Skip to main content
Livermore
Livermore
ZHEN

Night Squared LP

SEC CIK
0002058786
Latest filing
Aug 14, 2026

Holdings in Q2 2026

Holdings as of Jun 30, 2026, filed Aug 14, 2026. Long positions only; changes compare share counts with Q1 2026.

Institution overview
Positions
69
−3 vs. Q1 2026
Portfolio value
$930.4M
+$249.7M (+36.7%) vs. Q1 2026
Filed
Aug 14, 2026
SEC
Holdings of Night Squared LP in Q2 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
RSGRepublic Services, Inc.COM252,593$53.8M5.8%+252,593NewHistory
CHDChurch & Dwight Co IncCOM354,740$34.4M3.7%+199,201+128.1%AddedHistory
PMPhilip Morris International Inc.Stock177,493$32.1M3.5%+177,493NewHistory
ECLEcolab Inc.Stock113,853$31.7M3.4%+113,853NewHistory
KDPKeurig Dr Pepper Inc.COM910,913$29.8M3.2%+910,913NewHistory
STZConstellation Brands, Inc.Stock213,980$29.8M3.2%+213,980NewHistory
FASTFastenal CoStock564,897$27.1M2.9%+564,897NewHistory
FERGFerguson Enterprises Inc.COMMON STOCK NEW108,779$25.8M2.8%+42,700+64.6%AddedHistory
KHCKraft Heinz CoStock1,056,145$24.9M2.7%+1,056,145NewHistory
PHParker-Hannifin CorpStock25,336$24.8M2.7%+13,346+111.3%AddedHistory
ASMLASML Holding NVADR11,919$23.7M2.5%+11,919NewHistory
ADIAnalog Devices IncStock56,475$22.4M2.4%−14,412−20.3%ReducedHistory
TXNTexas Instruments IncStock71,943$21.4M2.3%+71,943NewHistory
CATCaterpillar IncStock19,709$21.0M2.3%+94+0.5%AddedHistory
STMSTMicroelectronics N.V.NY REGISTRY257,127$19.3M2.1%+257,127NewHistory
AMZNAmazon Com IncStock80,378$19.2M2.1%−9,748−10.8%ReducedHistory
ETNEaton Corp plcStock44,305$18.9M2.0%+44,305NewHistory
iShares Tr464288752US HOME CONS ETF180,684$18.9M2.0%+57,629+46.8%Added–
PPGPPG Industries IncStock150,694$18.3M2.0%+150,694NewHistory
BWXTBWX Technologies, Inc.COM92,035$17.9M1.9%+92,035NewHistory
PCARPaccar IncCOM147,259$17.7M1.9%+42,503+40.6%AddedHistory
WDCWestern Digital CorpCOM27,155$17.3M1.9%+10,873+66.8%AddedHistory
STXSeagate Technology Holdings plcORD SHS17,571$17.0M1.8%−9,466−35.0%ReducedHistory
HLNHaleon plcADR1,726,555$16.1M1.7%+1,726,555NewHistory
BTIBritish American Tobacco p.l.c.SPONSORED ADR255,301$15.8M1.7%+255,301NewHistory
CARRCarrier Global CorpStock195,596$14.3M1.5%+195,596NewHistory
TAPMolson Coors Beverage CoCL B364,310$14.2M1.5%+364,310NewHistory
DASHDoorDash, Inc.Stock74,583$13.8M1.5%−35,523−32.3%ReducedHistory
TOSTToast, Inc.Stock477,191$13.3M1.4%−54,876−10.3%ReducedHistory
METAMeta Platforms, Inc.Stock22,815$12.9M1.4%+1,242+5.8%AddedHistory
FIXComfort Systems USA IncCOM6,301$12.5M1.3%+901+16.7%AddedHistory
SPOTSpotify Technology S.A.Stock25,876$11.9M1.3%−6,691−20.5%ReducedHistory
NTRNutrien Ltd.COM187,427$11.8M1.3%+187,427NewHistory
RLRalph Lauren CorpCL A26,720$10.7M1.2%+26,720NewHistory
BOOTBoot Barn Holdings, Inc.COM63,205$10.4M1.1%+63,205NewHistory
TTWOTake Two Interactive Software IncCOM40,531$10.1M1.1%−43,478−51.8%ReducedHistory
MUMicron Technology IncStock8,505$9.82M1.1%+8,505NewHistory
ANETArista Networks, Inc.Stock56,997$9.68M1.0%+41,845+276.2%AddedHistory
CECelanese CorpStock205,203$9.44M1.0%+205,203NewHistory
EATBrinker International, IncStock54,872$9.22M1.0%−21,158−27.8%ReducedHistory
SNDKSandisk CorpCOM3,750$8.53M0.9%−437−10.4%ReducedHistory
WMTWalmart Inc.Stock75,019$8.50M0.9%+42,643+131.7%AddedHistory
BBYBest Buy Co IncStock106,893$8.11M0.9%+106,893NewHistory
FIVEFive Below, IncCOM42,781$7.69M0.8%−1,668−3.8%ReducedHistory
NOWServiceNow, Inc.Stock77,253$7.67M0.8%+77,253NewHistory
VRTVertiv Holdings CoCOM CL A22,871$7.66M0.8%+22,871NewHistory
TAT&T Inc.Stock353,680$7.32M0.8%+353,680NewHistory
AEOAmerican Eagle Outfitters IncCOM409,393$7.04M0.8%+409,393NewHistory
BURLBurlington Stores, Inc.COM21,166$6.71M0.7%−19,605−48.1%ReducedHistory
JBLJabil IncStock16,381$6.31M0.7%+16,381NewHistory
AMDAdvanced Micro Devices IncStock10,634$6.18M0.7%+10,634NewHistory
TMUST-Mobile US, Inc.Stock34,684$5.82M0.6%+34,684NewHistory
TEAMAtlassian CorpCL A73,136$5.69M0.6%+73,136NewHistory
WINGWingstop Inc.COM31,350$5.44M0.6%+31,350NewHistory
LRCXLam Research CorpStock11,970$5.19M0.6%−13,627−53.2%ReducedHistory
IBMInternational Business Machines CorpStock18,406$5.18M0.6%+18,406NewHistory
WWayfair Inc.CL A53,879$4.98M0.5%+53,879NewHistory
MANHManhattan Associates IncStock34,607$4.82M0.5%+10,925+46.1%AddedHistory
WDAYWorkday, Inc.CL A39,095$4.79M0.5%+28,093+255.3%AddedHistory
SKYChampion Homes, Inc.Stock47,965$4.23M0.5%−33,401−41.1%ReducedHistory
TGTTarget CorpStock30,505$3.98M0.4%−12,034−28.3%ReducedHistory
HLTHilton Worldwide Holdings Inc.COM11,943$3.95M0.4%−3,761−23.9%ReducedHistory
AMATApplied Materials IncStock5,423$3.92M0.4%−39,677−88.0%ReducedHistory
LSCCLattice Semiconductor CorpCOM23,218$3.55M0.4%+9,484+69.1%AddedHistory
SNOWSnowflake Inc.Stock13,180$3.35M0.4%+13,180NewHistory
CRDOCredo Technology Group Holding LtdStock12,061$3.28M0.4%+12,061NewHistory
RDDTReddit, Inc.Stock17,719$3.08M0.3%+6,945+64.5%AddedHistory
WSMWilliams Sonoma IncCOM11,570$2.70M0.3%+11,570NewHistory
KVYOKlaviyo, Inc.COM SER A112,588$1.70M0.2%−124,629−52.5%ReducedHistory

Sold out since Q1 2026 (40)

Positions held at the end of Q1 2026 that are gone from this filing.

Positions of Night Squared LP sold out since Q1 2026
SecurityClassShares in Q1 2026Value in Q1 2026% of portfolio in Q1 2026History
TSMTaiwan Semiconductor Manufacturing Co LtdADR64,977$22.0M3.2%History
SHWSherwin Williams CoCOM64,361$20.6M3.0%History
NVDANVIDIA CorpStock104,486$18.2M2.7%History
GWWW.W. Grainger, Inc.Stock16,668$18.2M2.7%History
MOAltria Group, Inc.Stock268,586$17.7M2.6%History
APDAir Products & Chemicals, Inc.Stock59,550$17.3M2.5%History
SJMJ M SMUCKER CoStock167,986$16.2M2.4%History
MPWRMonolithic Power Systems, Inc.COM14,592$16.0M2.3%History
TTTrane Technologies plcSHS38,032$15.8M2.3%History
PEPPepsiCo IncStock99,136$15.4M2.3%History
DDOGDatadog, Inc.CL A COM117,832$13.9M2.0%History
SOLSSolstice Advanced Materials Inc.COM SHS169,595$12.9M1.9%History
VMCVulcan Materials COCOM45,760$12.5M1.8%History
MDLZMondelez International, Inc.Stock204,428$11.8M1.7%History
QSRRestaurant Brands International Inc.COM146,464$10.8M1.6%History
CTVACorteva, Inc.Stock124,487$10.4M1.5%History
BALLBALL CorpCOM169,901$10.0M1.5%History
MNSTMonster Beverage CorpCOM123,416$8.94M1.3%History
KMBKimberly Clark CorpStock90,636$8.74M1.3%History
ULTAUlta Beauty, Inc.Stock15,429$8.06M1.2%History
LITELumentum Holdings Inc.COM10,678$7.50M1.1%History
XYLXylem Inc.COM61,573$7.36M1.1%History
GLWCorning IncCOM53,946$7.34M1.1%History
CAVACava Group, Inc.COM88,616$7.17M1.1%History
DOWDow Inc.Stock170,929$7.12M1.0%History
PANWPalo Alto Networks IncStock40,343$6.47M1.0%History
NXPINXP Semiconductors N.V.COM28,617$5.63M0.8%History
NFLXNetflix IncStock54,952$5.28M0.8%History
TTEKTetra Tech IncCOM174,738$5.26M0.8%History
SFMSprouts Farmers Market, Inc.COM51,860$4.00M0.6%History
HHyatt Hotels CorpCOM CL A26,734$3.84M0.6%History
VFCV F CorpStock199,939$3.40M0.5%History
RCLRoyal Caribbean Cruises LtdCOM10,738$2.95M0.4%History
SBUXStarbucks CorpStock32,213$2.89M0.4%History
NETCloudflare, Inc.CL A COM13,615$2.81M0.4%History
BROSDutch Bros Inc.CL A39,467$2.00M0.3%History
PEGAPegasystems IncCOM45,209$1.92M0.3%History
HOGHarley-Davidson, Inc.COM74,460$1.51M0.2%History
CRWDCrowdStrike Holdings, Inc.Stock3,238$1.26M0.2%History
COCOVita Coco Company, Inc.COM18,563$889.4K0.1%History