Brightlight Capital Management LP Portfolio Holdings

Brightlight Capital Management LP

  • $132 Million
  • Q2 2025

Brightlight Capital Management LP has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $132 Million distributed in 10 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Carvana Co. with a value of $53.2M, D Market Electronic Services & Trading with a value of $17M, Hilton Grand Vacations Inc. with a value of $15.9M, Arcos Dorados Holdings Inc. with a value of $15M, and Melco Resorts & Entertainment LTD with a value of $11.6M.

Examining the 13F form we can see an increase of $22.9M in the current position value, from $109M to 132M.

Below you can find more details about Brightlight Capital Management LP portfolio as well as his latest detailed transactions.

Portfolio value $132 Million
Consumer Cyclical: $103 Million
Energy: $6.38 Million
Financial Services: $5.1 Million
Technology: $0

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.29B
$15.9 Million 12.07% of portfolio
382,700
Q1 2024 New
$3.96B
$11.6 Million 8.78% of portfolio
1,598,900
Q2 2025 Reduced 44.35%
$3.49B
$6.38 Million 4.84% of portfolio
151,500
Q1 2025 Added 12.01%

Summary

  • Portfolio
  • No. of Stocks 10
  • Current Value $132 Million
  • Prior Value $109 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 2 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 2 stocks
Track This Portfolio

Track Brightlight Capital Management LP Portfolio

Follow Brightlight Capital Management LP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Brightlight Capital Management LP, based on Form 13F filings with the SEC.

News

Stay updated on Brightlight Capital Management LP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email