Long-term investor
Capelight Capital Asset Management LP @capelightcapitalassetman
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002105992).
Record
- Tracked since 2025-12-31 (292 days), 87 trades recorded
- Returns: week n/a · month n/a · 90 days -19.9% · 6 months +34.0% · 1 year n/a · all +34.0%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SNDK · 19.6% · long · since 2025-12-31
- CORZ · 9.2% · long · since 2025-12-31
- LGN · 6.7% · long · since 2025-12-31
- MHO · 6.2% · long · since 2025-12-31
- AMAT · 5.9% · long · since 2025-12-31
- 18915M107 · 4.7% · long · since 2025-12-31
- NVDA · 4.4% · long · since 2026-03-31
- LITE · 4.1% · long · since 2025-12-31
- GLXY · 3.0% · long · since 2025-12-31
- AMZN · 2.9% · long · since 2025-12-31
- 46090E103 · 2.8% · long · since 2025-12-31
- CRDO · 2.5% · long · since 2025-12-31