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 Under $50 Millions

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
HEPS D Market Electronic Services & Trading	$0	$17 Million 12.93% of portfolio	6,304,070	Q2 2025 Added 4.67%

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

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Brightlight Capital Management LP Portfolio Holdings