Night Squared Lp
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$680.7M
Q ending 2026-03-31
Prior quarter
$354.8M
Q ending 2025-12-31
Change
+91.8% QoQ · +302.5% YoY
Positions
72
reported holdings
Largest positions
All 72 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Analog Devices Inc | ADI | Shares | $22.6M | 71K |
| Taiwan Semiconductor Manufac | TSM | Shares | $22.0M | 65K |
| Sherwin Williams Co | SHW | Shares | $20.6M | 64K |
| Amazon Com Inc | AMZN | Shares | $18.8M | 90K |
| Nvidia Corporation | NVDA | Shares | $18.2M | 104K |
| Ww Grainger Inc | GWW | Shares | $18.2M | 17K |
| Altria Group Inc | MO | Shares | $17.7M | 269K |
| Air Products And Chemicals I | APD | Shares | $17.3M | 60K |
| Take-Two Interactive Softwar | TTWO | Shares | $16.6M | 84K |
| Doordash Inc | DASH | Shares | $16.5M | 110K |
| Smucker J M Co | SJM | Shares | $16.2M | 168K |
| Monolithic Pwr Sys Inc | MPWR | Shares | $16.0M | 15K |
| Trane Technologies Plc | Shares | $15.8M | 38K | |
| Spotify Technology S A | Shares | $15.8M | 33K | |
| Applied Matls Inc | AMAT | Shares | $15.4M | 45K |
| Ferguson Enterprises Inc | FERG | Shares | $15.4M | 66K |
| Pepsico Inc | PEP | Shares | $15.4M | 99K |
| Church & Dwight Co Inc | CHD | Shares | $14.5M | 156K |
| Toast Inc | TOST | Shares | $14.1M | 532K |
| Datadog Inc | DDOG | Shares | $13.9M | 118K |
| Caterpillar Inc | CAT | Shares | $13.9M | 20K |
| Burlington Stores Inc | BURL | Shares | $13.3M | 41K |
| Solstice Advanced Matls Inc | SOLS | Shares | $12.9M | 170K |
| Vulcan Matls Co | VMC | Shares | $12.5M | 46K |
| Meta Platforms Inc | META | Shares | $12.3M | 22K |
| Paccar Inc | PCAR | Shares | $12.1M | 105K |
| Mondelez Intl Inc | MDLZ | Shares | $11.8M | 204K |
| Ishares Tr | ITB | Shares | $11.1M | 123K |
| Brinker Intl Inc | EAT | Shares | $10.9M | 76K |
| Restaurant Brands Intl Inc | QSR | Shares | $10.8M | 146K |
| Parker-Hannifin Corp | PH | Shares | $10.7M | 12K |
| Seagate Technology Hldngs Pl | Shares | $10.6M | 27K | |
| Corteva Inc | CTVA | Shares | $10.4M | 124K |
| Five Below Inc | FIVE | Shares | $10.2M | 44K |
| Ball Corp | BALL | Shares | $10.0M | 170K |
| Monster Beverage Corp New | MNST | Shares | $8.9M | 123K |
| Kimberly-Clark Corp | KMB | Shares | $8.7M | 91K |
| Ulta Beauty Inc | ULTA | Shares | $8.1M | 15K |
| Lumentum Hldgs Inc | LITE | Shares | $7.5M | 11K |
| Comfort Sys Usa Inc | FIX | Shares | $7.4M | 5K |
| Xylem Inc | XYL | Shares | $7.4M | 62K |
| Corning Inc | GLW | Shares | $7.3M | 54K |
| Cava Group Inc | CAVA | Shares | $7.2M | 89K |
| Dow Hldgs Inc | DOW | Shares | $7.1M | 171K |
| Palo Alto Networks Inc | PANW | Shares | $6.5M | 40K |
| Champion Homes Inc | SKY | Shares | $6.1M | 81K |
| Nxp Semiconductors N V | Shares | $5.6M | 29K | |
| Lam Research Corp | LRCX | Shares | $5.5M | 26K |
| Netflix Inc. | NFLX | Shares | $5.3M | 55K |
| Tetra Tech Inc New | TTEK | Shares | $5.3M | 175K |
| Target Corp | TGT | Shares | $5.2M | 43K |
| Hilton Worldwide Hldgs Inc | HLT | Shares | $4.8M | 16K |
| Klaviyo Inc | KVYO | Shares | $4.6M | 237K |
| Western Digital Corp | WDC | Shares | $4.4M | 16K |
| Walmart Inc | WMT | Shares | $4.0M | 32K |
| Sprouts Fmrs Mkt Inc | SFM | Shares | $4.0M | 52K |
| Hyatt Hotels Corp | H | Shares | $3.8M | 27K |
| V F Corp | VFC | Shares | $3.4M | 200K |
| Manhattan Associates Inc | MANH | Shares | $3.2M | 24K |
| Royal Caribbean Group | Shares | $3.0M | 11K | |
| Starbucks Corp | SBUX | Shares | $2.9M | 32K |
| Cloudflare Inc | NET | Shares | $2.8M | 14K |
| Sandisk Corp | SNDK | Shares | $2.7M | 4K |
| Dutch Bros Inc | BROS | Shares | $2.0M | 39K |
| Pegasystems Inc | PEGA | Shares | $1.9M | 45K |
| Arista Networks Inc | ANET | Shares | $1.9M | 15K |
| Harley Davidson Inc | HOG | Shares | $1.5M | 74K |
| Reddit Inc | RDDT | Shares | $1.5M | 11K |
| Workday Inc | WDAY | Shares | $1.4M | 11K |
| Lattice Semiconductor Corp | LSCC | Shares | $1.3M | 14K |
| Crowdstrike Hldgs Inc | CRWD | Shares | $1.3M | 3K |
| Vita Coco Co Inc | COCO | Shares | $889K | 19K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.