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 Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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