account_balance
Investment manager · 13F filer · SEC CIK 2105992
Capelight Capital Asset Management LP
Reported value$224Mas of Sep 30, 2026
Positions42 21 new, 14 sold out
Top 10 weight55.5%SNDK alone is 14%
FiledOct 2323 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SNDKSandisk Corp
14.0%
CORZCore Scientific, Inc.
6.8%Added +26%
NETCloudflare, Inc.
6.2%
NOWServiceNow, Inc.
4.5%New
LITELumentum Holdings Inc.
4.3%
NBISNebius Group N.V.
4.2%New
LGNLegence Corp.
4.2%Added +6%
AMZNAmazon.com Inc
4.0%Added +45%
AMATApplied Materials Inc
3.7%Trimmed −6%
IBITiShares Bitcoin Trust ETF
3.6%New
EWYiShares Inc
3.4%Added +67%
ORCLOracle Corp
2.9%New
SNDKSandisk Corp
14.0%
CORZCore Scientific, Inc.
6.8%
NETCloudflare, Inc.
6.2%
NOWServiceNow, Inc.
4.5%New
LITELumentum Holdings Inc.
4.3%
NBISNebius Group N.V.
4.2%
LGNLegence Corp.
4.2%
AMZNAmazon.com Inc
4.0%
AMATApplied Materials Inc
3.7%
IBIT3.6%EWY3.4%
ORCL2.9%Boxes 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
SNDK Sandisk Corp 14.0% HeldCORZ Core Scientific, Inc. 6.8% Added +26%NET Cloudflare, Inc. 6.2% HeldNOW ServiceNow, Inc. 4.5% NewLITE Lumentum Holdings Inc. 4.3% HeldNBIS Nebius Group N.V. 4.2% NewLGN Legence Corp. 4.2% Added +6%AMZN Amazon.com Inc 4.0% Added +45%AMAT Applied Materials Inc 3.7% Trimmed −6%IBIT iShares Bitcoin Trust ETF 3.6% New
EWY iShares Inc 3.4% Added +67%
ORCL Oracle Corp 2.9% NewWhat changed
Biggest moves since Jun 30, 2026
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