Brightlight Capital Management LP
- SEC CIK
- 0001802838
- Latest filing
- May 15, 2026
Holdings in Q4 2021
Holdings as of Dec 31, 2021, filed Feb 8, 2022. Long positions only; changes compare share counts with Q3 2021.
- Positions
- 12
- 0 vs. Q3 2021
- Portfolio value
- $249.9M
- +$16.4M (+7.0%) vs. Q3 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CDLXCardlytics, Inc. | COM | 546,131 | $36.1M | 14.4% | +145,586+36.3% | Added | History |
| OPENOpendoor Technologies Inc. | COM | 2,460,400 | $35.9M | 14.4% | +2,460,400 | New | History |
| CVNACarvana Co. | CL A | 119,900 | $27.8M | 11.1% | 00.0% | Unchanged | History |
| DCBODocebo Inc. | COM | 377,300 | $25.3M | 10.1% | −61,500−14.0% | Reduced | History |
| MLCOMelco Resorts & Entertainment LTD | ADR | 2,345,521 | $23.9M | 9.6% | 00.0% | Unchanged | History |
| OMFOneMain Holdings, Inc. | COM | 466,900 | $23.4M | 9.3% | +466,900 | New | History |
| WTTRSelect Water Solutions, Inc. | CL A COM | 3,477,072 | $21.7M | 8.7% | 00.0% | Unchanged | History |
| JXNJackson Financial Inc. | COM CL A | 472,400 | $19.8M | 7.9% | +472,400 | New | History |
| POLPolished.com Inc. | COM | 7,916,141 | $19.0M | 7.6% | +6,691,355+546.3% | Added | History |
| PAASPan American Silver Corp | Stock | 435,300 | $10.9M | 4.3% | 00.0% | Unchanged | History |
| FVRRFiverr International Ltd. | ORD SHS | 38,233 | $4.35M | 1.7% | −139,700−78.5% | Reduced | History |
| Sandstorm Gold Ltd Com New80013R206 | Stock | 304,200 | $1.89M | 0.8% | 00.0% | Unchanged | – |
Sold out since Q3 2021 (3)
Positions held at the end of Q3 2021 that are gone from this filing.
| Security | Class | Shares in Q3 2021 | Value in Q3 2021 | % of portfolio in Q3 2021 | History |
|---|---|---|---|---|---|
| CVSACovista Inc. | COM | 759,498 | $28.7M | 12.3% | History |
| Just Eat Takeaway Com N V48214T305 | SPONSORED ADS | 657,239 | $9.55M | 4.1% | – |
| PRDOPerdoceo Education Corp | COM | 298,566 | $3.15M | 1.4% | History |