Titelia

Holdings of BRIGHTLIGHT CAPITAL MANAGEMENT LP

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Net assets
-
Positions
7 in 2 countries
Top ten
100.0 % of the equity sleeve
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Carvana Co 89,26328.1M $
2Kaspi.KZ JSC 371,23527.5M $
3HNI Corp 262,9008.8M $
4Acadian Asset Management Inc 100,2005.5M $
5Proficient Auto Logistics Inc 288,7002M $
6Hilton Grand Vacations Inc 45,7801.8M $
7Sleep Number Corp 179,400322K $

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Sector breakdown

  • Consumer discretionary 38.0 %
  • Unattributed 62.0 %

Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".

Currency breakdown

  • USD 100.0 %

Each line is counted in its quoted currency, as the fund declares it.

Country breakdown

  • United States 62.8 %
  • Kazakhstan 37.2 %

Shares are computed on the fund's equities only.

RankCountryLinesValueShare
1United States646.4M $62.77 %
2Kazakhstan127.5M $37.23 %
Cite this page

Titelia. "Holdings of BRIGHTLIGHT CAPITAL MANAGEMENT LP". https://titelia.com/en/funds/US13F1802838