BEACONLIGHT CAPITAL, LLC
données du 30/09/2025
Capitalisation
$ 202.731 M
15.70 %
Performance
$ 392.206 M
50 366.62 %
| Date | Symbol | Nom | Poids | Capitalisation | Nombre d'action | 1er ajout | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2025/09/30 | REZI | RESIDEO TECHNOLOGIES INC | 13.74% | 27.852 M $ | 645028 | 2020/03/31 | 17.332 M $ | 95.74 % |
| 2025/09/30 | CSTM | CONSTELLIUM SE | 9.35% | 18.950 M $ | 1273505 | 2019/12/31 | 1.467 M $ | 11.88 % |
| 2025/09/30 | LNG | CHENIERE ENERGY INC | 6.97% | 14.131 M $ | 60139 | 2020/03/31 | -519.103 K $ | -3.51 % |
| 2025/09/30 | SXT | SENSIENT TECHNOLOGIES CORP | 5.29% | 10.721 M $ | 114231 | 2025/06/30 | -663.705 K $ | -4.74 % |
| 2025/09/30 | TECK | TECK RESOURCES LTD | 5.06% | 10.256 M $ | 233679 | 2024/03/31 | 362.400 K $ | 8.69 % |
| 2025/09/30 | GPOR | GULFPORT ENERGY CORP | 4.43% | 8.986 M $ | 49650 | 2022/09/30 | -390.353 K $ | -10.04 % |
| 2025/09/30 | SNDK | SANDISK CORP | 4.14% | 8.393 M $ | 74800 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | AAP | ADVANCE AUTO PARTS INC | 4.10% | 8.311 M $ | 135351 | 2025/06/30 | 1.224 M $ | 32.07 % |
| 2025/09/30 | SOMNIGROUP INTERNATIONAL INC | 4.09% | 8.300 M $ | 98420 | 2024/12/31 | 0.000 $ | 0.00 % | |
| 2025/09/30 | STM | STMICROELECTRONICS N V | 3.64% | 7.382 M $ | 261232 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | EQT | EQT CORP | 3.40% | 6.892 M $ | 126620 | 2024/12/31 | -343.529 K $ | -6.67 % |
| 2025/09/30 | GDS | GDS HLDGS LTD | 3.09% | 6.262 M $ | 161815 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | STX | SEAGATE TECHNOLOGY HLDNGS PL | 3.06% | 6.196 M $ | 26246 | 2025/06/30 | 8.842 M $ | 63.56 % |
| 2025/09/30 | YMM | FULL TRUCK ALLIANCE CO LTD | 2.93% | 5.944 M $ | 458277 | 2025/06/30 | 469.680 K $ | 9.82 % |
| 2025/09/30 | QDEL | QUIDELORTHO CORP | 2.89% | 5.864 M $ | 199121 | 2024/09/30 | 83.388 K $ | 2.19 % |
| 2025/09/30 | SNOW | SNOWFLAKE INC | 2.62% | 5.315 M $ | 23566 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | TMDX | TRANSMEDICS GROUP INC | 2.45% | 4.961 M $ | 44218 | 2025/06/30 | -469.438 K $ | -16.27 % |
| 2025/09/30 | U | UNITY SOFTWARE INC | 2.32% | 4.696 M $ | 117281 | 2025/06/30 | 4.080 M $ | 65.45 % |
| 2025/09/30 | DMRC | DIGIMARC CORP NEW | 2.09% | 4.231 M $ | 433068 | 2021/03/31 | -1.633 M $ | -26.04 % |
| 2025/09/30 | CP | CANADIAN PACIFIC KANSAS CITY | 2.08% | 4.220 M $ | 56656 | 2025/06/30 | -204.077 K $ | -6.03 % |
| 2025/09/30 | MBC | MASTERBRAND INC | 1.90% | 3.858 M $ | 292959 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | BABA | ALIBABA GROUP HLDG LTD | 1.89% | 3.841 M $ | 21489 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | TOL | TOLL BROTHERS INC | 1.88% | 3.807 M $ | 27562 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | NTRA | NATERA INC | 1.86% | 3.772 M $ | 23433 | 2022/09/30 | -183.078 K $ | -4.72 % |
| 2025/09/30 | CCOI | COGENT COMMUNICATIONS HLDGS | 1.76% | 3.563 M $ | 92910 | 2023/06/30 | -1.250 M $ | -20.45 % |
| 2025/09/30 | ADPT | ADAPTIVE BIOTECHNOLOGIES COR | 1.27% | 2.567 M $ | 171599 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | TWLO | TWILIO INC | 1.16% | 2.344 M $ | 23416 | 2025/03/31 | -1.669 M $ | -19.52 % |
| 2025/09/30 | DV | DOUBLEVERIFY HLDGS INC | 0.55% | 1.116 M $ | 93163 | 2024/12/31 | -1.158 M $ | -19.97 % |
| 2025/09/30 | OI | O-I GLASS INC | 0.00% | 0.000 $ | 0 | 2025/06/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | CART | MAPLEBEAR INC | 0.00% | 0.000 $ | 0 | 2024/06/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | TNDM | TANDEM DIABETES CARE INC | 0.00% | 0.000 $ | 0 | 2023/12/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | FCX | FREEPORT-MCMORAN INC | 0.00% | 0.000 $ | 0 | 2023/06/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | VST | VISTRA CORP | 0.00% | 0.000 $ | 0 | 2025/06/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | NXT | NEXTRACKER INC | 0.00% | 0.000 $ | 0 | 2025/06/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | SPY | SPDR S&P 500 ETF TR | 0.00% | 0.000 $ | 0 | 2023/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | PTON | PELOTON INTERACTIVE INC | 0.00% | 0.000 $ | 0 | 2025/06/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | SABR | SABRE CORP | 0.00% | 0.000 $ | 0 | 2020/12/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | EYE | NATIONAL VISION HLDGS INC | 0.00% | 0.000 $ | 0 | 2025/06/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | LASR | NLIGHT INC | 0.00% | 0.000 $ | 0 | 2025/06/30 | 0.000 $ | 0.00 % |