Brightlight Capital Management LP
- SEC CIK
- 0001802838
- Latest filing
- May 15, 2026
Holdings in Q3 2025
Holdings as of Sep 30, 2025, filed Nov 14, 2025. Long positions only; changes compare share counts with Q2 2025.
- Positions
- 10
- 0 vs. Q2 2025
- Portfolio value
- $165.2M
- −$15.9M (−8.8%) vs. Q2 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CVNACarvana Co. | CL A | 113,200 | $42.7M | 25.8% | −44,800−28.4% | Reduced | History |
| KSPIJoint Stock Co Kaspi.kz | SPONSORED ADS | 432,000 | $35.3M | 21.4% | 00.0% | Unchanged | History |
| HEPSD-MARKET Electronic Services & Trading | SPONSORED ADS | 6,305,000 | $17.0M | 10.3% | +9300.0% | Added | History |
| HGVHilton Grand Vacations Inc. | COM | 382,700 | $16.0M | 9.7% | 00.0% | Unchanged | History |
| ARCOArcos Dorados Holdings Inc. | SHS CLASS -A - | 2,234,000 | $15.1M | 9.1% | +336,400+17.7% | Added | History |
| MLCOMelco Resorts & Entertainment LTD | ADR | 1,235,300 | $11.3M | 6.9% | −363,600−22.7% | Reduced | History |
| SFDSmithfield Foods Inc | COM | 462,200 | $10.9M | 6.6% | 00.0% | Unchanged | History |
| SNBRQSleep Number Corp | COM | 1,111,700 | $7.80M | 4.7% | 00.0% | Unchanged | History |
| AAMIAcadian Asset Management Inc. | COM | 150,100 | $7.23M | 4.4% | −49,900−25.0% | Reduced | History |
| PALProficient Auto Logistics, Inc | COM | 290,077 | $2.00M | 1.2% | +290,077 | New | History |
Sold out since Q2 2025 (1)
Positions held at the end of Q2 2025 that are gone from this filing.