StockDriftsStockDriftsTop 27 Capelight Capital Asset Management LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SNDK | SANDISK CORP | 9.51% | 18.0K | $11.4M | +0.00%(+0) | $174.79(+727.98%) | 2026-03-31 | |
| CORZ | CORE SCIENTIFIC INC | 7.47% | 600.0K | $9.0M | +1233.33%(+555.00K) | $14.87(+61.38%) | 2026-03-31 | |
| LGN | LEGENCE CORP-CL A | 7.28% | 155.0K | $8.8M | +63.16%(+60.00K) | $41.89(+138.72%) | 2026-03-31 | |
| MHO | M/I HOMES INC | 7.13% | 70.0K | $8.6M | +27.27%(+15.00K) | $133.84(-5.05%) | 2026-03-31 | |
| NET | CLOUDFLARE INC - CLASS A | 6.87% | 40.0K | $8.3M | -11.11%(-5.00K) | $205.87(-6.44%) | 2026-03-31 | |
| LITE | LUMENTUM HOLDINGS INC | 5.85% | 10.0K | $7.0M | +100.00%(+5.00K) | $400.66(+157.17%) | 2026-03-31 | |
| AMAT | APPLIED MATERIALS INC | 5.69% | 20.0K | $6.8M | +100.00%(+10.00K) | $265.13(+64.68%) | 2026-03-31 | |
| NVDA | NVIDIA CORP | 4.79% | 33.0K | $5.8M | new | $180.45(+25.15%) | 2026-03-31 | |
| AMZN | AMAZON.COM INC | 4.33% | 25.0K | $5.2M | +69.11%(+10.22K) | $222.89(+21.20%) | 2026-03-31 | |
| COHR | COHERENT CORP | 3.96% | 20.0K | $4.8M | +66.67%(+8.00K) | $172.24(+134.38%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +21.93% | +81.26% |
| Top 20 Holdings Unweighted | +30.14% | +120.42% |
Sign up free to track Capelight Capital Asset Management LP, compare funds side by side, and get alerts the moment positions change.