Stock Taper 
ALIGHT CAPITAL MANAGEMENT LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 ASML Holding N.V. | ASML | 4K | $7.96M |
 Micron Technology, Inc. | MU | 5K | $5.77M |
 Caterpillar Inc. | CAT | 5K | $5.32M |
 Sandisk Corporation | SNDK | 5K | $11.37M |
 CrowdStrike Holdings, Inc. | CRWD | 8K | $6.11M |
 Cloudflare, Inc. | NET | 10K | $2.45M |
 Seagate Technology Holdings plc | STX | 10K | $9.65M |
 Atlassian Corporation | TEAM | 10K | $777.9K |
 Corning Inc | GLW | 10K | $2.55M |
 Western Digital Corporation | WDC | 10K | $6.39M |
 Salesforce, Inc. | CRM | 10K | $1.57M |
 Zebra Technologies Corporation | ZBRA | 10K | $2.63M |
 Nebius Group N.V. | NBIS | 10K | $2.76M |
 ServiceNow, Inc. | NOW | 10K | $992.8K |
 Celestica Inc. | CLS | 10K | $3.65M |
 Bloom Energy Corporation | BE | 12K | $3.63M |
 Advanced Micro Devices, Inc. | AMD | 13K | $7.55M |
 Silicon Motion Technology Corporation | SIMO | 13K | $4.33M |
 Datadog, Inc. | DDOG | 14K | $3.65M |
 MongoDB, Inc. | MDB | 15K | $5.04M |