13F-HR filed by Alight Capital Management LP
Alight Capital Management LP filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-14, with 83 holding rows worth $712,469,712.
- Accession
- 0001104659-26-097164
- Filer
- CIK 1651473
- Filed
- 2026-08-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 83 entries on the cover page, a total value of $712,469,712 stated on the cover page (in dollars after the unit check, H1), rows summing to $712,469,712 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 |
|---|---|---|---|---|---|---|
| Amazon.com, Inc | 023135106 | COM | 134,700 | $32,104,398 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 150,000 | $30,013,500 | dollars as filed | |
| Micron Technology,Inc. | 595112103 | COM | 25,000 | $28,857,250 | dollars as filed | put |
| Microsoft Corp | 594918104 | COM | 66,400 | $24,768,528 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 50,000 | $23,878,500 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 100,000 | $23,834,000 | dollars as filed | call |
| Intel Corp | 458140100 | COM | 150,000 | $20,944,500 | dollars as filed | |
| TAKE-TWO INTERACTIVE SOFTWARE COM | 874054109 | Stock | 80,000 | $19,998,400 | dollars as filed | |
| VICOR CORP | 925815102 | COM | 50,000 | $18,989,000 | dollars as filed | |
| Apple Inc | 037833100 | COM | 57,500 | $16,638,200 | dollars as filed | call |
| FLEX LTD ORD | Y2573F102 | Stock | 100,000 | $16,207,000 | dollars as filed | |
| Applied Materials,Inc. | 038222105 | COM | 20,000 | $14,460,000 | dollars as filed | |
| CORE SCIENTIFIC INC NEW | 21874A106 | COM | 530,000 | $13,562,700 | dollars as filed | |
| HP INC COM | 40434L105 | Stock | 600,000 | $13,164,000 | dollars as filed | |
| Lam Research Corporation | 512807306 | COM | 30,000 | $12,999,900 | dollars as filed | |
| 3M CO COM | 88579Y101 | Stock | 80,000 | $12,952,800 | dollars as filed | |
| Deere & Company | 244199105 | COM | 20,000 | $12,686,600 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 20,500 | $11,547,445 | dollars as filed | |
| HUT 8 CORP | 44812J104 | COM | 100,000 | $11,544,500 | dollars as filed | |
| BLOCK INC CL A | 852234103 | Stock | 150,000 | $11,400,000 | dollars as filed | |
| SanDisk Corporation | 80004C200 | COM | 5,000 | $11,368,650 | dollars as filed | |
| SONY GROUP CORP SPONSORED ADR | 835699307 | ADR | 516,432 | $10,359,626 | dollars as filed | |
| FORD MTR CO COM | 345370860 | Stock | 700,000 | $9,730,000 | dollars as filed | call |
| SEAGATE TECHNOLOGY HLDNGS | G7997R103 | ORD SHS | 10,000 | $9,650,000 | dollars as filed | |
| ROCKET COS INC | 77311W101 | COM CL A | 575,000 | $9,056,250 | dollars as filed | |
| Texas Instruments Incorporated | 882508104 | COM | 30,000 | $8,942,100 | dollars as filed | |
| TYLER TECHNOLOGIES INC COM | 902252105 | Stock | 30,000 | $8,773,800 | dollars as filed | |
| TERAWULF INC | 88080T104 | COM | 350,000 | $8,645,000 | dollars as filed | |
| United Parcel Service,Inc. Class B | 911312106 | COM | 80,000 | $8,600,000 | dollars as filed | |
| IRENLTDF | Q4982L109 | STOK | 182,500 | $8,345,725 | dollars as filed | |
| ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHS | N07059210 | STOK | 4,000 | $7,957,760 | dollars as filed | |
| FERMI INC | 314911108 | COM | 850,000 | $7,786,000 | dollars as filed | call |
| Broadcom Inc. | 11135F101 | COM | 20,000 | $7,555,000 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 13,000 | $7,551,830 | dollars as filed | |
| KLA CORP | 482480100 | COM | 25,000 | $7,542,750 | dollars as filed | |
| CLEANSPARK INC | 18452B209 | COM NEW | 500,000 | $7,275,000 | dollars as filed | |
| COGNEX CORP | 192422103 | COM | 100,000 | $7,242,000 | dollars as filed | |
| PALO ALTO NETWORKS INC | 697435105 | COM | 20,500 | $6,990,910 | dollars as filed | |
| OPENDOOR TECHNOLOGIES INC | 683712103 | COM | 1,500,000 | $6,930,000 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 95,500 | $6,818,700 | dollars as filed | |
| WESTERN DIGITAL CORP | 958102105 | COM | 10,000 | $6,387,200 | dollars as filed | |
| NUTANIX INC CL A | 67059N108 | Stock | 125,000 | $6,370,000 | dollars as filed | |
| CIPHER DIGITAL INC COM | 17253J106 | Stock | 255,000 | $6,247,500 | dollars as filed | |
| APPLIED DIGITAL CORP COM NEW | 038169207 | Stock | 165,800 | $6,184,340 | dollars as filed | |
| RIOT PLATFORMS INC | 767292105 | COM | 225,000 | $6,160,500 | dollars as filed | |
| CROWDSTRIKE HLDGS INC | 22788C105 | COM | 8,000 | $6,105,120 | dollars as filed | |
| SONY GROUP CORP SPONSORED ADR | 835699307 | ADR | 300,000 | $6,018,000 | dollars as filed | call |
| STMICROELECTRONICS N V NY REGISTRY | 861012102 | ADR | 80,000 | $5,991,200 | dollars as filed | |
| Micron Technology,Inc. | 595112103 | COM | 5,000 | $5,771,450 | dollars as filed | |
| UNITY SOFTWARE INC COM | 91332U101 | Stock | 200,000 | $5,716,000 | dollars as filed | |
| CARNIVAL CORP LTD COMMON SHARES | G2004J103 | Stock | 200,000 | $5,714,000 | dollars as filed | |
| AMRIZE LTD SHS | H2927K103 | Stock | 100,000 | $5,330,000 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 5,000 | $5,324,500 | dollars as filed | |
| RAMBUS INC DEL COM | 750917106 | Stock | 40,000 | $5,309,600 | dollars as filed | |
| MONGODB INC CL A | 60937P106 | Stock | 15,000 | $5,038,500 | dollars as filed | |
| ROBINHOOD MKTS INC | 770700102 | COM | 50,000 | $5,014,000 | dollars as filed | |
| COREWEAVE INC COM CL A | 21873S108 | COM | 50,000 | $4,977,000 | dollars as filed | |
| GLOBALFOUNDRIES INC | G39387108 | ORDINARY SHARES | 60,000 | $4,944,600 | dollars as filed | |
| HEWLETT PACKARD ENTERPRISE CO COM | 42824C109 | Stock | 100,000 | $4,511,000 | dollars as filed | |
| SILICON MOTION TECHNOLOGY CORP SPONSORED ADR | 82706C108 | ADR | 13,000 | $4,333,290 | dollars as filed | |
| Uber Technologies | 90353T100 | COM | 60,000 | $4,329,600 | dollars as filed | call |
| BAKER HUGHES COMPANY CL A | 05722G100 | Stock | 75,000 | $4,162,500 | dollars as filed | |
| SHOPIFY INC | 82509L107 | CL A SUB VTG SHS | 35,000 | $3,996,300 | dollars as filed | |
| NOKIA CORP | 654902204 | SPONSORED ADR | 300,000 | $3,984,000 | dollars as filed | |
| ON SEMICONDUCTOR CORP COM | 682189105 | Stock | 40,000 | $3,781,600 | dollars as filed | |
| HUBSPOTINC | 443573100 | STOK | 20,000 | $3,650,200 | dollars as filed | |
| CELESTICA INC COM | 15101Q207 | Stock | 10,000 | $3,648,000 | dollars as filed | |
| DATADOGINCCLASSA | 23804L103 | STOK | 14,000 | $3,645,040 | dollars as filed | |
| BLOOM ENERGY CORP | 093712107 | COM | 12,000 | $3,632,400 | dollars as filed | |
| KEEL INFRASTRUCTURE CORP | 486917107 | COMMON STOCK | 600,000 | $3,444,000 | dollars as filed | |
| UWM HOLDINGS CORPORATION COM CL A | 91823B109 | Stock | 1,500,000 | $3,435,000 | dollars as filed | |
| T1 ENERGY INC COM NEW | 35834F104 | Stock | 300,000 | $2,844,000 | dollars as filed | |
| NEBIUS GROUP N.V. | N97284108 | SHS CLASS A | 10,000 | $2,761,700 | dollars as filed | |
| ZEBRA TECHNOLOGIES CORPORATION CL A | 989207105 | Stock | 10,000 | $2,632,600 | dollars as filed | |
| CORNING INC | 219350105 | COM | 10,000 | $2,554,300 | dollars as filed | |
| GEN DIGITAL INC COM | 668771108 | Stock | 100,000 | $2,489,000 | dollars as filed | |
| CLOUDFLARE INC CL A COM | 18915M107 | Stock | 10,000 | $2,452,800 | dollars as filed | |
| FUELCELL ENERGY INC | 35952H700 | COMMON STOCK | 50,000 | $1,800,500 | dollars as filed | |
| Salesforce.com, Inc | 79466L302 | COM | 10,000 | $1,566,600 | dollars as filed | |
| ServiceNow,Inc. | 81762P102 | COM | 10,000 | $992,800 | dollars as filed | |
| ATLASSIANCORPCLASSA | 049468101 | STOK | 10,000 | $777,900 | dollars as filed | |
| HIVE DIGITAL TECHNOLOGIES LTD COM NEW | 433921103 | Stock | 150,000 | $546,000 | dollars as filed | |
| OPENDOOR TECHNOLOGIES INC WT EXP 112026 K | 683712129 | Stock | 450,000 | $222,750 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001104659-26-097164 | this filing | 2026-08-14 | acceptance time not in the bulk data set |