Brightlight Capital Management LP
- SEC CIK
- 0001802838
- Latest filing
- May 15, 2026
Holdings in Q2 2024
Holdings as of Jun 30, 2024, filed Aug 14, 2024. Long positions only; changes compare share counts with Q1 2024.
- Positions
- 12
- 0 vs. Q1 2024
- Portfolio value
- $187.0M
- +$10.0M (+5.7%) vs. Q1 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CVNACarvana Co. | CL A | 273,400 | $35.2M | 18.8% | −141,100−34.0% | Reduced | History |
| KSPIJoint Stock Co Kaspi.kz | SPONSORED ADS | 263,642 | $34.0M | 18.2% | 00.0% | Unchanged | History |
| MLCOMelco Resorts & Entertainment LTD | ADR | 2,975,200 | $22.2M | 11.9% | 00.0% | Unchanged | History |
| PAASPan American Silver Corp | Stock | 981,000 | $19.5M | 10.4% | −26,500−2.6% | Reduced | History |
| VALValaris Ltd | CL A | 215,500 | $16.1M | 8.6% | 00.0% | Unchanged | History |
| HGVHilton Grand Vacations Inc. | COM | 382,700 | $15.5M | 8.3% | 00.0% | Unchanged | History |
| GMGeneral Motors Co | COM | 188,900 | $8.78M | 4.7% | 00.0% | Unchanged | History |
| CDLXCardlytics, Inc. | COM | 1,066,000 | $8.75M | 4.7% | +604,500+131.0% | Added | History |
| SNBRQSleep Number Corp | COM | 874,651 | $8.37M | 4.5% | +843,851+2,739.8% | Added | History |
| FBTCFidelity Wise Origin Bitcoin Fund | SHS | 147,100 | $7.72M | 4.1% | +59,300+67.5% | Added | History |
| FVRRFiverr International Ltd. | ORD SHS | 272,100 | $6.38M | 3.4% | −189,900−41.1% | Reduced | History |
| ASLEAerSale Corp | COM | 657,116 | $4.55M | 2.4% | 00.0% | Unchanged | History |