BEACONLIGHT CAPITAL, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | TMDX | 44K | $4.96M |
 | TOL | 28K | $3.81M |
 | STX | 26K | $6.20M |
 | SNOW | 24K | $5.32M |
 | NTRA | 23K | $3.77M |
 | TWLO | 23K | $2.34M |
 | BABA | 21K | $3.84M |
TransMedics Group, Inc.
TMDX
Shares Held
44K
Value
$4.96M
Toll Brothers, Inc.
TOL
Shares Held
28K
Value
$3.81M
Seagate Technology Holdings plc
STX
Shares Held
26K
Value
$6.20M
Snowflake Inc.
SNOW
Shares Held
24K
Value
$5.32M
Natera, Inc.
NTRA
Shares Held
23K
Value
$3.77M
Twilio Inc.
TWLO
Shares Held
23K
Value
$2.34M
Alibaba Group Holding Limited
BABA
Shares Held
21K
Value
$3.84M