Holders — by stockHoldings — by fund
Night Squared LP
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002058786
$930.4M
disclosed book value
69
positions
5.8%
largest position share
Positions, as of 2026-06-30
top 69 of 69 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | RSGREPUBLIC SVCS INC | 252,593 | $53.8M | 5.8% |
| 2 | CHDCHURCH & DWIGHT CO INC | 354,740 | $34.4M | 3.7% |
| 3 | PMPHILIP MORRIS INTL INC | 177,493 | $32.1M | 3.5% |
| 4 | ECLECOLAB INC | 113,853 | $31.7M | 3.4% |
| 5 | KDPKEURIG DR PEPPER INC | 910,913 | $29.8M | 3.2% |
| 6 | STZCONSTELLATION BRANDS INC | 213,980 | $29.8M | 3.2% |
| 7 | FASTFASTENAL CO | 564,897 | $27.1M | 2.9% |
| 8 | FERGFERGUSON ENTERPRISES INC | 108,779 | $25.8M | 2.8% |
| 9 | KHCKRAFT HEINZ CO | 1.1M | $24.9M | 2.7% |
| 10 | PHPARKER-HANNIFIN CORP | 25,336 | $24.8M | 2.7% |
| 11 | ASMLASML HLDG NV | 11,919 | $23.7M | 2.5% |
| 12 | ADIANALOG DEVICES INC | 56,475 | $22.4M | 2.4% |
| 13 | TXNTEXAS INSTRS INC | 71,943 | $21.4M | 2.3% |
| 14 | CATCATERPILLAR INC | 19,709 | $21.0M | 2.3% |
| 15 | STMSTMICROELECTRONICS N V | 257,127 | $19.3M | 2.1% |
| 16 | AMZNAMAZON COM INC | 80,378 | $19.2M | 2.1% |
| 17 | ETNEATON CORP PLC | 44,305 | $18.9M | 2% |
| 18 | ITBISHARES TR | 180,684 | $18.9M | 2% |
| 19 | PPGPPG INDS INC | 150,694 | $18.3M | 2% |
| 20 | BWXTBWX TECHNOLOGIES INC | 92,035 | $17.9M | 1.9% |
| 21 | PCARPACCAR INC | 147,259 | $17.7M | 1.9% |
| 22 | WDCWESTERN DIGITAL CORP | 27,155 | $17.3M | 1.9% |
| 23 | STXSEAGATE TECHNOLOGY HLDNGS PL | 17,571 | $17.0M | 1.8% |
| 24 | HLNHALEON PLC | 1.7M | $16.1M | 1.7% |
| 25 | BTIBRITISH AMERN TOB PLC | 255,301 | $15.8M | 1.7% |
| 26 | CARRCARRIER GLOBAL CORPORATION | 195,596 | $14.3M | 1.5% |
| 27 | TAPMOLSON COORS BEVERAGE CO | 364,310 | $14.2M | 1.5% |
| 28 | DASHDOORDASH INC | 74,583 | $13.8M | 1.5% |
| 29 | TOSTTOAST INC | 477,191 | $13.3M | 1.4% |
| 30 | METAMETA PLATFORMS INC | 22,815 | $12.9M | 1.4% |
| 31 | FIXCOMFORT SYS USA INC | 6,301 | $12.5M | 1.3% |
| 32 | SPOTSPOTIFY TECHNOLOGY S A | 25,876 | $11.9M | 1.3% |
| 33 | NTRNUTRIEN LTD | 187,427 | $11.8M | 1.3% |
| 34 | RLRALPH LAUREN CORP | 26,720 | $10.7M | 1.2% |
| 35 | BOOTBOOT BARN HLDGS INC | 63,205 | $10.4M | 1.1% |
| 36 | TTWOTAKE-TWO INTERACTIVE SOFTWAR | 40,531 | $10.1M | 1.1% |
| 37 | MUMICRON TECHNOLOGY INC | 8,505 | $9.8M | 1.1% |
| 38 | ANETARISTA NETWORKS INC | 56,997 | $9.7M | 1% |
| 39 | CECELANESE CORP DEL | 205,203 | $9.4M | 1% |
| 40 | EATBRINKER INTL INC | 54,872 | $9.2M | 1% |
| 41 | SNDKSANDISK CORP | 3,750 | $8.5M | 0.9% |
| 42 | WMTWALMART INC | 75,019 | $8.5M | 0.9% |
| 43 | BBYBEST BUY INC | 106,893 | $8.1M | 0.9% |
| 44 | FIVEFIVE BELOW INC | 42,781 | $7.7M | 0.8% |
| 45 | NOWSERVICENOW INC | 77,253 | $7.7M | 0.8% |
| 46 | VRTVERTIV HOLDINGS CO | 22,871 | $7.7M | 0.8% |
| 47 | TAT&T INC | 353,680 | $7.3M | 0.8% |
| 48 | AEOAMERICAN EAGLE OUTFITTERS IN | 409,393 | $7.0M | 0.8% |
| 49 | BURLBURLINGTON STORES INC | 21,166 | $6.7M | 0.7% |
| 50 | JBLJABIL INC | 16,381 | $6.3M | 0.7% |
| 51 | AMDADVANCED MICRO DEVICES INC | 10,634 | $6.2M | 0.7% |
| 52 | TMUST-MOBILE US INC | 34,684 | $5.8M | 0.6% |
| 53 | TEAMATLASSIAN CORPORATION | 73,136 | $5.7M | 0.6% |
| 54 | WINGWINGSTOP INC | 31,350 | $5.4M | 0.6% |
| 55 | LRCXLAM RESEARCH CORP | 11,970 | $5.2M | 0.6% |
| 56 | IBMINTERNATIONAL BUSINESS MACHS | 18,406 | $5.2M | 0.6% |
| 57 | WWAYFAIR INC | 53,879 | $5.0M | 0.5% |
| 58 | MANHMANHATTAN ASSOCIATES INC | 34,607 | $4.8M | 0.5% |
| 59 | WDAYWORKDAY INC | 39,095 | $4.8M | 0.5% |
| 60 | SKYCHAMPION HOMES INC | 47,965 | $4.2M | 0.5% |
| 61 | TGTTARGET CORP | 30,505 | $4.0M | 0.4% |
| 62 | HLTHILTON WORLDWIDE HLDGS INC | 11,943 | $3.9M | 0.4% |
| 63 | AMATAPPLIED MATLS INC | 5,423 | $3.9M | 0.4% |
| 64 | LSCCLATTICE SEMICONDUCTOR CORP | 23,218 | $3.6M | 0.4% |
| 65 | SNOWSNOWFLAKE INC | 13,180 | $3.4M | 0.4% |
| 66 | CRDOCREDO TECHNOLOGY GROUP HOLDI | 12,061 | $3.3M | 0.4% |
| 67 | RDDTREDDIT INC | 17,719 | $3.1M | 0.3% |
| 68 | WSMWILLIAMS SONOMA INC | 11,570 | $2.7M | 0.3% |
| 69 | KVYOKLAVIYO INC | 112,588 | $1.7M | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.