Night Squared LP
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Night Squared LP reported 54 stock positions worth $277.1 million. Its top holding was Amazon.com (AMZN) at 4.0% of the portfolio, followed by Ulta Beauty (ULTA, 3.7%) and Monster Beverage (MNST, 3.3%). Compared with Q2 2025, it opened 30 new positions, sold out of 30, added to 15 and reduced 9. The biggest buy was a new position in Monster Beverage (MNST) and the biggest sale an exit from Crown (CCK).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0002058786
- Portfolio Value
- $277.1M (Q3 2025)
- SEC Filing
- 0001140361-25-042082 ↗ filed Nov 14, 2025
Holdings Value
Holdings 54 stocks · $277.1M
| AMZN Amazon.com Inc. | 3.98% | 50,184 | $11.0M | Add +143.3% |
| ULTA Ulta Beauty Inc. | 3.70% | 18,739 | $10.2M | Add +19.4% |
| MNST Monster Beverage Corp. | 3.32% | 136,709 | $9.2M | New |
| GIS General Mills Inc. | 3.24% | 178,104 | $9.0M | New |
| WM Waste Management Inc. | 3.02% | 37,854 | $8.4M | New |
| NFLX Netflix Inc. | 2.98% | 6,894 | $8.3M | Add +63.5% |
| MELI MercadoLibre Inc. | 2.95% | 3,504 | $8.2M | Add +262.0% |
| KMB Kimberly-Clark Corp. | 2.91% | 64,822 | $8.1M | New |
| CELH Celsius Holdings Inc. | 2.88% | 138,971 | $8.0M | Add +70.4% |
| MSFT Microsoft Corp. | 2.77% | 14,834 | $7.7M | Add +32.9% |
| TT Trane Technologies PLC | 2.62% | 17,186 | $7.3M | New |
| ECL Ecolab Inc. | 2.52% | 25,520 | $7.0M | Reduce -28.3% |
| PKG Packaging Corp. of America | 2.45% | 31,171 | $6.8M | New |
| PFGC Performance Food Group Co. | 2.44% | 64,975 | $6.8M | New |
| ONON On Holding AG Class A filed as ON HLDG AG | 2.41% | 157,502 | $6.7M | New |
| WYNN WYNN Resorts Ltd. | 2.30% | 49,626 | $6.4M | Add +824.5% |
| ITB iShares U.S. Home Constructi | 2.29% | 59,130 | $6.3M | Add +36.5% |
| ORLY O'reilly Automotive Inc. | 2.22% | 56,974 | $6.1M | New |
| XYL Xylem Inc. | 2.14% | 40,245 | $5.9M | New |
| NVT Nvent Electric PLC | 1.98% | 55,562 | $5.5M | Reduce -37.2% |
| W Wayfair Inc. Class A | 1.95% | 60,416 | $5.4M | New |
| META Meta Platforms Inc. Class A | 1.93% | 7,281 | $5.3M | Reduce -0.3% |
| AXTA Axalta Coating Systems Ltd. | 1.92% | 186,325 | $5.3M | New |
| RCL Royal Caribbean Cruises Ltd. | 1.92% | 16,464 | $5.3M | Reduce -25.4% |
| AMAT Applied Materials Inc. | 1.89% | 25,515 | $5.2M | New |
| ROK Rockwell Automation Inc. | 1.88% | 14,867 | $5.2M | Add +9.6% |
| COCO The Vita Coco Co. Inc. | 1.87% | 122,268 | $5.2M | New |
| TOST Toast Inc. Class A | 1.79% | 135,749 | $5.0M | Reduce -28.3% |
| WWD Woodward Inc. | 1.72% | 18,855 | $4.8M | New |
| KVYO Klaviyo Inc. Class A | 1.67% | 167,298 | $4.6M | Add +16.3% |
| VRT Vertiv Holdings Co. Class A | 1.54% | 28,283 | $4.3M | New |
| WDC Western Digital Corp. | 1.53% | 35,424 | $4.3M | New |
| DASH DoorDash Inc. Class A | 1.51% | 15,429 | $4.2M | Add +35.5% |
| H Hyatt Hotels Corp. Class A | 1.47% | 28,771 | $4.1M | Add +208.4% |
| PANW Palo Alto Networks Inc. | 1.47% | 20,042 | $4.1M | New |
| WMT Walmart Inc. | 1.44% | 38,595 | $4.0M | New |
| NVDA Nvidia Corp. | 1.32% | 19,665 | $3.7M | New |
| WDAY Workday Inc. Class A | 1.30% | 15,000 | $3.6M | New |
| TREX Trex Company Inc. | 1.30% | 69,827 | $3.6M | Add +213.4% |
| CCL Carnival Corp. | 1.26% | 120,808 | $3.5M | Reduce -6.1% |
| VEEV Veeva Systems Inc. Class A | 1.25% | 11,670 | $3.5M | Reduce -3.5% |
| APH Amphenol Corp. Class A | 1.25% | 28,036 | $3.5M | New |
| ROST Ross Stores Inc. | 1.18% | 21,442 | $3.3M | Add +163.7% |
| STX Seagate Technology Holdings | 1.16% | 13,611 | $3.2M | New |
| LRCX Lam Research Corp. | 1.16% | 23,936 | $3.2M | New |
| MCD McDonald's Corp. | 1.09% | 9,969 | $3.0M | New |
| SPOT Spotify Technology SA | 1.03% | 4,086 | $2.9M | Add +11.6% |
| RRX Regal Rexnord Corp. | 0.97% | 18,702 | $2.7M | New |
| ORCL Oracle Corp. | 0.90% | 8,866 | $2.5M | Reduce -64.6% |
| AVGO Broadcom Inc. | 0.61% | 5,105 | $1.7M | New |
| SYY Sysco Corp. | 0.54% | 18,199 | $1.5M | New |
| HLT Hilton Worldwide Holdings Inc. | 0.52% | 5,556 | $1.4M | New |
| UTZ Utz Brands Inc. | 0.37% | 83,469 | $1.0M | Reduce -56.3% |
| RDDT Reddit Inc. Class A | 0.17% | 2,044 | $470K | New |
Portfolio Sells Q2 2025 → Q3 2025
| CCK Crown Holdings Inc. | Sold out | 0.00% | −4.44 |
| HON Honeywell International Inc. | Sold out | 0.00% | −4.14 |
| DLTR Dollar Tree Inc. | Sold out | 0.00% | −3.90 |
| KO The Coca-Cola Co. | Sold out | 0.00% | −3.68 |
| HRL Hormel Foods Corp. | Sold out | 0.00% | −3.18 |
| ETN Eaton Corp. PLC | Sold out | 0.00% | −2.76 |
| CL Colgate-Palmolive Co. | Sold out | 0.00% | −2.74 |
| TXRH Texas Roadhouse Inc. | Sold out | 0.00% | −2.62 |
| LVS Las Vegas Sands Corp. | Sold out | 0.00% | −2.32 |
| PM Philip Morris International | Sold out | 0.00% | −2.26 |
| CTVA Corteva Inc. | Sold out | 0.00% | −2.25 |
| TOST Toast Inc. Class A | Reduce -28.3% | 1.79% | −1.95 |
| BWXT BWX Technologies Inc. | Sold out | 0.00% | −1.92 |
| PINS Pinterest Inc. Class A | Sold out | 0.00% | −1.92 |
| BTI British American Tob-SP ADR | Sold out | 0.00% | −1.76 |
| ECL Ecolab Inc. | Reduce -28.3% | 2.52% | −1.75 |
| EAT Brinker International Inc. | Sold out | 0.00% | −1.60 |
| ORCL Oracle Corp. | Reduce -64.6% | 0.90% | −1.54 |
| APD Air Products & Chemicals Inc. | Sold out | 0.00% | −1.41 |
| FIX Comfort Systems USA Inc. | Sold out | 0.00% | −1.34 |
| BUD Anheuser-Busch Inbev-SPN ADR | Sold out | 0.00% | −1.32 |
| DD Dupont DE Nemours Inc. | Sold out | 0.00% | −1.22 |
| RCL Royal Caribbean Cruises Ltd. | Reduce -25.4% | 1.92% | −1.16 |
| NVT Nvent Electric PLC | Reduce -37.2% | 1.98% | −0.91 |
| KHC The Kraft Heinz Co. | Sold out | 0.00% | −0.90 |
| CART Maplebear Inc. | Sold out | 0.00% | −0.88 |
| WWW Wolverine World Wide Inc. | Sold out | 0.00% | −0.87 |
| UTZ Utz Brands Inc. | Reduce -56.3% | 0.37% | −0.70 |
| CMG Chipotle Mexican Grill Inc. | Sold out | 0.00% | −0.70 |
| LTH Life Time Group Holdings Inc. | Sold out | 0.00% | −0.69 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.61 |
| BURL Burlington Stores Inc. | Sold out | 0.00% | −0.48 |
| META Meta Platforms Inc. Class A | Reduce -0.3% | 1.93% | −0.47 |
| BIRK Birkenstock Holding PLC | Sold out | 0.00% | −0.45 |
| TJX TJX Companies Inc. | Sold out | 0.00% | −0.45 |
| S Sentinelone Inc. Class A | Sold out | 0.00% | −0.42 |
| GTLB Gitlab Inc. Class A | Sold out | 0.00% | −0.36 |
| CCL Carnival Corp. | Reduce -6.1% | 1.26% | −0.35 |
| VEEV Veeva Systems Inc. Class A | Reduce -3.5% | 1.25% | −0.30 |
Portfolio Buys Q2 2025 → Q3 2025
| MNST Monster Beverage Corp. | New | 3.32% | +3.32 |
| GIS General Mills Inc. | New | 3.24% | +3.24 |
| WM Waste Management Inc. | New | 3.02% | +3.02 |
| KMB Kimberly-Clark Corp. | New | 2.91% | +2.91 |
| TT Trane Technologies PLC | New | 2.62% | +2.62 |
| PKG Packaging Corp. of America | New | 2.45% | +2.45 |
| PFGC Performance Food Group Co. | New | 2.44% | +2.44 |
| ONON On Holding AG Class A | New | 2.41% | +2.41 |
| ORLY O'reilly Automotive Inc. | New | 2.22% | +2.22 |
| XYL Xylem Inc. | New | 2.14% | +2.14 |
| WYNN WYNN Resorts Ltd. | Add +824.5% | 2.30% | +2.07 |
| AMZN Amazon.com Inc. | Add +143.3% | 3.98% | +1.96 |
| W Wayfair Inc. Class A | New | 1.95% | +1.95 |
| AXTA Axalta Coating Systems Ltd. | New | 1.92% | +1.92 |
| AMAT Applied Materials Inc. | New | 1.89% | +1.89 |
| COCO The Vita Coco Co. Inc. | New | 1.87% | +1.87 |
| MELI MercadoLibre Inc. | Add +262.0% | 2.95% | +1.83 |
| WWD Woodward Inc. | New | 1.72% | +1.72 |
| VRT Vertiv Holdings Co. Class A | New | 1.54% | +1.54 |
| WDC Western Digital Corp. | New | 1.53% | +1.53 |
| PANW Palo Alto Networks Inc. | New | 1.47% | +1.47 |
| WMT Walmart Inc. | New | 1.44% | +1.44 |
| NVDA Nvidia Corp. | New | 1.32% | +1.32 |
| WDAY Workday Inc. Class A | New | 1.30% | +1.30 |
| APH Amphenol Corp. Class A | New | 1.25% | +1.25 |
| CELH Celsius Holdings Inc. | Add +70.4% | 2.88% | +1.20 |
| STX Seagate Technology Holdings | New | 1.16% | +1.16 |
| LRCX Lam Research Corp. | New | 1.16% | +1.16 |
| MCD McDonald's Corp. | New | 1.09% | +1.09 |
| RRX Regal Rexnord Corp. | New | 0.97% | +0.97 |
| H Hyatt Hotels Corp. Class A | Add +208.4% | 1.47% | +0.89 |
| TREX Trex Company Inc. | Add +213.4% | 1.30% | +0.76 |
| ROST Ross Stores Inc. | Add +163.7% | 1.18% | +0.72 |
| AVGO Broadcom Inc. | New | 0.61% | +0.61 |
| SYY Sysco Corp. | New | 0.54% | +0.54 |
| HLT Hilton Worldwide Holdings Inc. | New | 0.52% | +0.52 |
| ITB iShares U.S. Home Constructi | Add +36.5% | 2.29% | +0.49 |
| NFLX Netflix Inc. | Add +63.5% | 2.98% | +0.47 |
| ULTA Ulta Beauty Inc. | Add +19.4% | 3.70% | +0.42 |
| MSFT Microsoft Corp. | Add +32.9% | 2.77% | +0.30 |
| DASH DoorDash Inc. Class A | Add +35.5% | 1.51% | +0.26 |
| RDDT Reddit Inc. Class A | New | 0.17% | +0.17 |
| ROK Rockwell Automation Inc. | Add +9.6% | 1.88% | −0.13 |
| SPOT Spotify Technology SA | Add +11.6% | 1.03% | −0.22 |
| KVYO Klaviyo Inc. Class A | Add +16.3% | 1.67% | −0.48 |