Brightlight Capital Management LP Portfolio Holdings by Sector
Brightlight Capital Management LP
- $164 Million
- Q3 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Internet Retail | Consumer Cyclical
CVNA BABA 2 stocks |
$59,764
36.36% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Resorts & Casinos | Consumer Cyclical
MLCO HGV 2 stocks |
$37,079
22.56% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Silver | Basic Materials
PAAS 1 stocks |
$20,483
12.46% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Furnishings, Fixtures & Appliances | Consumer Cyclical
SNBR 1 stocks |
$16,023
9.75% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Oil & Gas Equipment & Services | Energy
VAL 1 stocks |
$12,016
7.31% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Travel Services | Consumer Cyclical
DESP 1 stocks |
$10,024
6.1% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Advertising Agencies | Communication Services
CDLX 1 stocks |
$3,411
2.08% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Airports & Air Services | Industrials
ASLE 1 stocks |
$3,318
2.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
GM 1 stocks |
$2,247
1.37% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
KKS.F 1 stocks |
$0
0.0% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|