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
$12.2B
$9.96 Billion 4.44% of portfolio
96,757
Q2 2025 New
$78.8B
$9.58 Billion 4.27% of portfolio
35,573
Q2 2025 Added 21.9%
$146B
$9.29 Billion 4.14% of portfolio
39,907
Q2 2025 Added 49.97%
$25.5B
$8.74 Billion 3.9% of portfolio
88,287
Q2 2025 Added 135.43%
$14.2B
$8.38 Billion 3.74% of portfolio
189,234
Q2 2025 Reduced 12.11%
$306B
$8.26 Billion 3.68% of portfolio
116,688
Q2 2025 New
$26.4B
$7.34 Billion 3.27% of portfolio
15,700
Q2 2025 Reduced 5.15%
$15.7B
$7.15 Billion 3.18% of portfolio
236,242
Q2 2025 New
$79.9B
$6.91 Billion 3.08% of portfolio
22,082
Q2 2025 Reduced 18.17%
$15.3B
$6.48 Billion 2.89% of portfolio
88,466
Q2 2025 New
$145B
$6.19 Billion 2.76% of portfolio
17,345
Q2 2025 New
$70.9B
$6.15 Billion 2.74% of portfolio
67,650
Q2 2025 New
$11.8B
$5.88 Billion 2.62% of portfolio
31,396
Q2 2025 Reduced 19.03%
$545B
$5.65 Billion 2.52% of portfolio
4,217
Q2 2025 Added 64.66%
$3.95T
$5.55 Billion 2.47% of portfolio
11,158
Q2 2025 Reduced 16.41%
$684B
$5.47 Billion 2.44% of portfolio
25,037
Q2 2025 New
$41.2B
$5.2 Billion 2.32% of portfolio
119,503
Q2 2025 New
$261B
$5.07 Billion 2.26% of portfolio
27,811
Q2 2025 New
$51B
$5.05 Billion 2.25% of portfolio
67,813
Q2 2025 New
Klaviyo Inc
-
$4.83 Billion 2.15% of portfolio
-
Q2 2025 Reduced 31.62%
$2.26T
$4.52 Billion 2.02% of portfolio
20,622
Q2 2025 Reduced 43.49%
$39.2B
$4.51 Billion 2.01% of portfolio
13,565
Q2 2025 Reduced 5.5%
$16.3B
$4.31 Billion 1.92% of portfolio
29,936
Q2 2025 New
$20.5B
$4.3 Billion 1.92% of portfolio
120,033
Q2 2025 Added 545.65%
$0
$4.04 Billion 1.8% of portfolio
43,334
Q2 2025 New
$130B
$3.95 Billion 1.76% of portfolio
83,418
Q2 2025 New
$4.09B
$3.78 Billion 1.69% of portfolio
81,561
Q2 2025 New
$33B
$3.62 Billion 1.61% of portfolio
128,700
Q2 2025 Reduced 34.15%
$6.82B
$3.59 Billion 1.6% of portfolio
19,919
Q2 2025 Reduced 57.52%
$38.7B
$3.48 Billion 1.55% of portfolio
12,099
Q2 2025 Added 10.06%
$64.2B
$3.16 Billion 1.41% of portfolio
11,186
Q2 2025 Reduced 38.7%
$25.7B
$3 Billion 1.34% of portfolio
5,598
Q2 2025 New
$124B
$2.97 Billion 1.32% of portfolio
43,180
Q2 2025 New
$94.6B
$2.81 Billion 1.25% of portfolio
11,391
Q2 2025 Reduced 25.12%
$133B
$2.81 Billion 1.25% of portfolio
3,663
Q2 2025 Reduced 14.77%
$36B
$2.74 Billion 1.22% of portfolio
39,944
Q2 2025 New
$118B
$2.53 Billion 1.13% of portfolio
968
Q2 2025 Reduced 70.69%
$1.04B
$2.4 Billion 1.07% of portfolio
191,107
Q2 2025 New
$33.5B
$2.01 Billion 0.9% of portfolio
77,882
Q2 2025 New
Maplebear Inc
-
$1.99 Billion 0.88% of portfolio
-
Q2 2025 New
$2.18B
$1.95 Billion 0.87% of portfolio
107,933
Q2 2025 New
$1.19B
$1.56 Billion 0.7% of portfolio
27,785
Q2 2025 New
$5.35B
$1.56 Billion 0.69% of portfolio
51,282
Q2 2025 New
$157B
$1.38 Billion 0.61% of portfolio
3,561
Q2 2025 Reduced 66.36%
$7.05B
$1.3 Billion 0.58% of portfolio
9,328
Q2 2025 New
$6.72B
$1.21 Billion 0.54% of portfolio
22,281
Q2 2025 Reduced 70.19%
$18.3B
$1.07 Billion 0.48% of portfolio
4,602
Q2 2025 Reduced 74.57%
$51.4B
$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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