Vennlight Capital Management, LP Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$76.9B
Holdings
25
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (25 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | —HCM II ACQUISITION CORP | 500,000 | $8.2B | 10.68% | |
| 2 | SMRNUSCALE PWR CORP | 192,406 | $6.9B | 9.01% | |
| 3 | PCGPG&E CORP | 403,105 | $6.1B | 7.91% | |
| 4 | TLNTALEN ENERGY CORP | 12,865 | $5.5B | 7.12% | |
| 5 | AESAES CORP | 384,814 | $5.1B | 6.59% | |
| 6 | VSTVISTRA CORP | 20,180 | $4.0B | 5.14% | |
| 7 | EFRENERGY FUELS INC | 240,500 | $3.7B | 4.80% | |
| 8 | MTZMASTEC INC | 14,556 | $3.1B | 4.03% | |
| 9 | APLDAPPLIED DIGITAL CORP | 125,000 | $2.9B | 3.73% | |
| 10 | GLXYGALAXY DIGITAL INC. | 84,500 | $2.9B | 3.72% | |
| 11 | CWENCLEARWAY ENERGY INC | 96,950 | $2.7B | 3.56% | |
| 12 | CORZCORE SCIENTIFIC INC NEW | 150,000 | $2.7B | 3.50% | |
| 13 | CMSCMS ENERGY CORP | 31,917 | $2.3B | 3.04% | |
| 14 | EMREMERSON ELEC CO | 16,800 | $2.2B | 2.87% | |
| 15 | CEGCONSTELLATION ENERGY CORP | 6,365 | $2.1B | 2.73% | |
| 16 | XELXCEL ENERGY INC | 25,900 | $2.1B | 2.72% | |
| 17 | EVRGEVERGY INC | 27,300 | $2.1B | 2.70% | |
| 18 | MIGASTRATEGY INC | 6,317 | $2.0B | 2.65% | |
| 19 | NRANRG ENERGY INC | 12,500 | $2.0B | 2.63% | |
| 20 | HUTHUT 8 CORP | 57,691 | $2.0B | 2.61% | |
| 21 | WULFTERAWULF INC | 175,126 | $2.0B | 2.60% | |
| 22 | CIFRCIPHER MINING INC | 87,200 | $1.1B | 1.43% | |
| 23 | ESEVERSOURCE ENERGY | 15,300 | $1.1B | 1.42% | |
| 24 | SRESEMPRA | 12,000 | $1.1B | 1.40% | |
| 25 | RIOTRIOT PLATFORMS INC | 56,600 | $1.1B | 1.40% |