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.
NIGHTVIEW CAPITAL, LLC (CIK 1680843) reported $130.6M across 15 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: TSLA ($36.9M, 28.23%), AMZN ($9.9M, 7.55%), NVDA ($9.2M, 7.07%), MS ($8.1M, 6.17%), GS ($7.9M, 6.04%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TSLA | TESLA INC | $36.9M | 28.23% | 99,165 | Trimmed |
| 2 | AMZN | AMAZON COM INC | $9.9M | 7.55% | 47,315 | Trimmed |
| 3 | NVDA | NVIDIA CORPORATION | $9.2M | 7.07% | 52,919 | Added |
| 4 | MS | MORGAN STANLEY | $8.1M | 6.17% | 48,922 | Added |
| 5 | GS | GOLDMAN SACHS GROUP INC | $7.9M | 6.04% | 9,326 | Trimmed |
| 6 | ADSK | AUTODESK INC | $7.3M | 5.60% | 30,524 | New |
| 7 | SATS | ECHOSTAR CORP | $7.3M | 5.56% | 62,042 | Trimmed |
| 8 | AXON | AXON ENTERPRISE INC | $6.8M | 5.18% | 15,931 | New |
| 9 | NFLX | NETFLIX INC. | $6.5M | 5.01% | 68,042 | Added |
| 10 | ORCL | ORACLE CORP | $6.2M | 4.75% | 42,117 | New |
| 11 | BEP | BROOKFIELD RENEWABLE ENERGY | $5.6M | 4.30% | 172,167 | New |
| 12 | ISRG | INTUITIVE SURGICAL INC | $4.9M | 3.75% | 10,612 | New |
| 13 | CRM | SALESFORCE INC | $4.7M | 3.63% | 25,356 | New |
| 14 | SHOP | SHOPIFY INC | $4.7M | 3.60% | 39,574 | New |
| 15 | NOW | SERVICENOW INC | $4.7M | 3.57% | 44,638 | New |
| 16 | BABA | ALIBABA GROUP HLDG LTD | $0 | 0.00% | 0 | Exited |
| 17 | GOOG | ALPHABET INC | $0 | 0.00% | 0 | Exited |
| 18 | H | HYATT HOTELS CORP | $0 | 0.00% | 0 | Exited |
| 19 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $0 | 0.00% | 0 | Exited |
| 20 | WYNN | WYNN RESORTS LTD | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31