Alight Capital Management LP — 13F holdings

Alight Capital Management LP reported 83 holdings worth $712M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. AMZN AMAZON COM INC — $55.9M (7.9%)
2. MU MICRON TECHNOLOGY INC — $34.6M (4.9%)
3. NVDA NVIDIA CORPORATION — $30.0M (4.2%)
4. MSFT MICROSOFT CORP — $24.8M (3.5%)
5. TSM TAIWAN SEMICONDUCTOR MFG LTD — $23.9M (3.4%)
6. INTC Intel Corp — $20.9M (2.9%)
7. TTWO TAKE-TWO INTERACTIVE SOFTWAR — $20.0M (2.8%)
8. VICR VICOR CORP — $19.0M (2.7%)
9. AAPL APPLE INC — $16.6M (2.3%)
10. SONY SONY GROUP CORP — $16.4M (2.3%)