Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

NIGHTVIEW CAPITAL, LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

NIGHTVIEW CAPITAL, LLC (CIK 1680843) reported $133.5M across 14 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: TSLA ($41.7M, 31.23%), AMZN ($11.3M, 8.44%), NVDA ($10.6M, 7.93%), MS ($10.2M, 7.66%), GS ($9.4M, 7.06%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1TSLATESLA INC$41.7M31.23%99,165Hold
2AMZNAMAZON COM INC$11.3M8.44%47,315Hold
3NVDANVIDIA CORPORATION$10.6M7.93%52,919Hold
4MSMORGAN STANLEY$10.2M7.66%48,922Hold
5GSGOLDMAN SACHS GROUP INC$9.4M7.06%9,326Hold
6AXONAXON ENTERPRISE INC$8.9M6.69%15,931Hold
7ORCLORACLE CORP$6.2M4.62%42,117Hold
8SPCXSPACE EXPLORATION TECHN CORP$6.0M4.52%35,298New
9BEPBROOKFIELD RENEWABLE ENERGY$6.0M4.48%172,167Hold
10ADSKAUTODESK INC$5.9M4.44%30,524Hold
11NFLXNETFLIX INC.$4.9M3.64%68,042Hold
12NOWSERVICENOW INC$4.4M3.32%44,638Hold
13TEAMATLASSIAN CORPORATION$4.0M3.00%51,492New
14CRMSALESFORCE INC$4.0M2.97%25,356Hold
15SATSECHOSTAR CORP$00.00%0Exited
16ISRGINTUITIVE SURGICAL INC$00.00%0Exited
17SHOPSHOPIFY INC$00.00%0Exited

Source: SEC Form 13F filings · as of 2026-06-30