Alight Capital Management Lp Top Holdings and 13F Report (2021) About Alight Capital Management LpInvestment ActivityAlight Capital Management Lp has $289.55 million in total holdings as of September 30, 2021.Alight Capital Management Lp owns shares of 57 different stocks, but just 30 companies or ETFs make up 80% of its holdings.Approximately 38.18% of the portfolio was purchased this quarter.About 80.52% of the portfolio was sold this quarter.This quarter, Alight Capital Management Lp has purchased 61 new stocks and bought additional shares in 15 stocks.Alight Capital Management Lp sold shares of 21 stocks and completely divested from 25 stocks this quarter.Largest Holdings Salesforce $19,159,700Microsoft $17,212,000NVIDIA $15,180,000Amazon.com $14,906,400Meta Platforms $14,311,000 Largest New Holdings this Quarter DocuSign $12,418,000 HoldingOnsemi $7,261,000 HoldingAffirm $5,306,600 HoldingTexas Instruments $4,131,400 HoldingPinterest $4,110,990 Holding Largest Purchases this Quarter Salesforce 48,086 shares (about $13.16M)DocuSign 200,000 shares (about $12.42M)Onsemi 100,000 shares (about $7.26M)Meta Platforms 12,485 shares (about $7.15M)Tesla 25,000 shares (about $6.54M) Largest Sales this Quarter Apple 100,143 shares (about $23.33M)Hewlett Packard Enterprise 575,000 shares (about $11.76M)TD SYNNEX 70,000 shares (about $8.41M)Microsoft 18,643 shares (about $8.02M)HubSpot 13,843 shares (about $7.36M) Sector Allocation Over TimeMap of 500 Largest Holdings ofAlight Capital Management Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorCRMSalesforce$19,159,700$13,161,619 ▲219.4%70,0006.6%Computer and TechnologyMSFTMicrosoft$17,212,000$8,022,083 ▼-31.8%40,0005.9%Computer and TechnologyNVDANVIDIA$15,180,000$2,428,800 ▼-13.8%125,0005.2%Computer and TechnologyAMZNAmazon.com$14,906,400$3,391,020 ▼-18.5%80,0005.1%Retail/WholesaleMETAMeta Platforms$14,311,000$7,146,913 ▲99.8%25,0004.9%Computer and TechnologyDOCUDocuSign$12,418,000$12,418,000 ▲New Holding200,0004.3%Computer and TechnologyAAPLApple$11,650,000$23,333,319 ▼-66.7%50,0004.0%Computer and TechnologyTSLATesla$9,157,050$6,540,750 ▲250.0%35,0003.2%Auto/Tires/TrucksTSMTaiwan Semiconductor Manufacturing$8,683,500$876,860 ▼-9.2%50,0003.0%Computer and TechnologyAMDAdvanced Micro Devices$8,204,000$1,558,268 ▲23.4%50,0002.8%Computer and TechnologySNOWSnowflake$8,040,200$1,148,600 ▲16.7%70,0002.8%Computer and TechnologyWCCWESCO International$7,559,100$433,724 ▼-5.4%45,0002.6%Computer and TechnologyONOnsemi$7,261,000$7,261,000 ▲New Holding100,0002.5%Computer and TechnologyNOWServiceNow$6,260,730$3,633,907 ▼-36.7%7,0002.2%Computer and TechnologyANETArista Networks$5,757,300$1,919,100 ▲50.0%15,0002.0%Computer and TechnologyRKTRocket Companies$5,757,000$228,073 ▲4.1%300,0002.0%FinanceHUBSHubSpot$5,316,000$7,358,939 ▼-58.1%10,0001.8%Computer and TechnologyAFRMAffirm$5,306,600$5,306,600 ▲New Holding130,0001.8%Business ServicesADBEAdobe$5,177,800$2,588,900 ▲100.0%10,0001.8%Computer and TechnologyORCLOracle$5,112,000$6,816,000 ▼-57.1%30,0001.8%Computer and TechnologyMRVLMarvell Technology$4,327,200$2,884,800 ▲200.0%60,0001.5%Business ServicesDELLDell Technologies$4,148,900$2,963,500 ▲250.0%35,0001.4%Computer and TechnologyTXNTexas Instruments$4,131,400$4,131,400 ▲New Holding20,0001.4%Computer and TechnologyPINSPinterest$4,110,990$4,110,990 ▲New Holding127,0001.4%Computer and TechnologyHDHome Depot$4,052,000$2,026,000 ▲100.0%10,0001.4%Retail/WholesaleMCHPMicrochip Technology$4,014,500$4,014,500 ▲New Holding50,0001.4%Computer and TechnologyVRTVertiv$3,979,600$1,492,350 ▼-27.3%40,0001.4%Computer and TechnologyNFLXNetflix$3,900,985$1,773,175 ▼-31.3%5,5001.3%Consumer DiscretionaryFLEXFlex$3,844,450$1,460,323 ▲61.3%115,0001.3%Computer and TechnologyTTDTrade Desk$3,837,750$4,480,409 ▼-53.9%35,0001.3%Computer and TechnologyPSTGPure Storage$3,768,000$1,044,490 ▲38.4%75,0001.3%Computer and TechnologyNSCNorfolk Southern$3,727,500$3,727,500 ▲New Holding15,0001.3%TransportationSNXTD SYNNEX$3,602,400$8,405,600 ▼-70.0%30,0001.2%Computer and TechnologyHPEHewlett Packard Enterprise$3,580,500$11,764,500 ▼-76.7%175,0001.2%Computer and TechnologyAVGOBroadcom$3,450,000$2,932,500 ▲566.7%20,0001.2%Computer and TechnologyAXPAmerican Express$3,362,880$3,362,880 ▲New Holding12,4001.2%FinanceARM HOLDINGS PLC$2,860,200$2,860,200 ▼-50.0%20,0001.0%SPONSORED ADSCRWDCrowdStrike$2,804,700$2,804,700 ▲New Holding10,0001.0%Computer and TechnologyGTLBGitLab$2,783,160$309,240 ▼-10.0%54,0001.0%Computer and TechnologyMDBMongoDB$2,703,500$2,703,500 ▲New Holding10,0000.9%Computer and TechnologyROKURoku$2,613,100$1,669,099 ▼-39.0%35,0000.9%Consumer DiscretionaryAPLDApplied Digital$2,475,000$2,475,000 ▼-50.0%300,0000.9%FinanceHUT 8 CORP$2,452,000$2,452,000 ▲New Holding200,0000.8%COMDDOGDatadog$2,301,200$1,811,275 ▼-44.0%20,0000.8%Computer and TechnologyNTNXNutanix$1,777,500$1,777,500 ▲New Holding30,0000.6%Computer and TechnologyMARAMARA$1,622,000$1,622,000 ▲New Holding100,0000.6%Business ServicesALCCAltC Acquisition$1,618,000$112,953 ▼-6.5%200,0000.6%Oils/EnergyBIDUBaidu$1,579,350$1,579,350 ▲New Holding15,0000.5%Computer and TechnologyMUMicron Technology$1,555,650$2,592,750 ▼-62.5%15,0000.5%Computer and TechnologyWULFTeraWulf$1,521,000$1,521,000 ▲New Holding325,0000.5%FinanceCORE SCIENTIFIC INC NEW$1,482,500$1,482,500 ▲New Holding125,0000.5%COMCLSKCleanSpark$934,000$467,000 ▲100.0%100,0000.3%FinanceRIOTRiot Platforms$742,000$742,000 ▲New Holding100,0000.3%Business ServicesCIFRCipher Mining$483,750$483,750 ▲New Holding125,0000.2%Business ServicesIRENIris Energy$422,000$422,000 ▲New Holding50,0000.1%Oils/EnergyBTBTBit Digital$351,000$351,000 ▲New Holding100,0000.1%Business ServicesBEKEKE$199,100$199,100 ▲New Holding10,0000.1%FinanceIWMiShares Russell 2000 ETF$0$23,426,491 ▼-100.0%00.0%FinanceXLFFinancial Select Sector SPDR Fund$0$16,444,000 ▼-100.0%00.0%ETFSONYSony Group$0$12,742,500 ▼-100.0%00.0%Consumer DiscretionaryPANWPalo Alto Networks$0$8,475,250 ▼-100.0%00.0%Computer and TechnologyNXPINXP Semiconductors$0$8,072,700 ▼-100.0%00.0%Computer and TechnologyGOOGLAlphabet$0$6,513,320 ▼-100.0%00.0%Computer and TechnologyPYPLPayPal$0$5,803,000 ▼-100.0%00.0%Computer and TechnologyWDCWestern Digital$0$5,333,678 ▼-100.0%00.0%Computer and TechnologyASMLASML$0$5,113,650 ▼-100.0%00.0%Computer and TechnologyLRCXLam Research$0$5,067,621 ▼-100.0%00.0%Computer and TechnologyDISWalt Disney$0$4,964,500 ▼-100.0%00.0%Consumer DiscretionaryKLACKLA$0$4,122,550 ▼-100.0%00.0%Computer and TechnologyFFord Motor$0$3,927,591 ▼-100.0%00.0%Auto/Tires/TrucksCVNACarvana$0$3,861,600 ▼-100.0%00.0%Retail/WholesaleUNPUnion Pacific$0$3,393,900 ▼-100.0%00.0%TransportationREDDIT INC$0$3,194,500 ▼-100.0%00.0%CL AINFORMATICA INC$0$2,933,600 ▼-100.0%00.0%COM CL AGSThe Goldman Sachs Group$0$2,685,424 ▼-100.0%00.0%FinanceAMATApplied Materials$0$2,359,900 ▼-100.0%00.0%Computer and TechnologyTEAMAtlassian$0$2,299,440 ▼-100.0%00.0%Computer and TechnologySHOPShopify$0$1,968,290 ▼-100.0%00.0%Computer and TechnologyCFLTConfluent$0$1,568,220 ▼-100.0%00.0%Business ServicesTWLOTwilio$0$1,136,200 ▼-100.0%00.0%Computer and TechnologyCELESTICA INC$0$1,022,997 ▼-100.0%00.0%COMRIVNRivian Automotive$0$671,000 ▼-100.0%00.0%Auto/Tires/TrucksShowing largest 100 holdings. 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