Night Squared LP
- SEC CIK
- 0002058786
- Latest filing
- Aug 14, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 14, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 54
- +10 vs. Q1 2025
- Portfolio value
- $224.4M
- +$55.3M (+32.7%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| WYNNWynn Resorts Ltd | COM | 5,368 | $502.8K | 0.2% | −47,432−89.8% | Reduced | History |
| GTLBGitlab Inc. | CLASS A COM | 17,684 | $797.7K | 0.4% | +17,684 | New | History |
| SSentinelOne, Inc. | CL A | 51,472 | $940.9K | 0.4% | +51,472 | New | History |
| TJXTJX Companies Inc | Stock | 8,105 | $1.00M | 0.4% | +8,105 | New | History |
| BIRKBirkenstock Holding plc | COM SHS | 20,752 | $1.02M | 0.5% | +20,752 | New | History |
| ROSTRoss Stores, Inc. | COM | 8,130 | $1.04M | 0.5% | +8,130 | New | History |
| BURLBurlington Stores, Inc. | COM | 4,602 | $1.07M | 0.5% | −13,495−74.6% | Reduced | History |
| TREXTrex Co Inc | COM | 22,281 | $1.21M | 0.5% | −52,453−70.2% | Reduced | History |
| HHyatt Hotels Corp | COM CL A | 9,328 | $1.30M | 0.6% | +9,328 | New | History |
| ADBEAdobe Inc. | Stock | 3,561 | $1.38M | 0.6% | −7,025−66.4% | Reduced | History |
| LTHLife Time Group Holdings, Inc. | COMMON STOCK | 51,282 | $1.56M | 0.7% | +51,282 | New | History |
| CMGChipotle Mexican Grill Inc | COM | 27,785 | $1.56M | 0.7% | +27,785 | New | History |
| WWWWolverine World Wide Inc | COM | 107,933 | $1.95M | 0.9% | +107,933 | New | History |
| CARTMaplebear Inc. | COM | 43,893 | $1.99M | 0.9% | +43,893 | New | History |
| KHCKraft Heinz Co | Stock | 77,882 | $2.01M | 0.9% | +77,882 | New | History |
| UTZUtz Brands, Inc. | COM CL A | 191,107 | $2.40M | 1.1% | +191,107 | New | History |
| MELIMercadolibre Inc | COM | 968 | $2.53M | 1.1% | −2,335−70.7% | Reduced | History |
| DDDuPont de Nemours, Inc. | COM | 39,944 | $2.74M | 1.2% | +39,944 | New | History |
| DASHDoorDash, Inc. | Stock | 11,391 | $2.81M | 1.3% | −3,821−25.1% | Reduced | History |
| SPOTSpotify Technology S.A. | Stock | 3,663 | $2.81M | 1.3% | −635−14.8% | Reduced | History |
| BUDAnheuser-Busch InBev SA/NV | ADR | 43,180 | $2.97M | 1.3% | +43,180 | New | History |
| FIXComfort Systems USA Inc | COM | 5,598 | $3.00M | 1.3% | +5,598 | New | History |
| APDAir Products & Chemicals, Inc. | Stock | 11,186 | $3.16M | 1.4% | −7,061−38.7% | Reduced | History |
| VEEVVeeva Systems Inc | Stock | 12,099 | $3.48M | 1.6% | +1,106+10.1% | Added | History |
| EATBrinker International, Inc | Stock | 19,919 | $3.59M | 1.6% | −26,971−57.5% | Reduced | History |
| CCLCarnival Corp Ltd. | UNIT 99/99/9999 | 128,700 | $3.62M | 1.6% | −66,756−34.2% | Reduced | History |
| CELHCelsius Holdings, Inc. | COM NEW | 81,561 | $3.78M | 1.7% | +81,561 | New | History |
| BTIBritish American Tobacco p.l.c. | SPONSORED ADR | 83,418 | $3.95M | 1.8% | +83,418 | New | History |
| iShares Tr464288752 | US HOME CONS ETF | 43,334 | $4.04M | 1.8% | +43,334 | New | – |
| PINSPinterest, Inc. | CL A | 120,033 | $4.30M | 1.9% | +101,442+545.7% | Added | History |
| BWXTBWX Technologies, Inc. | COM | 29,936 | $4.31M | 1.9% | +29,936 | New | History |
| ROKRockwell Automation, Inc | Stock | 13,565 | $4.51M | 2.0% | −790−5.5% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 20,622 | $4.52M | 2.0% | −15,869−43.5% | Reduced | History |
| KVYOKlaviyo, Inc. | COM SER A | 143,839 | $4.83M | 2.2% | −66,527−31.6% | Reduced | History |
| CTVACorteva, Inc. | Stock | 67,813 | $5.05M | 2.3% | +67,813 | New | History |
| PMPhilip Morris International Inc. | Stock | 27,811 | $5.07M | 2.3% | +27,811 | New | History |
| LVSLas Vegas Sands Corp | COM | 119,503 | $5.20M | 2.3% | +119,503 | New | History |
| METAMeta Platforms, Inc. | Stock | 7,305 | $5.39M | 2.4% | −316−4.1% | Reduced | History |
| ORCLOracle Corp | Stock | 25,037 | $5.47M | 2.4% | +25,037 | New | History |
| MSFTMicrosoft Corp | Stock | 11,158 | $5.55M | 2.5% | −2,190−16.4% | Reduced | History |
| NFLXNetflix Inc | Stock | 4,217 | $5.65M | 2.5% | +1,656+64.7% | Added | History |
| TXRHTexas Roadhouse, Inc. | COM | 31,396 | $5.88M | 2.6% | −7,379−19.0% | Reduced | History |
| CLColgate Palmolive Co | Stock | 67,650 | $6.15M | 2.7% | +67,650 | New | History |
| ETNEaton Corp plc | Stock | 17,345 | $6.19M | 2.8% | +17,345 | New | History |
| NVTnVent Electric plc | SHS | 88,466 | $6.48M | 2.9% | +88,466 | New | History |
| RCLRoyal Caribbean Cruises Ltd | COM | 22,082 | $6.91M | 3.1% | −4,902−18.2% | Reduced | History |
| HRLHormel Foods Corp | COM | 236,242 | $7.15M | 3.2% | +236,242 | New | History |
| ULTAUlta Beauty, Inc. | Stock | 15,700 | $7.34M | 3.3% | −853−5.2% | Reduced | History |
| KOCoca Cola Co | Stock | 116,688 | $8.26M | 3.7% | +116,688 | New | History |
| TOSTToast, Inc. | Stock | 189,234 | $8.38M | 3.7% | −26,075−12.1% | Reduced | History |
| DLTRDollar Tree, Inc. | COM | 88,287 | $8.74M | 3.9% | +50,787+135.4% | Added | History |
| HONHoneywell International Inc | COM | 39,907 | $9.29M | 4.1% | +13,297+50.0% | Added | History |
| ECLEcolab Inc. | Stock | 35,573 | $9.58M | 4.3% | +6,392+21.9% | Added | History |
| CCKCrown Holdings, Inc. | COM | 96,757 | $9.96M | 4.4% | +96,757 | New | History |
Sold out since Q1 2025 (19)
Positions held at the end of Q1 2025 that are gone from this filing.
| Security | Class | Shares in Q1 2025 | Value in Q1 2025 | % of portfolio in Q1 2025 | History |
|---|---|---|---|---|---|
| TTTrane Technologies plc | SHS | 19,447 | $6.55M | 3.9% | History |
| SHWSherwin Williams Co | COM | 17,353 | $6.06M | 3.6% | History |
| CLHClean Harbors Inc | COM | 27,597 | $5.44M | 3.2% | History |
| DRIDarden Restaurants Inc | COM | 24,697 | $5.13M | 3.0% | History |
| COSTCostco Wholesale Corp | Stock | 3,230 | $3.05M | 1.8% | History |
| AMEAmetek Inc | COM | 17,322 | $2.98M | 1.8% | History |
| PWRQuanta Services, Inc. | COM | 11,498 | $2.92M | 1.7% | History |
| AZOAutoZone Inc | COM | 750 | $2.86M | 1.7% | History |
| SHOPShopify Inc. | Stock | 24,590 | $2.35M | 1.4% | History |
| DPZDominos Pizza Inc | COM | 4,999 | $2.30M | 1.4% | History |
| LYVLive Nation Entertainment, Inc. | COM | 16,313 | $2.13M | 1.3% | History |
| BJBJ's Wholesale Club Holdings, Inc. | COM | 15,000 | $1.71M | 1.0% | History |
| XYLXylem Inc. | COM | 12,850 | $1.54M | 0.9% | History |
| GOOGLAlphabet Inc. | Stock | 9,191 | $1.42M | 0.8% | History |
| GEVGE Vernova Inc. | Stock | 3,631 | $1.11M | 0.7% | History |
| RACEFerrari N.V. | COM | 2,500 | $1.07M | 0.6% | History |
| WMTWalmart Inc. | Stock | 11,988 | $1.05M | 0.6% | History |
| KRKroger Co | Stock | 14,973 | $1.01M | 0.6% | History |
| RDDTReddit, Inc. | Stock | 5,212 | $546.7K | 0.3% | History |