Newlight Partners LP

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Newlight Partners LP reported 2 stock positions worth $51.7 million. Its top holding was Sunnova Energy International (NOVAQ) at 89.1% of the portfolio, followed by Blue Owl Capital (OWL, 10.9%). Compared with Q1 2024, it reduced 1. The biggest sale was Blue Owl Capital (OWL, shares −74%).

Most Recent 13F
Q3 2025
Location
NEW YORK, NY
CIK
0001782866
Portfolio Value
$51.7M (Q2 2024)
SEC Filing
0001213900-24-068954 ↗ filed Aug 14, 2024

Holdings Value

0$20.0M$40.0M$60.0M$80.0M Q1 2024: $61.5M Q1 2024 Q2 2024: $51.7M $51.7M Q2 2024 Q3 2024: $63.4M Q3 2024 Q4 2024: $63.4M Q4 2024 Q1 2025: $2.1M Q1 2025 Q2 2025: $4K Q2 2025 Q3 2025: $0 Q3 2025

Holdings 2 stocks · $51.7M

NOVAQ Sunnova Energy International 89.12% 6,505,811 $46.1M No change
OWL Blue Owl Capital Inc. 10.88% 295,020 $5.6M Reduce -74.2%

Portfolio Sells Q1 2024 → Q2 2024

OWL Blue Owl Capital Inc. Reduce -74.2% 10.88% −24.25

Portfolio Buys Q1 2024 → Q2 2024

None this quarter.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q3 2025 0$0
Q2 2025 1$4KNOVAQ
Q1 2025 1$2.1MNOVAQ
Q4 2024 1$63.4MNOVAQ
Q3 2024 1$63.4MNOVAQ
Q2 2024 2$51.7MNOVAQ, OWL
Q1 2024 2$61.5MNOVAQ, OWL