ALIGHT CAPITAL MANAGEMENT LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | COF | 20K | $4.25M |
 | MDB | 18K | $5.59M |
 | ORCL | 18K | $4.92M |
 | META | 15K | $11.02M |
 | CAT | 15K | $7.16M |
 | HUBS | 13K | $6.08M |
 | ANET | 13K | $1.89M |
 | ASML | 13K | $12.59M |
 | FDX | 11K | $2.59M |
 | URI | 10K | $9.55M |
 | PFSI | 10K | $1.24M |
 | CLS | 10K | $2.46M |
 | KLAC | 8K | $8.64M |
 | NFLX | 8K | $8.99M |
 | NOW | 6K | $5.52M |
Capital One Financial Corporation
COF
Shares Held
20K
Value
$4.25M
MongoDB, Inc.
MDB
Shares Held
18K
Value
$5.59M
Oracle Corporation
ORCL
Shares Held
18K
Value
$4.92M
Meta Platforms, Inc.
META
Shares Held
15K
Value
$11.02M
Caterpillar Inc.
CAT
Shares Held
15K
Value
$7.16M
HubSpot, Inc.
HUBS
Shares Held
13K
Value
$6.08M
Arista Networks, Inc.
ANET
Shares Held
13K
Value
$1.89M
ASML Holding N.V.
ASML
Shares Held
13K
Value
$12.59M
FedEx Corporation
FDX
Shares Held
11K
Value
$2.59M
United Rentals, Inc.
URI
Shares Held
10K
Value
$9.55M
PennyMac Financial Services, Inc.
PFSI
Shares Held
10K
Value
$1.24M
Celestica Inc.
CLS
Shares Held
10K
Value
$2.46M
KLA Corporation
KLAC
Shares Held
8K
Value
$8.64M
Netflix, Inc.
NFLX
Shares Held
8K
Value
$8.99M
ServiceNow, Inc.
NOW
Shares Held
6K
Value
$5.52M