Institutional Fund
Night Squared LP
New York, NYCIK 20587866 filings on record
Portfolio Value
$680.67M
Q1 2026
Holdings
72
Reported positions
New Buys
43
Opened this quarter
QoQ Change
+91.8%
from $354.80M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Analog Devices Inc3.3%
- Taiwan Semiconductor Mfg Ltd3.2%
- Sherwin Williams Co3.0%
- Amazon Com Inc2.8%
- Nvidia Corporation2.7%
- Grainger W W Inc2.7%
- Other82.3%
Portfolio Holdings
72 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Analog Devices Inc | 70.9K | $22.55M | 3.3% | +39.9K | Added |
| 2 | Taiwan Semiconductor Mfg Ltd | 65.0K | $21.96M | 3.2% | +41.4K | Added |
| 3 | Sherwin Williams Co | 64.4K | $20.63M | 3.0% | +64.4K | New |
| 4 | Amazon Com Inc | 90.1K | $18.77M | 2.8% | +57.5K | Added |
| 5 | Nvidia Corporation | 104.5K | $18.22M | 2.7% | +93.0K | Added |
| 6 | Grainger W W Inc | 16.7K | $18.18M | 2.7% | +16.7K | New |
| 7 | Altria Group Inc | 268.6K | $17.72M | 2.6% | +268.6K | New |
| 8 | Air Prods & Chems Inc | 59.5K | $17.30M | 2.5% | +59.5K | New |
| 9 | Take-Two Interactive Softwar | 84.0K | $16.59M | 2.4% | +84.0K | New |
| 10 | Doordash Inc | 110.1K | $16.53M | 2.4% | +93.7K | Added |
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