Newlight Partners LP

NEW YORK, NY · CIK 1782866 · 13F filing filed 2023-11-14

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

$178.1m reported value -26.8% vs Q2 2023

2positions

100.0%in top 10

0 new 0 added 1 reduced 0 sold out vs Q2 2023

Holdings, Q3 2023

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	BLUE OWL CAPITAL INC COM CL A OWL	OWL	8,486,622	$110.0m61.75%	61.75%	Reduced -2.5m	-2,483,737 -22.6%
2	SUNNOVA ENERGY INTL INC. COM NOVAQ	NOVAQ	6,505,811	$68.1m38.25%	38.25%	Unchanged

Stakes above 5%

Companies where this manager has reported owning more than 5% of a class of shares, on Schedule 13D (may seek influence) or 13G (passive): its latest filing for each, from 19 Dec 2024 on.

Company	Ticker	Stake	Change	Schedule	Last filed
SUNNOVA ENERGY INTL INC. NOVAQ · 13G · filed 2025-05-15	NOVAQ	5.2%	new	13G	2025-05-15