Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Night Squared LP (CIK 2058786) reported $680.7M across 71 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: ADI ($22.6M, 3.31%), TSM ($22.0M, 3.23%), SHW ($20.6M, 3.03%), AMZN ($18.8M, 2.76%), NVDA ($18.2M, 2.68%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ADI | ANALOG DEVICES INC | $22.6M | 3.31% | 70,887 | Added |
| 2 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $22.0M | 3.23% | 64,977 | Added |
| 3 | SHW | SHERWIN WILLIAMS CO | $20.6M | 3.03% | 64,361 | New |
| 4 | AMZN | AMAZON COM INC | $18.8M | 2.76% | 90,126 | Added |
| 5 | NVDA | NVIDIA CORPORATION | $18.2M | 2.68% | 104,486 | Added |
| 6 | GWW | WW GRAINGER INC | $18.2M | 2.67% | 16,668 | New |
| 7 | MO | ALTRIA GROUP INC | $17.7M | 2.60% | 268,586 | New |
| 8 | APD | AIR PRODUCTS AND CHEMICALS I | $17.3M | 2.54% | 59,550 | New |
| 9 | TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $16.6M | 2.44% | 84,009 | New |
| 10 | DASH | DOORDASH INC | $16.5M | 2.43% | 110,106 | Added |
| 11 | SJM | SMUCKER J M CO | $16.2M | 2.38% | 167,986 | Added |
| 12 | MPWR | MONOLITHIC PWR SYS INC | $16.0M | 2.34% | 14,592 | Added |
| 13 | TT | TRANE TECHNOLOGIES PLC | $15.8M | 2.33% | 38,032 | New |
| 14 | SPOT | SPOTIFY TECHNOLOGY S A | $15.8M | 2.32% | 32,567 | Added |
| 15 | FERG | FERGUSON ENTERPRISES INC | $15.4M | 2.26% | 66,079 | New |
| 16 | AMAT | APPLIED MATLS INC | $15.4M | 2.26% | 45,100 | Added |
| 17 | PEP | PEPSICO INC | $15.4M | 2.26% | 99,136 | New |
| 18 | CHD | CHURCH & DWIGHT CO INC | $14.5M | 2.13% | 155,539 | New |
| 19 | TOST | TOAST INC | $14.1M | 2.07% | 532,067 | Added |
| 20 | CAT | CATERPILLAR INC | $13.9M | 2.04% | 19,615 | New |
| 21 | DDOG | DATADOG INC | $13.9M | 2.04% | 117,832 | New |
| 22 | BURL | BURLINGTON STORES INC | $13.3M | 1.95% | 40,771 | New |
| 23 | SOLSTICE ADVANCED MATLS INC | $12.9M | 1.90% | 169,595 | New | |
| 24 | VMC | VULCAN MATLS CO | $12.5M | 1.83% | 45,760 | Added |
| 25 | META | META PLATFORMS INC | $12.3M | 1.81% | 21,573 | Added |
Source: SEC Form 13F filings · as of 2026-03-31