Beaconlight Capital, LLC
Beaconlight Capital, LLC reported 33 holdings worth US$283M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Beaconlight Capital, LLC reported 33 holdings worth US$283M as of Jun 30, 2026. Largest: Sensient Technologies Corporation, Natera, Inc. and Snowflake Inc. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 33
- Value as reported
- US$283M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Sensient Technologies Corporation | 222K | US$27.3M | 9.7% |
| Natera, Inc. | 53,312 | US$14.5M | 5.1% |
| Snowflake Inc. | 53,180 | US$13.5M | 4.8% |
| Cheniere Energy, Inc. | 55,621 | US$13.3M | 4.7% |
| Werner Enterprises, Inc. | 276K | US$12M | 4.2% |
| Somnigroup International Inc. | 128K | US$10.1M | 3.6% |
| Resideo Technologies, Inc. | 323K | US$10M | 3.5% |
| Compass, Inc. | 650K | US$8.01M | 2.8% |
| Teck Resources Limited Class A | 134K | US$7.96M | 2.8% |
| Delta Air Lines, Inc. | 81,820 | US$7.66M | 2.7% |
| Knight-swift Transportation Holdings Inc. | 88,047 | US$6.86M | 2.4% |
| Unity Software Inc. | 212K | US$6.07M | 2.1% |
| Twilio Inc. | 29,366 | US$6.06M | 2.1% |
| Brookdale Senior Living Inc. | 365K | US$5.87M | 2.1% |
| Scholar Rock Holding Corporation | 87,893 | US$4.83M | 1.7% |
| United Airlines Holdings, Inc. | 35,175 | US$4.78M | 1.7% |
| Tandem Diabetes Care, Inc. | 266K | US$4.01M | 1.4% |
| Humana Inc. | 8,220 | US$3.27M | 1.2% |
| Vicor Corporation | 8,218 | US$3.12M | 1.1% |
| Stmicroelectronics Nv | 41,332 | US$3.1M | 1.1% |
| Champion Homes, Inc. | 34,056 | US$3M | 1.1% |
| Digimarc Corporation | 339K | US$2.79M | 0.98% |
| Gulfport Energy Corporation | 15,325 | US$2.6M | 0.92% |
| Elevance Health, Inc. | 5,946 | US$2.3M | 0.81% |
| Quidelortho Corporation | 103K | US$1.8M | 0.64% |
| Celsius Holdings, Inc. | 59,576 | US$1.74M | 0.62% |
| Venture Global, Inc. | 122K | US$1.36M | 0.48% |
| Transmedics Group, Inc. | 15,406 | US$1.02M | 0.36% |
| Broadcom Inc. | 0 | US$0 | 0.00% |
| Canadian Pacific Kansas City Limited | 0 | US$0 | 0.00% |
| Celanese Corporation | 0 | US$0 | 0.00% |
| Cf Industries Holdings, Inc. | 0 | US$0 | 0.00% |
| Eqt Corporation | 0 | US$0 | 0.00% |
| Fedex Corporation | 0 | US$0 | 0.00% |
| Gds Holdings Ltd. | 0 | US$0 | 0.00% |
| Methanex Corporation | 0 | US$0 | 0.00% |
| Onto Innovation Inc. | 0 | US$0 | 0.00% |
| Sandisk Corporation | 0 | US$0 | 0.00% |
| Servicenow, Inc. | 0 | US$0 | 0.00% |
| Solstice Advanced Materials Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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