13F HOLDINGS REPORT
BRIGHTLIGHT CAPITAL MANAGEMENT LP
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001802838-25-000003
Total Value
$148.0M
Positions
9
Other Managers
0
Confidential Omitted
No
Holdings (9)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Carvana Co | CVNA | 227,300 | $47.5M | 32.12% |
| 2 | KASPI KZ JSC | 48581R205 | 320,900 | $29.8M | 20.13% |
| 3 | D MARKET ELECTR SVCS & TRADI | 23292B104 | 6,022,840 | $17.2M | 11.60% |
| 4 | Melco Resorts & Entertainment | 585464100 | 2,873,100 | $15.1M | 10.23% |
| 5 | Hilton Grand Vacations Inc | HGV | 382,700 | $14.3M | 9.67% |
| 6 | Smithfield Foods Inc | SFD | 462,200 | $9.4M | 6.37% |
| 7 | Sleep Number Corp | SNBR | 1,111,700 | $7.0M | 4.76% |
| 8 | Valaris Ltd | VAL-WT | 151,500 | $5.9M | 4.02% |
| 9 | Aersale Corporation | ASLE | 215,779 | $1.6M | 1.09% |