Nightview Capital, LLC 13F Holdings · Q2 2026
Nightview Capital, LLC reported 14 securities worth $133.55M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: TSLA (31.23%), AMZN (8.44%), NVDA (7.93%). Among its top 25 positions this quarter: 2 new, 3 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TSLA | TESLA INC | $41.7M | 31.23% | 99,165 | Hold |
| 2 | AMZN | AMAZON COM INC | $11.3M | 8.44% | 47,315 | Hold |
| 3 | NVDA | NVIDIA CORPORATION | $10.6M | 7.93% | 52,919 | Hold |
| 4 | MS | MORGAN STANLEY | $10.2M | 7.66% | 48,922 | Hold |
| 5 | GS | GOLDMAN SACHS GROUP INC | $9.4M | 7.06% | 9,326 | Hold |
| 6 | AXON | AXON ENTERPRISE INC | $8.9M | 6.69% | 15,931 | Hold |
| 7 | ORCL | ORACLE CORP | $6.2M | 4.62% | 42,117 | Hold |
| 8 | SPCX | SPACE EXPLORATION TECHN CORP | $6.0M | 4.52% | 35,298 | New |
| 9 | BEP | BROOKFIELD RENEWABLE ENERGY | $6.0M | 4.48% | 172,167 | Hold |
| 10 | ADSK | AUTODESK INC | $5.9M | 4.44% | 30,524 | Hold |
| 11 | NFLX | NETFLIX INC. | $4.9M | 3.64% | 68,042 | Hold |
| 12 | NOW | SERVICENOW INC | $4.4M | 3.32% | 44,638 | Hold |
| 13 | TEAM | ATLASSIAN CORPORATION | $4.0M | 3.00% | 51,492 | New |
| 14 | CRM | SALESFORCE INC | $4.0M | 2.97% | 25,356 | Hold |
| 15 | ECHO | ECHOSTAR CORP | $0 | 0.00% | 0 | Exited |
| 16 | ISRG | INTUITIVE SURGICAL INC | $0 | 0.00% | 0 | Exited |
| 17 | SHOP | SHOPIFY INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR