The Analysis of Vennlight Capital Management, LP's Holdings

Currently, Vennlight Capital Management, LP holds 25 types of securities in its portfolio with a total value $76.9M. In the most recent quarter, they have increased their positions in SMR (+192.4K shares, valued at $6.9M), PCG (+403.1K shares, valued at $6.1M), UUUU (+240.5K shares, valued at $3.7M); decreased their positions in HUT (-407.3K shares, valued at $14.2M), CIFR (-955.2K shares, valued at $12.0M), TLN (-25.7K shares, valued at $10.9M); initiated new positions in SMR (+192.4K shares, valued at $6.9M), PCG (+403.1K shares, valued at $6.1M), UUUU (+240.5K shares, valued at $3.7M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

HOND HCM II ACQUISITION CORP500.0K shares-51.36%2025-09-302025-11-14

SMR NUSCALE PWR CORP192.4K sharesnew addition2025-09-302025-11-14

PCG PG&E CORP403.1K sharesnew addition2025-09-302025-11-14

TLN TALEN ENERGY CORP12.9K shares-66.63%2025-09-302025-11-14

AES AES CORP384.8K shares-9.30%2025-09-302025-11-14

VST VISTRA CORP20.2K shares-53.40%2025-09-302025-11-14

UUUU ENERGY FUELS INC240.5K sharesnew addition2025-09-302025-11-14

MTZ MASTEC INC14.6K sharesnew addition2025-09-302025-11-14

Sponsored

APLD APPLIED DIGITAL CORP125.0K sharesnew addition2025-09-302025-11-14

GLXY GALAXY DIGITAL INC.84.5K shares-78.35%2025-09-302025-11-14

CWEN CLEARWAY ENERGY INC97.0K sharesnew addition2025-09-302025-11-14

CORZ CORE SCIENTIFIC INC NEW150.0K shares66.17%2025-09-302025-11-14

CMS CMS ENERGY CORP31.9K sharesnew addition2025-09-302025-11-14

EMR EMERSON ELEC CO16.8K sharesnew addition2025-09-302025-11-14

CEG CONSTELLATION ENERGY CORP6.4K sharesnew addition2025-09-302025-11-14

XEL XCEL ENERGY INC25.9K sharesnew addition2025-09-302025-11-14