ALIGHT CAPITAL MANAGEMENT LP
ALIGHT CAPITAL MANAGEMENT LP runs ALIGHT CAPITAL MANAGEMENT LP and currently holds 83 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $712.47M. Their top holdings are AMZN, NVDA, MSFT, TSM, INTC. The top five represent 18.5% of reported portfolio weight. ALIGHT CAPITAL MANAGEMENT LP ranks #77 out of 1000 investors tracked by Alpha Score. In the most recent quarter, ALIGHT CAPITAL MANAGEMENT LP initiated 24 new positions. They added to 25 existing positions. They trimmed 18 positions. Their current best-performing preview position is SNDK with returns of +257.88%.
83 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
AMZN AMAZON COM INC | 4.51% | $197.92 | $258.63 | +30.67% | Added +22.79% |
NVDA NVIDIA CORPORATION | 4.21% | $139.78 | $214.76 | +53.64% | Added +3.45% |
MSFT MICROSOFT CORP | 3.48% | $373.45 | $483.24 | +29.40% | Added +111.47% |
TSM TAIWAN SEMICONDUCTOR MANUFAC | 3.35% | $263.07 | $418.87 | +59.22% | Added +25.00% |
INTC INTEL CORP | 2.94% | $37.64 | $90.07 | +139.29% | Trimmed -50.00% |
TTWO TAKE-TWO INTERACTIVE SOFTWAR | 2.81% | $230.30 | $239.62 | +4.05% | Added +166.67% |
VICR VICOR CORP | 2.67% | $163.64 | $200.32 | +22.42% | Added +25.00% |
FLEX FLEX LTD | 2.27% | $56.93 | $110.45 | +94.01% | Trimmed -61.16% |
AMAT APPLIED MATLS INC | 2.03% | $204.74 | $492.32 | +140.46% | Trimmed -20.00% |
CORZ CORE SCIENTIFIC INC NEW | 1.90% | $21.61 | $17.81 | -17.58% | Added +167.27% |
Showing 1-10 of 83