Capelight Capital Asset Management LP

Position in NVDA — Nvidia Corp

CIK 2105992 NEW YORK, NY

Position in NVDA

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$9,204,140

+$3,448,940 QoQ

Shares Held

46,000

+39.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

4.92%

of 13F equity value

Holder Rank

#686

of 2,010 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Capelight Capital Asset Management LP holds $16,928,240 across 5 Semiconductors names. NVDA ranks #1 (54.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVDA	Nvidia Corp This page	46,000	$9,204,140
2	CRDO	Credo Technology Group Holding Ltd	19,000	$5,167,050
3	STM	STMicroelectronics N.V.	15,000	$1,123,350
4	WOLF	Wolfspeed, Inc.	15,000	$723,750
5	AOSL	ALPHA & OMEGA SEMICONDUCTOR Ltd	15,000	$709,950

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,204,140	46,000	+39.4%	Shares	Sole	2026-07-15
2026-03-31	$5,755,200	33,000	—	Shares	Sole	2026-04-27
No filing history on record for this holder in this stock.