Brightlight Capital Management LP Portfolio Holdings

Brightlight Capital Management LP

  • $109 Million
  • Q1 2025

Brightlight Capital Management LP has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $109 Million distributed in 9 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Carvana Co. with a value of $47.5M, D Market Electronic Services & Trading with a value of $17.2M, Melco Resorts & Entertainment LTD with a value of $15.1M, Hilton Grand Vacations Inc. with a value of $14.3M, and Sleep Number Corp with a value of $7.05M.

Examining the 13F form we can see an increase of $2.3M in the current position value, from $106M to 109M.

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

Portfolio value $109 Million
Consumer Cyclical: $84 Million
Energy: $5.95 Million
Industrials: $1.62 Million
Technology: $0

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$302M
$1.62 Million 1.49% of portfolio
215,779
Q1 2025 Reduced 67.16%

Summary

  • Portfolio
  • No. of Stocks 9
  • Current Value $109 Million
  • Prior Value $106 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1 stocks
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