Night Squared

Night Squared as of March 31, 2026

Portfolio Holdings for Night Squared

Night Squared holds 72 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Analog Devices (ADI) 3.3 $23M 71k 318.14
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 3.2 $22M 65k 337.95
Sherwin-Williams Company (SHW) 3.0 $21M 64k 320.55
Amazon (AMZN) 2.8 $19M 90k 208.27
NVIDIA Corporation (NVDA) 2.7 $18M 105k 174.40
W.W. Grainger (GWW) 2.7 $18M 17k 1090.81
Altria (MO) 2.6 $18M 269k 65.99
Air Products & Chemicals (APD) 2.5 $17M 60k 290.49
Take-Two Interactive Software (TTWO) 2.4 $17M 84k 197.50
Doordash Cl A (DASH) 2.4 $17M 110k 150.15
Smucker J M Com New (SJM) 2.4 $16M 168k 96.44
Monolithic Power Systems (MPWR) 2.3 $16M 15k 1093.35
Trane Technologies SHS (TT) 2.3 $16M 38k 416.74
Spotify Technology S A SHS (SPOT) 2.3 $16M 33k 484.91
Applied Materials (AMAT) 2.3 $15M 45k 341.79
Ferguson Enterprises Common Stock New (FERG) 2.3 $15M 66k 233.26
Pepsi (PEP) 2.3 $15M 99k 155.29
Church & Dwight (CHD) 2.1 $15M 156k 93.32
Toast Cl A (TOST) 2.1 $14M 532k 26.51
Datadog Cl A Com (DDOG) 2.0 $14M 118k 118.05
Caterpillar (CAT) 2.0 $14M 20k 708.46
Burlington Stores (BURL) 1.9 $13M 41k 325.38
Solstice Advanced Matls Com Shs (SOLS) 1.9 $13M 170k 76.16
Vulcan Materials Company (VMC) 1.8 $13M 46k 272.30
Meta Platforms Cl A (META) 1.8 $12M 22k 572.13
Paccar (PCAR) 1.8 $12M 105k 115.50
Mondelez Intl Cl A (MDLZ) 1.7 $12M 204k 57.64
Ishares Tr Us Home Cons Etf (ITB) 1.6 $11M 123k 90.55
Brinker International (EAT) 1.6 $11M 76k 142.77
Restaurant Brands Intl Inc Com equity / large cap (QSR) 1.6 $11M 147k 73.90
Parker-Hannifin Corporation (PH) 1.6 $11M 12k 895.24
Seagate Technology Hldngs Pl Ord Shs (STX) 1.6 $11M 27k 391.76
Corteva (CTVA) 1.5 $10M 125k 83.71
Five Below (FIVE) 1.5 $10M 44k 228.48
Ball Corporation (BALL) 1.5 $10M 170k 59.11
Monster Beverage Corp (MNST) 1.3 $8.9M 123k 72.46
Kimberly-Clark Corporation (KMB) 1.3 $8.7M 91k 96.47
Ulta Salon, Cosmetics & Fragrance (ULTA) 1.2 $8.1M 15k 522.71
Lumentum Hldgs (LITE) 1.1 $7.5M 11k 702.76
Comfort Systems USA (FIX) 1.1 $7.4M 5.4k 1378.99
Xylem (XYL) 1.1 $7.4M 62k 119.50
Corning Incorporated (GLW) 1.1 $7.3M 54k 135.97
Cava Group Ord (CAVA) 1.1 $7.2M 89k 80.90
Dow (DOW) 1.0 $7.1M 171k 41.65
Palo Alto Networks (PANW) 1.0 $6.5M 40k 160.32
Skyline Corporation (SKY) 0.9 $6.1M 81k 74.37
Nxp Semiconductors N V (NXPI) 0.8 $5.6M 29k 196.86
Lam Research Corp Com New (LRCX) 0.8 $5.5M 26k 213.66
Netflix (NFLX) 0.8 $5.3M 55k 96.15
Tetra Tech (TTEK) 0.8 $5.3M 175k 30.12
Target Corporation (TGT) 0.8 $5.2M 43k 121.20
Hilton Worldwide Holdings (HLT) 0.7 $4.8M 16k 304.08
Klaviyo Com Ser A (KVYO) 0.7 $4.6M 237k 19.46
Western Digital (WDC) 0.6 $4.4M 16k 270.49
Wal-Mart Stores (WMT) 0.6 $4.0M 32k 124.28
Sprouts Fmrs Mkt (SFM) 0.6 $4.0M 52k 77.13
Hyatt Hotels Corp Com Cl A (H) 0.6 $3.8M 27k 143.79
V.F. Corporation (VFC) 0.5 $3.4M 200k 16.99
Manhattan Associates (MANH) 0.5 $3.2M 24k 133.12
Royal Caribbean Cruises (RCL) 0.4 $3.0M 11k 275.18
Starbucks Corporation (SBUX) 0.4 $2.9M 32k 89.59
Cloudflare Cl A Com (NET) 0.4 $2.8M 14k 206.34
Sandisk Corp (SNDK) 0.4 $2.7M 4.2k 635.34
Dutch Bros Cl A (BROS) 0.3 $2.0M 40k 50.66
Pegasystems (PEGA) 0.3 $1.9M 45k 42.56
Arista Networks Com Shs (ANET) 0.3 $1.9M 15k 122.78
Harley-Davidson (HOG) 0.2 $1.5M 75k 20.22
Reddit Cl A (RDDT) 0.2 $1.5M 11k 134.65
Workday Cl A (WDAY) 0.2 $1.4M 11k 129.92
Lattice Semiconductor (LSCC) 0.2 $1.3M 14k 92.76
Crowdstrike Hldgs Cl A (CRWD) 0.2 $1.3M 3.2k 390.41
Vita Coco Co Inc/the (COCO) 0.1 $889k 19k 47.91