Stock Taper 
ALIGHT CAPITAL MANAGEMENT LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Applied Materials, Inc. | AMAT | 20K | $14.46M |
 Deere & Company | DE | 20K | $12.69M |
 Broadcom Inc. | AVGO | 20K | $7.55M |
 HubSpot, Inc. | HUBS | 20K | $3.65M |
 Palo Alto Networks, Inc. | PANW | 20.5K | $6.99M |
 Meta Platforms, Inc. | META | 20.5K | $11.55M |
 KLA Corporation | KLAC | 25K | $7.54M |
 Lam Research Corporation | LRCX | 30K | $13M |
 Texas Instruments Incorporated | TXN | 30K | $8.94M |
 Tyler Technologies, Inc. | TYL | 30K | $8.77M |
 Shopify Inc. | SHOP | 35K | $4M |
 ON Semiconductor Corporation | ON | 40K | $3.78M |
 Rambus Inc. | RMBS | 40K | $5.31M |
 Robinhood Markets, Inc. | HOOD | 50K | $5.01M |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 50K | $23.88M |
 CoreWeave, Inc. Class A Common Stock | CRWV | 50K | $4.98M |
 FuelCell Energy, Inc. | FCEL | 50K | $1.8M |
 Vicor Corporation | VICR | 50K | $18.99M |
 GLOBALFOUNDRIES Inc. | GFS | 60K | $4.94M |
 Microsoft Corporation | MSFT | 66.4K | $24.77M |