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NIGHTVIEW CAPITAL, LLC

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13F filer, CIK 1680843, Clearwater, FL

NIGHTVIEW CAPITAL, LLC reported $216,486,325 across 13 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-05. Its ten largest share positions make up 95.46% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001680843-25-000007

Period
2025-09-30
Reported value
$216M
Holdings
13
Top 10 weight
95.46%
New
2
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
GOOGnew+26,986$6.57M
TSMnew+21,504$6.01M

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
ABNBexited-44,163-$5.84M
WYNNreduced-29,954-$3.84M
XPEVexited-213,655-$3.82M
Hreduced-6,090-$864K
NFLXreduced-444-$532K

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, Q3 2025

Share positions as resolved from 13F-HR 0001680843-25-000007, largest first. % of portfolio is the value over $132,210,390, 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 237,560 shares; 2024Q4: 237,600 shares; 2025Q1: 130,246 shares; 2025Q2: 105,246 shares; 2025Q3: 105,246 shares 105,246$46.8M35.4%0Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,057 shares; 2024Q4: 36,057 shares; 2025Q1: 77,610 shares; 2025Q2: 90,454 shares; 2025Q3: 90,454 shares 90,454$19.9M15.02%0Timeline
BABAALIBABA GROUP HLDG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 39,752 shares; 2025Q1: 54,335 shares; 2025Q2: 54,335 shares; 2025Q3: 54,335 shares 54,335$9.71M7.35%0Timeline
GSGOLDMAN SACHS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,980 shares; 2025Q2: 10,143 shares; 2025Q3: 10,143 shares 10,143$8.08M6.11%0Timeline
WYNNWYNN RESORTS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 77,920 shares; 2025Q2: 89,865 shares; 2025Q3: 59,911 shares 59,911$7.68M5.81%-29,954Timeline
MSMORGAN STANLEYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 55,424 shares; 2025Q2: 46,858 shares; 2025Q3: 46,858 shares 46,858$7.45M5.63%0Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,234 shares; 2025Q2: 9,724 shares; 2025Q3: 9,724 shares 9,724$7.14M5.4%0Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,986 shares 26,986$6.57M4.97%newTimeline
HHYATT HOTELS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,697 shares; 2025Q1: 53,376 shares; 2025Q2: 51,749 shares; 2025Q3: 45,659 shares 45,659$6.48M4.9%-6,090Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,101 shares; 2025Q2: 5,801 shares; 2025Q3: 5,357 shares 5,357$6.42M4.86%-444Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,504 shares 21,504$6.01M4.54%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 COMcall133,600$59.4M-34,900
BABAALIBABA GROUP HLDG LTD SPONSORED ADScall139,100$24.9M0

Sold out in Q3 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
ABNBAIRBNB INC44,163$5.84Mshares
XPEVXPENG INC213,655$3.82Mshares

How Q3 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 0001680843-25-000007 base2025-11-05acceptance time not in the bulk data set