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NIGHTVIEW CAPITAL, LLC

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13F filer, CIK 1680843, Clearwater, FL

NIGHTVIEW CAPITAL, LLC reported $182,774,011 across 13 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-13. Its ten largest share positions make up 96.63% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001085146-25-005020

Period
2025-06-30
Reported value
$183M
Holdings
13
Top 10 weight
96.63%
New
1
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
XPEVnew+213,655$3.82M
AMZNadded+12,844$2.82M
WYNNadded+11,945$1.12M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
TSLAreduced-25,000-$7.94M
GSreduced-1,837-$1.3M
MSreduced-8,566-$1.21M
ABNBreduced-7,018-$929K
NFLXreduced-300-$402K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0001085146-25-005020, largest first. % of portfolio is the value over $113,472,970, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 237,560 shares; 2024Q4: 237,600 shares; 2025Q1: 130,246 shares; 2025Q2: 105,246 shares 105,246$33.4M29.46%-25,000Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,057 shares; 2024Q4: 36,057 shares; 2025Q1: 77,610 shares; 2025Q2: 90,454 shares 90,454$19.8M17.49%+12,844Timeline
WYNNWYNN RESORTS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 77,920 shares; 2025Q2: 89,865 shares 89,865$8.42M7.42%+11,945Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,101 shares; 2025Q2: 5,801 shares 5,801$7.77M6.85%-300Timeline
HHYATT HOTELS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,697 shares; 2025Q1: 53,376 shares; 2025Q2: 51,749 shares 51,749$7.23M6.37%-1,627Timeline
GSGOLDMAN SACHS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,980 shares; 2025Q2: 10,143 shares 10,143$7.18M6.33%-1,837Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,234 shares; 2025Q2: 9,724 shares 9,724$7.18M6.33%-510Timeline
MSMORGAN STANLEYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 55,424 shares; 2025Q2: 46,858 shares 46,858$6.6M5.82%-8,566Timeline
BABAALIBABA GROUP HLDG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 39,752 shares; 2025Q1: 54,335 shares; 2025Q2: 54,335 shares 54,335$6.16M5.43%0Timeline
ABNBAIRBNB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,673 shares; 2024Q4: not reported; 2025Q1: 51,181 shares; 2025Q2: 44,163 shares 44,163$5.84M5.15%-7,018Timeline
XPEVXPENG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 213,655 shares 213,655$3.82M3.37%newTimeline

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

SecurityTypeAmountValueChange
TSLATESLA INC COMcall168,500$53.5M+29,300
BABAALIBABA GROUP HLDG LTD SPONSORED ADScall139,100$15.8M0

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001085146-25-005020 base2025-08-13acceptance time not in the bulk data set