Brightlight Capital Management LP - Q12026 Holdings

Brightlight Capital Management LP holds 8 stocks with a total portfolio value of $ 101.37M as of Q12026. In Q12026, Brightlight Capital Management LP added 1 new position, increased stakes in 0 stocks, reduced 7 holdings, and fully exited 2 positions. The largest holding is Carvana Co (CVNA), representing 27.68% of the total portfolio.