Night Squared LP
- SEC CIK
- 0002058786
- Latest filing
- Aug 14, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed May 15, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 72
- +7 vs. Q4 2025
- Portfolio value
- $680.7M
- +$325.9M (+91.8%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ADIAnalog Devices Inc | Stock | 70,887 | $22.6M | 3.3% | +39,876+128.6% | Added | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 64,977 | $22.0M | 3.2% | +41,420+175.8% | Added | History |
| SHWSherwin Williams Co | COM | 64,361 | $20.6M | 3.0% | +64,361 | New | History |
| AMZNAmazon Com Inc | Stock | 90,126 | $18.8M | 2.8% | +57,492+176.2% | Added | History |
| NVDANVIDIA Corp | Stock | 104,486 | $18.2M | 2.7% | +93,022+811.4% | Added | History |
| GWWW.W. Grainger, Inc. | Stock | 16,668 | $18.2M | 2.7% | +16,668 | New | History |
| MOAltria Group, Inc. | Stock | 268,586 | $17.7M | 2.6% | +268,586 | New | History |
| APDAir Products & Chemicals, Inc. | Stock | 59,550 | $17.3M | 2.5% | +59,550 | New | History |
| TTWOTake Two Interactive Software Inc | COM | 84,009 | $16.6M | 2.4% | +84,009 | New | History |
| DASHDoorDash, Inc. | Stock | 110,106 | $16.5M | 2.4% | +93,664+569.7% | Added | History |
| SJMJ M SMUCKER Co | Stock | 167,986 | $16.2M | 2.4% | +70,568+72.4% | Added | History |
| MPWRMonolithic Power Systems, Inc. | COM | 14,592 | $16.0M | 2.3% | +11,885+439.0% | Added | History |
| TTTrane Technologies plc | SHS | 38,032 | $15.8M | 2.3% | +38,032 | New | History |
| SPOTSpotify Technology S.A. | Stock | 32,567 | $15.8M | 2.3% | +27,757+577.1% | Added | History |
| AMATApplied Materials Inc | Stock | 45,100 | $15.4M | 2.3% | +13,550+42.9% | Added | History |
| FERGFerguson Enterprises Inc. | COMMON STOCK NEW | 66,079 | $15.4M | 2.3% | +66,079 | New | History |
| PEPPepsiCo Inc | Stock | 99,136 | $15.4M | 2.3% | +99,136 | New | History |
| CHDChurch & Dwight Co Inc | COM | 155,539 | $14.5M | 2.1% | +155,539 | New | History |
| TOSTToast, Inc. | Stock | 532,067 | $14.1M | 2.1% | +375,741+240.4% | Added | History |
| DDOGDatadog, Inc. | CL A COM | 117,832 | $13.9M | 2.0% | +117,832 | New | History |
| CATCaterpillar Inc | Stock | 19,615 | $13.9M | 2.0% | +19,615 | New | History |
| BURLBurlington Stores, Inc. | COM | 40,771 | $13.3M | 1.9% | +40,771 | New | History |
| SOLSSolstice Advanced Materials Inc. | COM SHS | 169,595 | $12.9M | 1.9% | +169,595 | New | History |
| VMCVulcan Materials CO | COM | 45,760 | $12.5M | 1.8% | +28,098+159.1% | Added | History |
| METAMeta Platforms, Inc. | Stock | 21,573 | $12.3M | 1.8% | +15,791+273.1% | Added | History |
| PCARPaccar Inc | COM | 104,756 | $12.1M | 1.8% | +104,756 | New | History |
| MDLZMondelez International, Inc. | Stock | 204,428 | $11.8M | 1.7% | +204,428 | New | History |
| iShares Tr464288752 | US HOME CONS ETF | 123,055 | $11.1M | 1.6% | +41,932+51.7% | Added | – |
| EATBrinker International, Inc | Stock | 76,030 | $10.9M | 1.6% | +29,732+64.2% | Added | History |
| QSRRestaurant Brands International Inc. | COM | 146,464 | $10.8M | 1.6% | +146,464 | New | History |
| PHParker-Hannifin Corp | Stock | 11,990 | $10.7M | 1.6% | +11,990 | New | History |
| STXSeagate Technology Holdings plc | ORD SHS | 27,037 | $10.6M | 1.6% | +27,037 | New | History |
| CTVACorteva, Inc. | Stock | 124,487 | $10.4M | 1.5% | +14,679+13.4% | Added | History |
| FIVEFive Below, Inc | COM | 44,449 | $10.2M | 1.5% | +44,449 | New | History |
| BALLBALL Corp | COM | 169,901 | $10.0M | 1.5% | +169,901 | New | History |
| MNSTMonster Beverage Corp | COM | 123,416 | $8.94M | 1.3% | +123,416 | New | History |
| KMBKimberly Clark Corp | Stock | 90,636 | $8.74M | 1.3% | +90,636 | New | History |
| ULTAUlta Beauty, Inc. | Stock | 15,429 | $8.06M | 1.2% | +923+6.4% | Added | History |
| LITELumentum Holdings Inc. | COM | 10,678 | $7.50M | 1.1% | +10,678 | New | History |
| FIXComfort Systems USA Inc | COM | 5,400 | $7.45M | 1.1% | +5,400 | New | History |
| XYLXylem Inc. | COM | 61,573 | $7.36M | 1.1% | +16,248+35.8% | Added | History |
| GLWCorning Inc | COM | 53,946 | $7.34M | 1.1% | +53,946 | New | History |
| CAVACava Group, Inc. | COM | 88,616 | $7.17M | 1.1% | +88,616 | New | History |
| DOWDow Inc. | Stock | 170,929 | $7.12M | 1.0% | +170,929 | New | History |
| PANWPalo Alto Networks Inc | Stock | 40,343 | $6.47M | 1.0% | +13,207+48.7% | Added | History |
| SKYChampion Homes, Inc. | Stock | 81,366 | $6.05M | 0.9% | +31,342+62.7% | Added | History |
| NXPINXP Semiconductors N.V. | COM | 28,617 | $5.63M | 0.8% | −2,300−7.4% | Reduced | History |
| LRCXLam Research Corp | Stock | 25,597 | $5.47M | 0.8% | +12,501+95.5% | Added | History |
| NFLXNetflix Inc | Stock | 54,952 | $5.28M | 0.8% | +40,889+290.8% | Added | History |
| TTEKTetra Tech Inc | COM | 174,738 | $5.26M | 0.8% | +101,905+139.9% | Added | History |
| TGTTarget Corp | Stock | 42,539 | $5.16M | 0.8% | +42,539 | New | History |
| HLTHilton Worldwide Holdings Inc. | COM | 15,704 | $4.78M | 0.7% | +15,704 | New | History |
| KVYOKlaviyo, Inc. | COM SER A | 237,217 | $4.62M | 0.7% | +100,971+74.1% | Added | History |
| WDCWestern Digital Corp | COM | 16,282 | $4.40M | 0.6% | −707−4.2% | Reduced | History |
| WMTWalmart Inc. | Stock | 32,376 | $4.02M | 0.6% | +32,376 | New | History |
| SFMSprouts Farmers Market, Inc. | COM | 51,860 | $4.00M | 0.6% | +51,860 | New | History |
| HHyatt Hotels Corp | COM CL A | 26,734 | $3.84M | 0.6% | −21,942−45.1% | Reduced | History |
| VFCV F Corp | Stock | 199,939 | $3.40M | 0.5% | +199,939 | New | History |
| MANHManhattan Associates Inc | Stock | 23,682 | $3.15M | 0.5% | +19,337+445.0% | Added | History |
| RCLRoyal Caribbean Cruises Ltd | COM | 10,738 | $2.95M | 0.4% | −7,297−40.5% | Reduced | History |
| SBUXStarbucks Corp | Stock | 32,213 | $2.89M | 0.4% | +32,213 | New | History |
| NETCloudflare, Inc. | CL A COM | 13,615 | $2.81M | 0.4% | +13,615 | New | History |
| SNDKSandisk Corp | COM | 4,187 | $2.66M | 0.4% | +4,187 | New | History |
| BROSDutch Bros Inc. | CL A | 39,467 | $2.00M | 0.3% | +39,467 | New | History |
| PEGAPegasystems Inc | COM | 45,209 | $1.92M | 0.3% | +45,209 | New | History |
| ANETArista Networks, Inc. | Stock | 15,152 | $1.86M | 0.3% | +15,152 | New | History |
| HOGHarley-Davidson, Inc. | COM | 74,460 | $1.51M | 0.2% | +74,460 | New | History |
| RDDTReddit, Inc. | Stock | 10,774 | $1.45M | 0.2% | +10,774 | New | History |
| WDAYWorkday, Inc. | CL A | 11,002 | $1.43M | 0.2% | −5,839−34.7% | Reduced | History |
| LSCCLattice Semiconductor Corp | COM | 13,734 | $1.27M | 0.2% | +13,734 | New | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 3,238 | $1.26M | 0.2% | +3,238 | New | History |
| COCOVita Coco Company, Inc. | COM | 18,563 | $889.4K | 0.1% | +18,563 | New | History |
Sold out since Q4 2025 (36)
Positions held at the end of Q4 2025 that are gone from this filing.
| Security | Class | Shares in Q4 2025 | Value in Q4 2025 | % of portfolio in Q4 2025 | History |
|---|---|---|---|---|---|
| WMWaste Management Inc | Stock | 61,220 | $13.5M | 3.8% | History |
| PMPhilip Morris International Inc. | Stock | 83,497 | $13.4M | 3.8% | History |
| KOCoca Cola Co | Stock | 178,233 | $12.5M | 3.5% | History |
| CLXClorox Co | Stock | 93,958 | $9.47M | 2.7% | History |
| BTIBritish American Tobacco p.l.c. | SPONSORED ADR | 165,951 | $9.40M | 2.6% | History |
| DOVDOVER Corp | COM | 43,743 | $8.54M | 2.4% | History |
| AVYAvery Dennison Corp | COM | 46,029 | $8.37M | 2.4% | History |
| MKCMcCormick & Co Inc | Stock | 117,999 | $8.04M | 2.3% | History |
| PGProcter & Gamble Co | Stock | 55,744 | $7.99M | 2.3% | History |
| AMEAmetek Inc | COM | 35,858 | $7.36M | 2.1% | History |
| ORLYO Reilly Automotive Inc | Stock | 76,025 | $6.93M | 2.0% | History |
| CCEPCoca-Cola Europacific Partners plc | SHS | 76,419 | $6.93M | 2.0% | History |
| NVTnVent Electric plc | SHS | 67,191 | $6.85M | 1.9% | History |
| WYNNWynn Resorts Ltd | COM | 55,526 | $6.68M | 1.9% | History |
| TELTE Connectivity plc | Stock | 28,881 | $6.57M | 1.9% | History |
| WWDWoodward, Inc. | COM | 21,526 | $6.51M | 1.8% | History |
| REALTheRealReal, Inc. | COM | 403,325 | $6.36M | 1.8% | History |
| CELHCelsius Holdings, Inc. | COM NEW | 133,741 | $6.12M | 1.7% | History |
| VSXYVictoria's Secret & Co. | COMMON STOCK | 99,236 | $5.38M | 1.5% | History |
| ROKRockwell Automation, Inc | Stock | 13,298 | $5.17M | 1.5% | History |
| WWayfair Inc. | CL A | 42,067 | $4.22M | 1.2% | History |
| ROSTRoss Stores, Inc. | COM | 22,166 | $3.99M | 1.1% | History |
| MCDMcDonalds Corp | Stock | 12,833 | $3.92M | 1.1% | History |
| APHAmphenol Corp | CL A | 26,530 | $3.59M | 1.0% | History |
| VRTVertiv Holdings Co | COM CL A | 22,020 | $3.57M | 1.0% | History |
| AVGOBroadcom Inc. | Stock | 8,734 | $3.02M | 0.9% | History |
| FBINFortune Brands Innovations, Inc. | COM | 60,358 | $3.02M | 0.9% | History |
| ALBAlbemarle Corp | Stock | 21,135 | $2.99M | 0.8% | History |
| LVSLas Vegas Sands Corp | COM | 38,376 | $2.50M | 0.7% | History |
| SHOPShopify Inc. | Stock | 15,411 | $2.48M | 0.7% | History |
| GOOGLAlphabet Inc. | Stock | 6,729 | $2.11M | 0.6% | History |
| MUMicron Technology Inc | Stock | 7,097 | $2.03M | 0.6% | History |
| CMGChipotle Mexican Grill Inc | COM | 53,489 | $1.98M | 0.6% | History |
| HUBBHubbell Inc | COM | 4,396 | $1.95M | 0.6% | History |
| AEOAmerican Eagle Outfitters Inc | COM | 37,965 | $1.00M | 0.3% | History |
| SBHSally Beauty Holdings, Inc. | COM | 66,028 | $941.6K | 0.3% | History |