Brightlight Capital Management LP
- SEC CIK
- 0001802838
- Latest filing
- May 15, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 14, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 10
- +1 vs. Q1 2025
- Portfolio value
- $181.2M
- +$33.2M (+22.4%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CVNACarvana Co. | CL A | 158,000 | $53.2M | 29.4% | −69,300−30.5% | Reduced | History |
| KSPIJoint Stock Co Kaspi.kz | SPONSORED ADS | 432,000 | $36.7M | 20.2% | +111,100+34.6% | Added | History |
| HEPSD-MARKET Electronic Services & Trading | SPONSORED ADS | 6,304,070 | $17.0M | 9.4% | +281,230+4.7% | Added | History |
| HGVHilton Grand Vacations Inc. | COM | 382,700 | $15.9M | 8.8% | 00.0% | Unchanged | History |
| ARCOArcos Dorados Holdings Inc. | SHS CLASS -A - | 1,897,600 | $15.0M | 8.3% | +1,897,600 | New | History |
| MLCOMelco Resorts & Entertainment LTD | ADR | 1,598,900 | $11.6M | 6.4% | −1,274,200−44.3% | Reduced | History |
| SFDSmithfield Foods Inc | COM | 462,200 | $10.9M | 6.0% | 00.0% | Unchanged | History |
| SNBRQSleep Number Corp | COM | 1,111,700 | $7.51M | 4.1% | 00.0% | Unchanged | History |
| AAMIAcadian Asset Management Inc. | COM | 200,000 | $7.05M | 3.9% | +200,000 | New | History |
| VALValaris Ltd | CL A | 151,500 | $6.38M | 3.5% | 00.0% | Unchanged | History |
Sold out since Q1 2025 (1)
Positions held at the end of Q1 2025 that are gone from this filing.