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 (247 days), 79 trades recorded
  • Returns: week n/a · month n/a · 90 days +27.2% · 6 months n/a · 1 year n/a · all +22.0%
  • Max drawdown n/a · win rate 5% · 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
  • NET · 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
  • QQQ · 2.8% · long · since 2025-12-31
  • 90041L105 · 2.7% · long · since 2025-12-31

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