Investor
Night Squared LP
CIK 0002058786 · filed 2026-05-15 · SEC filing
13F book
$680.7M
Positions
72
43 new · 36 sold
Largest name
3.3%
Analog Devices Inc · ADI
Est. mark
−$3.2M
Price effect on 29 names still held. Flow $329.1M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Analog Devices Inc | ADI | 70.9K | $22.6M | 3.3% | $1.46M | Added$14.1M |
| Taiwan Semiconductor Mfg Ltd | — | 65K | $22M | 3.2% | $802.4K | Added$14.8M |
| Sherwin Williams Co | SHW | 64.4K | $20.6M | 3.0% | — | New |
| Amazon Com Inc | AMZN | 90.1K | $18.8M | 2.8% | −$735.9K | Added$11.2M |
| Nvidia Corp | NVDA | 104.5K | $18.2M | 2.7% | −$138.7K | Added$16.1M |
| Ww Grainger Inc | — | 16.7K | $18.2M | 2.7% | — | New |
| Altria Group, Inc. | MO | 268.6K | $17.7M | 2.6% | — | New |
| Air Prods & Chems Inc | — | 59.5K | $17.3M | 2.5% | — | New |
| Take-Two Interactive Softwar | — | 84K | $16.6M | 2.4% | — | New |
| DoorDash, Inc. | DASH | 110.1K | $16.5M | 2.4% | −$1.26M | Added$12.8M |
| Smucker J M Co | — | 168K | $16.2M | 2.4% | −$133.5K | Added$6.67M |
| Monolithic Pwr Sys Inc | — | 14.6K | $16M | 2.3% | $506.2K | Added$13.5M |
| Trane Technologies Plc | TT | 38K | $15.8M | 2.3% | — | New |
| Spotify Technology S.A. | SPOT | 32.6K | $15.8M | 2.3% | −$460.8K | Added$13M |
| Applied Matls Inc | — | 45.1K | $15.4M | 2.3% | $2.68M | Added$7.31M |
| Ferguson Enterprises Inc | — | 66.1K | $15.4M | 2.3% | — | New |
| Pepsico Inc | PEP | 99.1K | $15.4M | 2.3% | — | New |
| Church & Dwight Co Inc | — | 155.5K | $14.5M | 2.1% | — | New |
| Toast, Inc. | TOST | 532.1K | $14.1M | 2.1% | −$1.41M | Added$8.55M |
| Datadog, Inc. | DDOG | 117.8K | $13.9M | 2.0% | — | New |
| Caterpillar Inc | CAT | 19.6K | $13.9M | 2.0% | — | New |
| Burlington Stores, Inc. | BURL | 40.8K | $13.3M | 1.9% | — | New |
| Solstice Advanced Matls Inc | — | 169.6K | $12.9M | 1.9% | — | New |
| Vulcan Matls Co | — | 45.8K | $12.5M | 1.8% | −$228.2K | Added$7.42M |
| Meta Platforms, Inc. | META | 21.6K | $12.3M | 1.8% | −$508.6K | Added$8.53M |
| Paccar Inc | PCAR | 104.8K | $12.1M | 1.8% | — | New |
| Mondelez Intl Inc | — | 204.4K | $11.8M | 1.7% | — | New |
| Ishares Tr | — | 123.1K | $11.1M | 1.6% | −$466.5K | Added$3.33M |
| Brinker Intl Inc | — | 76K | $10.9M | 1.6% | −$34.7K | Added$4.21M |
| Restaurant Brands Intl Inc | — | 146.5K | $10.8M | 1.6% | — | New |
| Parker-Hannifin Corp | PH | 12K | $10.7M | 1.6% | — | New |
| Seagate Technology Hldngs Pl | — | 27K | $10.6M | 1.6% | — | New |
| Corteva, Inc. | CTVA | 124.5K | $10.4M | 1.5% | $1.83M | Added$3.06M |
| Five Below, Inc | FIVE | 44.4K | $10.2M | 1.5% | — | New |
| Ball Corp | BALL | 169.9K | $10M | 1.5% | — | New |
| Monster Beverage Corp New | — | 123.4K | $8.94M | 1.3% | — | New |
| Kimberly Clark Corp | KMB | 90.6K | $8.74M | 1.3% | — | New |
| Ulta Beauty, Inc. | ULTA | 15.4K | $8.06M | 1.2% | −$1.19M | Added−$711.4K |
| Lumentum Hldgs Inc | — | 10.7K | $7.5M | 1.1% | — | New |
| Comfort Sys Usa Inc | — | 5.4K | $7.45M | 1.1% | — | New |
| Xylem Inc. | XYL | 61.6K | $7.36M | 1.1% | −$756K | Added$1.19M |
| Corning Inc | — | 53.9K | $7.34M | 1.1% | — | New |
| Cava Group, Inc. | CAVA | 88.6K | $7.17M | 1.1% | — | New |
| Dow Inc. | DOW | 170.9K | $7.12M | 1.0% | — | New |
| Palo Alto Networks Inc | PANW | 40.3K | $6.47M | 0.9% | −$648K | Added$1.47M |
| Champion Homes, Inc. | SKY | 81.4K | $6.05M | 0.9% | −$506.7K | Added$1.82M |
| NXP Semiconductors N.V. | NXPI | 28.6K | $5.63M | 0.8% | −$578.1K | Cut−$1.08M |
| Lam Research Corp | LRCX | 25.6K | $5.47M | 0.8% | $556.3K | Added$3.23M |
| Netflix Inc | NFLX | 55K | $5.28M | 0.8% | $33.6K | Added$3.97M |
| Tetra Tech Inc New | — | 174.7K | $5.26M | 0.8% | −$249.1K | Added$2.82M |
| Target Corp | TGT | 42.5K | $5.16M | 0.8% | — | New |
| Hilton Worldwide Hldgs Inc | — | 15.7K | $4.78M | 0.7% | — | New |
| Klaviyo, Inc. | KVYO | 237.2K | $4.62M | 0.7% | −$1.77M | Added$192.3K |
| Western Digital Corp | WDC | 16.3K | $4.4M | 0.6% | $1.6M | Cut$1.48M |
| Walmart Inc. | WMT | 32.4K | $4.02M | 0.6% | — | New |
| Sprouts Fmrs Mkt Inc | — | 51.9K | $4M | 0.6% | — | New |
| Hyatt Hotels Corp | H | 26.7K | $3.84M | 0.6% | −$441.9K | Cut−$3.96M |
| V F Corp | VFC | 199.9K | $3.4M | 0.5% | — | New |
| Manhattan Associates Inc | MANH | 23.7K | $3.15M | 0.5% | −$174.6K | Added$2.4M |
| Royal Caribbean Group | — | 10.7K | $2.95M | 0.4% | −$40.2K | Cut−$2.08M |
| Starbucks Corp | SBUX | 32.2K | $2.89M | 0.4% | — | New |
| Cloudflare, Inc. | NET | 13.6K | $2.81M | 0.4% | — | New |
| Sandisk Corp | SNDK | 4.19K | $2.66M | 0.4% | — | New |
| Dutch Bros Inc. | BROS | 39.5K | $2M | 0.3% | — | New |
| Pegasystems Inc | PEGA | 45.2K | $1.92M | 0.3% | — | New |
| Arista Networks, Inc. | ANET | 15.2K | $1.86M | 0.3% | — | New |
| Harley-Davidson, Inc. | HOG | 74.5K | $1.51M | 0.2% | — | New |
| Reddit, Inc. | RDDT | 10.8K | $1.45M | 0.2% | — | New |
| Workday, Inc. | WDAY | 11K | $1.43M | 0.2% | −$933.6K | Cut−$2.19M |
| Lattice Semiconductor Corp | LSCC | 13.7K | $1.27M | 0.2% | — | New |
| Crowdstrike Hldgs Inc | — | 3.24K | $1.26M | 0.2% | — | New |
| Vita Coco Co Inc | — | 18.6K | $889.4K | 0.1% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.