Vennlight Capital Management, LP 13F Holdings

CIK 0002013462

As of Sep 30, 2025, Vennlight Capital Management, LP reported 25 positions worth $76.9M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
HCM II ACQUISITION CORP SHS CL AIMSRUtilities500,000$8.2M10.68%
NUSCALE POWER CORPSMRIndustrials192,406$6.9M9.01%
PG&E CORPPCGUtilities403,105$6.1M7.91%
TALEN ENERGY CORPTLNUtilities12,865$5.5M7.12%
AES CORPAESUtilities384,814$5.1M6.59%
VISTRA CORPVSTUtilities20,180$4.0M5.14%
ENERGY FUELS INCUUUUBasic Materials240,500$3.7M4.80%
MASTEC INCMTZIndustrials14,556$3.1M4.03%
APPLIED DIGITAL CORPAPLDFinancial Services125,000$2.9M3.73%
GALAXY DIGITAL INCGLXYFinancial Services84,500$2.9M3.72%
CLEARWAY ENERGY INCCWENUtilities96,950$2.7M3.56%
CORE SCIENTIFIC INCCORZTechnology150,000$2.7M3.50%
CMS ENERGY CORPCMSUtilities31,917$2.3M3.04%
EMERSON ELECTRIC COEMRIndustrials16,800$2.2M2.87%
CONSTELLATION ENERGY CORPCEGUtilities6,365$2.1M2.73%
XCEL ENERGY INCXELUtilities25,900$2.1M2.72%
EVERGY INCEVRGUtilities27,300$2.1M2.70%
STRATEGY INCMSTRTechnology6,317$2.0M2.65%
NRG ENERGY INCNRGUtilities12,500$2.0M2.63%
HUT 8 CORPHUTFinancial Services57,691$2.0M2.61%
TERAWULF INCWULFFinancial Services175,126$2.0M2.60%
CIPHER MINING INCCIFRFinancial Services87,200 .1M1.43%
EVERSOURCE ENERGYESUtilities15,300 .1M1.42%
SEMPRASREUtilities12,000 .1M1.40%
RIOT PLATFORMS INCRIOTFinancial Services56,600 .1M1.40%