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Vennlight Capital Management, LP - Portfolio Stock Holdings

Vennlight Capital Management, LP disclosed 38 stock positions in a recent SEC 13F filing. $149,187,884 of stock holdings were filed, with the largest holdings including BKV, FER, and PAM. This filing represented positions held on June 30, 2026, and was filed on Aug. 14, 2026.

We estimate the fund has a total AUM of $215,704,000 and has 3 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from pooled investment vehicles.

Report Period:

June 30, 2026

No. of Stocks:

38

Est. Stock Holding Value:

$149,187,884

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Vennlight Capital Management, LP

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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