Night Squared as of March 31, 2025
Portfolio Holdings for Night Squared
Night Squared holds 44 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ecolab (ECL) | 4.4 | $7.4M | 29k | 253.52 | |
| Toast Cl A (TOST) | 4.2 | $7.1M | 215k | 33.17 | |
| Brinker International (EAT) | 4.1 | $7.0M | 47k | 149.05 | |
| Amazon (AMZN) | 4.1 | $6.9M | 37k | 190.26 | |
| Trane Technologies SHS (TT) | 3.9 | $6.6M | 19k | 336.92 | |
| Texas Roadhouse (TXRH) | 3.8 | $6.5M | 39k | 166.63 | |
| MercadoLibre (MELI) | 3.8 | $6.4M | 3.3k | 1950.87 | |
| Klaviyo Com Ser A (KVYO) | 3.8 | $6.4M | 210k | 30.26 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 3.6 | $6.1M | 17k | 366.54 | |
| Sherwin-Williams Company (SHW) | 3.6 | $6.1M | 17k | 349.19 | |
| Honeywell International (HON) | 3.3 | $5.6M | 27k | 211.75 | |
| Royal Caribbean Cruises (RCL) | 3.3 | $5.5M | 27k | 205.44 | |
| Clean Harbors (CLH) | 3.2 | $5.4M | 28k | 197.10 | |
| Air Products & Chemicals (APD) | 3.2 | $5.4M | 18k | 294.92 | |
| Darden Restaurants (DRI) | 3.0 | $5.1M | 25k | 207.76 | |
| Microsoft Corporation (MSFT) | 3.0 | $5.0M | 13k | 375.39 | |
| Wynn Resorts (WYNN) | 2.6 | $4.4M | 53k | 83.50 | |
| Meta Platforms Cl A (META) | 2.6 | $4.4M | 7.6k | 576.36 | |
| Trex Company (TREX) | 2.6 | $4.3M | 75k | 58.10 | |
| Burlington Stores (BURL) | 2.6 | $4.3M | 18k | 238.33 | |
| Adobe Systems Incorporated (ADBE) | 2.4 | $4.1M | 11k | 383.53 | |
| Carnival Corp Unit 99/99/9999 (CCL) | 2.3 | $3.8M | 196k | 19.53 | |
| Rockwell Automation (ROK) | 2.2 | $3.7M | 14k | 258.38 | |
| Costco Wholesale Corporation (COST) | 1.8 | $3.1M | 3.2k | 945.78 | |
| Ametek (AME) | 1.8 | $3.0M | 17k | 172.14 | |
| Quanta Services (PWR) | 1.7 | $2.9M | 12k | 254.18 | |
| AutoZone (AZO) | 1.7 | $2.9M | 750.00 | 3812.78 | |
| Dollar Tree (DLTR) | 1.7 | $2.8M | 38k | 75.07 | |
| Doordash Cl A (DASH) | 1.6 | $2.8M | 15k | 182.77 | |
| Veeva Sys Cl A Com (VEEV) | 1.5 | $2.5M | 11k | 231.63 | |
| Netflix (NFLX) | 1.4 | $2.4M | 2.6k | 932.53 | |
| Spotify Technology S A SHS (SPOT) | 1.4 | $2.4M | 4.3k | 550.03 | |
| Shopify Cl A (SHOP) | 1.4 | $2.3M | 25k | 95.48 | |
| Domino's Pizza (DPZ) | 1.4 | $2.3M | 5.0k | 459.45 | |
| Live Nation Entertainment (LYV) | 1.3 | $2.1M | 16k | 130.58 | |
| Bj's Wholesale Club Holdings (BJ) | 1.0 | $1.7M | 15k | 114.10 | |
| Xylem (XYL) | 0.9 | $1.5M | 13k | 119.46 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $1.4M | 9.2k | 154.64 | |
| Ge Vernova (GEV) | 0.7 | $1.1M | 3.6k | 305.28 | |
| Ferrari Nv Ord (RACE) | 0.6 | $1.1M | 2.5k | 427.88 | |
| Wal-Mart Stores (WMT) | 0.6 | $1.1M | 12k | 87.79 | |
| Kroger (KR) | 0.6 | $1.0M | 15k | 67.69 | |
| Pinterest Cl A (PINS) | 0.3 | $576k | 19k | 31.00 | |
| Reddit Cl A (RDDT) | 0.3 | $547k | 5.2k | 104.90 |
