Night Squared LP
- SEC CIK
- 0002058786
- 最新申報
- 2026/8/14
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/11/14 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 54
- 較 2025 年第 2 季 0
- 總值
- $2.77 億
- 較 2025 年第 2 季 +$5,273 萬 (+23.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AMZNAmazon Com Inc | Stock | 50,184 | $1,102 萬 | 4.0% | +29,562+143.4% | 加碼 | 歷史 |
| ULTAUlta Beauty, Inc. | Stock | 18,739 | $1,025 萬 | 3.7% | +3,039+19.4% | 加碼 | 歷史 |
| MNSTMonster Beverage Corp | COM | 136,709 | $920.2 萬 | 3.3% | +136,709 | 新進 | 歷史 |
| GISGeneral Mills Inc | Stock | 178,104 | $898.0 萬 | 3.2% | +178,104 | 新進 | 歷史 |
| WMWaste Management Inc | Stock | 37,854 | $835.9 萬 | 3.0% | +37,854 | 新進 | 歷史 |
| NFLXNetflix Inc | Stock | 6,894 | $826.5 萬 | 3.0% | +2,677+63.5% | 加碼 | 歷史 |
| MELIMercadolibre Inc | COM | 3,504 | $818.9 萬 | 3.0% | +2,536+262.0% | 加碼 | 歷史 |
| KMBKimberly Clark Corp | Stock | 64,822 | $806.0 萬 | 2.9% | +64,822 | 新進 | 歷史 |
| CELHCelsius Holdings, Inc. | COM NEW | 138,971 | $798.9 萬 | 2.9% | +57,410+70.4% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 14,834 | $768.3 萬 | 2.8% | +3,676+32.9% | 加碼 | 歷史 |
| TTTrane Technologies plc | SHS | 17,186 | $725.2 萬 | 2.6% | +17,186 | 新進 | 歷史 |
| ECLEcolab Inc. | Stock | 25,520 | $698.9 萬 | 2.5% | −10,053−28.3% | 減碼 | 歷史 |
| PKGPackaging Corp of America | Stock | 31,171 | $679.3 萬 | 2.5% | +31,171 | 新進 | 歷史 |
| PFGCPerformance Food Group Co | COM | 64,975 | $676.0 萬 | 2.4% | +64,975 | 新進 | 歷史 |
| ONONOn Holding AG | Stock | 157,502 | $667.0 萬 | 2.4% | +157,502 | 新進 | 歷史 |
| WYNNWynn Resorts Ltd | COM | 49,626 | $636.6 萬 | 2.3% | +44,258+824.5% | 加碼 | 歷史 |
| iShares Tr464288752 | US HOME CONS ETF | 59,130 | $634.2 萬 | 2.3% | +15,796+36.5% | 加碼 | – |
| ORLYO Reilly Automotive Inc | Stock | 56,974 | $614.2 萬 | 2.2% | +56,974 | 新進 | 歷史 |
| XYLXylem Inc. | COM | 40,245 | $593.6 萬 | 2.1% | +40,245 | 新進 | 歷史 |
| NVTnVent Electric plc | SHS | 55,562 | $548.1 萬 | 2.0% | −32,904−37.2% | 減碼 | 歷史 |
| WWayfair Inc. | CL A | 60,416 | $539.7 萬 | 1.9% | +60,416 | 新進 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 7,281 | $534.7 萬 | 1.9% | −24−0.3% | 減碼 | 歷史 |
| AXTAAxalta Coating Systems Ltd. | COM | 186,325 | $533.3 萬 | 1.9% | +186,325 | 新進 | 歷史 |
| RCLRoyal Caribbean Cruises Ltd | COM | 16,464 | $532.7 萬 | 1.9% | −5,618−25.4% | 減碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 25,515 | $522.4 萬 | 1.9% | +25,515 | 新進 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 14,867 | $519.6 萬 | 1.9% | +1,302+9.6% | 加碼 | 歷史 |
| COCOVita Coco Company, Inc. | COM | 122,268 | $519.3 萬 | 1.9% | +122,268 | 新進 | 歷史 |
| TOSTToast, Inc. | Stock | 135,749 | $495.6 萬 | 1.8% | −53,485−28.3% | 減碼 | 歷史 |
| WWDWoodward, Inc. | COM | 18,855 | $476.5 萬 | 1.7% | +18,855 | 新進 | 歷史 |
| KVYOKlaviyo, Inc. | COM SER A | 167,298 | $463.2 萬 | 1.7% | +23,459+16.3% | 加碼 | 歷史 |
| VRTVertiv Holdings Co | COM CL A | 28,283 | $426.7 萬 | 1.5% | +28,283 | 新進 | 歷史 |
| WDCWestern Digital Corp | COM | 35,424 | $425.3 萬 | 1.5% | +35,424 | 新進 | 歷史 |
| DASHDoorDash, Inc. | Stock | 15,429 | $419.7 萬 | 1.5% | +4,038+35.4% | 加碼 | 歷史 |
| HHyatt Hotels Corp | COM CL A | 28,771 | $408.3 萬 | 1.5% | +19,443+208.4% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 20,042 | $408.1 萬 | 1.5% | +20,042 | 新進 | 歷史 |
| WMTWalmart Inc. | Stock | 38,595 | $397.8 萬 | 1.4% | +38,595 | 新進 | 歷史 |
| NVDANVIDIA Corp | Stock | 19,665 | $366.9 萬 | 1.3% | +19,665 | 新進 | 歷史 |
| WDAYWorkday, Inc. | CL A | 15,000 | $361.1 萬 | 1.3% | +15,000 | 新進 | 歷史 |
| TREXTrex Co Inc | COM | 69,827 | $360.8 萬 | 1.3% | +47,546+213.4% | 加碼 | 歷史 |
| CCLCarnival Corp Ltd. | UNIT 99/99/9999 | 120,808 | $349.3 萬 | 1.3% | −7,892−6.1% | 減碼 | 歷史 |
| VEEVVeeva Systems Inc | Stock | 11,670 | $347.7 萬 | 1.3% | −429−3.5% | 減碼 | 歷史 |
| APHAmphenol Corp | CL A | 28,036 | $346.9 萬 | 1.3% | +28,036 | 新進 | 歷史 |
| ROSTRoss Stores, Inc. | COM | 21,442 | $326.8 萬 | 1.2% | +13,312+163.7% | 加碼 | 歷史 |
| STXSeagate Technology Holdings plc | ORD SHS | 13,611 | $321.3 萬 | 1.2% | +13,611 | 新進 | 歷史 |
| LRCXLam Research Corp | Stock | 23,936 | $320.5 萬 | 1.2% | +23,936 | 新進 | 歷史 |
| MCDMcDonalds Corp | Stock | 9,969 | $302.9 萬 | 1.1% | +9,969 | 新進 | 歷史 |
| SPOTSpotify Technology S.A. | Stock | 4,086 | $285.2 萬 | 1.0% | +423+11.5% | 加碼 | 歷史 |
| RRXRegal Rexnord Corp | COM | 18,702 | $268.3 萬 | 1.0% | +18,702 | 新進 | 歷史 |
| ORCLOracle Corp | Stock | 8,866 | $249.3 萬 | 0.9% | −16,171−64.6% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 5,105 | $168.4 萬 | 0.6% | +5,105 | 新進 | 歷史 |
| SYYSysco Corp | Stock | 18,199 | $149.9 萬 | 0.5% | +18,199 | 新進 | 歷史 |
| HLTHilton Worldwide Holdings Inc. | COM | 5,556 | $144.1 萬 | 0.5% | +5,556 | 新進 | 歷史 |
| UTZUtz Brands, Inc. | COM CL A | 83,469 | $101.4 萬 | 0.4% | −107,638−56.3% | 減碼 | 歷史 |
| RDDTReddit, Inc. | Stock | 2,044 | $47.0 萬 | 0.2% | +2,044 | 新進 | 歷史 |
2025 年第 2 季之後清倉（30 檔）
2025 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 2 季股數 | 2025 年第 2 季市值 | 2025 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| CCKCrown Holdings, Inc. | COM | 96,757 | $996.4 萬 | 4.4% | 歷史 |
| HONHoneywell International Inc | COM | 39,907 | $929.4 萬 | 4.1% | 歷史 |
| DLTRDollar Tree, Inc. | COM | 88,287 | $874.4 萬 | 3.9% | 歷史 |
| KOCoca Cola Co | Stock | 116,688 | $825.6 萬 | 3.7% | 歷史 |
| HRLHormel Foods Corp | COM | 236,242 | $714.6 萬 | 3.2% | 歷史 |
| ETNEaton Corp plc | Stock | 17,345 | $619.2 萬 | 2.8% | 歷史 |
| CLColgate Palmolive Co | Stock | 67,650 | $614.9 萬 | 2.7% | 歷史 |
| TXRHTexas Roadhouse, Inc. | COM | 31,396 | $588.4 萬 | 2.6% | 歷史 |
| LVSLas Vegas Sands Corp | COM | 119,503 | $520.0 萬 | 2.3% | 歷史 |
| PMPhilip Morris International Inc. | Stock | 27,811 | $506.5 萬 | 2.3% | 歷史 |
| CTVACorteva, Inc. | Stock | 67,813 | $505.4 萬 | 2.3% | 歷史 |
| BWXTBWX Technologies, Inc. | COM | 29,936 | $431.3 萬 | 1.9% | 歷史 |
| PINSPinterest, Inc. | CL A | 120,033 | $430.4 萬 | 1.9% | 歷史 |
| BTIBritish American Tobacco p.l.c. | SPONSORED ADR | 83,418 | $394.8 萬 | 1.8% | 歷史 |
| EATBrinker International, Inc | Stock | 19,919 | $359.2 萬 | 1.6% | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 11,186 | $315.5 萬 | 1.4% | 歷史 |
| FIXComfort Systems USA Inc | COM | 5,598 | $300.2 萬 | 1.3% | 歷史 |
| BUDAnheuser-Busch InBev SA/NV | ADR | 43,180 | $296.7 萬 | 1.3% | 歷史 |
| DDDuPont de Nemours, Inc. | COM | 39,944 | $274.0 萬 | 1.2% | 歷史 |
| KHCKraft Heinz Co | Stock | 77,882 | $201.1 萬 | 0.9% | 歷史 |
| CARTMaplebear Inc. | COM | 43,893 | $198.6 萬 | 0.9% | 歷史 |
| WWWWolverine World Wide Inc | COM | 107,933 | $195.1 萬 | 0.9% | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 27,785 | $156.0 萬 | 0.7% | 歷史 |
| LTHLife Time Group Holdings, Inc. | COMMON STOCK | 51,282 | $155.5 萬 | 0.7% | 歷史 |
| ADBEAdobe Inc. | Stock | 3,561 | $137.8 萬 | 0.6% | 歷史 |
| BURLBurlington Stores, Inc. | COM | 4,602 | $107.1 萬 | 0.5% | 歷史 |
| BIRKBirkenstock Holding plc | COM SHS | 20,752 | $102.1 萬 | 0.5% | 歷史 |
| TJXTJX Companies Inc | Stock | 8,105 | $100.1 萬 | 0.4% | 歷史 |
| SSentinelOne, Inc. | CL A | 51,472 | $94.1 萬 | 0.4% | 歷史 |
| GTLBGitlab Inc. | CLASS A COM | 17,684 | $79.8 萬 | 0.4% | 歷史 |