13F Insight
DOSSIER · 13F-HR · Q1 2026

Capelight Capital Asset Management LP

Capelight Asset's family office based in Chicago, IL — $134M in tracked AUM across 33 positions as of Q1 2026.

CA
Capelight Asset·Chicago, IL·Family Office
CIK 0002105992 · last filed Mar 31, 2026
Total AUM
$134M
▼ 11.7%
vs prior
Holdings
33
—
positions
Whale Score
54
54
tracked
Activity
—
no data
changes this Q
Top sector
Financials
8% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Capelight Capital Asset Management LP filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SNDK
SANDISK CORP
$11M18K8.5%
02
CORZ
CORE SCIENTIFIC INC
$9M600K6.7%
03
LGN
LEGENCE CORP-CL A
$9M155K6.5%
04
MHO
M/I HOMES INC
$9M70K6.4%
05
NET
CLOUDFLARE INC - CLASS A
$8M40K6.2%
06
LITE
LUMENTUM HOLDINGS INC
$7M10K5.2%
07
AMAT
APPLIED MATERIALS INC
$7M20K5.1%
08
UVIX
UVIX 15MAY26 16 C
$6M680K4.4%
09
NVDA
NVIDIA CORP
$6M33K4.3%
10
EWY
ISHARES MSCI SOUTH KOREA ETF
$6M45K4.1%

Filing history

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