Long-term investor
Alight Capital Management LP @alightcapitalmanagementl
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001651473).
Record
- Tracked since 2025-06-30 (441 days), 262 trades recorded
- Returns: week n/a · month n/a · 90 days +14.9% · 6 months n/a · 1 year +29.4% · all +29.4%
- Max drawdown n/a · win rate 19% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AMZN · 7.9% · long · since 2025-06-30
- MU · 4.9% · long · since 2025-06-30
- NVDA · 4.2% · long · since 2025-06-30
- MSFT · 3.5% · long · since 2025-06-30
- TSM · 3.4% · long · since 2025-06-30
- INTC · 2.9% · long · since 2025-09-30
- TTWO · 2.8% · long · since 2026-03-31
- VICR · 2.7% · long · since 2025-06-30
- AAPL · 2.3% · long · since 2025-06-30
- SONY · 2.3% · long · since 2026-06-30
- FLEX · 2.3% · long · since 2025-06-30
- AMAT · 2.0% · long · since 2025-09-30