§ 13F · FUND PROFILE
Night Squared LP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $277M (13F)Positions · 54Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$378M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | ADI | ANALOG DEVICES INC | 71K | $23M | 3.3% | +129% |
| 2 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 65K | $22M | 3.2% | +176% |
| 3 | SHW | SHERWIN WILLIAMS CO | 64K | $21M | 3.0% | NEW |
| 4 | AMZN | AMAZON COM INC | 90K | $19M | 2.8% | +176% |
| 5 | NVDA | NVIDIA CORPORATION | 104K | $18M | 2.7% | +811% |
| 6 | GWW | WW GRAINGER INC | 17K | $18M | 2.7% | NEW |
| 7 | MO | ALTRIA GROUP INC | 269K | $18M | 2.6% | NEW |
| 8 | APD | AIR PRODUCTS AND CHEMICALS I | 60K | $17M | 2.5% | NEW |
| 9 | TTWO | TAKE-TWO INTERACTIVE SOFTWAR | 84K | $17M | 2.4% | NEW |
| 10 | DASH | DOORDASH INC | 110K | $17M | 2.4% | +570% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE NIGHT SIGNAL
AC read
Night Squared LP is a Other fund managing $277 million in assets. The fund runs a portfolio of 54 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed