Brightlight Capital Management LP
- SEC CIK
- 0001802838
- Latest filing
- May 15, 2026
Holdings in Q2 2021
Holdings as of Jun 30, 2021, filed Aug 13, 2021. Long positions only; changes compare share counts with Q1 2021.
- Positions
- 13
- +2 vs. Q1 2021
- Portfolio value
- $278.9M
- +$37.4M (+15.5%) vs. Q1 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CDLXCardlytics, Inc. | COM | 319,345 | $40.5M | 14.5% | +62,745+24.5% | Added | History |
| CVNACarvana Co. | CL A | 126,500 | $38.2M | 13.7% | 00.0% | Unchanged | History |
| FVRRFiverr International Ltd. | ORD SHS | 155,433 | $37.7M | 13.5% | 00.0% | Unchanged | History |
| DCBODocebo Inc. | COM | 559,700 | $33.1M | 11.9% | 00.0% | Unchanged | History |
| CVSACovista Inc. | COM | 838,498 | $29.9M | 10.7% | −7,738−0.9% | Reduced | History |
| MLCOMelco Resorts & Entertainment LTD | ADR | 1,570,000 | $26.0M | 9.3% | +222,000+16.5% | Added | History |
| HOMEAt Home Group Inc. | COM | 572,393 | $21.1M | 7.6% | −184,089−24.3% | Reduced | History |
| Just Eat Takeaway Com N V48214T305 | SPONSORED ADS | 867,603 | $15.8M | 5.7% | +867,603 | New | – |
| PAASPan American Silver Corp | Stock | 435,300 | $12.4M | 4.5% | −41,700−8.7% | Reduced | History |
| WTTRSelect Water Solutions, Inc. | CL A COM | 1,431,719 | $8.65M | 3.1% | +280,219+24.3% | Added | History |
| RMNIRimini Street, Inc. | COM | 923,641 | $5.69M | 2.0% | +923,641 | New | History |
| Sandstorm Gold Ltd Com New80013R206 | Stock | 698,200 | $5.51M | 2.0% | 00.0% | Unchanged | – |
| TWC Tech Hldgs II Corp90117G105 | COM | 430,000 | $4.27M | 1.5% | +430,000 | New | – |
Sold out since Q1 2021 (1)
Positions held at the end of Q1 2021 that are gone from this filing.
| Security | Class | Shares in Q1 2021 | Value in Q1 2021 | % of portfolio in Q1 2021 | History |
|---|---|---|---|---|---|
| Grubhub Inc400110102 | COM | 258,600 | $15.5M | 6.4% | – |