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Night Squared LP

SEC CIK
0002058786
Latest filing
Aug 14, 2026

Holdings in Q1 2025

Holdings as of Mar 31, 2025, filed Aug 20, 2025. Long positions only.

Institution overview
Positions
44
No filing for Q4 2024
Portfolio value
$169.1M
No filing for Q4 2024
Filed
Aug 20, 2025
AmendedSEC

Night Squared LP did not file a 13F for Q4 2024, so these holdings cannot be compared with the previous quarter and changes are not shown.

Holdings of Night Squared LP in Q1 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
ECLEcolab Inc.Stock29,181$7.40M4.4%––History
TOSTToast, Inc.Stock215,309$7.14M4.2%––History
EATBrinker International, IncStock46,890$6.99M4.1%––History
AMZNAmazon Com IncStock36,491$6.94M4.1%––History
TTTrane Technologies plcSHS19,447$6.55M3.9%––History
TXRHTexas Roadhouse, Inc.COM38,775$6.46M3.8%––History
MELIMercadolibre IncCOM3,303$6.44M3.8%––History
KVYOKlaviyo, Inc.COM SER A210,366$6.37M3.8%––History
ULTAUlta Beauty, Inc.Stock16,553$6.07M3.6%––History
SHWSherwin Williams CoCOM17,353$6.06M3.6%––History
HONHoneywell International IncCOM26,610$5.63M3.3%––History
RCLRoyal Caribbean Cruises LtdCOM26,984$5.54M3.3%––History
CLHClean Harbors IncCOM27,597$5.44M3.2%––History
APDAir Products & Chemicals, Inc.Stock18,247$5.38M3.2%––History
DRIDarden Restaurants IncCOM24,697$5.13M3.0%––History
MSFTMicrosoft CorpStock13,348$5.01M3.0%––History
WYNNWynn Resorts LtdCOM52,800$4.41M2.6%––History
METAMeta Platforms, Inc.Stock7,621$4.39M2.6%––History
TREXTrex Co IncCOM74,734$4.34M2.6%––History
BURLBurlington Stores, Inc.COM18,097$4.31M2.6%––History
ADBEAdobe Inc.Stock10,586$4.06M2.4%––History
CCLCarnival Corp Ltd.UNIT 99/99/9999195,456$3.82M2.3%––History
ROKRockwell Automation, IncStock14,355$3.71M2.2%––History
COSTCostco Wholesale CorpStock3,230$3.05M1.8%––History
AMEAmetek IncCOM17,322$2.98M1.8%––History
PWRQuanta Services, Inc.COM11,498$2.92M1.7%––History
AZOAutoZone IncCOM750$2.86M1.7%––History
DLTRDollar Tree, Inc.COM37,500$2.82M1.7%––History
DASHDoorDash, Inc.Stock15,212$2.78M1.6%––History
VEEVVeeva Systems IncStock10,993$2.55M1.5%––History
NFLXNetflix IncStock2,561$2.39M1.4%––History
SPOTSpotify Technology S.A.Stock4,298$2.36M1.4%––History
SHOPShopify Inc.Stock24,590$2.35M1.4%––History
DPZDominos Pizza IncCOM4,999$2.30M1.4%––History
LYVLive Nation Entertainment, Inc.COM16,313$2.13M1.3%––History
BJBJ's Wholesale Club Holdings, Inc.COM15,000$1.71M1.0%––History
XYLXylem Inc.COM12,850$1.54M0.9%––History
GOOGLAlphabet Inc.Stock9,191$1.42M0.8%––History
GEVGE Vernova Inc.Stock3,631$1.11M0.7%––History
RACEFerrari N.V.COM2,500$1.07M0.6%––History
WMTWalmart Inc.Stock11,988$1.05M0.6%––History
KRKroger CoStock14,973$1.01M0.6%––History
PINSPinterest, Inc.CL A18,591$576.3K0.3%––History
RDDTReddit, Inc.Stock5,212$546.7K0.3%––History