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§ 13F · FUND PROFILE

NIGHTVIEW CAPITAL, LLC.

Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $182.8T (13F)Positions · 13Turnover · · Q4Filed · Feb 12, 2026
CONCENTRATION
Top 10 holdings
NEW BUYS
0
+$16.6T deployed
EXITS
0
No exits
SECTOR SHIFT
No prior quarter data
3YR HIT RATE
Top-5 overlap
§ 01 · TOP HOLDINGS

The book · Q4 2025

FILED FEB 12, 2026
#TickerNameShares$ value% portΔ Q4
1TSLATESLA INC134K$60.1T26.6%+27%
2TSLATESLA INC105K$47.3T21.0%±0%
3AMZNAMAZON COM INC90K$20.9T9.3%±0%
4BABAALIBABA GROUP HLDG LTD139K$20.4T9.0%±0%
5SATSECHOSTAR CORP90K$9.8T4.3%NEW
6GSGOLDMAN SACHS GROUP INC10K$8.9T4.0%±0%
7GOOGALPHABET INC27K$8.5T3.8%±0%
8MSMORGAN STANLEY47K$8.3T3.7%±0%
9BABAALIBABA GROUP HLDG LTD54K$8.0T3.5%−61%
10HHYATT HOTELS CORP46K$7.3T3.2%±0%
§ 02 · SECTOR ALLOCATION

Where the money is

Sector data pending
§ 03 · THE NIGHTVIEW SIGNAL

AC read

NIGHTVIEW CAPITAL, LLC is a Other fund managing $182774.0 trillion in assets. The fund runs a focused portfolio of just 13 positions.

Read the full dossier →
§ 04 · FILING HISTORY

Q-by-Q deltas

2 FILINGS
Q4 2025
Steady book
+0 buys · 0 exits · 0 changed
Q3 2025
Steady book
+0 buys · 0 exits · 0 changed
Q2 2025
Steady book
+0 buys · 0 exits · 0 changed
NIGHTVIEW CAPITAL, LLC 13F Holdings & Portfolio Analysis | Acid Capitalist