Universe · entity
Alight Capital Management LP
Institutional manager (13F) · CIK 1651473
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $340M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | NVIDIA CORPORATION | $25M | 145,000 |
| 2 | APPLE INC | $24M | 95,000 |
| 3 | AMAZON COM INC | $23M | 109,700 |
| 4 | FLEXTRONICS INTL LTD | $17M | 257,469 |
| 5 | TAIWAN SEMICONDUCTOR MANUFAC | $14M | 40,000 |
| 6 | INTEL CORP | $13M | 300,000 |
| 7 | NETFLIX INC. | $12M | 122,500 |
| 8 | MICROSOFT CORP | $12M | 31,400 |
| 9 | BROADCOM INC | $9M | 30,000 |
| 10 | KLA CORP | $9M | 6,000 |
| 11 | VERISIGN INC | $9M | 35,000 |
| 12 | RAMBUS INC DEL | $9M | 100,000 |
| 13 | APPLIED MATLS INC | $9M | 25,000 |
| 14 | ROCKET COS INC | $8M | 575,000 |
| 15 | ADVANCED MICRO DEVICES INC | $8M | 40,000 |
| 16 | RIOT PLATFORMS INC | $7M | 600,000 |
| 17 | CATERPILLAR INC | $7M | 10,000 |
| 18 | HUT 8 CORP | $7M | 150,000 |
| 19 | UWM HOLDINGS CORPORATION | $7M | 1,925,000 |
| 20 | MICROCHIP TECHNOLOGY INC. | $6M | 100,000 |
| 21 | VICOR CORP | $6M | 40,000 |
| 22 | BAKER HUGHES COMPANY | $6M | 105,000 |
| 23 | LAM RESEARCH CORP | $6M | 30,000 |
| 24 | META PLATFORMS INC | $6M | 10,500 |
| 25 | TAKE-TWO INTERACTIVE SOFTWAR | $6M | 30,000 |
| 26 | NOKIA CORP | $6M | 700,000 |
| 27 | ASML HLDG NV | $5M | 4,000 |
| 28 | SANDISK CORP | $5M | 8,000 |
| 29 | TERAWULF INC | $5M | 350,000 |
| 30 | CLEANSPARK INC | $4M | 500,000 |
| 31 | SEAGATE TECHNOLOGY HLDNGS PL | $4M | 10,000 |
| 32 | CIPHER DIGITAL INC | $4M | 300,000 |
| 33 | SALESFORCE INC | $4M | 20,000 |
| 34 | IREN LIMITED | $3M | 100,000 |
| 35 | OPENDOOR TECHNOLOGIES INC | $3M | 650,000 |
| 36 | BLOCK INC | $3M | 50,000 |
| 37 | CORE SCIENTIFIC INC NEW | $3M | 198,305 |
| 38 | F5 INC | $3M | 10,000 |
| 39 | ELASTIC N V | $3M | 55,000 |
| 40 | WESTERN DIGITAL CORP | $3M | 10,000 |
| 41 | MONGODB INC | $2M | 10,000 |
| 42 | APPLIED DIGITAL CORP | $2M | 100,000 |
| 43 | UNITED PARCEL SVCS INC | $2M | 22,444 |
| 44 | CORNING INC | $2M | 15,000 |
| 45 | SERVICENOW INC | $2M | 15,000 |
| 46 | ORACLE CORP | $1M | 10,000 |
| 47 | CELESTICA INC | $1M | 5,000 |
| 48 | ASP ISOTOPES INC | $1M | 300,000 |
| 49 | DOCUSIGN INC | $1M | 25,000 |
| 50 | AMRIZE LTD | $1M | 20,000 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.