Brightlight Capital Management as of March 31, 2025
Portfolio Holdings for Brightlight Capital Management
Brightlight Capital Management holds 9 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Carvana Cl A (CVNA) | 32.1 | $48M | 227k | 209.08 | |
| Kaspi Kz Jsc Sponsored Ads (KSPI) | 20.1 | $30M | 321k | 92.85 | |
| D Market Electr Svcs & Tradi Sponsored Ads (HEPS) | 11.6 | $17M | 6.0M | 2.85 | |
| Melco Resorts & Entertainment Adr (MLCO) | 10.2 | $15M | 2.9M | 5.27 | |
| Hilton Grand Vacations (HGV) | 9.7 | $14M | 383k | 37.41 | |
| Smithfield Foods Inc Common Stock Usd.5 (SFD) | 6.4 | $9.4M | 462k | 20.39 | |
| Sleep Number Corp (SNBR) | 4.8 | $7.0M | 1.1M | 6.34 | |
| Valaris Cl A (VAL) | 4.0 | $5.9M | 152k | 39.26 | |
| Aersale Corp (ASLE) | 1.1 | $1.6M | 216k | 7.49 |
