Night Squared LP
- SEC CIK
- 0002058786
- 最新申報
- 2026/8/14
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/5/15 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 72
- 較 2025 年第 4 季 +7
- 總值
- $6.81 億
- 較 2025 年第 4 季 +$3.26 億 (+91.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| ADIAnalog Devices Inc | Stock | 70,887 | $2,255 萬 | 3.3% | +39,876+128.6% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 64,977 | $2,196 萬 | 3.2% | +41,420+175.8% | 加碼 | 歷史 |
| SHWSherwin Williams Co | COM | 64,361 | $2,063 萬 | 3.0% | +64,361 | 新進 | 歷史 |
| AMZNAmazon Com Inc | Stock | 90,126 | $1,877 萬 | 2.8% | +57,492+176.2% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 104,486 | $1,822 萬 | 2.7% | +93,022+811.4% | 加碼 | 歷史 |
| GWWW.W. Grainger, Inc. | Stock | 16,668 | $1,818 萬 | 2.7% | +16,668 | 新進 | 歷史 |
| MOAltria Group, Inc. | Stock | 268,586 | $1,772 萬 | 2.6% | +268,586 | 新進 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 59,550 | $1,730 萬 | 2.5% | +59,550 | 新進 | 歷史 |
| TTWOTake Two Interactive Software Inc | COM | 84,009 | $1,659 萬 | 2.4% | +84,009 | 新進 | 歷史 |
| DASHDoorDash, Inc. | Stock | 110,106 | $1,653 萬 | 2.4% | +93,664+569.7% | 加碼 | 歷史 |
| SJMJ M SMUCKER Co | Stock | 167,986 | $1,620 萬 | 2.4% | +70,568+72.4% | 加碼 | 歷史 |
| MPWRMonolithic Power Systems, Inc. | COM | 14,592 | $1,595 萬 | 2.3% | +11,885+439.0% | 加碼 | 歷史 |
| TTTrane Technologies plc | SHS | 38,032 | $1,585 萬 | 2.3% | +38,032 | 新進 | 歷史 |
| SPOTSpotify Technology S.A. | Stock | 32,567 | $1,579 萬 | 2.3% | +27,757+577.1% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 45,100 | $1,541 萬 | 2.3% | +13,550+42.9% | 加碼 | 歷史 |
| FERGFerguson Enterprises Inc. | COMMON STOCK NEW | 66,079 | $1,541 萬 | 2.3% | +66,079 | 新進 | 歷史 |
| PEPPepsiCo Inc | Stock | 99,136 | $1,539 萬 | 2.3% | +99,136 | 新進 | 歷史 |
| CHDChurch & Dwight Co Inc | COM | 155,539 | $1,451 萬 | 2.1% | +155,539 | 新進 | 歷史 |
| TOSTToast, Inc. | Stock | 532,067 | $1,411 萬 | 2.1% | +375,741+240.4% | 加碼 | 歷史 |
| DDOGDatadog, Inc. | CL A COM | 117,832 | $1,391 萬 | 2.0% | +117,832 | 新進 | 歷史 |
| CATCaterpillar Inc | Stock | 19,615 | $1,390 萬 | 2.0% | +19,615 | 新進 | 歷史 |
| BURLBurlington Stores, Inc. | COM | 40,771 | $1,327 萬 | 1.9% | +40,771 | 新進 | 歷史 |
| SOLSSolstice Advanced Materials Inc. | COM SHS | 169,595 | $1,292 萬 | 1.9% | +169,595 | 新進 | 歷史 |
| VMCVulcan Materials CO | COM | 45,760 | $1,246 萬 | 1.8% | +28,098+159.1% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 21,573 | $1,234 萬 | 1.8% | +15,791+273.1% | 加碼 | 歷史 |
| PCARPaccar Inc | COM | 104,756 | $1,210 萬 | 1.8% | +104,756 | 新進 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 204,428 | $1,178 萬 | 1.7% | +204,428 | 新進 | 歷史 |
| iShares Tr464288752 | US HOME CONS ETF | 123,055 | $1,114 萬 | 1.6% | +41,932+51.7% | 加碼 | – |
| EATBrinker International, Inc | Stock | 76,030 | $1,085 萬 | 1.6% | +29,732+64.2% | 加碼 | 歷史 |
| QSRRestaurant Brands International Inc. | COM | 146,464 | $1,082 萬 | 1.6% | +146,464 | 新進 | 歷史 |
| PHParker-Hannifin Corp | Stock | 11,990 | $1,073 萬 | 1.6% | +11,990 | 新進 | 歷史 |
| STXSeagate Technology Holdings plc | ORD SHS | 27,037 | $1,059 萬 | 1.6% | +27,037 | 新進 | 歷史 |
| CTVACorteva, Inc. | Stock | 124,487 | $1,042 萬 | 1.5% | +14,679+13.4% | 加碼 | 歷史 |
| FIVEFive Below, Inc | COM | 44,449 | $1,016 萬 | 1.5% | +44,449 | 新進 | 歷史 |
| BALLBALL Corp | COM | 169,901 | $1,004 萬 | 1.5% | +169,901 | 新進 | 歷史 |
| MNSTMonster Beverage Corp | COM | 123,416 | $894.3 萬 | 1.3% | +123,416 | 新進 | 歷史 |
| KMBKimberly Clark Corp | Stock | 90,636 | $874.4 萬 | 1.3% | +90,636 | 新進 | 歷史 |
| ULTAUlta Beauty, Inc. | Stock | 15,429 | $806.5 萬 | 1.2% | +923+6.4% | 加碼 | 歷史 |
| LITELumentum Holdings Inc. | COM | 10,678 | $750.4 萬 | 1.1% | +10,678 | 新進 | 歷史 |
| FIXComfort Systems USA Inc | COM | 5,400 | $744.7 萬 | 1.1% | +5,400 | 新進 | 歷史 |
| XYLXylem Inc. | COM | 61,573 | $735.8 萬 | 1.1% | +16,248+35.8% | 加碼 | 歷史 |
| GLWCorning Inc | COM | 53,946 | $733.5 萬 | 1.1% | +53,946 | 新進 | 歷史 |
| CAVACava Group, Inc. | COM | 88,616 | $716.9 萬 | 1.1% | +88,616 | 新進 | 歷史 |
| DOWDow Inc. | Stock | 170,929 | $711.9 萬 | 1.0% | +170,929 | 新進 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 40,343 | $646.8 萬 | 1.0% | +13,207+48.7% | 加碼 | 歷史 |
| SKYChampion Homes, Inc. | Stock | 81,366 | $605.1 萬 | 0.9% | +31,342+62.7% | 加碼 | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 28,617 | $563.4 萬 | 0.8% | −2,300−7.4% | 減碼 | 歷史 |
| LRCXLam Research Corp | Stock | 25,597 | $546.9 萬 | 0.8% | +12,501+95.5% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 54,952 | $528.4 萬 | 0.8% | +40,889+290.8% | 加碼 | 歷史 |
| TTEKTetra Tech Inc | COM | 174,738 | $526.3 萬 | 0.8% | +101,905+139.9% | 加碼 | 歷史 |
| TGTTarget Corp | Stock | 42,539 | $515.6 萬 | 0.8% | +42,539 | 新進 | 歷史 |
| HLTHilton Worldwide Holdings Inc. | COM | 15,704 | $477.5 萬 | 0.7% | +15,704 | 新進 | 歷史 |
| KVYOKlaviyo, Inc. | COM SER A | 237,217 | $461.6 萬 | 0.7% | +100,971+74.1% | 加碼 | 歷史 |
| WDCWestern Digital Corp | COM | 16,282 | $440.4 萬 | 0.6% | −707−4.2% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 32,376 | $402.4 萬 | 0.6% | +32,376 | 新進 | 歷史 |
| SFMSprouts Farmers Market, Inc. | COM | 51,860 | $400.0 萬 | 0.6% | +51,860 | 新進 | 歷史 |
| HHyatt Hotels Corp | COM CL A | 26,734 | $384.4 萬 | 0.6% | −21,942−45.1% | 減碼 | 歷史 |
| VFCV F Corp | Stock | 199,939 | $339.7 萬 | 0.5% | +199,939 | 新進 | 歷史 |
| MANHManhattan Associates Inc | Stock | 23,682 | $315.3 萬 | 0.5% | +19,337+445.0% | 加碼 | 歷史 |
| RCLRoyal Caribbean Cruises Ltd | COM | 10,738 | $295.5 萬 | 0.4% | −7,297−40.5% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 32,213 | $288.6 萬 | 0.4% | +32,213 | 新進 | 歷史 |
| NETCloudflare, Inc. | CL A COM | 13,615 | $280.9 萬 | 0.4% | +13,615 | 新進 | 歷史 |
| SNDKSandisk Corp | COM | 4,187 | $266.0 萬 | 0.4% | +4,187 | 新進 | 歷史 |
| BROSDutch Bros Inc. | CL A | 39,467 | $199.9 萬 | 0.3% | +39,467 | 新進 | 歷史 |
| PEGAPegasystems Inc | COM | 45,209 | $192.4 萬 | 0.3% | +45,209 | 新進 | 歷史 |
| ANETArista Networks, Inc. | Stock | 15,152 | $186.0 萬 | 0.3% | +15,152 | 新進 | 歷史 |
| HOGHarley-Davidson, Inc. | COM | 74,460 | $150.6 萬 | 0.2% | +74,460 | 新進 | 歷史 |
| RDDTReddit, Inc. | Stock | 10,774 | $145.1 萬 | 0.2% | +10,774 | 新進 | 歷史 |
| WDAYWorkday, Inc. | CL A | 11,002 | $142.9 萬 | 0.2% | −5,839−34.7% | 減碼 | 歷史 |
| LSCCLattice Semiconductor Corp | COM | 13,734 | $127.4 萬 | 0.2% | +13,734 | 新進 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 3,238 | $126.4 萬 | 0.2% | +3,238 | 新進 | 歷史 |
| COCOVita Coco Company, Inc. | COM | 18,563 | $88.9 萬 | 0.1% | +18,563 | 新進 | 歷史 |
2025 年第 4 季之後清倉（36 檔）
2025 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 4 季股數 | 2025 年第 4 季市值 | 2025 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| WMWaste Management Inc | Stock | 61,220 | $1,345 萬 | 3.8% | 歷史 |
| PMPhilip Morris International Inc. | Stock | 83,497 | $1,339 萬 | 3.8% | 歷史 |
| KOCoca Cola Co | Stock | 178,233 | $1,246 萬 | 3.5% | 歷史 |
| CLXClorox Co | Stock | 93,958 | $947.4 萬 | 2.7% | 歷史 |
| BTIBritish American Tobacco p.l.c. | SPONSORED ADR | 165,951 | $939.6 萬 | 2.6% | 歷史 |
| DOVDOVER Corp | COM | 43,743 | $854.0 萬 | 2.4% | 歷史 |
| AVYAvery Dennison Corp | COM | 46,029 | $837.2 萬 | 2.4% | 歷史 |
| MKCMcCormick & Co Inc | Stock | 117,999 | $803.7 萬 | 2.3% | 歷史 |
| PGProcter & Gamble Co | Stock | 55,744 | $798.9 萬 | 2.3% | 歷史 |
| AMEAmetek Inc | COM | 35,858 | $736.2 萬 | 2.1% | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 76,025 | $693.4 萬 | 2.0% | 歷史 |
| CCEPCoca-Cola Europacific Partners plc | SHS | 76,419 | $693.1 萬 | 2.0% | 歷史 |
| NVTnVent Electric plc | SHS | 67,191 | $685.1 萬 | 1.9% | 歷史 |
| WYNNWynn Resorts Ltd | COM | 55,526 | $668.1 萬 | 1.9% | 歷史 |
| TELTE Connectivity plc | Stock | 28,881 | $657.1 萬 | 1.9% | 歷史 |
| WWDWoodward, Inc. | COM | 21,526 | $650.8 萬 | 1.8% | 歷史 |
| REALTheRealReal, Inc. | COM | 403,325 | $636.4 萬 | 1.8% | 歷史 |
| CELHCelsius Holdings, Inc. | COM NEW | 133,741 | $611.7 萬 | 1.7% | 歷史 |
| VSXYVictoria's Secret & Co. | COMMON STOCK | 99,236 | $537.6 萬 | 1.5% | 歷史 |
| ROKRockwell Automation, Inc | Stock | 13,298 | $517.4 萬 | 1.5% | 歷史 |
| WWayfair Inc. | CL A | 42,067 | $422.4 萬 | 1.2% | 歷史 |
| ROSTRoss Stores, Inc. | COM | 22,166 | $399.3 萬 | 1.1% | 歷史 |
| MCDMcDonalds Corp | Stock | 12,833 | $392.2 萬 | 1.1% | 歷史 |
| APHAmphenol Corp | CL A | 26,530 | $358.5 萬 | 1.0% | 歷史 |
| VRTVertiv Holdings Co | COM CL A | 22,020 | $356.7 萬 | 1.0% | 歷史 |
| AVGOBroadcom Inc. | Stock | 8,734 | $302.3 萬 | 0.9% | 歷史 |
| FBINFortune Brands Innovations, Inc. | COM | 60,358 | $301.9 萬 | 0.9% | 歷史 |
| ALBAlbemarle Corp | Stock | 21,135 | $298.9 萬 | 0.8% | 歷史 |
| LVSLas Vegas Sands Corp | COM | 38,376 | $249.8 萬 | 0.7% | 歷史 |
| SHOPShopify Inc. | Stock | 15,411 | $248.1 萬 | 0.7% | 歷史 |
| GOOGLAlphabet Inc. | Stock | 6,729 | $210.6 萬 | 0.6% | 歷史 |
| MUMicron Technology Inc | Stock | 7,097 | $202.6 萬 | 0.6% | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 53,489 | $197.9 萬 | 0.6% | 歷史 |
| HUBBHubbell Inc | COM | 4,396 | $195.2 萬 | 0.6% | 歷史 |
| AEOAmerican Eagle Outfitters Inc | COM | 37,965 | $100.1 萬 | 0.3% | 歷史 |
| SBHSally Beauty Holdings, Inc. | COM | 66,028 | $94.2 萬 | 0.3% | 歷史 |