft Corp
20.3%Added +237%
AMZNAmazon.com Inc
8.8%
NVDANVIDIA Corp
7.7%Added +27%
METAMeta Platforms, Inc.
5.2%+98%
TSM3.6%AAPL2.5%VICROKTATTWOAMATNOK1.8%LRCXBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
MSFT Microsoft Corp 20.3% Added +237%AMZN Amazon.com Inc 8.8% Added +48%NVDA NVIDIA Corp 7.7% Added +27%META Meta Platforms, Inc. 5.2% Added +98%TSM Taiwan Semiconductor Manufacturing Co Ltd 3.6% Trimmed −10%AAPL Apple Inc. 2.5% NewVICR Vicor Corp 2.2% Trimmed −15%OKTA Okta, Inc. 1.8% NewTTWO Take Two Interactive Software Inc 1.8% Trimmed −38%AMAT Applied Materials Inc 1.8% HeldNOK Nokia Corp 1.8% Added +233%LRCX Lam Research Corp 1.7% Held
What changed
Biggest moves since Jun 30, 2026
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