Alight Capital Management LP Q4 2024 Filing
Filed February 14, 2025
Portfolio Value
$306.3B
Holdings
52
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (52 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 214,800 | $28.8B | 9.42% | Call |
| 2 | AMZNAMAZON COM INC | 86,843 | $19.1B | 6.22% | |
| 3 | MSFTMICROSOFT CORP | 40,000 | $16.9B | 5.50% | |
| 4 | IWMISHARES TR | 75,000 | $16.6B | 5.41% | |
| 5 | NFLXNETFLIX INC | 17,000 | $15.2B | 4.95% | |
| 6 | CRMSALESFORCE INC | 40,000 | $13.4B | 4.37% | |
| 7 | HUBSHUBSPOT INC | 17,500 | $12.2B | 3.98% | |
| 8 | METAMETA PLATFORMS INC | 20,000 | $11.7B | 3.82% | |
| 9 | EPAMEPAM SYS INC | 50,000 | $11.7B | 3.82% | |
| 10 | WCCWESCO INTL INC | 60,000 | $10.9B | 3.54% | |
| 11 | NOWSERVICENOW INC | 10,000 | $10.6B | 3.46% | |
| 12 | MRVLMARVELL TECHNOLOGY INC | 80,000 | $8.8B | 2.88% | |
| 13 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 40,000 | $7.9B | 2.58% | |
| 14 | SNOWSNOWFLAKE INC | 50,000 | $7.7B | 2.52% | |
| 15 | ORCLORACLE CORP | 40,000 | $6.7B | 2.18% | |
| 16 | BBYBEST BUY INC | 75,000 | $6.4B | 2.10% | |
| 17 | INTUINTUIT | 10,000 | $6.3B | 2.05% | |
| 18 | DDOGDATADOG INC | 40,000 | $5.7B | 1.87% | |
| 19 | NBISNEBIUS GROUP N.V. | 200,000 | $5.5B | 1.81% | |
| 20 | HPEHEWLETT PACKARD ENTERPRISE C | 250,000 | $5.3B | 1.74% | |
| 21 | FSLRFIRST SOLAR INC | 25,000 | $4.4B | 1.44% | |
| 22 | NETCLOUDFLARE INC | 40,000 | $4.3B | 1.41% | |
| 23 | TTDTHE TRADE DESK INC | 35,000 | $4.1B | 1.34% | |
| 24 | TSLATESLA INC | 10,000 | $4.0B | 1.32% | |
| 25 | WDAYWORKDAY INC | 15,500 | $4.0B | 1.31% | |
| 26 | GTLBGITLAB INC | 70,000 | $3.9B | 1.29% | |
| 27 | FLEXFLEX LTD | 100,000 | $3.8B | 1.25% | |
| 28 | GLWCORNING INC | 80,000 | $3.8B | 1.24% | |
| 29 | RIOTRIOT PLATFORMS INC | 350,000 | $3.6B | 1.17% | |
| 30 | AVGOBROADCOM INC | 15,000 | $3.5B | 1.14% | |
| 31 | RKTROCKET COS INC | 300,000 | $3.4B | 1.10% | |
| 32 | AFRMAFFIRM HLDGS INC | 50,000 | $3.0B | 0.99% | |
| 33 | VRTVERTIV HOLDINGS CO | 25,000 | $2.8B | 0.93% | |
| 34 | DOCUDOCUSIGN INC | 30,000 | $2.7B | 0.88% | |
| 35 | HOODROBINHOOD MKTS INC | 70,000 | $2.6B | 0.85% | |
| 36 | HUTHUT 8 CORP | 110,000 | $2.3B | 0.74% | |
| 37 | UUNITY SOFTWARE INC | 100,000 | $2.2B | 0.73% | |
| 38 | MDBMONGODB INC | 9,500 | $2.2B | 0.72% | |
| 39 | WULFTERAWULF INC | 350,000 | $2.0B | 0.65% | |
| 40 | PSTGPURE STORAGE INC | 30,000 | $1.8B | 0.60% | |
| 41 | CORZCORE SCIENTIFIC INC NEW | 125,000 | $1.8B | 0.57% | |
| 42 | DELLDELL TECHNOLOGIES INC | 15,000 | $1.7B | 0.56% | |
| 43 | VSHVISHAY INTERTECHNOLOGY INC | 100,000 | $1.7B | 0.55% | |
| 44 | OKLOOKLO INC | 70,000 | $1.5B | 0.49% | |
| 45 | MARAMARA HOLDINGS INC | 87,500 | $1.5B | 0.48% | |
| 46 | APLDAPPLIED DIGITAL CORP | 175,000 | $1.3B | 0.44% | |
| 47 | RDDTREDDIT INC | 7,000 | $1.1B | 0.37% | |
| 48 | MBLYMOBILEYE GLOBAL INC | 50,000 | $996.0M | 0.33% | Call |
| 49 | CIFRCIPHER MINING INC | 175,000 | $812.0M | 0.27% | |
| 50 | NTNXNUTANIX INC | 10,565 | $646.4M | 0.21% | |
| 51 | MCHPMICROCHIP TECHNOLOGY INC. | 11,000 | $630.9M | 0.21% | |
| 52 | AURAURORA INNOVATION INC | 100,000 | $630.0M | 0.21% | Call |