Capelight Capital Asset Management LP
Capelight Capital Asset Management LP reported 38 positions worth $208.4M as of June 30, 2026 (13F filed July 15, 2026). Largest holding: SNDK (19.6%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SNDK | SH | $40.9M | 19.64% | 18,000 | — | — | |
| ▸ 2 | CORZ | SH | $19.2M | 9.21% | 750,000 | — | — | |
| ▸ 3 | LGN | SH | $14.1M | 6.75% | 165,000 | — | — | |
| ▸ 4 | MHO | SH | $12.9M | 6.17% | 80,000 | — | — | |
| ▸ 5 | AMAT | SH | $12.3M | 5.90% | 17,000 | — | — | |
| ▸ 6 | NET | SH | $9.8M | 4.71% | 40,000 | — | — | |
| ▸ 7 | NVDA | SH | $9.2M | 4.42% | 46,000 | — | — | |
| ▸ 8 | LITE | SH | $8.6M | 4.12% | 10,000 | — | — | |
| ▸ 9 | GLXY | SH | $6.3M | 3.02% | 230,000 | — | — | |
| ▸ 10 | AMZN | SH | $6.0M | 2.86% | 25,000 | — | — |
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Frequently Asked Questions
What stocks does Capelight Capital Asset Management LP hold as of Q2 2026?
Capelight Capital Asset Management LP reported 38 positions worth $208.4M in its Q2 2026 13F filing. Largest positions: SNDK (19.6%), CORZ (9.2%), LGN (6.7%), MHO (6.2%) and AMAT (5.9%).
What did Capelight Capital Asset Management LP buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Capelight Capital Asset Management LP sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.