Filling information for Alight Capital Management LP as Treemap, investor disclosed 46 total holdings based on 2023-03-31 SEC fillings. A list of the exposed holdings
Product description
| CUSIP | Symbol | Name | Title Of Class | Value in 1000's | Amount | |
|---|---|---|---|---|---|---|
| 038222105 | 038222105 | APPLIED MATLS INC | COM | 2456600 | 20000 | |
| 833445109 | 833445109 | SNOWFLAKE INC | CL A | 771450 | 5000 | |
| M8216R109 | M8216R109 | RISKIFIED LTD | SHS CL A | 2528051 | 448236 | |
| 254687106 | 254687106 | DISNEY WALT CO | COM | 2503250 | 25000 | |
| 30303M102 | 30303M102 | META PLATFORMS INC | CL A | 6358200 | 30000 | |
| 67066G104 | 67066G104 | NVIDIA CORPORATION | COM | 5555400 | 20000 | |
| 679295105 | 679295105 | OKTA INC | CL A | 1724800 | 20000 | |
| 90138F102 | 90138F102 | TWILIO INC | CL A | 1332600 | 20000 | |
| 26884L109 | 26884L109 | EQT CORP | COM | 2233700 | 70000 | |
| 219350105 | 219350105 | CORNING INC | COM | 3880800 | 110000 | |
| 874039100 | 874039100 | TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 6511400 | 70000 | |
| 880770102 | 880770102 | TERADYNE INC | COM | 2150200 | 20000 | |
| 594918104 | 594918104 | MICROSOFT CORP | COM | 12973500 | 45000 | |
| 83304A106 | 83304A106 | SNAP INC | CL A | 22420000 | 2000000 | |
| 674599105 | 674599105 | OCCIDENTAL PETE CORP | COM | 2185050 | 35000 | |
| 64110L106 | 64110L106 | NETFLIX INC | COM | 3800280 | 11000 | |
| 90364P105 | 90364P105 | UIPATH INC | CL A | 1756000 | 100000 | |
| N6596X109 | N6596X109 | NXP SEMICONDUCTORS N V | COM | 3729500 | 20000 | |
| 03674X106 | 03674X106 | ANTERO RESOURCES CORP | COM | 1385400 | 60000 | |
| 87162W100 | 87162W100 | TD SYNNEX CORPORATION | COM | 967900 | 10000 | |
| 878742204 | 878742204 | TECK RESOURCES LTD | CL B | 5292500 | 145000 | |
| 007903107 | 007903107 | ADVANCED MICRO DEVICES INC | COM | 3920400 | 40000 | |
| 244199105 | 244199105 | DEERE & CO | COM | 4128800 | 10000 | |
| 032654105 | 032654105 | ANALOG DEVICES INC | COM | 3944400 | 20000 | |
| 37637K108 | 37637K108 | GITLAB INC | CLASS A COM | 600075 | 17500 | |
| 12468P104 | 12468P104 | C3 AI INC | CL A | 1678500 | 50000 | |
| 02156B103 | 02156B103 | ALTERYX INC | COM CL A | 1765200 | 30000 | |
| G39387108 | G39387108 | GLOBALFOUNDRIES INC | ORDINARY SHARES | 3609000 | 50000 | |
| 70450Y103 | 70450Y103 | PAYPAL HLDGS INC | COM | 1518800 | 20000 | |
| 518415104 | 518415104 | LATTICE SEMICONDUCTOR CORP | COM | 1910000 | 20000 | |
| 78462F103 | 78462F103 | SPDR S&P 500 ETF TR | TR UNIT | 8187800 | 20000 | |
| 023135106 | 023135106 | AMAZON COM INC | COM | 2065800 | 20000 | |
| 458140100 | 458140100 | INTEL CORP | COM | 13068000 | 400000 | |
| 806857108 | 806857108 | SCHLUMBERGER LTD | COM STK | 1964000 | 40000 | |
| 83200N103 | 83200N103 | SMARTSHEET INC | COM CL A | 478000 | 10000 | |
| 037833100 | 037833100 | APPLE INC | COM | 4122500 | 25000 | |
| 573874104 | 573874104 | MARVELL TECHNOLOGY INC | COM | 6495000 | 150000 | |
| M78673114 | M78673114 | PERION NETWORK LTD | SHS NEW | 3958000 | 100000 | |
| 68389X105 | 68389X105 | ORACLE CORP | COM | 9292000 | 100000 | |
| 88160R101 | 88160R101 | TESLA INC | COM | 2074600 | 10000 | |
| 72352L106 | 72352L106 | PINTEREST INC | CL A | 3545100 | 130000 | |
| 848637104 | 848637104 | SPLUNK INC | COM | 2397000 | 25000 | |
| 30231G102 | 30231G102 | EXXON MOBIL CORP | COM | 1096600 | 10000 | |
| 00507V109 | 00507V109 | ACTIVISION BLIZZARD INC | COM | 2952855 | 34500 | |
| 79466L302 | 79466L302 | SALESFORCE INC | COM | 4994500 | 25000 | |
| 693506107 | 693506107 | PPG INDS INC | COM | 4007400 | 30000 |