Night Squared LP Portfolio Holdings

Night Squared LP

  • $224 Billion
  • Q2 2025

Night Squared LP has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $224 Billion distributed in 54 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Crown Holdings Inc with a value of $9.96B, Ecolab Inc. with a value of $9.58B, Honeywell International Inc with a value of $9.29B, Dollar Tree, Inc. with a value of $8.74B, and Toast, Inc. with a value of $8.38B.

Examining the 13F form we can see an increase of $55.3B in the current position value, from $169B to 224B.

Night Squared LP is based out at New York, NY

Below you can find more details about Night Squared LP portfolio as well as his latest detailed transactions.

Portfolio value $224 Billion
Consumer Cyclical: $59.6 Billion
Consumer Defensive: $50.5 Billion
Industrials: $35 Billion
Technology: $22.5 Billion
Communication Services: $21 Billion
Basic Materials: $20.5 Billion
ETFs: $4.04 Billion
Healthcare: $3.48 Billion
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$11.6B
$9.96 Billion 4.44% of portfolio
96,757
Q2 2025 New
$77.8B
$9.58 Billion 4.27% of portfolio
35,573
Q1 2025 Reduced 17.97%
$141B
$9.29 Billion 4.14% of portfolio
39,907
Q1 2025 Reduced 33.32%
$21.1B
$8.74 Billion 3.9% of portfolio
88,287
Q1 2025 Reduced 57.52%
$12B
$8.38 Billion 3.74% of portfolio
189,234
Q1 2025 Added 13.78%
$286B
$8.26 Billion 3.68% of portfolio
116,688
Q2 2025 New
$28.4B
$7.34 Billion 3.27% of portfolio
15,700
Q1 2025 Added 5.43%
$13.5B
$7.15 Billion 3.18% of portfolio
236,242
Q2 2025 New
$83.3B
$6.91 Billion 3.08% of portfolio
22,082
Q1 2025 Added 22.2%
$16.1B
$6.48 Billion 2.89% of portfolio
88,466
Q2 2025 New
$146B
$6.19 Billion 2.76% of portfolio
17,345
Q2 2025 New
$67.1B
$6.15 Billion 2.74% of portfolio
67,650
Q2 2025 New
$11.1B
$5.88 Billion 2.62% of portfolio
31,396
Q1 2025 Added 23.5%
$537B
$5.65 Billion 2.52% of portfolio
4,217
Q1 2025 Reduced 39.27%
$3.84T
$5.55 Billion 2.47% of portfolio
11,158
Q1 2025 Added 19.63%
$762B
$5.47 Billion 2.44% of portfolio
25,037
Q2 2025 New
$42.2B
$5.2 Billion 2.32% of portfolio
119,503
Q2 2025 New
$253B
$5.07 Billion 2.26% of portfolio
27,811
Q2 2025 New
$48.7B
$5.05 Billion 2.25% of portfolio
67,813
Q2 2025 New
Klaviyo Inc
-
$4.83 Billion 2.15% of portfolio
-
Q1 2025 Added 46.25%
$2.26T
$4.52 Billion 2.02% of portfolio
20,622
Q1 2025 Added 76.95%
$39.8B
$4.51 Billion 2.01% of portfolio
13,565
Q1 2025 Added 5.82%
$16.6B
$4.31 Billion 1.92% of portfolio
29,936
Q2 2025 New
$19.6B
$4.3 Billion 1.92% of portfolio
120,033
Q1 2025 Reduced 84.51%
$0
$4.04 Billion 1.8% of portfolio
43,334
Q2 2025 New
$118B
$3.95 Billion 1.76% of portfolio
83,418
Q2 2025 New
$4.3B
$3.78 Billion 1.69% of portfolio
81,561
Q2 2025 New
$32.7B
$3.62 Billion 1.61% of portfolio
128,700
Q1 2025 Added 51.87%
$5.85B
$3.59 Billion 1.6% of portfolio
19,919
Q1 2025 Added 135.4%
$41.2B
$3.48 Billion 1.55% of portfolio
12,099
Q1 2025 Reduced 9.14%
$60B
$3.16 Billion 1.41% of portfolio
11,186
Q1 2025 Added 63.12%
$28.7B
$3 Billion 1.34% of portfolio
5,598
Q2 2025 New
$121B
$2.97 Billion 1.32% of portfolio
43,180
Q2 2025 New
$97.5B
$2.81 Billion 1.25% of portfolio
11,391
Q1 2025 Added 33.54%
$141B
$2.81 Billion 1.25% of portfolio
3,663
Q1 2025 Added 17.34%
$38.6B
$2.74 Billion 1.22% of portfolio
39,944
Q2 2025 New
$126B
$2.53 Billion 1.13% of portfolio
968
Q1 2025 Added 241.22%
$958M
$2.4 Billion 1.07% of portfolio
191,107
Q2 2025 New
$31.5B
$2.01 Billion 0.9% of portfolio
77,882
Q2 2025 New
Maplebear Inc
-
$1.99 Billion 0.88% of portfolio
-
Q2 2025 New
$2.15B
$1.95 Billion 0.87% of portfolio
107,933
Q2 2025 New
$1.11B
$1.56 Billion 0.7% of portfolio
27,785
Q2 2025 New
$5.44B
$1.56 Billion 0.69% of portfolio
51,282
Q2 2025 New
$167B
$1.38 Billion 0.61% of portfolio
3,561
Q1 2025 Added 197.28%
$7.24B
$1.3 Billion 0.58% of portfolio
9,328
Q2 2025 New
$5.67B
$1.21 Billion 0.54% of portfolio
22,281
Q1 2025 Added 235.42%
$16.9B
$1.07 Billion 0.48% of portfolio
4,602
Q1 2025 Added 293.24%
$52.7B
$1.04 Billion 0.46% of portfolio
8,130
Q2 2025 New
Birkenstock Holding PLC
-
$1.02 Billion 0.45% of portfolio
-
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 54
  • Current Value $224 Billion
  • Prior Value $169 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 29 stocks
  • Additional Purchases 6 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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