HoldingsChannel.com
Alight Capital Management LP Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
MICRON TECHNOLOGY INC      $18,823
     Call300,000+300,000$16,134
     MU50,000UNCH$2,689
DEERE & CO 100,000 +50,000 $17,326
     DE100,000+50,000$17,326
SPDR S&P 500 ETF TR (SPY) 50,000 -10,000 $16,093
     SPY50,000-10,000$16,093
AMAZON COM INC 8,000 +8,000 $14,783
     AMZN8,000+8,000$14,783
DISNEY WALT CO 100,000 +40,000 $14,463
     DIS100,000+40,000$14,463
SNAP INC 800,000 +600,000 $13,064
     SNAP800,000+600,000$13,064
NVIDIA CORP 50,000 +20,000 $11,765
     NVDA50,000+20,000$11,765
MICROCHIP TECHNOLOGY INC 110,000 +100,000 $11,519
     MCHP110,000+100,000$11,519
SONY CORP 150,000 +50,000 $10,200
     SNE150,000+50,000$10,200
NORFOLK SOUTHERN CORP 50,000 UNCH $9,707
     NSC50,000UNCH$9,707
ADVANCED MICRO DEVICES INC 200,000 +100,000 $9,172
     AMD200,000+100,000$9,172
FEDEX CORP 60,000 +60,000 $9,073
     FDX60,000+60,000$9,073
UNION PACIFIC CORP 50,000 +50,000 $9,040
     UNP50,000+50,000$9,040
SALESFORCE COM INC 50,000 +50,000 $8,132
     CRM50,000+50,000$8,132
MICROSOFT CORP 50,000 +30,000 $7,885
     MSFT50,000+30,000$7,885
FIDELITY NATL INFORMATION SV 50,000 +10,000 $6,955
     FIS50,000+10,000$6,955
RINGCENTRAL INC 40,000 +35,000 $6,747
     RNG40,000+35,000$6,747
ADOBE INC 20,000 +20,000 $6,596
     ADBE20,000+20,000$6,596
ELECTRONIC ARTS INC 60,000 +40,000 $6,451
     EA60,000+40,000$6,451
SPLUNK INC 40,000 +20,000 $5,991
     SPLK40,000+20,000$5,991
TAIWAN SEMICONDUCTOR MFG LTD 100,000 -100,000 $5,810
     TSM100,000-100,000$5,810
FERRARI N V 35,000 +5,000 $5,794
     RACE35,000+5,000$5,794
QUALCOMM INC 60,000 +30,000 $5,294
     QCOM60,000+60,000$5,294
3M CO 30,000 +30,000 $5,293
     MMM30,000+30,000$5,293
ZYNGA INC 800,000 -200,000 $4,896
     ZNGA800,000-200,000$4,896
NETFLIX INC 15,000 UNCH $4,854
     NFLX15,000+5,000$4,854
CISCO SYS INC 100,000 +100,000 $4,796
     CSCO100,000+100,000$4,796
ANAPLAN INC 90,000 +90,000 $4,716
     PLAN90,000+90,000$4,716
THE TRADE DESK INC 18,000 +18,000 $4,676
     TTD18,000+18,000$4,676
SLACK TECHNOLOGIES INC 200,000 +200,000 $4,496
     WORK200,000+200,000$4,496
PPG INDS INC 30,000 -5,000 $4,005
     PPG30,000-5,000$4,005
AUTODESK INC 20,000 +20,000 $3,669
     ADSK20,000+20,000$3,669
ANALOG DEVICES INC 30,000 +30,000 $3,565
     ADI30,000+30,000$3,565
WESTERN DIGITAL CORP 50,000 +50,000 $3,174
     WDC50,000+50,000$3,174
CROWDSTRIKE HLDGS INC 60,000 +60,000 $2,992
     CRWD60,000+60,000$2,992
APPLE INC 10,000 -20,000 $2,937
     AAPL10,000-20,000$2,937
PELOTON INTERACTIVE INC 90,000 +90,000 $2,556
     PTON90,000+90,000$2,556
ON SEMICONDUCTOR CORP      $2,438
     Call100,000+100,000$2,438
SEA LTD 60,000 +60,000 $2,413
     SE60,000+60,000$2,413
TRONOX HOLDINGS PLC      $2,284
     Call200,000+200,000$2,284
COUPA SOFTWARE INC 15,000 +15,000 $2,194
     COUP15,000+15,000$2,194
ALIBABA GROUP HLDG LTD 10,000 -10,771 $2,121
     BABA10,000-10,771$2,121
CARDLYTICS INC 31,501 +31,501 $1,980
     CDLX31,501+31,501$1,980
MONGODB INC 15,000 +15,000 $1,974
     MDB15,000+15,000$1,974
NXP SEMICONDUCTORS N V 13,000 +13,000 $1,654
     NXPI13,000+13,000$1,654
TWITTER INC 50,000 -50,000 $1,603
     TWTR50,000-50,000$1,603
LATTICE SEMICONDUCTOR CORP 70,000 -30,000 $1,340
     LSCC70,000-30,000$1,340
FISERV INC 10,000 UNCH $1,156
     FISV10,000UNCH$1,156
CARVANA CO 8,000 +8,000 $736
     CVNA8,000+8,000$736

See Full List: All Stocks Held By Alight Capital Management LP
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Alight Capital Management LP

Size ($ in 1000's)
At 12/31/2019: $309,926
At 09/30/2019: $171,997

Alight Capital Management LP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Alight Capital Management LP 13F filings. Link to 13F filings: SEC filings

Alight Capital Management LP Top Holdings 13F Filings | www.HoldingsChannel.com

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