Brightlight Capital Management LP - Q42025 Holdings

Brightlight Capital Management LP holds 9 stocks with a total portfolio value of $ 140.65M as of Q42025. In Q42025, Brightlight Capital Management LP added 0 new positions, increased stakes in 2 stocks, reduced 6 holdings, and fully exited 1 position. The largest holding is Carvana Co (CVNA), representing 27.84% of the total portfolio.