Vadim Rubinchik

Brightlight Capital Management Lp

Assets Managed

$101.373M

Holdings

Last Quarter

2026 - Q1

Filed Date

11d ago

Growth Rate

-27.92%(2Q avg: -21.4%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in Brightlight Capital Management Lp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 8 positions.

Assets under management

The assets under management (AUM) of Brightlight Capital Management Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 101.373M in assets, with a quarterly growth rate of -27.92% and a 2-quarter average growth rate of -21.4%. The portfolio is managed by Vadim Rubinchik, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
CVNA Carvana Co Recent Activity Decreased -3.81%	27.69%	$28.063M 89,263 shares@ $314.39 avg price	Decreased -3.81%
ARCO Arcos Dorados Holdings Inc-a Recent Activity Decreased -3.8%	27.14%	$27.512M 3.335M shares@ $8.25 avg price	Decreased -3.8%
KSPI Jsc Kaspi.kz Adr Recent Activity Decreased -14.06%	27.13%	$27.497M 371,235 shares@ $74.07 avg price	Decreased -14.06%
HNI Hni Corp Recent Activity New Position	8.66%	$8.778M 262,900 shares@ $33.39 avg price	New Position
BSIG Brightsphere Investment Grou Recent Activity Decreased -7.13%	5.38%	$5.453M 100,200 shares@ $54.42 avg price	Decreased -7.13%
PAL Proficient Auto Logistics In Recent Activity Decreased -19.51%	1.94%	$1.957M 288,700 shares@ $6.78 avg price	Decreased -19.51%
HGV Hilton Grand Vacations Inc Recent Activity Decreased -84.9%	1.77%	$1.791M 45,780 shares@ $39.13 avg price	Decreased -84.9%
SNBR Sleep Number Corp Recent Activity Decreased -25.09%	0.32%	$322,023 179,400 shares@ $1.8 avg price	Decreased -25.09%

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