Night Squared LP
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed August 20, 2025), Night Squared LP reported 44 stock positions worth $169.1 million. Its top holding was Ecolab (ECL) at 4.4% of the portfolio, followed by Toast Class A (TOST, 4.2%) and Brinker International (EAT, 4.1%).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0002058786
- Portfolio Value
- $169.1M (Q1 2025)
- SEC Filing
- 0001140361-25-032020 ↗ filed Aug 20, 2025
Holdings Value
Holdings 44 stocks · $169.1M
| ECL Ecolab Inc. | 4.37% | 29,181 | $7.4M | — |
| TOST Toast Inc. Class A | 4.22% | 215,309 | $7.1M | — |
| EAT Brinker International Inc. | 4.13% | 46,890 | $7.0M | — |
| AMZN Amazon.com Inc. | 4.11% | 36,491 | $6.9M | — |
| TT Trane Technologies PLC | 3.87% | 19,447 | $6.6M | — |
| TXRH Texas Roadhouse Inc. | 3.82% | 38,775 | $6.5M | — |
| MELI MercadoLibre Inc. | 3.81% | 3,303 | $6.4M | — |
| KVYO Klaviyo Inc. Class A | 3.76% | 210,366 | $6.4M | — |
| ULTA Ulta Beauty Inc. | 3.59% | 16,553 | $6.1M | — |
| SHW The Sherwin-Williams Co. | 3.58% | 17,353 | $6.1M | — |
| HON Honeywell International Inc. | 3.33% | 26,610 | $5.6M | — |
| RCL Royal Caribbean Cruises Ltd. | 3.28% | 26,984 | $5.5M | — |
| CLH Clean Harbors Inc. | 3.22% | 27,597 | $5.4M | — |
| APD Air Products & Chemicals Inc. | 3.18% | 18,247 | $5.4M | — |
| DRI Darden Restaurants Inc. | 3.03% | 24,697 | $5.1M | — |
| MSFT Microsoft Corp. | 2.96% | 13,348 | $5.0M | — |
| WYNN WYNN Resorts Ltd. | 2.61% | 52,800 | $4.4M | — |
| META Meta Platforms Inc. Class A | 2.60% | 7,621 | $4.4M | — |
| TREX Trex Company Inc. | 2.57% | 74,734 | $4.3M | — |
| BURL Burlington Stores Inc. | 2.55% | 18,097 | $4.3M | — |
| ADBE Adobe Inc. | 2.40% | 10,586 | $4.1M | — |
| CCL Carnival Corp. | 2.26% | 195,456 | $3.8M | — |
| ROK Rockwell Automation Inc. | 2.19% | 14,355 | $3.7M | — |
| COST Costco Wholesale Corp. | 1.81% | 3,230 | $3.1M | — |
| AME Ametek Inc. | 1.76% | 17,322 | $3.0M | — |
| PWR Quanta Services Inc. | 1.73% | 11,498 | $2.9M | — |
| AZO AutoZone Inc. | 1.69% | 750 | $2.9M | — |
| DLTR Dollar Tree Inc. | 1.66% | 37,500 | $2.8M | — |
| DASH DoorDash Inc. Class A | 1.64% | 15,212 | $2.8M | — |
| VEEV Veeva Systems Inc. Class A | 1.51% | 10,993 | $2.5M | — |
| NFLX Netflix Inc. | 1.41% | 2,561 | $2.4M | — |
| SPOT Spotify Technology SA | 1.40% | 4,298 | $2.4M | — |
| SHOP Shopify Inc. Class A | 1.39% | 24,590 | $2.3M | — |
| DPZ Domino's Pizza Inc. | 1.36% | 4,999 | $2.3M | — |
| LYV Live Nation Entertainment Inc. | 1.26% | 16,313 | $2.1M | — |
| BJ Bj's Wholesale Club Holdings filed as BJS WHSL CLUB HLDGS INC | 1.01% | 15,000 | $1.7M | — |
| XYL Xylem Inc. | 0.91% | 12,850 | $1.5M | — |
| GOOGL Alphabet Inc. Class A | 0.84% | 9,191 | $1.4M | — |
| GEV GE Vernova Inc. | 0.66% | 3,631 | $1.1M | — |
| RACE Ferrari NV | 0.63% | 2,500 | $1.1M | — |
| WMT Walmart Inc. | 0.62% | 11,988 | $1.1M | — |
| KR Kroger Co. | 0.60% | 14,973 | $1.0M | — |
| PINS Pinterest Inc. Class A | 0.34% | 18,591 | $576K | — |
| RDDT Reddit Inc. Class A | 0.32% | 5,212 | $547K | — |
Portfolio Sells Q1 2025
No earlier filing to compare with.
Portfolio Buys Q1 2025
No earlier filing to compare with.