Brightlight Capital Management LP
- SEC CIK
- 0001802838
- Latest filing
- May 15, 2026
Holdings in Q2 2023
Holdings as of Jun 30, 2023, filed Aug 14, 2023. Long positions only; changes compare share counts with Q1 2023.
- Positions
- 9
- 0 vs. Q1 2023
- Portfolio value
- $122.5M
- +$3.85M (+3.2%) vs. Q1 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MLCOMelco Resorts & Entertainment LTD | ADR | 2,975,200 | $36.3M | 29.7% | −315,500−9.6% | Reduced | History |
| CVNACarvana Co. | CL A | 728,300 | $18.9M | 15.4% | 00.0% | Unchanged | History |
| WTTRSelect Water Solutions, Inc. | CL A COM | 1,934,200 | $15.7M | 12.8% | −871,800−31.1% | Reduced | History |
| OPENOpendoor Technologies Inc. | COM | 3,349,800 | $13.5M | 11.0% | 00.0% | Unchanged | History |
| PAASPan American Silver Corp | Stock | 732,000 | $10.7M | 8.7% | 00.0% | Unchanged | History |
| DCBODocebo Inc. | COM | 261,289 | $10.3M | 8.4% | −154,511−37.2% | Reduced | History |
| Farfetch Ltd30744W107 | ORD SH CL A | 1,323,600 | $7.99M | 6.5% | 00.0% | Unchanged | – |
| FVRRFiverr International Ltd. | ORD SHS | 241,600 | $6.28M | 5.1% | +71,894+42.4% | Added | History |
| CDLXCardlytics, Inc. | COM | 454,769 | $2.87M | 2.3% | 00.0% | Unchanged | History |