Night Squared LP
- SEC CIK
- 0002058786
- Latest filing
- Aug 14, 2026
Holdings in Q3 2025
Holdings as of Sep 30, 2025, filed Nov 14, 2025. Long positions only; changes compare share counts with Q2 2025.
- Positions
- 54
- 0 vs. Q2 2025
- Portfolio value
- $277.1M
- +$52.7M (+23.5%) vs. Q2 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| RDDTReddit, Inc. | Stock | 2,044 | $470.1K | 0.2% | +2,044 | New | History |
| UTZUtz Brands, Inc. | COM CL A | 83,469 | $1.01M | 0.4% | −107,638−56.3% | Reduced | History |
| HLTHilton Worldwide Holdings Inc. | COM | 5,556 | $1.44M | 0.5% | +5,556 | New | History |
| SYYSysco Corp | Stock | 18,199 | $1.50M | 0.5% | +18,199 | New | History |
| AVGOBroadcom Inc. | Stock | 5,105 | $1.68M | 0.6% | +5,105 | New | History |
| ORCLOracle Corp | Stock | 8,866 | $2.49M | 0.9% | −16,171−64.6% | Reduced | History |
| RRXRegal Rexnord Corp | COM | 18,702 | $2.68M | 1.0% | +18,702 | New | History |
| SPOTSpotify Technology S.A. | Stock | 4,086 | $2.85M | 1.0% | +423+11.5% | Added | History |
| MCDMcDonalds Corp | Stock | 9,969 | $3.03M | 1.1% | +9,969 | New | History |
| LRCXLam Research Corp | Stock | 23,936 | $3.21M | 1.2% | +23,936 | New | History |
| STXSeagate Technology Holdings plc | ORD SHS | 13,611 | $3.21M | 1.2% | +13,611 | New | History |
| ROSTRoss Stores, Inc. | COM | 21,442 | $3.27M | 1.2% | +13,312+163.7% | Added | History |
| APHAmphenol Corp | CL A | 28,036 | $3.47M | 1.3% | +28,036 | New | History |
| VEEVVeeva Systems Inc | Stock | 11,670 | $3.48M | 1.3% | −429−3.5% | Reduced | History |
| CCLCarnival Corp Ltd. | UNIT 99/99/9999 | 120,808 | $3.49M | 1.3% | −7,892−6.1% | Reduced | History |
| TREXTrex Co Inc | COM | 69,827 | $3.61M | 1.3% | +47,546+213.4% | Added | History |
| WDAYWorkday, Inc. | CL A | 15,000 | $3.61M | 1.3% | +15,000 | New | History |
| NVDANVIDIA Corp | Stock | 19,665 | $3.67M | 1.3% | +19,665 | New | History |
| WMTWalmart Inc. | Stock | 38,595 | $3.98M | 1.4% | +38,595 | New | History |
| PANWPalo Alto Networks Inc | Stock | 20,042 | $4.08M | 1.5% | +20,042 | New | History |
| HHyatt Hotels Corp | COM CL A | 28,771 | $4.08M | 1.5% | +19,443+208.4% | Added | History |
| DASHDoorDash, Inc. | Stock | 15,429 | $4.20M | 1.5% | +4,038+35.4% | Added | History |
| WDCWestern Digital Corp | COM | 35,424 | $4.25M | 1.5% | +35,424 | New | History |
| VRTVertiv Holdings Co | COM CL A | 28,283 | $4.27M | 1.5% | +28,283 | New | History |
| KVYOKlaviyo, Inc. | COM SER A | 167,298 | $4.63M | 1.7% | +23,459+16.3% | Added | History |
| WWDWoodward, Inc. | COM | 18,855 | $4.76M | 1.7% | +18,855 | New | History |
| TOSTToast, Inc. | Stock | 135,749 | $4.96M | 1.8% | −53,485−28.3% | Reduced | History |
| COCOVita Coco Company, Inc. | COM | 122,268 | $5.19M | 1.9% | +122,268 | New | History |
| ROKRockwell Automation, Inc | Stock | 14,867 | $5.20M | 1.9% | +1,302+9.6% | Added | History |
| AMATApplied Materials Inc | Stock | 25,515 | $5.22M | 1.9% | +25,515 | New | History |
| RCLRoyal Caribbean Cruises Ltd | COM | 16,464 | $5.33M | 1.9% | −5,618−25.4% | Reduced | History |
| AXTAAxalta Coating Systems Ltd. | COM | 186,325 | $5.33M | 1.9% | +186,325 | New | History |
| METAMeta Platforms, Inc. | Stock | 7,281 | $5.35M | 1.9% | −24−0.3% | Reduced | History |
| WWayfair Inc. | CL A | 60,416 | $5.40M | 1.9% | +60,416 | New | History |
| NVTnVent Electric plc | SHS | 55,562 | $5.48M | 2.0% | −32,904−37.2% | Reduced | History |
| XYLXylem Inc. | COM | 40,245 | $5.94M | 2.1% | +40,245 | New | History |
| ORLYO Reilly Automotive Inc | Stock | 56,974 | $6.14M | 2.2% | +56,974 | New | History |
| iShares Tr464288752 | US HOME CONS ETF | 59,130 | $6.34M | 2.3% | +15,796+36.5% | Added | – |
| WYNNWynn Resorts Ltd | COM | 49,626 | $6.37M | 2.3% | +44,258+824.5% | Added | History |
| ONONOn Holding AG | Stock | 157,502 | $6.67M | 2.4% | +157,502 | New | History |
| PFGCPerformance Food Group Co | COM | 64,975 | $6.76M | 2.4% | +64,975 | New | History |
| PKGPackaging Corp of America | Stock | 31,171 | $6.79M | 2.5% | +31,171 | New | History |
| ECLEcolab Inc. | Stock | 25,520 | $6.99M | 2.5% | −10,053−28.3% | Reduced | History |
| TTTrane Technologies plc | SHS | 17,186 | $7.25M | 2.6% | +17,186 | New | History |
| MSFTMicrosoft Corp | Stock | 14,834 | $7.68M | 2.8% | +3,676+32.9% | Added | History |
| CELHCelsius Holdings, Inc. | COM NEW | 138,971 | $7.99M | 2.9% | +57,410+70.4% | Added | History |
| KMBKimberly Clark Corp | Stock | 64,822 | $8.06M | 2.9% | +64,822 | New | History |
| MELIMercadolibre Inc | COM | 3,504 | $8.19M | 3.0% | +2,536+262.0% | Added | History |
| NFLXNetflix Inc | Stock | 6,894 | $8.27M | 3.0% | +2,677+63.5% | Added | History |
| WMWaste Management Inc | Stock | 37,854 | $8.36M | 3.0% | +37,854 | New | History |
| GISGeneral Mills Inc | Stock | 178,104 | $8.98M | 3.2% | +178,104 | New | History |
| MNSTMonster Beverage Corp | COM | 136,709 | $9.20M | 3.3% | +136,709 | New | History |
| ULTAUlta Beauty, Inc. | Stock | 18,739 | $10.2M | 3.7% | +3,039+19.4% | Added | History |
| AMZNAmazon Com Inc | Stock | 50,184 | $11.0M | 4.0% | +29,562+143.4% | Added | History |
Sold out since Q2 2025 (30)
Positions held at the end of Q2 2025 that are gone from this filing.
| Security | Class | Shares in Q2 2025 | Value in Q2 2025 | % of portfolio in Q2 2025 | History |
|---|---|---|---|---|---|
| CCKCrown Holdings, Inc. | COM | 96,757 | $9.96M | 4.4% | History |
| HONHoneywell International Inc | COM | 39,907 | $9.29M | 4.1% | History |
| DLTRDollar Tree, Inc. | COM | 88,287 | $8.74M | 3.9% | History |
| KOCoca Cola Co | Stock | 116,688 | $8.26M | 3.7% | History |
| HRLHormel Foods Corp | COM | 236,242 | $7.15M | 3.2% | History |
| ETNEaton Corp plc | Stock | 17,345 | $6.19M | 2.8% | History |
| CLColgate Palmolive Co | Stock | 67,650 | $6.15M | 2.7% | History |
| TXRHTexas Roadhouse, Inc. | COM | 31,396 | $5.88M | 2.6% | History |
| LVSLas Vegas Sands Corp | COM | 119,503 | $5.20M | 2.3% | History |
| PMPhilip Morris International Inc. | Stock | 27,811 | $5.07M | 2.3% | History |
| CTVACorteva, Inc. | Stock | 67,813 | $5.05M | 2.3% | History |
| BWXTBWX Technologies, Inc. | COM | 29,936 | $4.31M | 1.9% | History |
| PINSPinterest, Inc. | CL A | 120,033 | $4.30M | 1.9% | History |
| BTIBritish American Tobacco p.l.c. | SPONSORED ADR | 83,418 | $3.95M | 1.8% | History |
| EATBrinker International, Inc | Stock | 19,919 | $3.59M | 1.6% | History |
| APDAir Products & Chemicals, Inc. | Stock | 11,186 | $3.16M | 1.4% | History |
| FIXComfort Systems USA Inc | COM | 5,598 | $3.00M | 1.3% | History |
| BUDAnheuser-Busch InBev SA/NV | ADR | 43,180 | $2.97M | 1.3% | History |
| DDDuPont de Nemours, Inc. | COM | 39,944 | $2.74M | 1.2% | History |
| KHCKraft Heinz Co | Stock | 77,882 | $2.01M | 0.9% | History |
| CARTMaplebear Inc. | COM | 43,893 | $1.99M | 0.9% | History |
| WWWWolverine World Wide Inc | COM | 107,933 | $1.95M | 0.9% | History |
| CMGChipotle Mexican Grill Inc | COM | 27,785 | $1.56M | 0.7% | History |
| LTHLife Time Group Holdings, Inc. | COMMON STOCK | 51,282 | $1.56M | 0.7% | History |
| ADBEAdobe Inc. | Stock | 3,561 | $1.38M | 0.6% | History |
| BURLBurlington Stores, Inc. | COM | 4,602 | $1.07M | 0.5% | History |
| BIRKBirkenstock Holding plc | COM SHS | 20,752 | $1.02M | 0.5% | History |
| TJXTJX Companies Inc | Stock | 8,105 | $1.00M | 0.4% | History |
| SSentinelOne, Inc. | CL A | 51,472 | $940.9K | 0.4% | History |
| GTLBGitlab Inc. | CLASS A COM | 17,684 | $797.7K | 0.4% | History |