Brightlight Capital Management Lp Top Holdings and 13F Report (2025) About Brightlight Capital Management LpInvestment ActivityBrightlight Capital Management Lp has $147.98 million in total holdings as of March 31, 2025.Brightlight Capital Management Lp owns shares of 9 different stocks, but just 5 companies or ETFs make up 80% of its holdings.Approximately 25.73% of the portfolio was purchased this quarter.About 11.70% of the portfolio was sold this quarter.This quarter, Brightlight Capital Management Lp has purchased 8 new stocks and bought additional shares in 4 stocks.Brightlight Capital Management Lp sold shares of 1 stock and completely divested from 1 stock this quarter.Largest Holdings Carvana $47,523,884KASPI KZ JSC $29,795,565D-Market Elektronik Hizmetler ve Ticaret A.S. $17,165,094Melco Resorts & Entertainment $15,141,237Hilton Grand Vacations $14,316,807 Largest New Holdings this Quarter 585464100 - Melco Resorts & Entertainment $15,141,237 Holding832248207 - Smithfield Foods Inc $9,424,258 Holding Largest Purchases this Quarter Melco Resorts & Entertainment 2,873,100 shares (about $15.14M)Smithfield Foods Inc 462,200 shares (about $9.42M)Carvana 40,900 shares (about $8.55M)D-Market Elektronik Hizmetler ve Ticaret A.S. 1,226,444 shares (about $3.50M)Sleep Number 129,212 shares (about $819.20K) Largest Sales this Quarter AerSale 441,337 shares (about $3.31M) Sector Allocation Over TimeMap of 500 Largest Holdings ofBrightlight Capital Management Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorCVNACarvana$47,523,884$8,551,372 ▲21.9%227,30032.1%Retail/WholesaleKASPI KZ JSC$29,795,5650.0%320,90020.1%SPONSORED ADSHEPSD-Market Elektronik Hizmetler ve Ticaret A.S.$17,165,094$3,495,365 ▲25.6%6,022,84011.6%Retail/WholesaleMLCOMelco Resorts & Entertainment$15,141,237$15,141,237 ▲New Holding2,873,10010.2%Consumer DiscretionaryHGVHilton Grand Vacations$14,316,8070.0%382,7009.7%Consumer DiscretionarySmithfield Foods Inc$9,424,258$9,424,258 ▲New Holding462,2006.4%COMSNBRSleep Number$7,048,178$819,204 ▲13.2%1,111,7004.8%Consumer DiscretionaryVALValaris$5,947,890$637,739 ▲12.0%151,5004.0%EnergyASLEAerSale$1,616,185$3,305,615 ▼-67.2%215,7791.1%AerospacePAASPan American Silver$0$14,014,482 ▼-100.0%00.0%Basic MaterialsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
