Night Squared LP
- SEC CIK
- 0002058786
- 最新申報
- 2026/8/14
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/8/14 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 54
- 較 2025 年第 1 季 +10
- 總值
- $2.24 億
- 較 2025 年第 1 季 +$5,527 萬 (+32.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| CCKCrown Holdings, Inc. | COM | 96,757 | $996.4 萬 | 4.4% | +96,757 | 新進 | 歷史 |
| ECLEcolab Inc. | Stock | 35,573 | $958.5 萬 | 4.3% | +6,392+21.9% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 39,907 | $929.4 萬 | 4.1% | +13,297+50.0% | 加碼 | 歷史 |
| DLTRDollar Tree, Inc. | COM | 88,287 | $874.4 萬 | 3.9% | +50,787+135.4% | 加碼 | 歷史 |
| TOSTToast, Inc. | Stock | 189,234 | $838.1 萬 | 3.7% | −26,075−12.1% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 116,688 | $825.6 萬 | 3.7% | +116,688 | 新進 | 歷史 |
| ULTAUlta Beauty, Inc. | Stock | 15,700 | $734.5 萬 | 3.3% | −853−5.2% | 減碼 | 歷史 |
| HRLHormel Foods Corp | COM | 236,242 | $714.6 萬 | 3.2% | +236,242 | 新進 | 歷史 |
| RCLRoyal Caribbean Cruises Ltd | COM | 22,082 | $691.5 萬 | 3.1% | −4,902−18.2% | 減碼 | 歷史 |
| NVTnVent Electric plc | SHS | 88,466 | $648.0 萬 | 2.9% | +88,466 | 新進 | 歷史 |
| ETNEaton Corp plc | Stock | 17,345 | $619.2 萬 | 2.8% | +17,345 | 新進 | 歷史 |
| CLColgate Palmolive Co | Stock | 67,650 | $614.9 萬 | 2.7% | +67,650 | 新進 | 歷史 |
| TXRHTexas Roadhouse, Inc. | COM | 31,396 | $588.4 萬 | 2.6% | −7,379−19.0% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 4,217 | $564.7 萬 | 2.5% | +1,656+64.7% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 11,158 | $555.0 萬 | 2.5% | −2,190−16.4% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 25,037 | $547.4 萬 | 2.4% | +25,037 | 新進 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 7,305 | $539.2 萬 | 2.4% | −316−4.1% | 減碼 | 歷史 |
| LVSLas Vegas Sands Corp | COM | 119,503 | $520.0 萬 | 2.3% | +119,503 | 新進 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 27,811 | $506.5 萬 | 2.3% | +27,811 | 新進 | 歷史 |
| CTVACorteva, Inc. | Stock | 67,813 | $505.4 萬 | 2.3% | +67,813 | 新進 | 歷史 |
| KVYOKlaviyo, Inc. | COM SER A | 143,839 | $483.0 萬 | 2.2% | −66,527−31.6% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 20,622 | $452.4 萬 | 2.0% | −15,869−43.5% | 減碼 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 13,565 | $450.6 萬 | 2.0% | −790−5.5% | 減碼 | 歷史 |
| BWXTBWX Technologies, Inc. | COM | 29,936 | $431.3 萬 | 1.9% | +29,936 | 新進 | 歷史 |
| PINSPinterest, Inc. | CL A | 120,033 | $430.4 萬 | 1.9% | +101,442+545.7% | 加碼 | 歷史 |
| iShares Tr464288752 | US HOME CONS ETF | 43,334 | $403.7 萬 | 1.8% | +43,334 | 新進 | – |
| BTIBritish American Tobacco p.l.c. | SPONSORED ADR | 83,418 | $394.8 萬 | 1.8% | +83,418 | 新進 | 歷史 |
| CELHCelsius Holdings, Inc. | COM NEW | 81,561 | $378.4 萬 | 1.7% | +81,561 | 新進 | 歷史 |
| CCLCarnival Corp Ltd. | UNIT 99/99/9999 | 128,700 | $361.9 萬 | 1.6% | −66,756−34.2% | 減碼 | 歷史 |
| EATBrinker International, Inc | Stock | 19,919 | $359.2 萬 | 1.6% | −26,971−57.5% | 減碼 | 歷史 |
| VEEVVeeva Systems Inc | Stock | 12,099 | $348.4 萬 | 1.6% | +1,106+10.1% | 加碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 11,186 | $315.5 萬 | 1.4% | −7,061−38.7% | 減碼 | 歷史 |
| FIXComfort Systems USA Inc | COM | 5,598 | $300.2 萬 | 1.3% | +5,598 | 新進 | 歷史 |
| BUDAnheuser-Busch InBev SA/NV | ADR | 43,180 | $296.7 萬 | 1.3% | +43,180 | 新進 | 歷史 |
| SPOTSpotify Technology S.A. | Stock | 3,663 | $281.1 萬 | 1.3% | −635−14.8% | 減碼 | 歷史 |
| DASHDoorDash, Inc. | Stock | 11,391 | $280.8 萬 | 1.3% | −3,821−25.1% | 減碼 | 歷史 |
| DDDuPont de Nemours, Inc. | COM | 39,944 | $274.0 萬 | 1.2% | +39,944 | 新進 | 歷史 |
| MELIMercadolibre Inc | COM | 968 | $253.0 萬 | 1.1% | −2,335−70.7% | 減碼 | 歷史 |
| UTZUtz Brands, Inc. | COM CL A | 191,107 | $239.8 萬 | 1.1% | +191,107 | 新進 | 歷史 |
| KHCKraft Heinz Co | Stock | 77,882 | $201.1 萬 | 0.9% | +77,882 | 新進 | 歷史 |
| CARTMaplebear Inc. | COM | 43,893 | $198.6 萬 | 0.9% | +43,893 | 新進 | 歷史 |
| WWWWolverine World Wide Inc | COM | 107,933 | $195.1 萬 | 0.9% | +107,933 | 新進 | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 27,785 | $156.0 萬 | 0.7% | +27,785 | 新進 | 歷史 |
| LTHLife Time Group Holdings, Inc. | COMMON STOCK | 51,282 | $155.5 萬 | 0.7% | +51,282 | 新進 | 歷史 |
| ADBEAdobe Inc. | Stock | 3,561 | $137.8 萬 | 0.6% | −7,025−66.4% | 減碼 | 歷史 |
| HHyatt Hotels Corp | COM CL A | 9,328 | $130.3 萬 | 0.6% | +9,328 | 新進 | 歷史 |
| TREXTrex Co Inc | COM | 22,281 | $121.2 萬 | 0.5% | −52,453−70.2% | 減碼 | 歷史 |
| BURLBurlington Stores, Inc. | COM | 4,602 | $107.1 萬 | 0.5% | −13,495−74.6% | 減碼 | 歷史 |
| ROSTRoss Stores, Inc. | COM | 8,130 | $103.7 萬 | 0.5% | +8,130 | 新進 | 歷史 |
| BIRKBirkenstock Holding plc | COM SHS | 20,752 | $102.1 萬 | 0.5% | +20,752 | 新進 | 歷史 |
| TJXTJX Companies Inc | Stock | 8,105 | $100.1 萬 | 0.4% | +8,105 | 新進 | 歷史 |
| SSentinelOne, Inc. | CL A | 51,472 | $94.1 萬 | 0.4% | +51,472 | 新進 | 歷史 |
| GTLBGitlab Inc. | CLASS A COM | 17,684 | $79.8 萬 | 0.4% | +17,684 | 新進 | 歷史 |
| WYNNWynn Resorts Ltd | COM | 5,368 | $50.3 萬 | 0.2% | −47,432−89.8% | 減碼 | 歷史 |
2025 年第 1 季之後清倉（19 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| TTTrane Technologies plc | SHS | 19,447 | $655.2 萬 | 3.9% | 歷史 |
| SHWSherwin Williams Co | COM | 17,353 | $605.9 萬 | 3.6% | 歷史 |
| CLHClean Harbors Inc | COM | 27,597 | $543.9 萬 | 3.2% | 歷史 |
| DRIDarden Restaurants Inc | COM | 24,697 | $513.1 萬 | 3.0% | 歷史 |
| COSTCostco Wholesale Corp | Stock | 3,230 | $305.5 萬 | 1.8% | 歷史 |
| AMEAmetek Inc | COM | 17,322 | $298.2 萬 | 1.8% | 歷史 |
| PWRQuanta Services, Inc. | COM | 11,498 | $292.3 萬 | 1.7% | 歷史 |
| AZOAutoZone Inc | COM | 750 | $286.0 萬 | 1.7% | 歷史 |
| SHOPShopify Inc. | Stock | 24,590 | $234.8 萬 | 1.4% | 歷史 |
| DPZDominos Pizza Inc | COM | 4,999 | $229.7 萬 | 1.4% | 歷史 |
| LYVLive Nation Entertainment, Inc. | COM | 16,313 | $213.0 萬 | 1.3% | 歷史 |
| BJBJ's Wholesale Club Holdings, Inc. | COM | 15,000 | $171.2 萬 | 1.0% | 歷史 |
| XYLXylem Inc. | COM | 12,850 | $153.5 萬 | 0.9% | 歷史 |
| GOOGLAlphabet Inc. | Stock | 9,191 | $142.1 萬 | 0.8% | 歷史 |
| GEVGE Vernova Inc. | Stock | 3,631 | $110.8 萬 | 0.7% | 歷史 |
| RACEFerrari N.V. | COM | 2,500 | $107.0 萬 | 0.6% | 歷史 |
| WMTWalmart Inc. | Stock | 11,988 | $105.2 萬 | 0.6% | 歷史 |
| KRKroger Co | Stock | 14,973 | $101.4 萬 | 0.6% | 歷史 |
| RDDTReddit, Inc. | Stock | 5,212 | $54.7 萬 | 0.3% | 歷史 |