13F-HR filed by Alight Capital Management LP
Alight Capital Management LP filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-17, with 62 holding rows worth $391,283,575.
- Accession
- 0000905148-26-000877
- Filer
- CIK 1651473
- Filed
- 2026-02-17
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2025
A holdings report, 62 entries on the cover page, a total value of $391,283,575 stated on the cover page (in dollars after the unit check, H1), rows summing to $391,283,575 with VALUE read as dollars as filed, 13F file number 028-19368. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Microsoft Corp | 594918104 | COM | 55,000 | $26,599,100 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 40,000 | $26,403,600 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 100,000 | $23,082,000 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 100,000 | $18,650,000 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 50,000 | $15,194,500 | dollars as filed | |
| HUT 8 CORP | 44812J104 | COM | 300,000 | $13,782,000 | dollars as filed | |
| ROCKET COS INC | 77311W101 | COM CL A | 700,000 | $13,552,000 | dollars as filed | |
| Salesforce.com, Inc | 79466L302 | COM | 49,500 | $13,113,045 | dollars as filed | |
| SAP SE SPON ADR | 803054204 | ADR | 45,000 | $10,930,950 | dollars as filed | |
| VICOR CORP | 925815102 | COM | 90,000 | $9,864,000 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 30,000 | $9,390,000 | dollars as filed | |
| Deere & Company | 244199105 | COM | 20,000 | $9,311,400 | dollars as filed | |
| Lam Research Corporation | 512807306 | COM | 50,000 | $8,559,000 | dollars as filed | |
| MONGODB INC CL A | 60937P106 | Stock | 20,000 | $8,393,800 | dollars as filed | |
| Applied Materials,Inc. | 038222105 | COM | 30,000 | $7,709,700 | dollars as filed | |
| SNOWFLAKE INC COM SHS | 833445109 | Stock | 35,000 | $7,677,600 | dollars as filed | |
| RIOT PLATFORMS INC | 767292105 | COM | 600,000 | $7,602,000 | dollars as filed | |
| Intel Corp | 458140100 | COM | 200,000 | $7,380,000 | dollars as filed | |
| COREWEAVE INC COM CL A | 21873S108 | COM | 100,000 | $7,161,000 | dollars as filed | call |
| Apple Inc | 037833100 | COM | 25,000 | $6,796,500 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 70,000 | $6,563,200 | dollars as filed | |
| UNITED RENTALS INC COM | 911363109 | Stock | 8,000 | $6,474,560 | dollars as filed | |
| ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHS | N07059210 | STOK | 6,000 | $6,419,160 | dollars as filed | |
| KLA CORP | 482480100 | COM | 5,000 | $6,075,400 | dollars as filed | |
| CONFLUENT INC | 20717M103 | CLASS A COM | 200,000 | $6,048,000 | dollars as filed | |
| CORE SCIENTIFIC INC NEW | 21874A106 | COM | 400,000 | $5,824,000 | dollars as filed | call |
| Caterpillar Inc. | 149123101 | COM | 10,000 | $5,728,700 | dollars as filed | |
| NIKE,Inc. Class B | 654106103 | COM | 80,000 | $5,096,800 | dollars as filed | |
| CROWDSTRIKE HLDGS INC | 22788C105 | COM | 10,000 | $4,687,600 | dollars as filed | |
| BAKER HUGHES COMPANY CL A | 05722G100 | Stock | 100,000 | $4,554,000 | dollars as filed | |
| CIPHER DIGITAL INC COM | 17253J106 | Stock | 300,000 | $4,428,000 | dollars as filed | |
| ELASTIC N V ORD SHS | N14506104 | Stock | 56,000 | $4,224,640 | dollars as filed | |
| ON SEMICONDUCTOR CORP COM | 682189105 | Stock | 75,000 | $4,061,250 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 9,000 | $4,047,480 | dollars as filed | |
| FLEX LTD ORD | Y2573F102 | Stock | 65,000 | $3,927,300 | dollars as filed | |
| SAIA INC | 78709Y105 | COM | 12,000 | $3,918,240 | dollars as filed | |
| ServiceNow,Inc. | 81762P102 | COM | 25,000 | $3,829,750 | dollars as filed | |
| APPLIED DIGITAL CORP COM NEW | 038169207 | Stock | 150,000 | $3,678,000 | dollars as filed | |
| TERAWULF INC | 88080T104 | COM | 320,000 | $3,676,800 | dollars as filed | |
| HUBSPOTINC | 443573100 | STOK | 9,000 | $3,611,700 | dollars as filed | |
| CLEANSPARK INC | 18452B209 | COM NEW | 350,000 | $3,542,000 | dollars as filed | |
| UWM HOLDINGS CORPORATION COM CL A | 91823B109 | Stock | 800,000 | $3,504,000 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 10,000 | $3,461,000 | dollars as filed | |
| IRENLTDF | Q4982L109 | STOK | 90,000 | $3,399,300 | dollars as filed | |
| CELESTICA INC COM | 15101Q207 | Stock | 10,000 | $2,956,100 | dollars as filed | |
| AMRIZE LTD SHS | H2927K103 | Stock | 50,000 | $2,704,000 | dollars as filed | |
| PENNYMAC FINL SVCS INC NEW | 70932M107 | COM | 20,000 | $2,636,800 | dollars as filed | |
| CORNING INC | 219350105 | COM | 30,000 | $2,626,800 | dollars as filed | |
| UNITY SOFTWARE INC COM | 91332U101 | Stock | 50,000 | $2,208,500 | dollars as filed | |
| United Parcel Service,Inc. Class B | 911312106 | COM | 20,000 | $1,983,800 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 10,000 | $1,949,100 | dollars as filed | |
| RIOT PLATFORMS INC | 767292105 | COM | 150,000 | $1,900,500 | dollars as filed | call |
| Bitfarms Ltd/Canada | 09173B107 | Common Stock | 800,000 | $1,880,000 | dollars as filed | |
| TERAWULF INC | 88080T104 | COM | 150,000 | $1,723,500 | dollars as filed | call |
| WESTERN DIGITAL CORP | 958102105 | COM | 10,000 | $1,722,700 | dollars as filed | |
| CIRCLE INTERNET GROUP INC | 172573107 | COM CL A | 20,000 | $1,586,000 | dollars as filed | call |
| OPENDOOR TECHNOLOGIES INC | 683712103 | COM | 200,000 | $1,166,000 | dollars as filed | |
| BLOOM ENERGY CORP | 093712107 | COM | 10,000 | $868,900 | dollars as filed | |
| NOKIA CORP | 654902204 | SPONSORED ADR | 100,000 | $647,000 | dollars as filed | |
| HIVE DIGITAL TECHNOLOGIES LTD COM NEW | 433921103 | Stock | 150,000 | $387,000 | dollars as filed | |
| OKLO INC COM CL A | 02156V109 | Stock | 5,000 | $358,800 | dollars as filed | |
| OPENDOOR TECHNOLOGIES INC WT EXP 112026 K | 683712129 | Stock | 50,000 | $45,000 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0000905148-26-000877 | this filing | 2026-02-17 | acceptance time not in the bulk data set |