NP
Newlight Partners LP
High-turnover trader
Total reported value
—
Reporting period: 2025-09-30 · Number of holdings: 1
Newlight Partners LP disclosed 1 holdings in its latest 13F filing for the period ending 2025-09-30, with total reported value of — and a quarterly turnover rate of 100.0%.
Personality snowflake
- Concentration
- 0
- Portfolio Stability
- 100
- Momentum/Contrarian
- 50
- Sector conviction
- 0
- Diversification
- 2
- Sizing Uniformity
- —
Recent moves
Sold out NOVAQ
Unchanged 000000000
Holdings Map
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ✓ | Ikena Oncology INC | Stock-Other | — | — | — |
Reported value over time
Sector allocation
Not enough sector-mapped data yet
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2025-09-30 | 1 | — | 100 | |
| 2025-06-30 | 1 | $3.9M | 0 | |
| 2025-03-31 | 1 | $2.1B | 100 | |
| 2024-12-31 | 1 | $63.4M | 0 | |
| 2024-09-30 | 1 | $63.4M | 0 | |
| 2024-06-30 | 2 | $51.7M | 0 | |
| 2024-03-31 | 2 | $61.5M | 0 | |
| 2023-12-31 | 2 | $168.7M | 0 | |
| 2023-09-30 | 2 | $178.1M | 0 | |
| 2023-06-30 | 2 | $243.2M | 0 | |
| 2023-03-31 | 3 | $1.5B | 0 | |
| 2022-12-31 | 3 | $960.0M | 0 | |
| 2022-09-30 | 5 | $1.1B | 0 | |
| 2022-06-30 | 5 | $939.4M | 0 | |
| 2022-03-31 | 5 | $1.5B | 0 | |
| 2021-12-31 | 5 | $1.8B | 0 | |
| 2021-09-30 | 5 | $2.3B | 0 | |
| 2021-06-30 | 4 | $2.7B | 100 | |
| 2021-03-31 | 4 | $2.8B | 24 | |
| 2020-12-31 | 3 | $3.3B | 15 | |
| 2020-09-30 | 3 | $3.0B | 100 | |
| 2020-06-30 | 2 | $187.1M | 60 | |
| 2020-03-31 | 2 | $154.7M | 28 | |
| 2019-12-31 | 2 | $205.8M | 0 |
Holding changes this quarter
Newlight Partners LP's most significant position changes for 2025-09-30: Sold out: Sunnova Energy International (NOVAQ).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NOVAQ | Sunnova Energy International | — | EXIT | Sold out |
| 2 | ✓ | Ikena Oncology INC | — | — | Unchanged |
FAQ
What is Newlight Partners LP and what type of investor is it?
Newlight Partners LP is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2025-09-30), the firm manages a tracked equity portfolio valued at approximately —, spread across 1 disclosed positions.
What are Newlight Partners LP's largest equity positions?
Based on the latest 13F filing, Newlight Partners LP's top holdings by market value are:
1. Ikena Oncology INC — $0.0
What changes did Newlight Partners LP make in its most recent portfolio filing?
In the latest quarter, Newlight Partners LP took a more defensive posture — trimming 0 positions and completely exiting 1 holdings. The largest of these moves: Sold out: Sunnova Energy International (NOVAQ)
What sectors does Newlight Partners LP focus on?
Sector breakdown data is not yet available for Newlight Partners LP. Check back after the next 13F processing cycle.