33 is the total number of securities BRIGHTLIGHT CAPITAL MANAGEMENT LP has owned. The longest BRIGHTLIGHT CAPITAL MANAGEMENT LP has owned a single stock is 16 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| MLCO | MELCO RESORTS AND ENTM... | 16 | 16 | 7.53% | 13.12% | 29.65% | Q4 2019 | Q3 2023 | 16 |
| CDLX | CARDLYTICS INC | 16 | 16 | 0.70% | 10.00% | 17.58% | Q4 2019 | Q3 2023 | 16 |
| PAAS | PAN AMERN SILVER CORP | 16 | 16 | 4.34% | 7.61% | 12.31% | Q4 2019 | Q3 2023 | 16 |
| WTTR | SELECT WATER SOLUTIONS... | 16 | 16 | 1.92% | 7.20% | 14.07% | Q4 2019 | Q3 2023 | 16 |
| CVNA | CARVANA CO | 15 | 15 | 1.46% | 12.15% | 20.98% | Q1 2020 | Q3 2023 | 15 |
| FVRR | FIVERR INTL LTD | 9 | 3 | 1.74% | 10.42% | 17.16% | Q4 2019 | Q3 2023 | 12 |
| DOCEBO INC | 11 | 11 | 4.98% | 8.83% | 13.70% | Q1 2021 | Q3 2023 | 11 | |
| ATGE | ADTALEM GLOBAL ED INC | 7 | 7 | 6.28% | 10.69% | 13.86% | Q1 2020 | Q3 2021 | 7 |
| OPEN | OPENDOOR TECHNOLOGIES INC | 7 | 7 | 1.65% | 8.46% | 14.38% | Q4 2021 | Q2 2023 | 7 |
| HOME | AT HOME GROUP INC | 7 | 7 | 1.75% | 6.76% | 9.16% | Q4 2019 | Q2 2021 | 7 |
| SAND | SANDSTORM GOLD LTD | 7 | 7 | 0.75% | 1.96% | 3.43% | Q2 2020 | Q4 2021 | 7 |
| GRUB | GRUBHUB INC | 6 | 6 | 6.23% | 7.50% | 9.20% | Q4 2019 | Q1 2021 | 6 |
| FTCH | FARFETCH LTD | 6 | 6 | 2.95% | 5.37% | 7.24% | Q2 2022 | Q3 2023 | 6 |
| INSW | INTERNATIONAL SEAWAYS INC | 4 | 4 | 7.40% | 12.93% | 20.59% | Q1 2022 | Q4 2022 | 4 |
| GOED | 1847 GOEDEKER INC | 4 | 4 | 1.65% | 6.00% | 7.60% | Q3 2021 | Q2 2022 | 4 |
| OMF | ONEMAIN HLDGS INC | 3 | 3 | 6.04% | 8.79% | 11.00% | Q4 2021 | Q2 2022 | 3 |
| JACKSON FINANCIAL INC | 3 | 3 | 1.00% | 5.89% | 8.78% | Q4 2021 | Q2 2022 | 3 | |
| IWM | ISHARES TR | 2 | 2 | 42.09% | 44.12% | 46.15% | Q4 2022 | Q1 2023 | 2 |
| PWR | QUANTA SVCS INC | 2 | 2 | 11.73% | 12.07% | 12.40% | Q4 2019 | Q1 2020 | 2 |
| NWPX | NORTHWEST PIPE CO | 2 | 2 | 6.62% | 7.00% | 7.38% | Q4 2019 | Q1 2020 | 2 |
| SEB | SEABOARD CORP | 2 | 2 | 5.26% | 6.53% | 7.80% | Q4 2019 | Q1 2020 | 2 |
| AGX | ARGAN INC | 2 | 2 | 4.06% | 5.36% | 6.66% | Q4 2019 | Q1 2020 | 2 |
| GRUB | JUST EAT TAKEAWAY COM N V | 2 | 2 | 4.09% | 4.88% | 5.68% | Q2 2021 | Q3 2021 | 2 |
| NMM | NAVIOS MARITIME PARTNE... | 2 | 2 | 4.11% | 4.84% | 5.56% | Q3 2022 | Q4 2022 | 2 |
| VAL | VALARIS LTD | 1 | 1 | 11.35% | 11.35% | 11.35% | Q3 2023 | Q3 2023 | 1 |
| BOX | BOX INC | 1 | 1 | 3.74% | 3.74% | 3.74% | Q3 2020 | Q3 2020 | 1 |
| ASLE | AERSALE CORPORATION | 1 | 1 | 3.63% | 3.63% | 3.63% | Q3 2023 | Q3 2023 | 1 |
| RMNI | RIMINI STR INC DEL | 1 | 1 | 2.04% | 2.04% | 2.04% | Q2 2021 | Q2 2021 | 1 |
| TWCT | TWC TECH HLDGS II CORP | 1 | 1 | 1.53% | 1.53% | 1.53% | Q2 2021 | Q2 2021 | 1 |
| QSR | RESTAURANT BRANDS INTL... | 1 | 1 | 1.37% | 1.37% | 1.37% | Q4 2019 | Q4 2019 | 1 |
| PRDO | PERDOCEO ED CORP | 1 | 1 | 1.35% | 1.35% | 1.35% | Q3 2021 | Q3 2021 | 1 |
| COOP | MR COOPER GROUP INC | 1 | 1 | 1.16% | 1.16% | 1.16% | Q4 2022 | Q4 2022 | 1 |
| PLCE | CHILDRENS PL INC | 1 | 1 | 0.61% | 0.61% | 0.61% | Q1 2020 | Q1 2020 | 1 |
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The securities at the top of the list , including MELCO RESORTS AND ENTMT LTD, CARDLYTICS INC, and PAN AMERN SILVER CORP, are the highest-conviction holdings of BRIGHTLIGHT CAPITAL MANAGEMENT LP.
The conviction is calculated by counting the number of quarters a security has been reported by BRIGHTLIGHT CAPITAL MANAGEMENT LP. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that BRIGHTLIGHT CAPITAL MANAGEMENT LP owns currently or has owned in the past.