Night Squared LP
Top Portfolio Positions
71 positions ·
$669,528,307 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| ADI |
Analog Devices Inc
Technology
|
70,887 | $22,551,990 | 3.37% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
64,977 | $21,958,977 | 3.28% | |
| SHW |
Sherwin Williams Co
Basic Materials
|
64,361 | $20,630,918 | 3.08% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
90,126 | $18,770,542 | 2.80% | |
| NVDA |
Nvidia Corp
Technology
|
104,486 | $18,222,358 | 2.72% | |
| GWW |
W.W. Grainger, Inc.
Industrials
|
16,668 | $18,181,622 | 2.72% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
268,586 | $17,723,990 | 2.65% | |
| APD |
Air Products & Chemicals, Inc.
Basic Materials
|
59,550 | $17,298,679 | 2.58% | |
| TTWO |
Take Two Interactive Software Inc
Communication Services
|
84,009 | $16,591,777 | 2.48% | |
| DASH |
DoorDash, Inc.
Consumer Cyclical
|
110,106 | $16,532,415 | 2.47% |
Portfolio Trend
5 quarters · across all stocks
Holdings in SKY
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,051,189 | 81,366 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,227,028 | 50,024 | Shares | Sole | 2026-02-17 | |
| No 13F history on record for this holder in this stock. | ||||||