263 is the total number of securities Alight Capital Management LP has owned. The longest Alight Capital Management LP has owned a single stock is 19 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| AMZN | AMAZON COM INC | 16 | 3 | 0.54% | 3.63% | 8.63% | Q4 2018 | Q3 2023 | 19 |
| LSCC | LATTICE SEMICONDUCTOR ... | 19 | 19 | 0.43% | 1.07% | 1.89% | Q1 2019 | Q3 2023 | 19 |
| AMD | ADVANCED MICRO DEVICES... | 14 | 3 | 1.02% | 2.51% | 5.34% | Q1 2019 | Q3 2023 | 17 |
| SPY | SPDR S&P 500 ETF TR | 11 | 1 | 1.68% | 9.22% | 29.32% | Q4 2018 | Q3 2023 | 16 |
| NVDA | NVIDIA CORPORATION | 8 | 4 | 0.41% | 2.78% | 5.70% | Q1 2019 | Q3 2023 | 16 |
| FB | META PLATFORMS INC | 8 | 1 | 1.91% | 3.44% | 6.24% | Q1 2019 | Q3 2023 | 14 |
| NSC | NORFOLK SOUTHN CORP | 14 | 14 | 0.79% | 2.63% | 5.22% | Q3 2019 | Q4 2022 | 14 |
| UNP | UNION PACIFIC CORP | 13 | 1 | 1.10% | 2.14% | 4.99% | Q4 2019 | Q3 2023 | 14 |
| DE | DEERE & CO | 6 | 2 | 0.83% | 3.71% | 6.40% | Q2 2019 | Q1 2023 | 12 |
| DIS | DISNEY WALT CO | 6 | 1 | 0.91% | 3.48% | 7.01% | Q4 2018 | Q1 2023 | 12 |
| ZNGA | ZYNGA INC | 12 | 12 | 0.37% | 2.13% | 6.05% | Q4 2018 | Q3 2021 | 12 |
| VICR | VICOR CORP | 12 | 12 | 0.29% | 1.70% | 3.45% | Q1 2020 | Q4 2022 | 12 |
| TWLO | TWILIO INC | 7 | 1 | 0.68% | 1.35% | 2.27% | Q2 2019 | Q3 2023 | 12 |
| SNAP | SNAP INC | 7 | 4 | 0.30% | 1.90% | 4.22% | Q1 2019 | Q4 2021 | 11 |
| NXPI | NXP SEMICONDUCTORS N V | 7 | 1 | 0.53% | 1.49% | 3.36% | Q4 2018 | Q1 2023 | 11 |
| MSFT | MICROSOFT CORP | 4 | 1 | 1.62% | 4.54% | 9.02% | Q1 2019 | Q3 2023 | 10 |
| QCOM | QUALCOMM INC | 3 | 1 | 0.94% | 3.26% | 6.71% | Q4 2018 | Q2 2023 | 10 |
| AAPL | APPLE INC | 3 | 1 | 0.95% | 2.66% | 4.40% | Q4 2018 | Q2 2023 | 10 |
| NFLX | NETFLIX INC | 3 | 1 | 1.56% | 2.60% | 6.86% | Q4 2018 | Q3 2023 | 10 |
| TECK | TECK RESOURCES LTD | 10 | 10 | 0.50% | 2.34% | 5.57% | Q2 2021 | Q3 2023 | 10 |
| CRM | SALESFORCE INC | 3 | 1 | 0.92% | 2.33% | 3.59% | Q4 2018 | Q1 2023 | 10 |
| SPLK | SPLUNK INC | 5 | 1 | 1.09% | 1.96% | 2.93% | Q2 2019 | Q1 2023 | 10 |
| CRWD | CROWDSTRIKE HLDGS INC | 6 | 4 | 0.48% | 1.53% | 3.94% | Q4 2019 | Q3 2022 | 10 |
| MCHP | MICROCHIP TECHNOLOGY INC. | 4 | 1 | 0.43% | 1.17% | 3.72% | Q4 2018 | Q3 2022 | 10 |
| RNG | RINGCENTRAL INC | 9 | 1 | 0.36% | 1.00% | 2.18% | Q4 2018 | Q4 2022 | 10 |
| SNOW | SNOWFLAKE INC | 7 | 3 | 0.40% | 0.98% | 1.59% | Q1 2021 | Q3 2023 | 10 |
| KO | COCA COLA CO | 9 | 9 | 2.09% | 3.69% | 5.01% | Q3 2020 | Q3 2022 | 9 |
| SONY | SONY CORP | 8 | 1 | 0.83% | 2.94% | 5.13% | Q4 2018 | Q1 2021 | 9 |
| GOOGL | ALPHABET INC | 2 | 1 | 0.94% | 2.58% | 5.44% | Q4 2018 | Q3 2023 | 9 |
| ATVI | ACTIVISION BLIZZARD INC | 4 | 1 | 0.64% | 2.32% | 5.14% | Q4 2018 | Q1 2023 | 9 |
| RACE | FERRARI N V | 6 | 3 | 1.02% | 2.06% | 3.24% | Q4 2018 | Q2 2022 | 9 |
| CSX | CSX CORP | 5 | 4 | 0.99% | 1.98% | 2.77% | Q1 2020 | Q2 2022 | 9 |
| PTON | PELOTON INTERACTIVE INC | 8 | 1 | 0.35% | 1.91% | 4.56% | Q4 2019 | Q1 2022 | 9 |
| MU | MICRON TECHNOLOGY INC | 3 | 2 | 0.69% | 1.64% | 2.84% | Q3 2019 | Q3 2023 | 9 |
| RISKIFIED LTD | 9 | 9 | 0.08% | 1.15% | 2.69% | Q3 2021 | Q3 2023 | 9 | |
| IWM | ISHARES TR | 3 | 1 | 1.19% | 3.82% | 6.32% | Q1 2020 | Q3 2023 | 8 |
| FDX | FEDEX CORP | 5 | 1 | 1.40% | 2.75% | 4.46% | Q1 2019 | Q4 2021 | 8 |
| ASML | ASML HOLDING N V | 8 | 8 | 1.59% | 2.34% | 3.70% | Q4 2020 | Q3 2022 | 8 |
| BABA | ALIBABA GROUP HLDG LTD | 7 | 1 | 0.68% | 2.32% | 3.54% | Q1 2019 | Q2 2021 | 8 |
| EA | ELECTRONIC ARTS INC | 8 | 8 | 1.14% | 2.26% | 3.59% | Q4 2018 | Q3 2020 | 8 |
| PYPL | PAYPAL HLDGS INC | 2 | 1 | 0.51% | 1.60% | 4.31% | Q4 2018 | Q1 2023 | 8 |
| GLOBALFOUNDRIES INC | 8 | 8 | 0.49% | 1.16% | 1.94% | Q4 2021 | Q3 2023 | 8 | |
| OKTA | OKTA INC | 4 | 1 | 0.57% | 1.13% | 2.01% | Q2 2020 | Q1 2023 | 8 |
| TWTR | TWITTER INC | 5 | 1 | 0.42% | 1.03% | 2.40% | Q3 2019 | Q1 2022 | 8 |
| NOW | SERVICENOW INC | 2 | 1 | 0.65% | 2.01% | 4.28% | Q2 2019 | Q3 2023 | 7 |
| ADBE | ADOBE SYSTEMS INCORPOR... | 2 | 1 | 0.79% | 1.86% | 2.75% | Q1 2019 | Q3 2023 | 7 |
| MDB | MONGODB INC | 3 | 1 | 0.64% | 1.73% | 2.88% | Q4 2019 | Q3 2023 | 7 |
| SMAR | SMARTSHEET INC | 5 | 2 | 0.26% | 1.57% | 4.99% | Q2 2021 | Q1 2023 | 7 |
| PINS | PINTEREST INC | 4 | 1 | 0.41% | 1.50% | 2.84% | Q1 2021 | Q2 2023 | 7 |
| AMAT | APPLIED MATLS INC | 2 | 1 | 0.39% | 1.20% | 2.02% | Q1 2019 | Q1 2023 | 7 |
| TSM | TAIWAN SEMICONDUCTOR M... | 3 | 1 | 1.88% | 3.34% | 5.40% | Q3 2019 | Q1 2023 | 6 |
| INTC | INTEL CORP | 2 | 1 | 1.13% | 2.73% | 7.02% | Q1 2019 | Q3 2023 | 6 |
| CDLX | CARDLYTICS INC | 5 | 1 | 0.64% | 2.19% | 3.23% | Q4 2019 | Q2 2021 | 6 |
| MA | MASTERCARD INCORPORATED | 2 | 1 | 1.45% | 2.14% | 3.16% | Q3 2019 | Q2 2022 | 6 |
| LYFT | LYFT INC | 5 | 1 | 0.55% | 1.87% | 3.28% | Q2 2019 | Q4 2021 | 6 |
| SIX | SIX FLAGS ENTMT CORP NEW | 6 | 6 | 1.00% | 1.71% | 2.66% | Q4 2020 | Q1 2022 | 6 |
| XOM | EXXON MOBIL CORP | 4 | 2 | 0.48% | 1.59% | 2.72% | Q1 2021 | Q1 2023 | 6 |
| AR | ANTERO RESOURCES CORP | 6 | 6 | 0.66% | 1.27% | 1.95% | Q2 2022 | Q3 2023 | 6 |
| FISV | FISERV INC | 3 | 3 | 0.37% | 1.08% | 1.83% | Q3 2019 | Q1 2021 | 6 |
| QQQ | QQQ TR | 2 | 1 | 0.83% | 4.14% | 7.91% | Q4 2018 | Q3 2022 | 5 |
| ADSK | AUTODESK INC | 2 | 1 | 1.18% | 2.22% | 3.36% | Q1 2019 | Q2 2023 | 5 |
| PPG | PPG INDS INC | 3 | 2 | 1.29% | 2.12% | 3.35% | Q3 2019 | Q1 2023 | 5 |
| LRCX | LAM RESEARCH CORP | 2 | 1 | 0.75% | 1.47% | 3.00% | Q4 2020 | Q4 2022 | 5 |
| KLAC | KLA CORP | 3 | 1 | 0.81% | 1.41% | 2.76% | Q1 2021 | Q4 2022 | 5 |
| DDOG | DATADOG INC | 3 | 2 | 0.63% | 1.20% | 1.49% | Q4 2021 | Q3 2023 | 5 |
| COUP | COUPA SOFTWARE INC | 1 | 1 | 0.54% | 0.98% | 1.92% | Q1 2019 | Q4 2021 | 5 |
| SQ | SQUARE INC | 4 | 1 | 0.49% | 0.74% | 1.32% | Q1 2019 | Q2 2021 | 5 |
| SNAP | SNAP INC | 2 | 1 | 1.30% | 4.70% | 12.04% | Q1 2019 | Q2 2023 | 4 |
| ORCL | ORACLE CORP | 4 | 4 | 1.57% | 3.30% | 4.99% | Q4 2022 | Q3 2023 | 4 |
| FIS | FIDELITY NATL INFORMAT... | 4 | 4 | 1.58% | 2.24% | 3.09% | Q2 2019 | Q1 2020 | 4 |
| V | VISA INC | 2 | 1 | 0.99% | 1.87% | 2.69% | Q4 2020 | Q1 2022 | 4 |
| UBER | UBER TECHNOLOGIES INC | 3 | 1 | 1.15% | 1.69% | 2.48% | Q4 2020 | Q3 2022 | 4 |
| MRVL | MARVELL TECHNOLOGY INC | 4 | 4 | 0.68% | 1.64% | 3.49% | Q4 2022 | Q3 2023 | 4 |
| TLND | TALEND S A | 3 | 1 | 0.78% | 1.50% | 1.84% | Q4 2018 | Q3 2020 | 4 |
| ZEN | ZENDESK INC | 3 | 1 | 0.45% | 1.45% | 4.24% | Q4 2018 | Q1 2022 | 4 |
| XPO | XPO LOGISTICS INC | 2 | 2 | 0.78% | 1.41% | 2.56% | Q3 2020 | Q3 2023 | 4 |
| ADI | ANALOG DEVICES INC | 2 | 1 | 0.73% | 1.40% | 2.12% | Q4 2019 | Q1 2023 | 4 |
| TEAM | ATLASSIAN CORP PLC | 2 | 1 | 0.69% | 1.34% | 1.87% | Q4 2020 | Q3 2022 | 4 |
| WDAY | WORKDAY INC | 2 | 2 | 0.36% | 1.20% | 1.84% | Q2 2020 | Q4 2022 | 4 |
| KNX | KNIGHT-SWIFT TRANSN HL... | 4 | 4 | 0.27% | 1.20% | 1.74% | Q1 2020 | Q4 2020 | 4 |
| ABNB | AIRBNB INC | 3 | 1 | 0.73% | 1.18% | 2.22% | Q1 2021 | Q1 2022 | 4 |
| OUT | OUTFRONT MEDIA INC | 4 | 4 | 0.17% | 1.17% | 2.13% | Q4 2020 | Q3 2021 | 4 |
| SHOP | SHOPIFY INC | 1 | 1 | 0.44% | 1.06% | 1.45% | Q4 2018 | Q2 2023 | 4 |
| ZS | ZSCALER INC | 3 | 1 | 0.74% | 1.04% | 1.26% | Q3 2021 | Q3 2022 | 4 |
| BILL | BILL COM HLDGS INC | 4 | 4 | 0.73% | 0.93% | 1.18% | Q4 2021 | Q3 2022 | 4 |
| ROKU | ROKU INC | 2 | 1 | 0.46% | 0.92% | 1.36% | Q4 2018 | Q2 2022 | 4 |
| TTD | THE TRADE DESK INC | 2 | 1 | 0.36% | 0.88% | 1.51% | Q4 2019 | Q3 2023 | 4 |
| SEAS | SEAWORLD ENTMT INC | 4 | 4 | 0.37% | 0.65% | 0.98% | Q2 2021 | Q1 2022 | 4 |
| ASAN | ASANA INC | 2 | 1 | 0.20% | 0.61% | 0.86% | Q3 2021 | Q2 2023 | 4 |
| AFRM | AFFIRM HLDGS INC | 3 | 1 | 0.18% | 0.42% | 0.99% | Q1 2021 | Q1 2022 | 4 |
| QCOM | QUALCOMM INC | 2 | 1 | 1.33% | 4.13% | 6.71% | Q4 2018 | Q3 2019 | 3 |
| TTWO | TAKE-TWO INTERACTIVE S... | 2 | 1 | 1.03% | 3.08% | 4.56% | Q2 2019 | Q1 2020 | 3 |
| DIS | DISNEY WALT CO | 1 | 1 | 1.92% | 2.74% | 3.26% | Q1 2019 | Q1 2022 | 3 |
| TDG | TRANSDIGM GROUP INC | 3 | 3 | 1.18% | 1.84% | 2.80% | Q3 2020 | Q1 2021 | 3 |
| SLB | SCHLUMBERGER LTD | 2 | 1 | 1.05% | 1.80% | 3.13% | Q4 2022 | Q3 2023 | 3 |
| YELP | YELP INC | 3 | 3 | 1.54% | 1.79% | 2.03% | Q4 2018 | Q2 2019 | 3 |
| BA | BOEING CO | 2 | 1 | 1.19% | 1.73% | 2.00% | Q1 2021 | Q3 2023 | 3 |
| UPS | UNITED PARCEL SERVICE INC | 1 | 1 | 0.89% | 1.63% | 2.79% | Q3 2019 | Q3 2020 | 3 |
| TENB | TENABLE HLDGS INC | 2 | 1 | 1.01% | 1.61% | 2.03% | Q1 2022 | Q4 2022 | 3 |
| HAS | HASBRO INC | 2 | 1 | 0.88% | 1.47% | 2.14% | Q2 2019 | Q3 2020 | 3 |
| EQT | EQT CORP | 3 | 3 | 0.63% | 1.44% | 2.49% | Q1 2023 | Q3 2023 | 3 |
| EXPE | EXPEDIA GROUP INC | 3 | 3 | 0.94% | 1.42% | 2.17% | Q2 2021 | Q4 2021 | 3 |
| REAL | THE REALREAL INC | 3 | 3 | 1.10% | 1.34% | 1.76% | Q4 2020 | Q2 2021 | 3 |
| SWKS | SKYWORKS SOLUTIONS INC | 2 | 1 | 0.39% | 1.27% | 2.42% | Q1 2019 | Q4 2021 | 3 |
| OXY | OCCIDENTAL PETE CORP | 2 | 1 | 0.98% | 1.17% | 1.35% | Q2 2021 | Q1 2023 | 3 |
| WDC | WESTERN DIGITAL CORP. | 1 | 1 | 0.84% | 1.09% | 1.41% | Q1 2019 | Q4 2021 | 3 |
| Z | ZILLOW GROUP INC | 2 | 1 | 0.93% | 1.03% | 1.14% | Q1 2019 | Q2 2020 | 3 |
| RPD | RAPID7 INC | 3 | 3 | 0.73% | 1.02% | 1.60% | Q4 2018 | Q2 2019 | 3 |
| DELL | DELL TECHNOLOGIES INC | 2 | 1 | 0.51% | 0.97% | 1.79% | Q3 2019 | Q3 2023 | 3 |
| SPR | SPIRIT AEROSYSTEMS HLD... | 2 | 1 | 0.32% | 0.93% | 1.38% | Q1 2021 | Q1 2022 | 3 |
| WORK | SLACK TECHNOLOGIES INC | 2 | 1 | 0.23% | 0.88% | 1.45% | Q4 2019 | Q3 2020 | 3 |
| TCVA | TCV ACQUISITION CORP | 3 | 3 | 0.77% | 0.85% | 0.91% | Q2 2021 | Q4 2021 | 3 |
| GITLAB INC | 3 | 3 | 0.19% | 0.74% | 1.70% | Q1 2023 | Q3 2023 | 3 | |
| CARG | CARGURUS INC | 3 | 3 | 0.48% | 0.59% | 0.75% | Q4 2021 | Q2 2022 | 3 |
| CS DISCO INC | 3 | 3 | 0.40% | 0.50% | 0.64% | Q3 2021 | Q1 2022 | 3 | |
| ROK | ROCKWELL AUTOMATION INC | 1 | 1 | 3.39% | 4.45% | 5.50% | Q1 2022 | Q3 2022 | 2 |
| EA | ELECTRONIC ARTS INC | 2 | 2 | 2.99% | 3.92% | 4.86% | Q4 2018 | Q1 2019 | 2 |
| CNHI | CNH INDL N V | 1 | 1 | 1.40% | 3.91% | 6.42% | Q1 2022 | Q4 2022 | 2 |
| PLTR | PALANTIR TECHNOLOGIES INC | 1 | 1 | 1.04% | 3.24% | 5.45% | Q1 2022 | Q3 2022 | 2 |
| TDC | TERADATA CORP DEL | 2 | 2 | 1.54% | 3.09% | 4.63% | Q4 2018 | Q1 2019 | 2 |
| VZ | VERIZON COMMUNICATIONS... | 1 | 1 | 2.88% | 3.07% | 3.25% | Q4 2018 | Q1 2020 | 2 |
| F | FORD MTR CO DEL | 2 | 2 | 2.00% | 2.87% | 3.75% | Q3 2021 | Q4 2021 | 2 |
| MMM | 3M CO | 1 | 1 | 1.71% | 2.59% | 3.48% | Q2 2019 | Q4 2019 | 2 |
| GPRE | GREEN PLAINS INC | 1 | 1 | 0.56% | 2.47% | 4.39% | Q4 2021 | Q4 2022 | 2 |
| STE | STERIS PLC | 2 | 2 | 1.21% | 2.30% | 3.40% | Q1 2020 | Q2 2020 | 2 |
| MSGS | MADISON SQUARE GARDEN ... | 2 | 2 | 1.72% | 2.24% | 2.75% | Q4 2018 | Q1 2019 | 2 |
| INTU | INTUIT | 2 | 2 | 1.73% | 2.19% | 2.65% | Q2 2023 | Q3 2023 | 2 |
| NVDA | NVIDIA CORPORATION | 1 | 1 | 1.65% | 2.02% | 2.40% | Q2 2019 | Q2 2023 | 2 |
| GPN | GLOBAL PMTS INC | 1 | 1 | 1.25% | 2.01% | 2.77% | Q3 2019 | Q1 2020 | 2 |
| GLW | CORNING INC | 2 | 2 | 1.53% | 1.81% | 2.08% | Q4 2022 | Q1 2023 | 2 |
| VRT | VERTIV HOLDINGS CO | 2 | 2 | 1.16% | 1.75% | 2.34% | Q2 2023 | Q3 2023 | 2 |
| TME | TENCENT MUSIC ENTMT GROUP | 2 | 2 | 0.32% | 1.72% | 3.12% | Q4 2018 | Q1 2019 | 2 |
| ROKU | ROKU INC | 2 | 2 | 1.31% | 1.62% | 1.92% | Q4 2018 | Q1 2019 | 2 |
| GIS | GENERAL MLS INC | 1 | 1 | 1.00% | 1.59% | 2.19% | Q3 2020 | Q1 2021 | 2 |
| AYX | ALTERYX INC | 1 | 1 | 0.95% | 1.55% | 2.15% | Q1 2023 | Q3 2023 | 2 |
| XLNX | XILINX INC | 1 | 1 | 1.49% | 1.55% | 1.60% | Q1 2019 | Q4 2020 | 2 |
| TSLA | TESLA INC | 1 | 1 | 1.11% | 1.40% | 1.70% | Q4 2021 | Q1 2023 | 2 |
| NFLX | NETFLIX INC | 1 | 1 | 0.78% | 1.40% | 2.02% | Q3 2019 | Q3 2021 | 2 |
| SFIX | STITCH FIX INC | 2 | 2 | 0.67% | 1.38% | 2.09% | Q2 2019 | Q3 2019 | 2 |
| AVGO | BROADCOM INC | 1 | 1 | 1.29% | 1.37% | 1.44% | Q2 2019 | Q3 2023 | 2 |
| DT | DYNATRACE INC | 2 | 2 | 0.93% | 1.34% | 1.75% | Q1 2022 | Q2 2022 | 2 |
| PINS | PINTEREST INC | 1 | 1 | 0.96% | 1.23% | 1.49% | Q1 2021 | Q3 2022 | 2 |
| ON | ON SEMICONDUCTOR CORP | 2 | 2 | 0.96% | 1.11% | 1.25% | Q2 2023 | Q3 2023 | 2 |
| CSCO | CISCO SYS INC | 2 | 2 | 0.34% | 0.94% | 1.55% | Q4 2019 | Q1 2020 | 2 |
| JBHT | HUNT J B TRANS SVCS INC | 2 | 2 | 0.49% | 0.93% | 1.37% | Q2 2023 | Q3 2023 | 2 |
| S | SENTINELONE INC | 1 | 1 | 0.51% | 0.91% | 1.31% | Q1 2022 | Q3 2023 | 2 |
| RIVIAN AUTOMOTIVE INC | 1 | 1 | 0.55% | 0.91% | 1.26% | Q1 2022 | Q3 2023 | 2 | |
| MXIM | MAXIM INTEGRATED PRODS... | 2 | 2 | 0.78% | 0.84% | 0.90% | Q1 2019 | Q2 2019 | 2 |
| TER | TERADYNE INC | 2 | 2 | 0.42% | 0.79% | 1.15% | Q1 2023 | Q2 2023 | 2 |
| DASH | DOORDASH INC | 1 | 1 | 0.52% | 0.77% | 1.02% | Q3 2021 | Q1 2022 | 2 |
| PTC | PTC INC | 2 | 2 | 0.45% | 0.77% | 1.08% | Q1 2019 | Q2 2019 | 2 |
| YOU | CLEAR SECURE INC | 1 | 1 | 0.55% | 0.63% | 0.71% | Q3 2021 | Q1 2022 | 2 |
| CVNA | CARVANA CO | 1 | 1 | 0.24% | 0.63% | 1.02% | Q4 2019 | Q1 2021 | 2 |
| REDWIRE CORPORATION | 1 | 1 | 0.22% | 0.61% | 1.00% | Q3 2021 | Q3 2023 | 2 | |
| CHWY | CHEWY INC | 2 | 2 | 0.23% | 0.60% | 0.97% | Q4 2019 | Q1 2020 | 2 |
| TROX | TRONOX HOLDINGS PLC | 2 | 2 | 0.43% | 0.58% | 0.74% | Q4 2019 | Q1 2020 | 2 |
| PATH | UIPATH INC | 1 | 1 | 0.18% | 0.56% | 0.94% | Q2 2021 | Q1 2023 | 2 |
| BKNG | BOOKING HOLDINGS INC | 2 | 2 | 0.50% | 0.56% | 0.61% | Q3 2020 | Q4 2020 | 2 |
| CFLT | CONFLUENT INC | 2 | 2 | 0.24% | 0.48% | 0.72% | Q4 2021 | Q1 2022 | 2 |
| HUYA | HUYA INC | 1 | 1 | 0.21% | 0.44% | 0.66% | Q1 2019 | Q3 2019 | 2 |
| TOAST INC | 1 | 1 | 0.27% | 0.42% | 0.58% | Q1 2022 | Q3 2022 | 2 | |
| CHWY | CHEWY INC | 1 | 1 | 0.28% | 0.36% | 0.45% | Q1 2021 | Q1 2022 | 2 |
| KO | COCA COLA CO | 1 | 1 | 9.11% | 9.11% | 9.11% | Q1 2021 | Q1 2021 | 1 |
| XLP | SELECT SECTOR SPDR TR | 1 | 1 | 5.33% | 5.33% | 5.33% | Q1 2021 | Q1 2021 | 1 |
| MU | MICRON TECHNOLOGY INC | 1 | 1 | 5.21% | 5.21% | 5.21% | Q4 2019 | Q4 2019 | 1 |
| SAP | SAP SE | 1 | 1 | 4.66% | 4.66% | 4.66% | Q2 2023 | Q2 2023 | 1 |
| ERIC | ERICSSON | 1 | 1 | 4.55% | 4.55% | 4.55% | Q4 2018 | Q4 2018 | 1 |
| ACN | ACCENTURE PLC IRELAND | 1 | 1 | 4.24% | 4.24% | 4.24% | Q1 2020 | Q1 2020 | 1 |
| GM | GENERAL MTRS CO | 1 | 1 | 3.95% | 3.95% | 3.95% | Q4 2021 | Q4 2021 | 1 |
| PANW | PALO ALTO NETWORKS INC | 1 | 1 | 3.65% | 3.65% | 3.65% | Q3 2023 | Q3 2023 | 1 |
| PANW | PALO ALTO NETWORKS INC | 1 | 1 | 3.30% | 3.30% | 3.30% | Q2 2019 | Q2 2019 | 1 |
| FDX | FEDEX CORP | 1 | 1 | 3.30% | 3.30% | 3.30% | Q2 2019 | Q2 2019 | 1 |
| KWEB | KRANESHARES TR | 1 | 1 | 2.84% | 2.84% | 2.84% | Q3 2023 | Q3 2023 | 1 |
| AXP | AMERICAN EXPRESS CO | 1 | 1 | 2.73% | 2.73% | 2.73% | Q4 2020 | Q4 2020 | 1 |
| QCOM | QUALCOMM INC | 1 | 1 | 2.70% | 2.70% | 2.70% | Q2 2023 | Q2 2023 | 1 |
| GM | GENERAL MTRS CO | 1 | 1 | 2.62% | 2.62% | 2.62% | Q3 2021 | Q3 2021 | 1 |
| MMM | 3M CO | 1 | 1 | 2.61% | 2.61% | 2.61% | Q2 2019 | Q2 2019 | 1 |
| CAT | CATERPILLAR INC DEL | 1 | 1 | 2.61% | 2.61% | 2.61% | Q4 2018 | Q4 2018 | 1 |
| AGCO | AGCO CORP | 1 | 1 | 2.57% | 2.57% | 2.57% | Q1 2022 | Q1 2022 | 1 |
| TSLA | TESLA INC | 1 | 1 | 2.57% | 2.57% | 2.57% | Q3 2021 | Q3 2021 | 1 |
| XLNX | XILINX INC | 1 | 1 | 2.37% | 2.37% | 2.37% | Q2 2019 | Q2 2019 | 1 |
| NTNX | NUTANIX INC | 1 | 1 | 2.22% | 2.22% | 2.22% | Q1 2019 | Q1 2019 | 1 |
| MCHP | MICROCHIP TECHNOLOGY INC | 1 | 1 | 2.18% | 2.18% | 2.18% | Q2 2019 | Q2 2019 | 1 |
| JPM | JPMORGAN CHASE & CO | 1 | 1 | 2.17% | 2.17% | 2.17% | Q3 2021 | Q3 2021 | 1 |
| HPE | HEWLETT PACKARD ENTERP... | 1 | 1 | 2.16% | 2.16% | 2.16% | Q3 2023 | Q3 2023 | 1 |
| JNPR | JUNIPER NETWORKS INC | 1 | 1 | 2.16% | 2.16% | 2.16% | Q3 2019 | Q3 2019 | 1 |
| FXI | ISHARES TR | 1 | 1 | 2.15% | 2.15% | 2.15% | Q2 2019 | Q2 2019 | 1 |
| PERION NETWORK LTD | 1 | 1 | 2.12% | 2.12% | 2.12% | Q1 2023 | Q1 2023 | 1 | |
| MSGN | MSG NETWORK INC | 1 | 1 | 2.08% | 2.08% | 2.08% | Q2 2019 | Q2 2019 | 1 |
| NTAP | NETAPP INC | 1 | 1 | 1.84% | 1.84% | 1.84% | Q4 2018 | Q4 2018 | 1 |
| BA | BOEING CO | 1 | 1 | 1.83% | 1.83% | 1.83% | Q2 2019 | Q2 2019 | 1 |
| JD | JD COM INC | 1 | 1 | 1.77% | 1.77% | 1.77% | Q1 2019 | Q1 2019 | 1 |
| ACIW | ACI WORLDWIDE INC | 1 | 1 | 1.72% | 1.72% | 1.72% | Q2 2019 | Q2 2019 | 1 |
| BFT | FOLEY TRASIMENE ACQUIS... | 1 | 1 | 1.71% | 1.71% | 1.71% | Q4 2020 | Q4 2020 | 1 |
| DATA | TABLEAU SOFTWARE INC | 1 | 1 | 1.67% | 1.67% | 1.67% | Q2 2019 | Q2 2019 | 1 |
| LYV | LIVE NATION ENTERTAINM... | 1 | 1 | 1.56% | 1.56% | 1.56% | Q1 2022 | Q1 2022 | 1 |
| PLAN | ANAPLAN INC | 1 | 1 | 1.52% | 1.52% | 1.52% | Q4 2019 | Q4 2019 | 1 |
| TXN | TEXAS INSTRS INC | 1 | 1 | 1.50% | 1.50% | 1.50% | Q3 2019 | Q3 2019 | 1 |
| MXIM | MAXIM INTEGRATED PRODS... | 1 | 1 | 1.50% | 1.50% | 1.50% | Q2 2019 | Q2 2019 | 1 |
| VIAC | VIACOMCBS INC | 1 | 1 | 1.50% | 1.50% | 1.50% | Q2 2021 | Q2 2021 | 1 |
| HAL | HALLIBURTON CO | 1 | 1 | 1.47% | 1.47% | 1.47% | Q4 2022 | Q4 2022 | 1 |
| NTNX | NUTANIX INC | 1 | 1 | 1.45% | 1.45% | 1.45% | Q3 2023 | Q3 2023 | 1 |
| AVGO | BROADCOM INC | 1 | 1 | 1.44% | 1.44% | 1.44% | Q2 2019 | Q2 2019 | 1 |
| CCL | CARNIVAL CORP | 1 | 1 | 1.43% | 1.43% | 1.43% | Q1 2022 | Q1 2022 | 1 |
| DAL | DELTA AIR LINES INC DEL | 1 | 1 | 1.41% | 1.41% | 1.41% | Q3 2021 | Q3 2021 | 1 |
| GE | GENERAL ELECTRIC CO | 1 | 1 | 1.37% | 1.37% | 1.37% | Q1 2020 | Q1 2020 | 1 |
| SYMC | SYMANTEC CORP | 1 | 1 | 1.35% | 1.35% | 1.35% | Q1 2019 | Q1 2019 | 1 |
| AMD | ADVANCED MICRO DEVICES... | 1 | 1 | 1.35% | 1.35% | 1.35% | Q2 2021 | Q2 2021 | 1 |
| RIDE | LORDSTOWN MOTORS CORP | 1 | 1 | 1.32% | 1.32% | 1.32% | Q3 2021 | Q3 2021 | 1 |
| CCL | CARNIVAL CORP | 1 | 1 | 1.29% | 1.29% | 1.29% | Q4 2021 | Q4 2021 | 1 |
| MSGN | MSG NETWORK INC | 1 | 1 | 1.28% | 1.28% | 1.28% | Q1 2019 | Q1 2019 | 1 |
| U | UNITY SOFTWARE INC | 1 | 1 | 1.23% | 1.23% | 1.23% | Q2 2023 | Q2 2023 | 1 |
| FIVN | FIVE9 INC | 1 | 1 | 1.22% | 1.22% | 1.22% | Q2 2022 | Q2 2022 | 1 |
| NOK | NOKIA CORP | 1 | 1 | 1.19% | 1.19% | 1.19% | Q4 2018 | Q4 2018 | 1 |
| LKNCY | LUCKIN COFFEE INC | 1 | 1 | 1.18% | 1.18% | 1.18% | Q1 2020 | Q1 2020 | 1 |
| INTC | INTEL CORP | 1 | 1 | 1.13% | 1.13% | 1.13% | Q4 2020 | Q4 2020 | 1 |
| KSU | KANSAS CITY SOUTHERN | 1 | 1 | 1.10% | 1.10% | 1.10% | Q1 2020 | Q1 2020 | 1 |
| PFPT | PROOFPOINT INC | 1 | 1 | 1.09% | 1.09% | 1.09% | Q2 2020 | Q2 2020 | 1 |
| HAS | HASBRO INC | 1 | 1 | 1.06% | 1.06% | 1.06% | Q2 2019 | Q2 2019 | 1 |
| BIDU | BAIDU INC | 1 | 1 | 1.04% | 1.04% | 1.04% | Q2 2023 | Q2 2023 | 1 |
| SQ | SQUARE INC | 1 | 1 | 1.03% | 1.03% | 1.03% | Q2 2020 | Q2 2020 | 1 |
| NFE | NEW FORTRESS ENERGY INC | 1 | 1 | 1.02% | 1.02% | 1.02% | Q3 2023 | Q3 2023 | 1 |
| MPC | MARATHON PETE CORP | 1 | 1 | 1.02% | 1.02% | 1.02% | Q1 2020 | Q1 2020 | 1 |
| GLW | CORNING INC | 1 | 1 | 0.93% | 0.93% | 0.93% | Q4 2018 | Q4 2018 | 1 |
| JPM | JPMORGAN CHASE & CO | 1 | 1 | 0.92% | 0.92% | 0.92% | Q2 2020 | Q2 2020 | 1 |
| ALLY | ALLY FINL INC | 1 | 1 | 0.92% | 0.92% | 0.92% | Q2 2023 | Q2 2023 | 1 |
| AI | C3 AI INC | 1 | 1 | 0.90% | 0.90% | 0.90% | Q1 2023 | Q1 2023 | 1 |
| T | AT&T INC | 1 | 1 | 0.88% | 0.88% | 0.88% | Q4 2018 | Q4 2018 | 1 |
| AR | ANTERO RESOURCES CORP | 1 | 1 | 0.87% | 0.87% | 0.87% | Q2 2023 | Q2 2023 | 1 |
| SAIL | SAILPOINT TECHNOLOGIES... | 1 | 1 | 0.84% | 0.84% | 0.84% | Q4 2020 | Q4 2020 | 1 |
| AXP | AMERICAN EXPRESS CO | 1 | 1 | 0.82% | 0.82% | 0.82% | Q4 2020 | Q4 2020 | 1 |
| DOCU | DOCUSIGN INC | 1 | 1 | 0.80% | 0.80% | 0.80% | Q2 2021 | Q2 2021 | 1 |
| INAQ | INSU ACQUISITION CORP II | 1 | 1 | 0.79% | 0.79% | 0.79% | Q4 2020 | Q4 2020 | 1 |
| ON | ON SEMICONDUCTOR CORP | 1 | 1 | 0.79% | 0.79% | 0.79% | Q4 2019 | Q4 2019 | 1 |
| SE | SEA LTD | 1 | 1 | 0.78% | 0.78% | 0.78% | Q4 2019 | Q4 2019 | 1 |
| IPGP | IPG PHOTONICS CORP | 1 | 1 | 0.77% | 0.77% | 0.77% | Q2 2019 | Q2 2019 | 1 |
| TME | TENCENT MUSIC ENTMT GROUP | 1 | 1 | 0.74% | 0.74% | 0.74% | Q1 2019 | Q1 2019 | 1 |
| CCL | CARNIVAL CORP | 1 | 1 | 0.71% | 0.71% | 0.71% | Q2 2023 | Q2 2023 | 1 |
| MDSO | MEDIDATA SOLUTIONS INC | 1 | 1 | 0.69% | 0.69% | 0.69% | Q4 2018 | Q4 2018 | 1 |
| SKLZ | SKILLZ INC | 1 | 1 | 0.68% | 0.68% | 0.68% | Q4 2020 | Q4 2020 | 1 |
| JAMF | JAMF HLDG CORP | 1 | 1 | 0.68% | 0.68% | 0.68% | Q4 2020 | Q4 2020 | 1 |
| AMAT | APPLIED MATLS INC | 1 | 1 | 0.68% | 0.68% | 0.68% | Q2 2019 | Q2 2019 | 1 |
| HUYA | HUYA INC | 1 | 1 | 0.62% | 0.62% | 0.62% | Q2 2019 | Q2 2019 | 1 |
| WISH | CONTEXTLOGIC INC | 1 | 1 | 0.62% | 0.62% | 0.62% | Q1 2021 | Q1 2021 | 1 |
| SAIL | SAILPOINT TECHNOLOGIES... | 1 | 1 | 0.60% | 0.60% | 0.60% | Q4 2020 | Q4 2020 | 1 |
| TJX | TJX COS INC NEW | 1 | 1 | 0.59% | 0.59% | 0.59% | Q3 2020 | Q3 2020 | 1 |
| FTCH | FARFETCH LTD | 1 | 1 | 0.57% | 0.57% | 0.57% | Q2 2023 | Q2 2023 | 1 |
| ZM | ZOOM VIDEO COMMUNICATI... | 1 | 1 | 0.56% | 0.56% | 0.56% | Q2 2021 | Q2 2021 | 1 |
| FREY | FREYR BATTERY | 1 | 1 | 0.55% | 0.55% | 0.55% | Q3 2022 | Q3 2022 | 1 |
| MP | MP MATERIALS CORP | 1 | 1 | 0.53% | 0.53% | 0.53% | Q2 2021 | Q2 2021 | 1 |
| IPGP | IPG PHOTONICS CORP | 1 | 1 | 0.53% | 0.53% | 0.53% | Q2 2019 | Q2 2019 | 1 |
| SNX | TD SYNNEX CORPORATION | 1 | 1 | 0.52% | 0.52% | 0.52% | Q1 2023 | Q1 2023 | 1 |
| LAMR | LAMAR ADVERTISING CO NEW | 1 | 1 | 0.50% | 0.50% | 0.50% | Q2 2020 | Q2 2020 | 1 |
| NXPI | NXP SEMICONDUCTORS N V | 1 | 1 | 0.49% | 0.49% | 0.49% | Q2 2019 | Q2 2019 | 1 |
| BLEND LABS INC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q4 2022 | Q4 2022 | 1 | |
| BMBL | BUMBLE INC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q3 2021 | Q3 2021 | 1 |
| TLND | TALEND S A | 1 | 1 | 0.39% | 0.39% | 0.39% | Q2 2019 | Q2 2019 | 1 |
| RBLX | ROBLOX CORP | 1 | 1 | 0.36% | 0.36% | 0.36% | Q2 2022 | Q2 2022 | 1 |
| QRVO | QORVO INC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q2 2019 | Q2 2019 | 1 |
| PSFE | PAYSAFE LIMITED | 1 | 1 | 0.28% | 0.28% | 0.28% | Q1 2021 | Q1 2021 | 1 |
| RSX | VANECK ETF TRUST | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2022 | Q1 2022 | 1 |
| TPGY | TPG PACE BEN FIN CORP | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2020 | Q4 2020 | 1 |
| PATH | UIPATH INC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2022 | Q1 2022 | 1 |
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The securities at the top of the list , including AMAZON COM INC, LATTICE SEMICONDUCTOR CORP, and ADVANCED MICRO DEVICES INC, are the highest-conviction holdings of Alight Capital Management LP.
The conviction is calculated by counting the number of quarters a security has been reported by Alight Capital Management LP. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Alight Capital Management LP owns currently or has owned in the past.