Night Squared LP 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
NS Night Squared LP | Institutional Filer | ▲ 91.85% | $680.7M | 72 |
Current Portfolio Holdings
Showing all 72 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | ADI | Analog Devices, Inc. | Technology | 71K | $22.6M | 3.31% |
| 2 | TSM | Taiwan Semiconductor Manufacturing Company Limited | Technology | 65K | $22.0M | 3.23% |
| 3 | SHW | The Sherwin-Williams Company | Basic Materials | 64K | $20.6M | 3.03% |
| 4 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 90K | $18.8M | 2.76% |
| 5 | NVDA | NVIDIA Corporation | Technology | 104K | $18.2M | 2.68% |
| 6 | GWW | W.W. Grainger, Inc. | Industrials | 17K | $18.2M | 2.67% |
| 7 | MO | Altria Group, Inc. | Consumer Defensive | 269K | $17.7M | 2.60% |
| 8 | APD | Air Products and Chemicals, Inc. | Basic Materials | 60K | $17.3M | 2.54% |
| 9 | TTWO | Take-Two Interactive Software, Inc. | Technology | 84K | $16.6M | 2.44% |
| 10 | DASH | DoorDash, Inc. | Communication Services | 110K | $16.5M | 2.43% |
| 11 | SJM | The J. M. Smucker Company | Consumer Defensive | 168K | $16.2M | 2.38% |
| 12 | MPWR | Monolithic Power Systems, Inc. | Technology | 15K | $16.0M | 2.34% |
| 13 | TT | Trane Technologies plc | Industrials | 38K | $15.8M | 2.33% |
| 14 | SPOT | Spotify Technology S.A. | Communication Services | 33K | $15.8M | 2.32% |
| 15 | AMAT | Applied Materials, Inc. | Technology | 45K | $15.4M | 2.26% |
Showing 1 to 15 of 72 holdings