BRIGHTLIGHT CAPITAL MANAGEMENT LP
CIK 0001802838 · WESTPORT, CT · Quarter end: 2026-03-31 · Filed on: 2026-05-15 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$101.4M
2026 Q1
Positions
8
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
100.0%
Est. Net Flow (Q)
—
2026 Q1
Top Holdings
CVNA
CARVANA CO
27.7%
ARCO
ARCOS DORADOS HLDGS INC
27.1%
KSPI
KASPI KZ JSC
27.1%
HNI
HNI CORP
8.7%
AAMI
ACADIAN ASSET MANAGEMENT INC
5.4%
PAL
PROFICIENT AUTO LOGISTICS IN
1.9%
HGV
HILTON GRAND VACATIONS INC
1.8%
SNBRQ
SLEEP NUMBER CORP
0.3%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.