Holdings
Capelight Capital Asset Management LP
As of Jun 30, 2026, Capelight Capital Asset Management LP reported 30 positions worth US$180M. Largest: Sandisk Corporation, Core Scientific, Inc. and Legence Corp. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Sandisk Corporation | 18,000 | US$40.9M | no change | Jun 30, 2026 |
| Core Scientific, Inc. | 750K | US$19.2M | +150K | Jun 30, 2026 |
| Legence Corp. | 165K | US$14.1M | +10,000 | Jun 30, 2026 |
| M/i Homes, Inc. | 80,000 | US$12.9M | +10,000 | Jun 30, 2026 |
| Applied Materials, Inc. | 17,000 | US$12.3M | −3,000 | Jun 30, 2026 |
| Cloudflare, Inc. | 40,000 | US$9.81M | no change | Jun 30, 2026 |
| Nvidia Corporation | 46,000 | US$9.2M | +13,000 | Jun 30, 2026 |
| Lumentum Holdings Inc. | 10,000 | US$8.58M | no change | Jun 30, 2026 |
| Galaxy Digital Inc. | 230K | US$6.29M | +25,000 | Jun 30, 2026 |
| Amazon.com, Inc. | 25,000 | US$5.96M | no change | Jun 30, 2026 |