0000905148-24-000702.txt : 20240214 0000905148-24-000702.hdr.sgml : 20240214 20240214162006 ACCESSION NUMBER: 0000905148-24-000702 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240214 DATE AS OF CHANGE: 20240214 EFFECTIVENESS DATE: 20240214 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Alight Capital Management LP CENTRAL INDEX KEY: 0001651473 ORGANIZATION NAME: IRS NUMBER: 472351516 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19368 FILM NUMBER: 24638688 BUSINESS ADDRESS: STREET 1: 1540 BROADWAY STREET 2: SUITE 3720 CITY: NEW YORK STATE: NY ZIP: 10036 BUSINESS PHONE: (212) 716-1316 MAIL ADDRESS: STREET 1: 1540 BROADWAY STREET 2: SUITE 3720 CITY: NEW YORK STATE: NY ZIP: 10036 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE 0001651473 XXXXXXXX 12-31-2023 12-31-2023 false Alight Capital Management LP

1540 BROADWAY SUITE 3720 NEW YORK NY 10036

13F HOLDINGS REPORT 028-19368 000174705 801-117632 N Steven Gottschalk 212-716-1316 /s/ Steven Gottschalk New York NY 02-14-2024 0 60 314285672 INFORMATION TABLE 2 informationtable.xml ADOBE INC COM 00724F101 3579600 6000 SH SOLE 6000 0 0 ADVANCED MICRO DEVICES INC COM 007903107 3685250 25000 SH SOLE 25000 0 0 ALPHABET INC CAP STK CL A 02079K305 7682950 55000 SH SOLE 55000 0 0 AMAZON COM INC COM 023135106 19752200 130000 SH SOLE 130000 0 0 ANTERO RESOURCES CORP COM 03674X106 2268000 100000 SH SOLE 100000 0 0 APPLE INC COM 037833100 9626500 50000 SH SOLE 50000 0 0 BANK AMERICA CORP COM 060505104 10101000 300000 SH SOLE 300000 0 0 BEST BUY INC COM 086516101 1369900 17500 SH SOLE 17500 0 0 BILL HOLDINGS INC COM 090043100 1223850 15000 SH SOLE 15000 0 0 BLOCK INC CL A 852234103 3867500 50000 SH SOLE 50000 0 0 BOEING CO COM 097023105 7168150 27500 SH SOLE 27500 0 0 CARNIVAL CORP UNIT 99/99/9999 143658300 1668600 90000 SH SOLE 90000 0 0 CARVANA CO CL A 146869102 794100 15000 SH SOLE 15000 0 0 CLOUDFLARE INC CL A COM 18915M107 3330400 40000 SH SOLE 40000 0 0 DATADOG INC CL A COM 23804L103 3641400 30000 SH SOLE 30000 0 0 DEERE & CO COM 244199105 7997400 20000 SH SOLE 20000 0 0 DELL TECHNOLOGIES INC CL C 24703L202 5355000 70000 SH SOLE 70000 0 0 DISNEY WALT CO COM 254687106 9029000 100000 SH SOLE 100000 0 0 FASTLY INC CL A 31188V100 3026000 170000 SH SOLE 170000 0 0 GITLAB INC CLASS A COM 37637K108 5036800 80000 SH SOLE 80000 0 0 HEWLETT PACKARD ENTERPRISE C COM 42824C109 2971500 175000 SH SOLE 175000 0 0 HEWLETT PACKARD ENTERPRISE C COM 42824C109 1698000 100000 SH Call SOLE 100000 0 0 HUBSPOT INC COM 443573100 5805400 10000 SH SOLE 10000 0 0 HUNT J B TRANS SVCS INC COM 445658107 4993500 25000 SH SOLE 25000 0 0 INVESCO EXCH TRADED FD TR II SOLAR ETF 46138G706 1333750 25000 SH SOLE 25000 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 10035500 50000 SH SOLE 50000 0 0 MASTEC INC COM 576323109 2271600 30000 SH SOLE 30000 0 0 META PLATFORMS INC CL A 30303M102 3539600 10000 SH SOLE 10000 0 0 MICRON TECHNOLOGY INC COM 595112103 3413600 40000 SH SOLE 40000 0 0 MICROSOFT CORP COM 594918104 20682200 55000 SH SOLE 55000 0 0 MONGODB INC CL A 60937P106 4088500 10000 SH SOLE 10000 0 0 NETFLIX INC COM 64110L106 4868800 10000 SH SOLE 10000 0 0 NEW FORTRESS ENERGY INC COM CL A 644393100 2641100 70000 SH SOLE 70000 0 0 NIKE INC CL B 654106103 7599900 70000 SH SOLE 70000 0 0 NUTANIX INC CL A 67059N108 3338300 70000 SH SOLE 70000 0 0 NVIDIA CORPORATION COM 67066G104 8913960 18000 SH SOLE 18000 0 0 ORACLE CORP COM 68389X105 3162900 30000 SH SOLE 30000 0 0 PAYPAL HLDGS INC COM 70450Y103 4298700 70000 SH SOLE 70000 0 0 PURE STORAGE INC CL A 74624M102 6240500 175000 SH SOLE 175000 0 0 REDWIRE CORPORATION COM 75776W103 427500 150000 SH SOLE 150000 0 0 RISKIFIED LTD SHS CL A M8216R109 936000 200000 SH SOLE 200000 0 0 RIVIAN AUTOMOTIVE INC COM CL A 76954A103 2346000 100000 SH SOLE 100000 0 0 ROBLOX CORP CL A 771049103 4572000 100000 SH SOLE 100000 0 0 ROCKET COS INC COM CL A 77311W101 6154000 425000 SH SOLE 425000 0 0 ROCKWELL AUTOMATION INC COM 773903109 3104800 10000 SH SOLE 10000 0 0 SALESFORCE INC COM 79466L302 10525600 40000 SH SOLE 40000 0 0 SERVICENOW INC COM 81762P102 12716820 18000 SH SOLE 18000 0 0 SNAP INC CL A 83304A106 3386000 200000 SH SOLE 200000 0 0 SNOWFLAKE INC CL A 833445109 2587000 13000 SH SOLE 13000 0 0 SONY GROUP CORP SPONSORED ADR 835699307 3816007 40300 SH SOLE 40300 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 6179030 13000 SH SOLE 13000 0 0 SPDR SER TR S&P REGL BKG 78464A698 4194400 80000 SH SOLE 80000 0 0 TASKUS INC CLASS A COM 87652V109 3300175 252500 SH SOLE 252500 0 0 TECK RESOURCES LTD CL B 878742204 5495100 130000 SH SOLE 130000 0 0 TWILIO INC CL A 90138F102 5690250 75000 SH SOLE 75000 0 0 UNION PAC CORP COM 907818108 17193400 70000 SH SOLE 70000 0 0 UPWORK INC COM 91688F104 1338300 90000 SH SOLE 90000 0 0 VERTIV HOLDINGS CO COM CL A 92537N108 2881800 60000 SH SOLE 60000 0 0 WORKDAY INC CL A 98138H101 3588780 13000 SH SOLE 13000 0 0 XPO INC COM 983793100 1751800 20000 SH SOLE 20000 0 0