13F-HR filed by Night Squared LP
Night Squared LP filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-05-15, with 72 holding rows worth $680,670,974.
- Accession
- 0001140361-26-021406
- Filer
- CIK 2058786
- Filed
- 2026-05-15
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2026
A holdings report, 72 entries on the cover page, a total value of $680,670,974 stated on the cover page (in dollars after the unit check, H1), rows summing to $680,670,974 with VALUE read as dollars as filed, 13F file number 028-25597. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Analog Devices,Inc. | 032654105 | COM | 70,887 | $22,551,990 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 64,977 | $21,958,977 | dollars as filed | |
| SHERWIN WILLIAMS CO | 824348106 | COM | 64,361 | $20,630,919 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 90,126 | $18,770,542 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 104,486 | $18,222,358 | dollars as filed | |
| WW GRAINGER INC COM | 384802104 | Stock | 16,668 | $18,181,621 | dollars as filed | |
| Altria Group Inc | 02209S103 | COM | 268,586 | $17,723,990 | dollars as filed | |
| AIR PRODS & CHEMS INC | 009158106 | COM | 59,550 | $17,298,680 | dollars as filed | |
| TAKE-TWO INTERACTIVE SOFTWARE COM | 874054109 | Stock | 84,009 | $16,591,778 | dollars as filed | |
| DOORDASH INC CL A | 25809K105 | Stock | 110,106 | $16,532,416 | dollars as filed | |
| SMUCKER J M CO | 832696405 | COM NEW | 167,986 | $16,200,570 | dollars as filed | |
| MONOLITHIC PWR SYS INC COM | 609839105 | Stock | 14,592 | $15,954,163 | dollars as filed | |
| TRANE TECHNOLOGIES PLC SHS | G8994E103 | Stock | 38,032 | $15,849,456 | dollars as filed | |
| SPOTIFYTECHNOLOGYSAF | L8681T102 | STOK | 32,567 | $15,792,064 | dollars as filed | |
| Applied Materials,Inc. | 038222105 | COM | 45,100 | $15,414,729 | dollars as filed | |
| FERGUSON ENTERPRISES INC COMMON STOCK NEW | 31488V107 | Stock | 66,079 | $15,413,588 | dollars as filed | |
| PepsiCo,Inc. | 713448108 | COM | 99,136 | $15,394,829 | dollars as filed | |
| CHURCH & DWIGHT CO INC COM | 171340102 | Stock | 155,539 | $14,514,899 | dollars as filed | |
| TOASTINCCLASSCLASSA | 888787108 | STOK | 532,067 | $14,105,096 | dollars as filed | |
| DATADOGINCCLASSA | 23804L103 | STOK | 117,832 | $13,910,068 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 19,615 | $13,896,443 | dollars as filed | |
| BURLINGTON STORES INC COM | 122017106 | Stock | 40,771 | $13,266,068 | dollars as filed | |
| SOLS | 83443Q103 | COM | 169,595 | $12,916,355 | dollars as filed | |
| VULCAN MATLS CO COM | 929160109 | Stock | 45,760 | $12,460,448 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 21,573 | $12,342,560 | dollars as filed | |
| PACCAR INC COM | 693718108 | Stock | 104,756 | $12,099,318 | dollars as filed | |
| Mondelez International,Inc. Class A | 609207105 | COM | 204,428 | $11,783,230 | dollars as filed | |
| ISHARES TR | 464288752 | US HOME CONS ETF | 123,055 | $11,142,630 | dollars as filed | |
| BRINKER INTL INC COM | 109641100 | Stock | 76,030 | $10,854,803 | dollars as filed | |
| RESTAURANT BRANDS INTL INC COM | 76131D103 | Stock | 146,464 | $10,823,690 | dollars as filed | |
| PARKER-HANNIFIN CORP COM | 701094104 | Stock | 11,990 | $10,733,928 | dollars as filed | |
| SEAGATE TECHNOLOGY HLDNGS | G7997R103 | ORD SHS | 27,037 | $10,592,015 | dollars as filed | |
| CORTEVA INC COM | 22052L104 | Stock | 124,487 | $10,420,807 | dollars as filed | |
| FIVE BELOW INC COM | 33829M101 | Stock | 44,449 | $10,155,708 | dollars as filed | |
| BALL CORP | 058498106 | COM | 169,901 | $10,042,848 | dollars as filed | |
| MONSTER BEVERAGE CORP NEW COM | 61174X109 | Stock | 123,416 | $8,942,723 | dollars as filed | |
| KIMBERLY-CLARK CORP COM | 494368103 | Stock | 90,636 | $8,743,655 | dollars as filed | |
| ULTA BEAUTY INC COM | 90384S303 | Stock | 15,429 | $8,064,893 | dollars as filed | |
| LUMENTUM HLDGS INC COM | 55024U109 | Stock | 10,678 | $7,504,071 | dollars as filed | |
| COMFORT SYS USA INC COM | 199908104 | Stock | 5,400 | $7,446,546 | dollars as filed | |
| XYLEM INC COM | 98419M100 | Stock | 61,573 | $7,357,974 | dollars as filed | |
| CORNING INC | 219350105 | COM | 53,946 | $7,335,038 | dollars as filed | |
| CAVAGROUPINC | 148929102 | STOK | 88,616 | $7,169,034 | dollars as filed | |
| DOW HLDGS INC COM | 260557103 | Stock | 170,929 | $7,119,193 | dollars as filed | |
| PALO ALTO NETWORKS INC | 697435105 | COM | 40,343 | $6,467,790 | dollars as filed | |
| CHAMPION HOMES INC | 830830105 | COM | 81,366 | $6,051,189 | dollars as filed | |
| NXP SEMICONDUCTORS N V COM | N6596X109 | Stock | 28,617 | $5,633,543 | dollars as filed | |
| Lam Research Corporation | 512807306 | COM | 25,597 | $5,469,055 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 54,952 | $5,283,635 | dollars as filed | |
| TETRA TECH INC NEW | 88162G103 | COM | 174,738 | $5,263,109 | dollars as filed | |
| TARGET CORP COM | 87612E106 | Stock | 42,539 | $5,155,727 | dollars as filed | |
| HILTON WORLDWIDE HLDGS INC COM | 43300A203 | Stock | 15,704 | $4,775,272 | dollars as filed | |
| KLAVIYO INC COM SER A | 49845K101 | Stock | 237,217 | $4,616,243 | dollars as filed | |
| WESTERN DIGITAL CORP | 958102105 | COM | 16,282 | $4,404,118 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 32,376 | $4,023,689 | dollars as filed | |
| SPROUTS FMRS MKT INC COM | 85208M102 | Stock | 51,860 | $3,999,962 | dollars as filed | |
| HYATT HOTELS CORP COM CL A | 448579102 | Stock | 26,734 | $3,844,082 | dollars as filed | |
| V F CORP COM | 918204108 | Stock | 199,939 | $3,396,964 | dollars as filed | |
| MANHATTAN ASSOCIATES INC COM | 562750109 | Stock | 23,682 | $3,152,548 | dollars as filed | |
| ROYAL CARIBBEAN GROUP COM | V7780T103 | Stock | 10,738 | $2,954,883 | dollars as filed | |
| Starbucks Corporation | 855244109 | COM | 32,213 | $2,885,963 | dollars as filed | |
| CLOUDFLARE INC CL A COM | 18915M107 | Stock | 13,615 | $2,809,319 | dollars as filed | |
| SanDisk Corporation | 80004C200 | COM | 4,187 | $2,660,169 | dollars as filed | |
| DUTCH BROS INC | 26701L100 | CL A | 39,467 | $1,999,398 | dollars as filed | |
| PEGASYSTEMS INC COM | 705573103 | Stock | 45,209 | $1,924,095 | dollars as filed | |
| ARISTA NETWORKS INC | 040413205 | COM | 15,152 | $1,860,363 | dollars as filed | |
| HARLEY DAVIDSON INC COM | 412822108 | Stock | 74,460 | $1,505,581 | dollars as filed | |
| REDDIT INC CL A | 75734B100 | Stock | 10,774 | $1,450,719 | dollars as filed | |
| WORKDAY INC CL A | 98138H101 | Stock | 11,002 | $1,429,380 | dollars as filed | |
| LATTICE SEMICONDUCTOR CORP COM | 518415104 | Stock | 13,734 | $1,273,966 | dollars as filed | |
| CROWDSTRIKE HLDGS INC | 22788C105 | COM | 3,238 | $1,264,148 | dollars as filed | |
| VITA COCO CO INC | 92846Q107 | COM | 18,563 | $889,353 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001140361-26-021406 | this filing | 2026-05-15 | acceptance time not in the bulk data set |