Night Squared LP
- SEC CIK
- 0002058786
Holdings, Q2 2026
Positions as of Jun 30, 2026, filed Aug 14, 2026.SEC
- Positions
- 69
- −3 vs. Q1 2026
- Total value
- $930.41M
- +$249.74M (+36.7%) vs. Q1 2026
Compare with Q1 2026: new, added, reduced and sold out
Positions
Long positions only. Changes compare share counts with Q1 2026.
| Security | Class | Shares | Value | % of portfolio | Change in shares | Action | History |
|---|---|---|---|---|---|---|---|
| RSGREPUBLIC SVCS INC | COM | 252,593 | $53.82M | 5.78% | +252,593 | New | View |
| CHDCHURCH & DWIGHT CO INC | COM | 354,740 | $34.37M | 3.69% | +199,201+128.1% | Added | View |
| PMPHILIP MORRIS INTL INC COM | Stock | 177,493 | $32.11M | 3.45% | +177,493 | New | View |
| ECLECOLAB INC COM | Stock | 113,853 | $31.72M | 3.41% | +113,853 | New | View |
| KDPKEURIG DR PEPPER INC | COM | 910,913 | $29.81M | 3.20% | +910,913 | New | View |
| STZCONSTELLATION BRANDS INC CL A | Stock | 213,980 | $29.76M | 3.20% | +213,980 | New | View |
| FASTFASTENAL CO COM | Stock | 564,897 | $27.13M | 2.92% | +564,897 | New | View |
| FERGFERGUSON ENTERPRISES INC | COMMON STOCK NEW | 108,779 | $25.82M | 2.77% | +42,700+64.6% | Added | View |
| KHCKRAFT HEINZ CO COM | Stock | 1,056,145 | $24.95M | 2.68% | +1,056,145 | New | View |
| PHPARKER-HANNIFIN CORP COM | Stock | 25,336 | $24.78M | 2.66% | +13,346+111.3% | Added | View |
| ASMLASML HLDG NV N Y REGISTRY SHS | ADR | 11,919 | $23.71M | 2.55% | +11,919 | New | View |
| ADIANALOG DEVICES INC COM | Stock | 56,475 | $22.43M | 2.41% | −14,412−20.3% | Reduced | View |
| TXNTEXAS INSTRS INC COM | Stock | 71,943 | $21.44M | 2.30% | +71,943 | New | View |
| CATCATERPILLAR INC COM | Stock | 19,709 | $20.99M | 2.26% | +94+0.5% | Added | View |
| STMSTMICROELECTRONICS N V | NY REGISTRY | 257,127 | $19.26M | 2.07% | +257,127 | New | View |
| AMZNAMAZON COM INC COM | Stock | 80,378 | $19.16M | 2.06% | −9,748−10.8% | Reduced | View |
| ETNEATON CORP PLC SHS | Stock | 44,305 | $18.88M | 2.03% | +44,305 | New | View |
| ISHARES TR464288752 | US HOME CONS ETF | 180,684 | $18.88M | 2.03% | +57,629+46.8% | Added | – |
| PPGPPG INDS INC COM | Stock | 150,694 | $18.28M | 1.96% | +150,694 | New | View |
| BWXTBWX TECHNOLOGIES INC | COM | 92,035 | $17.91M | 1.93% | +92,035 | New | View |
| PCARPACCAR INC | COM | 147,259 | $17.69M | 1.90% | +42,503+40.6% | Added | View |
| WDCWESTERN DIGITAL CORP | COM | 27,155 | $17.34M | 1.86% | +10,873+66.8% | Added | View |
| STXSEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | 17,571 | $16.96M | 1.82% | −9,466−35.0% | Reduced | View |
| HLNHALEON PLC SPON ADS | ADR | 1,726,555 | $16.11M | 1.73% | +1,726,555 | New | View |
| BTIBRITISH AMERN TOB PLC | SPONSORED ADR | 255,301 | $15.77M | 1.69% | +255,301 | New | View |
| CARRCARRIER GLOBAL CORPORATION COM | Stock | 195,596 | $14.35M | 1.54% | +195,596 | New | View |
| TAPMOLSON COORS BEVERAGE CO | CL B | 364,310 | $14.19M | 1.53% | +364,310 | New | View |
| DASHDOORDASH INC CL A | Stock | 74,583 | $13.76M | 1.48% | −35,523−32.3% | Reduced | View |
| TOSTTOAST INC CL A | Stock | 477,191 | $13.28M | 1.43% | −54,876−10.3% | Reduced | View |
| METAMETA PLATFORMS INC CL A | Stock | 22,815 | $12.85M | 1.38% | +1,242+5.8% | Added | View |
| FIXCOMFORT SYS USA INC | COM | 6,301 | $12.49M | 1.34% | +901+16.7% | Added | View |
| SPOTSPOTIFY TECHNOLOGY S A SHS | Stock | 25,876 | $11.88M | 1.28% | −6,691−20.5% | Reduced | View |
| NTRNUTRIEN LTD | COM | 187,427 | $11.8M | 1.27% | +187,427 | New | View |
| RLRALPH LAUREN CORP | CL A | 26,720 | $10.73M | 1.15% | +26,720 | New | View |
| BOOTBOOT BARN HLDGS INC | COM | 63,205 | $10.38M | 1.12% | +63,205 | New | View |
| TTWOTAKE-TWO INTERACTIVE SOFTWAR | COM | 40,531 | $10.13M | 1.09% | −43,478−51.8% | Reduced | View |
| MUMICRON TECHNOLOGY INC COM | Stock | 8,505 | $9.82M | 1.06% | +8,505 | New | View |
| ANETARISTA NETWORKS INC COM SHS | Stock | 56,997 | $9.68M | 1.04% | +41,845+276.2% | Added | View |
| CECELANESE CORP DEL COM | Stock | 205,203 | $9.44M | 1.01% | +205,203 | New | View |
| EATBRINKER INTL INC COM | Stock | 54,872 | $9.22M | 0.99% | −21,158−27.8% | Reduced | View |
| SNDKSANDISK CORP | COM | 3,750 | $8.53M | 0.92% | −437−10.4% | Reduced | View |
| WMTWALMART INC COM | Stock | 75,019 | $8.5M | 0.91% | +42,643+131.7% | Added | View |
| BBYBEST BUY INC COM | Stock | 106,893 | $8.11M | 0.87% | +106,893 | New | View |
| FIVEFIVE BELOW INC | COM | 42,781 | $7.69M | 0.83% | −1,668−3.8% | Reduced | View |
| NOWSERVICENOW INC COM | Stock | 77,253 | $7.67M | 0.82% | +77,253 | New | View |
| VRTVERTIV HOLDINGS CO | COM CL A | 22,871 | $7.66M | 0.82% | +22,871 | New | View |
| TAT&T INC COM | Stock | 353,680 | $7.32M | 0.79% | +353,680 | New | View |
| AEOAMERICAN EAGLE OUTFITTERS IN | COM | 409,393 | $7.04M | 0.76% | +409,393 | New | View |
| BURLBURLINGTON STORES INC | COM | 21,166 | $6.71M | 0.72% | −19,605−48.1% | Reduced | View |
| JBLJABIL INC COM | Stock | 16,381 | $6.31M | 0.68% | +16,381 | New | View |
| AMDADVANCED MICRO DEVICES INC COM | Stock | 10,634 | $6.18M | 0.66% | +10,634 | New | View |
| TMUST-MOBILE US INC COM | Stock | 34,684 | $5.82M | 0.63% | +34,684 | New | View |
| TEAMATLASSIAN CORPORATION | CL A | 73,136 | $5.69M | 0.61% | +73,136 | New | View |
| WINGWINGSTOP INC | COM | 31,350 | $5.44M | 0.58% | +31,350 | New | View |
| LRCXLAM RESEARCH CORP COM NEW | Stock | 11,970 | $5.19M | 0.56% | −13,627−53.2% | Reduced | View |
| IBMINTERNATIONAL BUSINESS MACHS COM | Stock | 18,406 | $5.18M | 0.56% | +18,406 | New | View |
| WWAYFAIR INC | CL A | 53,879 | $4.98M | 0.54% | +53,879 | New | View |
| MANHMANHATTAN ASSOCIATES INC COM | Stock | 34,607 | $4.82M | 0.52% | +10,925+46.1% | Added | View |
| WDAYWORKDAY INC | CL A | 39,095 | $4.79M | 0.51% | +28,093+255.3% | Added | View |
| SKYCHAMPION HOMES INC COM | Stock | 47,965 | $4.23M | 0.45% | −33,401−41.1% | Reduced | View |
| TGTTARGET CORP COM | Stock | 30,505 | $3.98M | 0.43% | −12,034−28.3% | Reduced | View |
| HLTHILTON WORLDWIDE HLDGS INC | COM | 11,943 | $3.95M | 0.42% | −3,761−23.9% | Reduced | View |
| AMATAPPLIED MATLS INC COM | Stock | 5,423 | $3.92M | 0.42% | −39,677−88.0% | Reduced | View |
| LSCCLATTICE SEMICONDUCTOR CORP | COM | 23,218 | $3.55M | 0.38% | +9,484+69.1% | Added | View |
| SNOWSNOWFLAKE INC COM SHS | Stock | 13,180 | $3.35M | 0.36% | +13,180 | New | View |
| CRDOCREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES | Stock | 12,061 | $3.28M | 0.35% | +12,061 | New | View |
| RDDTREDDIT INC CL A | Stock | 17,719 | $3.08M | 0.33% | +6,945+64.5% | Added | View |
| WSMWILLIAMS SONOMA INC | COM | 11,570 | $2.7M | 0.29% | +11,570 | New | View |
| KVYOKLAVIYO INC | COM SER A | 112,588 | $1.7M | 0.18% | −124,629−52.5% | Reduced | View |
Sold out since Q1 2026 (40)
Positions held at the end of Q1 2026 that are no longer in this filing.
| Security | Class | Shares, Q1 2026 | Value, Q1 2026 | % of portfolio, Q1 2026 |
|---|---|---|---|---|
| TSMTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | ADR | 64,977 | $21.96M | 3.23% |
| SHWSHERWIN WILLIAMS CO | COM | 64,361 | $20.63M | 3.03% |
| NVDANVIDIA CORPORATION COM | Stock | 104,486 | $18.22M | 2.68% |
| GWWWW GRAINGER INC COM | Stock | 16,668 | $18.18M | 2.67% |
| MOALTRIA GROUP INC COM | Stock | 268,586 | $17.72M | 2.60% |
| APDAIR PRODUCTS AND CHEMICALS INC COM | Stock | 59,550 | $17.3M | 2.54% |
| SJMSMUCKER J M CO COM NEW | Stock | 167,986 | $16.2M | 2.38% |
| MPWRMONOLITHIC PWR SYS INC | COM | 14,592 | $15.95M | 2.34% |
| TTTRANE TECHNOLOGIES PLC | SHS | 38,032 | $15.85M | 2.33% |
| PEPPEPSICO INC COM | Stock | 99,136 | $15.39M | 2.26% |
| DDOGDATADOG INC | CL A COM | 117,832 | $13.91M | 2.04% |
| SOLSSOLSTICE ADVANCED MATLS INC | COM SHS | 169,595 | $12.92M | 1.90% |
| VMCVULCAN MATLS CO | COM | 45,760 | $12.46M | 1.83% |
| MDLZMONDELEZ INTL INC CL A | Stock | 204,428 | $11.78M | 1.73% |
| QSRRESTAURANT BRANDS INTL INC | COM | 146,464 | $10.82M | 1.59% |
| CTVACORTEVA INC COM | Stock | 124,487 | $10.42M | 1.53% |
| BALLBALL CORP | COM | 169,901 | $10.04M | 1.48% |
| MNSTMONSTER BEVERAGE CORP NEW | COM | 123,416 | $8.94M | 1.31% |
| KMBKIMBERLY-CLARK CORP COM | Stock | 90,636 | $8.74M | 1.28% |
| ULTAULTA BEAUTY INC COM | Stock | 15,429 | $8.06M | 1.18% |
| LITELUMENTUM HLDGS INC | COM | 10,678 | $7.5M | 1.10% |
| XYLXYLEM INC | COM | 61,573 | $7.36M | 1.08% |
| GLWCORNING INC | COM | 53,946 | $7.34M | 1.08% |
| CAVACAVA GROUP INC | COM | 88,616 | $7.17M | 1.05% |
| DOWDOW HLDGS INC COM | Stock | 170,929 | $7.12M | 1.05% |
| PANWPALO ALTO NETWORKS INC COM | Stock | 40,343 | $6.47M | 0.95% |
| NXPINXP SEMICONDUCTORS N V | COM | 28,617 | $5.63M | 0.83% |
| NFLXNETFLIX INC. COM | Stock | 54,952 | $5.28M | 0.78% |
| TTEKTETRA TECH INC NEW | COM | 174,738 | $5.26M | 0.77% |
| SFMSPROUTS FMRS MKT INC | COM | 51,860 | $4M | 0.59% |
| HHYATT HOTELS CORP | COM CL A | 26,734 | $3.84M | 0.56% |
| VFCV F CORP COM | Stock | 199,939 | $3.4M | 0.50% |
| RCLROYAL CARIBBEAN GROUP | COM | 10,738 | $2.95M | 0.43% |
| SBUXSTARBUCKS CORP COM | Stock | 32,213 | $2.89M | 0.42% |
| NETCLOUDFLARE INC | CL A COM | 13,615 | $2.81M | 0.41% |
| BROSDUTCH BROS INC | CL A | 39,467 | $2M | 0.29% |
| PEGAPEGASYSTEMS INC | COM | 45,209 | $1.92M | 0.28% |
| HOGHARLEY DAVIDSON INC | COM | 74,460 | $1.51M | 0.22% |
| CRWDCROWDSTRIKE HLDGS INC CL A | Stock | 3,238 | $1.26M | 0.19% |
| COCOVITA COCO CO INC | COM | 18,563 | $889.35K | 0.13% |
13F filings by quarter
| Quarter | Filed | Positions | Total value | Changes | Filing |
|---|---|---|---|---|---|
| Q2 2026 | Aug 14, 2026 | 69 | $930.41M | vs. Q1 2026 | SEC |
| Q1 2026 | May 15, 2026 | 72 | $680.67M | vs. Q4 2025 | SEC |
| Q4 2025 | Feb 17, 2026 | 65 | $354.8M | vs. Q3 2025 | SEC |
| Q3 2025 | Nov 14, 2025 | 54 | $277.13M | vs. Q2 2025 | SEC |
| Q2 2025 | Aug 14, 2025 | 54 | $224.4M | vs. Q1 2025 | SEC |
| Q1 2025 | Aug 20, 2025Amended | 44 | $169.13M | – | SEC |