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Vennlight Capital Management, LP
Vennlight Capital Management, LP is an SEC-registered investment adviser and Delaware limited partnership founded in October 2023, primarily owned by Igor Gitelman. The firm is headquartered in Stamford, Connecticut, and operates as a boutique hedge fund managing discretionary assets for pooled investment vehicles. As of March 2025, it reports 3 employees, all serving investment advisory functions. Vennlight serves institutional and accredited investors seeking specialized fund management.
Investment Strategy
Vennlight Capital Management, LP focuses on portfolio management for pooled investment vehicles, employing discretionary investment strategies. The firm utilizes performance-based fee structures and does not currently manage private funds or separately managed accounts. Its most recent filings indicate a concentrated equity portfolio, with a focus on fundamental analysis and active position management, emphasizing positions in public equities within the utilities and energy sectors.
Latest 13F Filing Activity
Vennlight Capital Management, LP filed their most recent 13F report on Jun 30, 2025 disclosing 16 equity positions and 1 options positions with a total 13F market value of $92M. The fund increased holdings in HCM II Acquisition Corp., Talen Energy Corp., Spire Inc. among other positions. Vennlight Capital Management, LP reduced exposure to TXNM Energy Inc., Empresa Dist Y Comercial Nor, Geopark LTD among others.
Top Holdings
Equity Positions (16)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
H HOND | HCM II ACQUISITION CORP | 12.39% | $11.4M | 1,027,934 | $11.10 | $11.10 | +$11.4M |
T TLN | TALEN ENERGY CORP | 12.17% | $11.2M | 38,550 | $290.77 | $290.77 | +$11.2M |
S SR | SPIRE INC | 9.77% | $9.0M | 123,300 | $72.99 | $72.99 | +$9.0M |
H HUT | HUT 8 CORP | 9.39% | $8.6M | 464,992 | $14.21 | $18.60 | +$3.5M |
G GLXY | GALAXY DIGITAL INC. | 9.28% | $8.5M | 390,248 | $21.90 | $21.90 | +$8.5M |
Options Positions (1)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
A AES | AES CORP | New | Call | $946.8K | 900 | $10.52 | $10.52 | +900 | +$946.8K |
Industry Allocation
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