13F HOLDINGS REPORT
BRIGHTLIGHT CAPITAL MANAGEMENT LP
Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0001725547-23-000067
Total Value
$236.1M
Positions
12
Other Managers
0
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287655 | 570,000 | $99.4M | 42.09% |
| 2 | MELCO RESORTS AND ENTMNT LTD | 585464100 | 3,290,700 | $37.8M | 16.03% |
| 3 | SELECT ENERGY SVCS INC | WTTR | 2,806,000 | $25.9M | 10.98% |
| 4 | INTERNATIONAL SEAWAYS INC | INSW | 471,800 | $17.5M | 7.40% |
| 5 | DOCEBO INC | DCBO | 415,800 | $13.7M | 5.81% |
| 6 | PAN AMERN SILVER CORP | 697900108 | 732,000 | $12.0M | 5.07% |
| 7 | NAVIOS MARITIME PARTNERS L P | NMM | 373,800 | $9.7M | 4.11% |
| 8 | FARFETCH LTD | 30744W107 | 1,561,300 | $7.4M | 3.13% |
| 9 | OPENDOOR TECHNOLOGIES INC | OPENZ | 3,349,800 | $3.9M | 1.65% |
| 10 | CARVANA CO | CVNA | 728,300 | $3.5M | 1.46% |
| 11 | MR COOPER GROUP INC | 62482R107 | 68,300 | $2.7M | 1.16% |
| 12 | CARDLYTICS INC | CDLX | 454,769 | $2.6M | 1.11% |