Night Squared LP
- SEC CIK
- 0002058786
- 最新申報
- 2026/8/14
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/8/14 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 69
- 較 2026 年第 1 季 −3
- 總值
- $9.30 億
- 較 2026 年第 1 季 +$2.50 億 (+36.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| RSGRepublic Services, Inc. | COM | 252,593 | $5,382 萬 | 5.8% | +252,593 | 新進 | 歷史 |
| CHDChurch & Dwight Co Inc | COM | 354,740 | $3,437 萬 | 3.7% | +199,201+128.1% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 177,493 | $3,211 萬 | 3.5% | +177,493 | 新進 | 歷史 |
| ECLEcolab Inc. | Stock | 113,853 | $3,172 萬 | 3.4% | +113,853 | 新進 | 歷史 |
| KDPKeurig Dr Pepper Inc. | COM | 910,913 | $2,981 萬 | 3.2% | +910,913 | 新進 | 歷史 |
| STZConstellation Brands, Inc. | Stock | 213,980 | $2,976 萬 | 3.2% | +213,980 | 新進 | 歷史 |
| FASTFastenal Co | Stock | 564,897 | $2,713 萬 | 2.9% | +564,897 | 新進 | 歷史 |
| FERGFerguson Enterprises Inc. | COMMON STOCK NEW | 108,779 | $2,582 萬 | 2.8% | +42,700+64.6% | 加碼 | 歷史 |
| KHCKraft Heinz Co | Stock | 1,056,145 | $2,495 萬 | 2.7% | +1,056,145 | 新進 | 歷史 |
| PHParker-Hannifin Corp | Stock | 25,336 | $2,478 萬 | 2.7% | +13,346+111.3% | 加碼 | 歷史 |
| ASMLASML Holding NV | ADR | 11,919 | $2,371 萬 | 2.5% | +11,919 | 新進 | 歷史 |
| ADIAnalog Devices Inc | Stock | 56,475 | $2,243 萬 | 2.4% | −14,412−20.3% | 減碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 71,943 | $2,144 萬 | 2.3% | +71,943 | 新進 | 歷史 |
| CATCaterpillar Inc | Stock | 19,709 | $2,099 萬 | 2.3% | +94+0.5% | 加碼 | 歷史 |
| STMSTMicroelectronics N.V. | NY REGISTRY | 257,127 | $1,926 萬 | 2.1% | +257,127 | 新進 | 歷史 |
| AMZNAmazon Com Inc | Stock | 80,378 | $1,916 萬 | 2.1% | −9,748−10.8% | 減碼 | 歷史 |
| ETNEaton Corp plc | Stock | 44,305 | $1,888 萬 | 2.0% | +44,305 | 新進 | 歷史 |
| iShares Tr464288752 | US HOME CONS ETF | 180,684 | $1,888 萬 | 2.0% | +57,629+46.8% | 加碼 | – |
| PPGPPG Industries Inc | Stock | 150,694 | $1,828 萬 | 2.0% | +150,694 | 新進 | 歷史 |
| BWXTBWX Technologies, Inc. | COM | 92,035 | $1,791 萬 | 1.9% | +92,035 | 新進 | 歷史 |
| PCARPaccar Inc | COM | 147,259 | $1,769 萬 | 1.9% | +42,503+40.6% | 加碼 | 歷史 |
| WDCWestern Digital Corp | COM | 27,155 | $1,734 萬 | 1.9% | +10,873+66.8% | 加碼 | 歷史 |
| STXSeagate Technology Holdings plc | ORD SHS | 17,571 | $1,696 萬 | 1.8% | −9,466−35.0% | 減碼 | 歷史 |
| HLNHaleon plc | ADR | 1,726,555 | $1,611 萬 | 1.7% | +1,726,555 | 新進 | 歷史 |
| BTIBritish American Tobacco p.l.c. | SPONSORED ADR | 255,301 | $1,577 萬 | 1.7% | +255,301 | 新進 | 歷史 |
| CARRCarrier Global Corp | Stock | 195,596 | $1,435 萬 | 1.5% | +195,596 | 新進 | 歷史 |
| TAPMolson Coors Beverage Co | CL B | 364,310 | $1,419 萬 | 1.5% | +364,310 | 新進 | 歷史 |
| DASHDoorDash, Inc. | Stock | 74,583 | $1,376 萬 | 1.5% | −35,523−32.3% | 減碼 | 歷史 |
| TOSTToast, Inc. | Stock | 477,191 | $1,328 萬 | 1.4% | −54,876−10.3% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 22,815 | $1,285 萬 | 1.4% | +1,242+5.8% | 加碼 | 歷史 |
| FIXComfort Systems USA Inc | COM | 6,301 | $1,249 萬 | 1.3% | +901+16.7% | 加碼 | 歷史 |
| SPOTSpotify Technology S.A. | Stock | 25,876 | $1,188 萬 | 1.3% | −6,691−20.5% | 減碼 | 歷史 |
| NTRNutrien Ltd. | COM | 187,427 | $1,180 萬 | 1.3% | +187,427 | 新進 | 歷史 |
| RLRalph Lauren Corp | CL A | 26,720 | $1,073 萬 | 1.2% | +26,720 | 新進 | 歷史 |
| BOOTBoot Barn Holdings, Inc. | COM | 63,205 | $1,038 萬 | 1.1% | +63,205 | 新進 | 歷史 |
| TTWOTake Two Interactive Software Inc | COM | 40,531 | $1,013 萬 | 1.1% | −43,478−51.8% | 減碼 | 歷史 |
| MUMicron Technology Inc | Stock | 8,505 | $981.7 萬 | 1.1% | +8,505 | 新進 | 歷史 |
| ANETArista Networks, Inc. | Stock | 56,997 | $968.3 萬 | 1.0% | +41,845+276.2% | 加碼 | 歷史 |
| CECelanese Corp | Stock | 205,203 | $943.9 萬 | 1.0% | +205,203 | 新進 | 歷史 |
| EATBrinker International, Inc | Stock | 54,872 | $921.8 萬 | 1.0% | −21,158−27.8% | 減碼 | 歷史 |
| SNDKSandisk Corp | COM | 3,750 | $852.6 萬 | 0.9% | −437−10.4% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 75,019 | $849.7 萬 | 0.9% | +42,643+131.7% | 加碼 | 歷史 |
| BBYBest Buy Co Inc | Stock | 106,893 | $811.1 萬 | 0.9% | +106,893 | 新進 | 歷史 |
| FIVEFive Below, Inc | COM | 42,781 | $769.2 萬 | 0.8% | −1,668−3.8% | 減碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 77,253 | $767.0 萬 | 0.8% | +77,253 | 新進 | 歷史 |
| VRTVertiv Holdings Co | COM CL A | 22,871 | $765.8 萬 | 0.8% | +22,871 | 新進 | 歷史 |
| TAT&T Inc. | Stock | 353,680 | $732.1 萬 | 0.8% | +353,680 | 新進 | 歷史 |
| AEOAmerican Eagle Outfitters Inc | COM | 409,393 | $704.2 萬 | 0.8% | +409,393 | 新進 | 歷史 |
| BURLBurlington Stores, Inc. | COM | 21,166 | $670.5 萬 | 0.7% | −19,605−48.1% | 減碼 | 歷史 |
| JBLJabil Inc | Stock | 16,381 | $631.5 萬 | 0.7% | +16,381 | 新進 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 10,634 | $617.7 萬 | 0.7% | +10,634 | 新進 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 34,684 | $581.8 萬 | 0.6% | +34,684 | 新進 | 歷史 |
| TEAMAtlassian Corp | CL A | 73,136 | $568.9 萬 | 0.6% | +73,136 | 新進 | 歷史 |
| WINGWingstop Inc. | COM | 31,350 | $543.6 萬 | 0.6% | +31,350 | 新進 | 歷史 |
| LRCXLam Research Corp | Stock | 11,970 | $518.7 萬 | 0.6% | −13,627−53.2% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 18,406 | $517.6 萬 | 0.6% | +18,406 | 新進 | 歷史 |
| WWayfair Inc. | CL A | 53,879 | $497.9 萬 | 0.5% | +53,879 | 新進 | 歷史 |
| MANHManhattan Associates Inc | Stock | 34,607 | $481.9 萬 | 0.5% | +10,925+46.1% | 加碼 | 歷史 |
| WDAYWorkday, Inc. | CL A | 39,095 | $478.6 萬 | 0.5% | +28,093+255.3% | 加碼 | 歷史 |
| SKYChampion Homes, Inc. | Stock | 47,965 | $422.7 萬 | 0.5% | −33,401−41.1% | 減碼 | 歷史 |
| TGTTarget Corp | Stock | 30,505 | $398.4 萬 | 0.4% | −12,034−28.3% | 減碼 | 歷史 |
| HLTHilton Worldwide Holdings Inc. | COM | 11,943 | $394.7 萬 | 0.4% | −3,761−23.9% | 減碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 5,423 | $392.1 萬 | 0.4% | −39,677−88.0% | 減碼 | 歷史 |
| LSCCLattice Semiconductor Corp | COM | 23,218 | $355.1 萬 | 0.4% | +9,484+69.1% | 加碼 | 歷史 |
| SNOWSnowflake Inc. | Stock | 13,180 | $335.4 萬 | 0.4% | +13,180 | 新進 | 歷史 |
| CRDOCredo Technology Group Holding Ltd | Stock | 12,061 | $328.0 萬 | 0.4% | +12,061 | 新進 | 歷史 |
| RDDTReddit, Inc. | Stock | 17,719 | $307.6 萬 | 0.3% | +6,945+64.5% | 加碼 | 歷史 |
| WSMWilliams Sonoma Inc | COM | 11,570 | $269.7 萬 | 0.3% | +11,570 | 新進 | 歷史 |
| KVYOKlaviyo, Inc. | COM SER A | 112,588 | $170.0 萬 | 0.2% | −124,629−52.5% | 減碼 | 歷史 |
2026 年第 1 季之後清倉（40 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季股數 | 2026 年第 1 季市值 | 2026 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 64,977 | $2,196 萬 | 3.2% | 歷史 |
| SHWSherwin Williams Co | COM | 64,361 | $2,063 萬 | 3.0% | 歷史 |
| NVDANVIDIA Corp | Stock | 104,486 | $1,822 萬 | 2.7% | 歷史 |
| GWWW.W. Grainger, Inc. | Stock | 16,668 | $1,818 萬 | 2.7% | 歷史 |
| MOAltria Group, Inc. | Stock | 268,586 | $1,772 萬 | 2.6% | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 59,550 | $1,730 萬 | 2.5% | 歷史 |
| SJMJ M SMUCKER Co | Stock | 167,986 | $1,620 萬 | 2.4% | 歷史 |
| MPWRMonolithic Power Systems, Inc. | COM | 14,592 | $1,595 萬 | 2.3% | 歷史 |
| TTTrane Technologies plc | SHS | 38,032 | $1,585 萬 | 2.3% | 歷史 |
| PEPPepsiCo Inc | Stock | 99,136 | $1,539 萬 | 2.3% | 歷史 |
| DDOGDatadog, Inc. | CL A COM | 117,832 | $1,391 萬 | 2.0% | 歷史 |
| SOLSSolstice Advanced Materials Inc. | COM SHS | 169,595 | $1,292 萬 | 1.9% | 歷史 |
| VMCVulcan Materials CO | COM | 45,760 | $1,246 萬 | 1.8% | 歷史 |
| MDLZMondelez International, Inc. | Stock | 204,428 | $1,178 萬 | 1.7% | 歷史 |
| QSRRestaurant Brands International Inc. | COM | 146,464 | $1,082 萬 | 1.6% | 歷史 |
| CTVACorteva, Inc. | Stock | 124,487 | $1,042 萬 | 1.5% | 歷史 |
| BALLBALL Corp | COM | 169,901 | $1,004 萬 | 1.5% | 歷史 |
| MNSTMonster Beverage Corp | COM | 123,416 | $894.3 萬 | 1.3% | 歷史 |
| KMBKimberly Clark Corp | Stock | 90,636 | $874.4 萬 | 1.3% | 歷史 |
| ULTAUlta Beauty, Inc. | Stock | 15,429 | $806.5 萬 | 1.2% | 歷史 |
| LITELumentum Holdings Inc. | COM | 10,678 | $750.4 萬 | 1.1% | 歷史 |
| XYLXylem Inc. | COM | 61,573 | $735.8 萬 | 1.1% | 歷史 |
| GLWCorning Inc | COM | 53,946 | $733.5 萬 | 1.1% | 歷史 |
| CAVACava Group, Inc. | COM | 88,616 | $716.9 萬 | 1.1% | 歷史 |
| DOWDow Inc. | Stock | 170,929 | $711.9 萬 | 1.0% | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 40,343 | $646.8 萬 | 1.0% | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 28,617 | $563.4 萬 | 0.8% | 歷史 |
| NFLXNetflix Inc | Stock | 54,952 | $528.4 萬 | 0.8% | 歷史 |
| TTEKTetra Tech Inc | COM | 174,738 | $526.3 萬 | 0.8% | 歷史 |
| SFMSprouts Farmers Market, Inc. | COM | 51,860 | $400.0 萬 | 0.6% | 歷史 |
| HHyatt Hotels Corp | COM CL A | 26,734 | $384.4 萬 | 0.6% | 歷史 |
| VFCV F Corp | Stock | 199,939 | $339.7 萬 | 0.5% | 歷史 |
| RCLRoyal Caribbean Cruises Ltd | COM | 10,738 | $295.5 萬 | 0.4% | 歷史 |
| SBUXStarbucks Corp | Stock | 32,213 | $288.6 萬 | 0.4% | 歷史 |
| NETCloudflare, Inc. | CL A COM | 13,615 | $280.9 萬 | 0.4% | 歷史 |
| BROSDutch Bros Inc. | CL A | 39,467 | $199.9 萬 | 0.3% | 歷史 |
| PEGAPegasystems Inc | COM | 45,209 | $192.4 萬 | 0.3% | 歷史 |
| HOGHarley-Davidson, Inc. | COM | 74,460 | $150.6 萬 | 0.2% | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 3,238 | $126.4 萬 | 0.2% | 歷史 |
| COCOVita Coco Company, Inc. | COM | 18,563 | $88.9 萬 | 0.1% | 歷史 |