13F-HR filed by Alight Capital Management LP
Alight Capital Management LP filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-05-15, with 64 holding rows worth $417,284,194.
- Accession
- 0000905148-26-002366
- Filer
- CIK 1651473
- Filed
- 2026-05-15
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2026
A holdings report, 64 entries on the cover page, a total value of $417,284,194 stated on the cover page (in dollars after the unit check, H1), rows summing to $417,284,194 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 |
|---|---|---|---|---|---|---|
| INVESCO QQQ TR | 46090E103 | COM | 50,000 | $28,859,000 | dollars as filed | put |
| NVIDIA Corp | 67066G104 | COM | 145,000 | $25,288,000 | dollars as filed | |
| Apple Inc | 037833100 | COM | 95,000 | $24,110,050 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 109,700 | $22,847,219 | dollars as filed | |
| FLEX LTD ORD | Y2573F102 | Stock | 257,469 | $16,853,921 | dollars as filed | |
| Apple Inc | 037833100 | COM | 57,500 | $14,592,925 | dollars as filed | call |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 40,000 | $13,518,000 | dollars as filed | |
| Intel Corp | 458140100 | COM | 300,000 | $13,239,000 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 122,500 | $11,778,375 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 31,400 | $11,623,338 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 30,000 | $9,285,300 | dollars as filed | |
| KLA CORP | 482480100 | COM | 6,000 | $8,834,460 | dollars as filed | |
| VERISIGN INC COM | 92343E102 | Stock | 35,000 | $8,692,600 | dollars as filed | |
| RAMBUS INC DEL COM | 750917106 | Stock | 100,000 | $8,603,000 | dollars as filed | |
| Applied Materials,Inc. | 038222105 | COM | 25,000 | $8,544,750 | dollars as filed | |
| Micron Technology,Inc. | 595112103 | COM | 25,000 | $8,446,000 | dollars as filed | put |
| ROCKET COS INC | 77311W101 | COM CL A | 575,000 | $8,193,750 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 40,000 | $8,137,200 | dollars as filed | |
| RIOT PLATFORMS INC | 767292105 | COM | 600,000 | $7,416,000 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 10,000 | $7,084,600 | dollars as filed | |
| HUT 8 CORP | 44812J104 | COM | 150,000 | $7,036,500 | dollars as filed | |
| UWM HOLDINGS CORPORATION COM CL A | 91823B109 | Stock | 1,925,000 | $6,968,500 | dollars as filed | |
| MICROCHIP TECHNOLOGY INC. COM | 595017104 | Stock | 100,000 | $6,461,000 | dollars as filed | |
| VICOR CORP | 925815102 | COM | 40,000 | $6,440,000 | dollars as filed | |
| BAKER HUGHES COMPANY CL A | 05722G100 | Stock | 105,000 | $6,410,250 | dollars as filed | |
| Lam Research Corporation | 512807306 | COM | 30,000 | $6,409,800 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 10,500 | $6,007,365 | dollars as filed | |
| TAKE-TWO INTERACTIVE SOFTWARE COM | 874054109 | Stock | 30,000 | $5,925,000 | dollars as filed | |
| FORD MTR CO COM | 345370860 | Stock | 500,000 | $5,770,000 | dollars as filed | call |
| NOKIA CORP | 654902204 | SPONSORED ADR | 700,000 | $5,628,000 | dollars as filed | |
| ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHS | N07059210 | STOK | 4,000 | $5,283,320 | dollars as filed | |
| SanDisk Corporation | 80004C200 | COM | 8,000 | $5,082,720 | dollars as filed | |
| TERAWULF INC | 88080T104 | COM | 350,000 | $5,050,500 | dollars as filed | |
| EBAY INC. COM | 278642103 | Stock | 55,000 | $5,006,100 | dollars as filed | call |
| United Parcel Service,Inc. Class B | 911312106 | COM | 50,000 | $4,919,000 | dollars as filed | call |
| CLEANSPARK INC | 18452B209 | COM NEW | 500,000 | $4,255,000 | dollars as filed | |
| TAKE-TWO INTERACTIVE SOFTWARE COM | 874054109 | Stock | 20,000 | $3,950,000 | dollars as filed | call |
| SEAGATE TECHNOLOGY HLDNGS | G7997R103 | ORD SHS | 10,000 | $3,917,600 | dollars as filed | |
| CIPHER DIGITAL INC COM | 17253J106 | Stock | 300,000 | $3,861,000 | dollars as filed | |
| Salesforce.com, Inc | 79466L302 | COM | 20,000 | $3,733,400 | dollars as filed | |
| IRENLTDF | Q4982L109 | STOK | 100,000 | $3,428,000 | dollars as filed | |
| OPENDOOR TECHNOLOGIES INC | 683712103 | COM | 650,000 | $3,042,000 | dollars as filed | |
| BLOCK INC CL A | 852234103 | Stock | 50,000 | $3,009,000 | dollars as filed | |
| CORE SCIENTIFIC INC NEW | 21874A106 | COM | 198,305 | $2,966,643 | dollars as filed | |
| F5 INC COM | 315616102 | Stock | 10,000 | $2,893,300 | dollars as filed | |
| ELASTIC N V ORD SHS | N14506104 | Stock | 55,000 | $2,749,450 | dollars as filed | |
| WESTERN DIGITAL CORP | 958102105 | COM | 10,000 | $2,704,900 | dollars as filed | |
| MONGODB INC CL A | 60937P106 | Stock | 10,000 | $2,447,700 | dollars as filed | |
| APPLIED DIGITAL CORP COM NEW | 038169207 | Stock | 100,000 | $2,374,000 | dollars as filed | |
| United Parcel Service,Inc. Class B | 911312106 | COM | 22,444 | $2,208,041 | dollars as filed | |
| ATLASSIANCORPCLASSA | 049468101 | STOK | 30,000 | $2,047,500 | dollars as filed | call |
| CORNING INC | 219350105 | COM | 15,000 | $2,039,550 | dollars as filed | |
| ServiceNow,Inc. | 81762P102 | COM | 15,000 | $1,568,250 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 10,000 | $1,471,100 | dollars as filed | |
| CELESTICA INC COM | 15101Q207 | Stock | 5,000 | $1,408,400 | dollars as filed | |
| ASP ISOTOPES INC | 00218A105 | COM | 300,000 | $1,326,000 | dollars as filed | |
| DOCUSIGN INC COM | 256163106 | Stock | 25,000 | $1,185,250 | dollars as filed | |
| AMRIZE LTD SHS | H2927K103 | Stock | 20,000 | $1,120,400 | dollars as filed | |
| CLOUDFLARE INC CL A COM | 18915M107 | Stock | 5,000 | $1,031,700 | dollars as filed | |
| BLOOM ENERGY CORP | 093712107 | COM | 7,000 | $948,430 | dollars as filed | |
| Bitfarms Ltd/Canada | 09173B107 | Common Stock | 200,000 | $390,000 | dollars as filed | |
| SEMTECH CORP COM | 816850101 | Stock | 5,000 | $384,450 | dollars as filed | |
| OPENDOOR TECHNOLOGIES INC WT EXP 112026 K | 683712129 | Stock | 450,000 | $272,070 | dollars as filed | |
| HIVE DIGITAL TECHNOLOGIES LTD COM NEW | 433921103 | Stock | 108,167 | $205,517 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0000905148-26-002366 | this filing | 2026-05-15 | acceptance time not in the bulk data set |