Vennlight Capital, LP
Vennlight Capital, LP, managed by Igor Gitelman, reported 32 positions worth $149.20M in its 2026 Q2 13F filing: 20 new and 6 closed.
Estimated return
Since 2025 Q2 the disclosed positions returned an estimated +117.1% against +34.4% for the S&P 500. Price-only return of the fund's top 100 US longs at each quarter start, vs the S&P 500 over the same windows. Not the fund's actual return (no trades, fees, shorts, derivatives, cash).
| Quarter | Fund | S&P 500 |
|---|---|---|
| 2025 Q2 | +33.9% | +11.4% |
| 2025 Q3 | +41.3% | +7.6% |
| 2025 Q4 | -15.1% | +3.1% |
| 2026 Q1 | +6.0% | -5.8% |
| 2026 Q2 | +27.6% | +15.5% |
Top holdings, 2026 Q2
| Ticker | Company | Value | Portfolio % | Change |
|---|---|---|---|---|
| BKV | BKV CORP | $8.03M | 5.40% | +24.7% |
| FER | FERROVIAL NV | $7.97M | 5.30% | -42% |
| PAM | PAMPA ENERGIA SA | $7.92M | 5.30% | -9% |
| PPL | PPL CORP | $7.86M | 5.30% | NEW |
| HTO | H2O AMERICA | $7.83M | 5.20% | -20.6% |
| TGS | TRANSPORTADORA DE GAS DEL SU | $6.77M | 4.50% | -16.9% |
| IREN | IREN LIMITED | $6.55M | 4.40% | NEW |
| AEP | AMERICAN ELEC PWR CO INC | $6.51M | 4.40% | NEW |
| BW | BABCOCK & WILCOX ENTERPRISES | $6.12M | 4.10% | NEW |
| DTE | DTE ENERGY CO | $6.00M | 4.00% | NEW |
| APLD | APPLIED DIGITAL CORP | $5.79M | 3.90% | NEW |
| MGEE | MGE ENERGY INC | $5.59M | 3.70% | NEW |
| ETR | ENTERGY CORP NEW | $5.32M | 3.60% | +2.9% |
| DGXX | DIGI PWR X INC | $5.27M | 3.50% | -66.9% |
| PCG | PG&E CORP | $5.25M | 3.50% | +161.7% |
| GLXY | GALAXY DIGITAL INC. | $4.96M | 3.30% | -20.4% |
| CWEN | CLEARWAY ENERGY INC | $4.35M | 2.90% | NEW |
| BTBT | BIT DIGITAL INC | $4.28M | 2.90% | NEW |
| MDU | MDU RES GROUP INC | $3.91M | 2.60% | NEW |
| VRT | VERTIV HOLDINGS CO | $3.27M | 2.20% | NEW |
| INIO | INNIO NV | $2.82M | 1.90% | NEW |
| FRMI | FERMI INC | $2.79M | 1.90% | NEW |
| XE | X-ENERGY INC | $2.73M | 1.80% | NEW |
| CORZ | CORE SCIENTIFIC INC NEW | $2.68M | 1.80% | NEW |
| IMSR | TERRESTRIAL ENERGY INC | $2.50M | 1.70% | -38.7% |
| MWH | SOLV ENERGY INC | $2.40M | 1.60% | -74.2% |
| ENPH | ENPHASE ENERGY INC | $2.38M | 1.60% | -12.9% |
| CAAP | CORPORACION AMER ARPTS S A | $2.37M | 1.60% | NEW |
| BLSH | BULLISH | $2.34M | 1.60% | NEW |
| LBRT | LIBERTY ENERGY INC | $2.33M | 1.60% | NEW |
| XEL | XCEL ENERGY INC | $2.22M | 1.50% | NEW |
| PUMP | PROPETRO HLDG CORP | $2.09M | 1.40% | NEW |
All funds · Hedge Fund Tracker
Source: SEC EDGAR 13F filings, reported as of quarter end and filed up to 45 days later. Not investment advice.