Night Squared LP
- SEC CIK
- 0002058786
- 最新申報
- 2026/8/14
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/2/17 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 65
- 較 2025 年第 3 季 +11
- 總值
- $3.55 億
- 較 2025 年第 3 季 +$7,767 萬 (+28.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| WMWaste Management Inc | Stock | 61,220 | $1,345 萬 | 3.8% | +23,366+61.7% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 83,497 | $1,339 萬 | 3.8% | +83,497 | 新進 | 歷史 |
| KOCoca Cola Co | Stock | 178,233 | $1,246 萬 | 3.5% | +178,233 | 新進 | 歷史 |
| SJMJ M SMUCKER Co | Stock | 97,418 | $952.8 萬 | 2.7% | +97,418 | 新進 | 歷史 |
| CLXClorox Co | Stock | 93,958 | $947.4 萬 | 2.7% | +93,958 | 新進 | 歷史 |
| BTIBritish American Tobacco p.l.c. | SPONSORED ADR | 165,951 | $939.6 萬 | 2.6% | +165,951 | 新進 | 歷史 |
| ULTAUlta Beauty, Inc. | Stock | 14,506 | $877.6 萬 | 2.5% | −4,233−22.6% | 減碼 | 歷史 |
| DOVDOVER Corp | COM | 43,743 | $854.0 萬 | 2.4% | +43,743 | 新進 | 歷史 |
| ADIAnalog Devices Inc | Stock | 31,011 | $841.0 萬 | 2.4% | +31,011 | 新進 | 歷史 |
| AVYAvery Dennison Corp | COM | 46,029 | $837.2 萬 | 2.4% | +46,029 | 新進 | 歷史 |
| AMATApplied Materials Inc | Stock | 31,550 | $810.8 萬 | 2.3% | +6,035+23.7% | 加碼 | 歷史 |
| MKCMcCormick & Co Inc | Stock | 117,999 | $803.7 萬 | 2.3% | +117,999 | 新進 | 歷史 |
| PGProcter & Gamble Co | Stock | 55,744 | $798.9 萬 | 2.3% | +55,744 | 新進 | 歷史 |
| iShares Tr464288752 | US HOME CONS ETF | 81,123 | $781.2 萬 | 2.2% | +21,993+37.2% | 加碼 | – |
| HHyatt Hotels Corp | COM CL A | 48,676 | $780.4 萬 | 2.2% | +19,905+69.2% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 32,634 | $753.3 萬 | 2.1% | −17,550−35.0% | 減碼 | 歷史 |
| AMEAmetek Inc | COM | 35,858 | $736.2 萬 | 2.1% | +35,858 | 新進 | 歷史 |
| CTVACorteva, Inc. | Stock | 109,808 | $736.0 萬 | 2.1% | +109,808 | 新進 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 23,557 | $715.9 萬 | 2.0% | +23,557 | 新進 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 76,025 | $693.4 萬 | 2.0% | +19,051+33.4% | 加碼 | 歷史 |
| CCEPCoca-Cola Europacific Partners plc | SHS | 76,419 | $693.1 萬 | 2.0% | +76,419 | 新進 | 歷史 |
| NVTnVent Electric plc | SHS | 67,191 | $685.1 萬 | 1.9% | +11,629+20.9% | 加碼 | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 30,917 | $671.1 萬 | 1.9% | +30,917 | 新進 | 歷史 |
| WYNNWynn Resorts Ltd | COM | 55,526 | $668.1 萬 | 1.9% | +5,900+11.9% | 加碼 | 歷史 |
| EATBrinker International, Inc | Stock | 46,298 | $664.5 萬 | 1.9% | +46,298 | 新進 | 歷史 |
| TELTE Connectivity plc | Stock | 28,881 | $657.1 萬 | 1.9% | +28,881 | 新進 | 歷史 |
| WWDWoodward, Inc. | COM | 21,526 | $650.8 萬 | 1.8% | +2,671+14.2% | 加碼 | 歷史 |
| REALTheRealReal, Inc. | COM | 403,325 | $636.4 萬 | 1.8% | +403,325 | 新進 | 歷史 |
| XYLXylem Inc. | COM | 45,325 | $617.2 萬 | 1.7% | +5,080+12.6% | 加碼 | 歷史 |
| CELHCelsius Holdings, Inc. | COM NEW | 133,741 | $611.7 萬 | 1.7% | −5,230−3.8% | 減碼 | 歷史 |
| TOSTToast, Inc. | Stock | 156,326 | $555.1 萬 | 1.6% | +20,577+15.2% | 加碼 | 歷史 |
| VSXYVictoria's Secret & Co. | COMMON STOCK | 99,236 | $537.6 萬 | 1.5% | +99,236 | 新進 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 13,298 | $517.4 萬 | 1.5% | −1,569−10.6% | 減碼 | 歷史 |
| VMCVulcan Materials CO | COM | 17,662 | $503.8 萬 | 1.4% | +17,662 | 新進 | 歷史 |
| RCLRoyal Caribbean Cruises Ltd | COM | 18,035 | $503.0 萬 | 1.4% | +1,571+9.5% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 27,136 | $499.8 萬 | 1.4% | +7,094+35.4% | 加碼 | 歷史 |
| KVYOKlaviyo, Inc. | COM SER A | 136,246 | $442.4 萬 | 1.2% | −31,052−18.6% | 減碼 | 歷史 |
| SKYChampion Homes, Inc. | Stock | 50,024 | $422.7 萬 | 1.2% | +50,024 | 新進 | 歷史 |
| WWayfair Inc. | CL A | 42,067 | $422.4 萬 | 1.2% | −18,349−30.4% | 減碼 | 歷史 |
| ROSTRoss Stores, Inc. | COM | 22,166 | $399.3 萬 | 1.1% | +724+3.4% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 12,833 | $392.2 萬 | 1.1% | +2,864+28.7% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 5,782 | $381.7 萬 | 1.1% | −1,499−20.6% | 減碼 | 歷史 |
| DASHDoorDash, Inc. | Stock | 16,442 | $372.4 萬 | 1.0% | +1,013+6.6% | 加碼 | 歷史 |
| WDAYWorkday, Inc. | CL A | 16,841 | $361.7 萬 | 1.0% | +1,841+12.3% | 加碼 | 歷史 |
| APHAmphenol Corp | CL A | 26,530 | $358.5 萬 | 1.0% | −1,506−5.4% | 減碼 | 歷史 |
| VRTVertiv Holdings Co | COM CL A | 22,020 | $356.7 萬 | 1.0% | −6,263−22.1% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 8,734 | $302.3 萬 | 0.9% | +3,629+71.1% | 加碼 | 歷史 |
| FBINFortune Brands Innovations, Inc. | COM | 60,358 | $301.9 萬 | 0.9% | +60,358 | 新進 | 歷史 |
| ALBAlbemarle Corp | Stock | 21,135 | $298.9 萬 | 0.8% | +21,135 | 新進 | 歷史 |
| WDCWestern Digital Corp | COM | 16,989 | $292.7 萬 | 0.8% | −18,435−52.0% | 減碼 | 歷史 |
| SPOTSpotify Technology S.A. | Stock | 4,810 | $279.3 萬 | 0.8% | +724+17.7% | 加碼 | 歷史 |
| LVSLas Vegas Sands Corp | COM | 38,376 | $249.8 萬 | 0.7% | +38,376 | 新進 | 歷史 |
| SHOPShopify Inc. | Stock | 15,411 | $248.1 萬 | 0.7% | +15,411 | 新進 | 歷史 |
| MPWRMonolithic Power Systems, Inc. | COM | 2,707 | $245.4 萬 | 0.7% | +2,707 | 新進 | 歷史 |
| TTEKTetra Tech Inc | COM | 72,833 | $244.3 萬 | 0.7% | +72,833 | 新進 | 歷史 |
| LRCXLam Research Corp | Stock | 13,096 | $224.2 萬 | 0.6% | −10,840−45.3% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 11,464 | $213.8 萬 | 0.6% | −8,201−41.7% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 6,729 | $210.6 萬 | 0.6% | +6,729 | 新進 | 歷史 |
| MUMicron Technology Inc | Stock | 7,097 | $202.6 萬 | 0.6% | +7,097 | 新進 | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 53,489 | $197.9 萬 | 0.6% | +53,489 | 新進 | 歷史 |
| HUBBHubbell Inc | COM | 4,396 | $195.2 萬 | 0.6% | +4,396 | 新進 | 歷史 |
| NFLXNetflix Inc | Stock | 14,063 | $131.9 萬 | 0.4% | −54,877−79.6% | 減碼依 10 比 1 拆股換算 | 歷史 |
| AEOAmerican Eagle Outfitters Inc | COM | 37,965 | $100.1 萬 | 0.3% | +37,965 | 新進 | 歷史 |
| SBHSally Beauty Holdings, Inc. | COM | 66,028 | $94.2 萬 | 0.3% | +66,028 | 新進 | 歷史 |
| MANHManhattan Associates Inc | Stock | 4,345 | $75.3 萬 | 0.2% | +4,345 | 新進 | 歷史 |
2025 年第 3 季之後清倉（23 檔）
2025 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 3 季股數 | 2025 年第 3 季市值 | 2025 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| MNSTMonster Beverage Corp | COM | 136,709 | $920.2 萬 | 3.3% | 歷史 |
| GISGeneral Mills Inc | Stock | 178,104 | $898.0 萬 | 3.2% | 歷史 |
| MELIMercadolibre Inc | COM | 3,504 | $818.9 萬 | 3.0% | 歷史 |
| KMBKimberly Clark Corp | Stock | 64,822 | $806.0 萬 | 2.9% | 歷史 |
| MSFTMicrosoft Corp | Stock | 14,834 | $768.3 萬 | 2.8% | 歷史 |
| TTTrane Technologies plc | SHS | 17,186 | $725.2 萬 | 2.6% | 歷史 |
| ECLEcolab Inc. | Stock | 25,520 | $698.9 萬 | 2.5% | 歷史 |
| PKGPackaging Corp of America | Stock | 31,171 | $679.3 萬 | 2.5% | 歷史 |
| PFGCPerformance Food Group Co | COM | 64,975 | $676.0 萬 | 2.4% | 歷史 |
| ONONOn Holding AG | Stock | 157,502 | $667.0 萬 | 2.4% | 歷史 |
| AXTAAxalta Coating Systems Ltd. | COM | 186,325 | $533.3 萬 | 1.9% | 歷史 |
| COCOVita Coco Company, Inc. | COM | 122,268 | $519.3 萬 | 1.9% | 歷史 |
| WMTWalmart Inc. | Stock | 38,595 | $397.8 萬 | 1.4% | 歷史 |
| TREXTrex Co Inc | COM | 69,827 | $360.8 萬 | 1.3% | 歷史 |
| CCLCarnival Corp Ltd. | UNIT 99/99/9999 | 120,808 | $349.3 萬 | 1.3% | 歷史 |
| VEEVVeeva Systems Inc | Stock | 11,670 | $347.7 萬 | 1.3% | 歷史 |
| STXSeagate Technology Holdings plc | ORD SHS | 13,611 | $321.3 萬 | 1.2% | 歷史 |
| RRXRegal Rexnord Corp | COM | 18,702 | $268.3 萬 | 1.0% | 歷史 |
| ORCLOracle Corp | Stock | 8,866 | $249.3 萬 | 0.9% | 歷史 |
| SYYSysco Corp | Stock | 18,199 | $149.9 萬 | 0.5% | 歷史 |
| HLTHilton Worldwide Holdings Inc. | COM | 5,556 | $144.1 萬 | 0.5% | 歷史 |
| UTZUtz Brands, Inc. | COM CL A | 83,469 | $101.4 萬 | 0.4% | 歷史 |
| RDDTReddit, Inc. | Stock | 2,044 | $47.0 萬 | 0.2% | 歷史 |