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.
- Positions
- 69
- −3 vs. Q1 2026
- Portfolio value
- $930.4M
- +$249.7M (+36.7%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| KVYOKlaviyo, Inc. | COM SER A | 112,588 | $1.70M | 0.2% | −124,629−52.5% | Reduced | History |
| WSMWilliams Sonoma Inc | COM | 11,570 | $2.70M | 0.3% | +11,570 | New | History |
| RDDTReddit, Inc. | Stock | 17,719 | $3.08M | 0.3% | +6,945+64.5% | Added | History |
| CRDOCredo Technology Group Holding Ltd | Stock | 12,061 | $3.28M | 0.4% | +12,061 | New | History |
| SNOWSnowflake Inc. | Stock | 13,180 | $3.35M | 0.4% | +13,180 | New | History |
| LSCCLattice Semiconductor Corp | COM | 23,218 | $3.55M | 0.4% | +9,484+69.1% | Added | History |
| AMATApplied Materials Inc | Stock | 5,423 | $3.92M | 0.4% | −39,677−88.0% | Reduced | History |
| HLTHilton Worldwide Holdings Inc. | COM | 11,943 | $3.95M | 0.4% | −3,761−23.9% | Reduced | History |
| TGTTarget Corp | Stock | 30,505 | $3.98M | 0.4% | −12,034−28.3% | Reduced | History |
| SKYChampion Homes, Inc. | Stock | 47,965 | $4.23M | 0.5% | −33,401−41.1% | Reduced | History |
| WDAYWorkday, Inc. | CL A | 39,095 | $4.79M | 0.5% | +28,093+255.3% | Added | History |
| MANHManhattan Associates Inc | Stock | 34,607 | $4.82M | 0.5% | +10,925+46.1% | Added | History |
| WWayfair Inc. | CL A | 53,879 | $4.98M | 0.5% | +53,879 | New | History |
| IBMInternational Business Machines Corp | Stock | 18,406 | $5.18M | 0.6% | +18,406 | New | History |
| LRCXLam Research Corp | Stock | 11,970 | $5.19M | 0.6% | −13,627−53.2% | Reduced | History |
| WINGWingstop Inc. | COM | 31,350 | $5.44M | 0.6% | +31,350 | New | History |
| TEAMAtlassian Corp | CL A | 73,136 | $5.69M | 0.6% | +73,136 | New | History |
| TMUST-Mobile US, Inc. | Stock | 34,684 | $5.82M | 0.6% | +34,684 | New | History |
| AMDAdvanced Micro Devices Inc | Stock | 10,634 | $6.18M | 0.7% | +10,634 | New | History |
| JBLJabil Inc | Stock | 16,381 | $6.31M | 0.7% | +16,381 | New | History |
| BURLBurlington Stores, Inc. | COM | 21,166 | $6.71M | 0.7% | −19,605−48.1% | Reduced | History |
| AEOAmerican Eagle Outfitters Inc | COM | 409,393 | $7.04M | 0.8% | +409,393 | New | History |
| TAT&T Inc. | Stock | 353,680 | $7.32M | 0.8% | +353,680 | New | History |
| VRTVertiv Holdings Co | COM CL A | 22,871 | $7.66M | 0.8% | +22,871 | New | History |
| NOWServiceNow, Inc. | Stock | 77,253 | $7.67M | 0.8% | +77,253 | New | History |
| FIVEFive Below, Inc | COM | 42,781 | $7.69M | 0.8% | −1,668−3.8% | Reduced | History |
| BBYBest Buy Co Inc | Stock | 106,893 | $8.11M | 0.9% | +106,893 | New | History |
| WMTWalmart Inc. | Stock | 75,019 | $8.50M | 0.9% | +42,643+131.7% | Added | History |
| SNDKSandisk Corp | COM | 3,750 | $8.53M | 0.9% | −437−10.4% | Reduced | History |
| EATBrinker International, Inc | Stock | 54,872 | $9.22M | 1.0% | −21,158−27.8% | Reduced | History |
| CECelanese Corp | Stock | 205,203 | $9.44M | 1.0% | +205,203 | New | History |
| ANETArista Networks, Inc. | Stock | 56,997 | $9.68M | 1.0% | +41,845+276.2% | Added | History |
| MUMicron Technology Inc | Stock | 8,505 | $9.82M | 1.1% | +8,505 | New | History |
| TTWOTake Two Interactive Software Inc | COM | 40,531 | $10.1M | 1.1% | −43,478−51.8% | Reduced | History |
| BOOTBoot Barn Holdings, Inc. | COM | 63,205 | $10.4M | 1.1% | +63,205 | New | History |
| RLRalph Lauren Corp | CL A | 26,720 | $10.7M | 1.2% | +26,720 | New | History |
| NTRNutrien Ltd. | COM | 187,427 | $11.8M | 1.3% | +187,427 | New | History |
| SPOTSpotify Technology S.A. | Stock | 25,876 | $11.9M | 1.3% | −6,691−20.5% | Reduced | History |
| FIXComfort Systems USA Inc | COM | 6,301 | $12.5M | 1.3% | +901+16.7% | Added | History |
| METAMeta Platforms, Inc. | Stock | 22,815 | $12.9M | 1.4% | +1,242+5.8% | Added | History |
| TOSTToast, Inc. | Stock | 477,191 | $13.3M | 1.4% | −54,876−10.3% | Reduced | History |
| DASHDoorDash, Inc. | Stock | 74,583 | $13.8M | 1.5% | −35,523−32.3% | Reduced | History |
| TAPMolson Coors Beverage Co | CL B | 364,310 | $14.2M | 1.5% | +364,310 | New | History |
| CARRCarrier Global Corp | Stock | 195,596 | $14.3M | 1.5% | +195,596 | New | History |
| BTIBritish American Tobacco p.l.c. | SPONSORED ADR | 255,301 | $15.8M | 1.7% | +255,301 | New | History |
| HLNHaleon plc | ADR | 1,726,555 | $16.1M | 1.7% | +1,726,555 | New | History |
| STXSeagate Technology Holdings plc | ORD SHS | 17,571 | $17.0M | 1.8% | −9,466−35.0% | Reduced | History |
| WDCWestern Digital Corp | COM | 27,155 | $17.3M | 1.9% | +10,873+66.8% | Added | History |
| PCARPaccar Inc | COM | 147,259 | $17.7M | 1.9% | +42,503+40.6% | Added | History |
| BWXTBWX Technologies, Inc. | COM | 92,035 | $17.9M | 1.9% | +92,035 | New | History |
| PPGPPG Industries Inc | Stock | 150,694 | $18.3M | 2.0% | +150,694 | New | History |
| iShares Tr464288752 | US HOME CONS ETF | 180,684 | $18.9M | 2.0% | +57,629+46.8% | Added | – |
| ETNEaton Corp plc | Stock | 44,305 | $18.9M | 2.0% | +44,305 | New | History |
| AMZNAmazon Com Inc | Stock | 80,378 | $19.2M | 2.1% | −9,748−10.8% | Reduced | History |
| STMSTMicroelectronics N.V. | NY REGISTRY | 257,127 | $19.3M | 2.1% | +257,127 | New | History |
| CATCaterpillar Inc | Stock | 19,709 | $21.0M | 2.3% | +94+0.5% | Added | History |
| TXNTexas Instruments Inc | Stock | 71,943 | $21.4M | 2.3% | +71,943 | New | History |
| ADIAnalog Devices Inc | Stock | 56,475 | $22.4M | 2.4% | −14,412−20.3% | Reduced | History |
| ASMLASML Holding NV | ADR | 11,919 | $23.7M | 2.5% | +11,919 | New | History |
| PHParker-Hannifin Corp | Stock | 25,336 | $24.8M | 2.7% | +13,346+111.3% | Added | History |
| KHCKraft Heinz Co | Stock | 1,056,145 | $24.9M | 2.7% | +1,056,145 | New | History |
| FERGFerguson Enterprises Inc. | COMMON STOCK NEW | 108,779 | $25.8M | 2.8% | +42,700+64.6% | Added | History |
| FASTFastenal Co | Stock | 564,897 | $27.1M | 2.9% | +564,897 | New | History |
| STZConstellation Brands, Inc. | Stock | 213,980 | $29.8M | 3.2% | +213,980 | New | History |
| KDPKeurig Dr Pepper Inc. | COM | 910,913 | $29.8M | 3.2% | +910,913 | New | History |
| ECLEcolab Inc. | Stock | 113,853 | $31.7M | 3.4% | +113,853 | New | History |
| PMPhilip Morris International Inc. | Stock | 177,493 | $32.1M | 3.5% | +177,493 | New | History |
| CHDChurch & Dwight Co Inc | COM | 354,740 | $34.4M | 3.7% | +199,201+128.1% | Added | History |
| RSGRepublic Services, Inc. | COM | 252,593 | $53.8M | 5.8% | +252,593 | New | History |
Sold out since Q1 2026 (40)
Positions held at the end of Q1 2026 that are gone from this filing.
| Security | Class | Shares in Q1 2026 | Value in Q1 2026 | % of portfolio in Q1 2026 | History |
|---|---|---|---|---|---|
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 64,977 | $22.0M | 3.2% | History |
| SHWSherwin Williams Co | COM | 64,361 | $20.6M | 3.0% | History |
| NVDANVIDIA Corp | Stock | 104,486 | $18.2M | 2.7% | History |
| GWWW.W. Grainger, Inc. | Stock | 16,668 | $18.2M | 2.7% | History |
| MOAltria Group, Inc. | Stock | 268,586 | $17.7M | 2.6% | History |
| APDAir Products & Chemicals, Inc. | Stock | 59,550 | $17.3M | 2.5% | History |
| SJMJ M SMUCKER Co | Stock | 167,986 | $16.2M | 2.4% | History |
| MPWRMonolithic Power Systems, Inc. | COM | 14,592 | $16.0M | 2.3% | History |
| TTTrane Technologies plc | SHS | 38,032 | $15.8M | 2.3% | History |
| PEPPepsiCo Inc | Stock | 99,136 | $15.4M | 2.3% | History |
| DDOGDatadog, Inc. | CL A COM | 117,832 | $13.9M | 2.0% | History |
| SOLSSolstice Advanced Materials Inc. | COM SHS | 169,595 | $12.9M | 1.9% | History |
| VMCVulcan Materials CO | COM | 45,760 | $12.5M | 1.8% | History |
| MDLZMondelez International, Inc. | Stock | 204,428 | $11.8M | 1.7% | History |
| QSRRestaurant Brands International Inc. | COM | 146,464 | $10.8M | 1.6% | History |
| CTVACorteva, Inc. | Stock | 124,487 | $10.4M | 1.5% | History |
| BALLBALL Corp | COM | 169,901 | $10.0M | 1.5% | History |
| MNSTMonster Beverage Corp | COM | 123,416 | $8.94M | 1.3% | History |
| KMBKimberly Clark Corp | Stock | 90,636 | $8.74M | 1.3% | History |
| ULTAUlta Beauty, Inc. | Stock | 15,429 | $8.06M | 1.2% | History |
| LITELumentum Holdings Inc. | COM | 10,678 | $7.50M | 1.1% | History |
| XYLXylem Inc. | COM | 61,573 | $7.36M | 1.1% | History |
| GLWCorning Inc | COM | 53,946 | $7.34M | 1.1% | History |
| CAVACava Group, Inc. | COM | 88,616 | $7.17M | 1.1% | History |
| DOWDow Inc. | Stock | 170,929 | $7.12M | 1.0% | History |
| PANWPalo Alto Networks Inc | Stock | 40,343 | $6.47M | 1.0% | History |
| NXPINXP Semiconductors N.V. | COM | 28,617 | $5.63M | 0.8% | History |
| NFLXNetflix Inc | Stock | 54,952 | $5.28M | 0.8% | History |
| TTEKTetra Tech Inc | COM | 174,738 | $5.26M | 0.8% | History |
| SFMSprouts Farmers Market, Inc. | COM | 51,860 | $4.00M | 0.6% | History |
| HHyatt Hotels Corp | COM CL A | 26,734 | $3.84M | 0.6% | History |
| VFCV F Corp | Stock | 199,939 | $3.40M | 0.5% | History |
| RCLRoyal Caribbean Cruises Ltd | COM | 10,738 | $2.95M | 0.4% | History |
| SBUXStarbucks Corp | Stock | 32,213 | $2.89M | 0.4% | History |
| NETCloudflare, Inc. | CL A COM | 13,615 | $2.81M | 0.4% | History |
| BROSDutch Bros Inc. | CL A | 39,467 | $2.00M | 0.3% | History |
| PEGAPegasystems Inc | COM | 45,209 | $1.92M | 0.3% | History |
| HOGHarley-Davidson, Inc. | COM | 74,460 | $1.51M | 0.2% | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 3,238 | $1.26M | 0.2% | History |
| COCOVita Coco Company, Inc. | COM | 18,563 | $889.4K | 0.1% | History |