Night Squared LP
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Night Squared LP reported 72 stock positions worth $680.7 million. Its top holding was Analog Devices (ADI) at 3.3% of the portfolio, followed by Taiwan Semiconductor-SP ADR (TSM, 3.2%) and Sherwin-Williams (SHW, 3.0%). Compared with Q4 2025, it opened 43 new positions, sold out of 36, added to 24 and reduced 5. The biggest buy was a new position in Sherwin-Williams (SHW) and the biggest sale an exit from Waste Management (WM).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0002058786
- Portfolio Value
- $680.7M (Q1 2026)
- SEC Filing
- 0001140361-26-021406 ↗ filed May 15, 2026
Holdings Value
Holdings 72 stocks · $680.7M
| ADI Analog Devices Inc. | 3.31% | 70,887 | $22.6M | Add +128.6% |
| TSM Taiwan Semiconductor-SP ADR | 3.23% | 64,977 | $22.0M | Add +175.8% |
| SHW The Sherwin-Williams Co. | 3.03% | 64,361 | $20.6M | New |
| AMZN Amazon.com Inc. | 2.76% | 90,126 | $18.8M | Add +176.2% |
| NVDA Nvidia Corp. | 2.68% | 104,486 | $18.2M | Add +811.4% |
| GWW WW Grainger Inc. | 2.67% | 16,668 | $18.2M | New |
| MO Altria Group Inc. | 2.60% | 268,586 | $17.7M | New |
| APD Air Products & Chemicals Inc. | 2.54% | 59,550 | $17.3M | New |
| TTWO Take-Two Interactive Softwre | 2.44% | 84,009 | $16.6M | New |
| DASH DoorDash Inc. Class A | 2.43% | 110,106 | $16.5M | Add +569.7% |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 2.38% | 167,986 | $16.2M | Add +72.4% |
| MPWR Monolithic Power Systems Inc. | 2.34% | 14,592 | $16.0M | Add +439.1% |
| TT Trane Technologies PLC | 2.33% | 38,032 | $15.8M | New |
| SPOT Spotify Technology SA | 2.32% | 32,567 | $15.8M | Add +577.1% |
| AMAT Applied Materials Inc. | 2.26% | 45,100 | $15.4M | Add +43.0% |
| FERG Ferguson Enterprises Inc. | 2.26% | 66,079 | $15.4M | New |
| PEP Pepsico Inc. | 2.26% | 99,136 | $15.4M | New |
| CHD Church & Dwight Co. Inc. | 2.13% | 155,539 | $14.5M | New |
| TOST Toast Inc. Class A | 2.07% | 532,067 | $14.1M | Add +240.4% |
| DDOG Datadog Inc. Class A | 2.04% | 117,832 | $13.9M | New |
| CAT Caterpillar Inc. | 2.04% | 19,615 | $13.9M | New |
| BURL Burlington Stores Inc. | 1.95% | 40,771 | $13.3M | New |
| SOLS Solstice Adv Materials Inc. | 1.90% | 169,595 | $12.9M | New |
| VMC Vulcan Materials Co. | 1.83% | 45,760 | $12.5M | Add +159.1% |
| META Meta Platforms Inc. Class A | 1.81% | 21,573 | $12.3M | Add +273.1% |
| PCAR Paccar Inc. | 1.78% | 104,756 | $12.1M | New |
| MDLZ Mondelez International Inc. Class A | 1.73% | 204,428 | $11.8M | New |
| ITB iShares U.S. Home Constructi | 1.64% | 123,055 | $11.1M | Add +51.7% |
| EAT Brinker International Inc. | 1.59% | 76,030 | $10.9M | Add +64.2% |
| QSR Restaurant Brands Intern | 1.59% | 146,464 | $10.8M | New |
| PH Parker Hannifin Corp. | 1.58% | 11,990 | $10.7M | New |
| STX Seagate Technology Holdings | 1.56% | 27,037 | $10.6M | New |
| CTVA Corteva Inc. | 1.53% | 124,487 | $10.4M | Add +13.4% |
| FIVE Five Below | 1.49% | 44,449 | $10.2M | New |
| BALL Ball Corp. | 1.48% | 169,901 | $10.0M | New |
| MNST Monster Beverage Corp. | 1.31% | 123,416 | $8.9M | New |
| KMB Kimberly-Clark Corp. | 1.28% | 90,636 | $8.7M | New |
| ULTA Ulta Beauty Inc. | 1.18% | 15,429 | $8.1M | Add +6.4% |
| LITE Lumentum Holdings Inc. | 1.10% | 10,678 | $7.5M | New |
| FIX Comfort Systems USA Inc. | 1.09% | 5,400 | $7.4M | New |
| XYL Xylem Inc. | 1.08% | 61,573 | $7.4M | Add +35.9% |
| GLW Corning Inc. | 1.08% | 53,946 | $7.3M | New |
| CAVA Cava Group Inc. | 1.05% | 88,616 | $7.2M | New |
| DOW Dow Inc. filed as DOW HLDGS INC | 1.05% | 170,929 | $7.1M | New |
| PANW Palo Alto Networks Inc. | 0.95% | 40,343 | $6.5M | Add +48.7% |
| SKY Champion Homes Inc. | 0.89% | 81,366 | $6.1M | Add +62.6% |
| NXPI NXP Semiconductors NV | 0.83% | 28,617 | $5.6M | Reduce -7.4% |
| LRCX Lam Research Corp. | 0.80% | 25,597 | $5.5M | Add +95.5% |
| NFLX Netflix Inc. | 0.78% | 54,952 | $5.3M | Add +290.8% |
| TTEK Tetra Tech Inc. | 0.77% | 174,738 | $5.3M | Add +139.9% |
| TGT Target Corp. | 0.76% | 42,539 | $5.2M | New |
| HLT Hilton Worldwide Holdings Inc. | 0.70% | 15,704 | $4.8M | New |
| KVYO Klaviyo Inc. Class A | 0.68% | 237,217 | $4.6M | Add +74.1% |
| WDC Western Digital Corp. | 0.65% | 16,282 | $4.4M | Reduce -4.2% |
| WMT Walmart Inc. | 0.59% | 32,376 | $4.0M | New |
| SFM Sprouts Farmers Market Inc. | 0.59% | 51,860 | $4.0M | New |
| H Hyatt Hotels Corp. Class A | 0.56% | 26,734 | $3.8M | Reduce -45.1% |
| VFC VF Corp. | 0.50% | 199,939 | $3.4M | New |
| MANH Manhattan Associates Inc. | 0.46% | 23,682 | $3.2M | Add +445.0% |
| RCL Royal Caribbean Cruises Ltd. | 0.43% | 10,738 | $3.0M | Reduce -40.5% |
| SBUX Starbucks Corp. | 0.42% | 32,213 | $2.9M | New |
| NET Cloudflare Inc. Class A | 0.41% | 13,615 | $2.8M | New |
| SNDK Sandisk Corp. | 0.39% | 4,187 | $2.7M | New |
| BROS Dutch Bros Inc. Class A | 0.29% | 39,467 | $2.0M | New |
| PEGA Pegasystems Inc. | 0.28% | 45,209 | $1.9M | New |
| ANET Arista Networks Inc. | 0.27% | 15,152 | $1.9M | New |
| HOG Harley-Davidson Inc. | 0.22% | 74,460 | $1.5M | New |
| RDDT Reddit Inc. Class A | 0.21% | 10,774 | $1.5M | New |
| WDAY Workday Inc. Class A | 0.21% | 11,002 | $1.4M | Reduce -34.7% |
| LSCC Lattice Semiconductor Corp. | 0.19% | 13,734 | $1.3M | New |
| CRWD CrowdStrike Holdings Inc. Class A | 0.19% | 3,238 | $1.3M | New |
| COCO The Vita Coco Co. Inc. | 0.13% | 18,563 | $889K | New |
Portfolio Sells Q4 2025 → Q1 2026
| WM Waste Management Inc. | Sold out | 0.00% | −3.79 |
| PM Philip Morris International | Sold out | 0.00% | −3.77 |
| KO The Coca-Cola Co. | Sold out | 0.00% | −3.51 |
| CLX Clorox Company | Sold out | 0.00% | −2.67 |
| BTI British American Tob-SP ADR | Sold out | 0.00% | −2.65 |
| DOV Dover Corp. | Sold out | 0.00% | −2.41 |
| AVY Avery Dennison Corp. | Sold out | 0.00% | −2.36 |
| MKC McCormick & Co.-Non VTG SHRS | Sold out | 0.00% | −2.27 |
| PG The Procter & Gamble Co. | Sold out | 0.00% | −2.25 |
| AME Ametek Inc. | Sold out | 0.00% | −2.08 |
| ORLY O'reilly Automotive Inc. | Sold out | 0.00% | −1.95 |
| CCEP Coca-Cola Europacific Partne | Sold out | 0.00% | −1.95 |
| NVT Nvent Electric PLC | Sold out | 0.00% | −1.93 |
| WYNN WYNN Resorts Ltd. | Sold out | 0.00% | −1.88 |
| TEL Te Connectivity PLC | Sold out | 0.00% | −1.85 |
| WWD Woodward Inc. | Sold out | 0.00% | −1.83 |
| REAL The Realreal Inc. | Sold out | 0.00% | −1.79 |
| CELH Celsius Holdings Inc. | Sold out | 0.00% | −1.72 |
| H Hyatt Hotels Corp. Class A | Reduce -45.1% | 0.56% | −1.63 |
| VSXY Victoria's Secret & Co. | Sold out | 0.00% | −1.52 |
| ROK Rockwell Automation Inc. | Sold out | 0.00% | −1.46 |
| W Wayfair Inc. Class A | Sold out | 0.00% | −1.19 |
| ROST Ross Stores Inc. | Sold out | 0.00% | −1.13 |
| MCD McDonald's Corp. | Sold out | 0.00% | −1.11 |
| NXPI NXP Semiconductors NV | Reduce -7.4% | 0.83% | −1.06 |
| APH Amphenol Corp. Class A | Sold out | 0.00% | −1.01 |
| VRT Vertiv Holdings Co. Class A | Sold out | 0.00% | −1.01 |
| RCL Royal Caribbean Cruises Ltd. | Reduce -40.5% | 0.43% | −0.98 |
| AVGO Broadcom Inc. | Sold out | 0.00% | −0.85 |
| FBIN Fortune Brands Innovations I | Sold out | 0.00% | −0.85 |
| ALB Albemarle Corp. | Sold out | 0.00% | −0.84 |
| WDAY Workday Inc. Class A | Reduce -34.7% | 0.21% | −0.81 |
| LVS Las Vegas Sands Corp. | Sold out | 0.00% | −0.70 |
| SHOP Shopify Inc. Class A | Sold out | 0.00% | −0.70 |
| GOOGL Alphabet Inc. Class A | Sold out | 0.00% | −0.59 |
| MU Micron Technology Inc. | Sold out | 0.00% | −0.57 |
| CMG Chipotle Mexican Grill Inc. | Sold out | 0.00% | −0.56 |
| HUBB Hubbell Inc. | Sold out | 0.00% | −0.55 |
| AEO American Eagle Outfitters | Sold out | 0.00% | −0.28 |
| SBH Sally Beauty Holdings Inc. | Sold out | 0.00% | −0.27 |
| WDC Western Digital Corp. | Reduce -4.2% | 0.65% | −0.18 |
Portfolio Buys Q4 2025 → Q1 2026
| SHW The Sherwin-Williams Co. | New | 3.03% | +3.03 |
| GWW WW Grainger Inc. | New | 2.67% | +2.67 |
| MO Altria Group Inc. | New | 2.60% | +2.60 |
| APD Air Products & Chemicals Inc. | New | 2.54% | +2.54 |
| TTWO Take-Two Interactive Softwre | New | 2.44% | +2.44 |
| TT Trane Technologies PLC | New | 2.33% | +2.33 |
| FERG Ferguson Enterprises Inc. | New | 2.26% | +2.26 |
| PEP Pepsico Inc. | New | 2.26% | +2.26 |
| CHD Church & Dwight Co. Inc. | New | 2.13% | +2.13 |
| NVDA Nvidia Corp. | Add +811.4% | 2.68% | +2.07 |
| DDOG Datadog Inc. Class A | New | 2.04% | +2.04 |
| CAT Caterpillar Inc. | New | 2.04% | +2.04 |
| BURL Burlington Stores Inc. | New | 1.95% | +1.95 |
| SOLS Solstice Adv Materials Inc. | New | 1.90% | +1.90 |
| PCAR Paccar Inc. | New | 1.78% | +1.78 |
| MDLZ Mondelez International Inc. Class A | New | 1.73% | +1.73 |
| MPWR Monolithic Power Systems Inc. | Add +439.1% | 2.34% | +1.65 |
| QSR Restaurant Brands Intern | New | 1.59% | +1.59 |
| PH Parker Hannifin Corp. | New | 1.58% | +1.58 |
| STX Seagate Technology Holdings | New | 1.56% | +1.56 |
| SPOT Spotify Technology SA | Add +577.1% | 2.32% | +1.53 |
| FIVE Five Below | New | 1.49% | +1.49 |
| BALL Ball Corp. | New | 1.48% | +1.48 |
| DASH DoorDash Inc. Class A | Add +569.7% | 2.43% | +1.38 |
| MNST Monster Beverage Corp. | New | 1.31% | +1.31 |
| KMB Kimberly-Clark Corp. | New | 1.28% | +1.28 |
| TSM Taiwan Semiconductor-SP ADR | Add +175.8% | 3.23% | +1.21 |
| LITE Lumentum Holdings Inc. | New | 1.10% | +1.10 |
| FIX Comfort Systems USA Inc. | New | 1.09% | +1.09 |
| GLW Corning Inc. | New | 1.08% | +1.08 |
| CAVA Cava Group Inc. | New | 1.05% | +1.05 |
| DOW Dow Inc. | New | 1.05% | +1.05 |
| ADI Analog Devices Inc. | Add +128.6% | 3.31% | +0.94 |
| TGT Target Corp. | New | 0.76% | +0.76 |
| META Meta Platforms Inc. Class A | Add +273.1% | 1.81% | +0.74 |
| HLT Hilton Worldwide Holdings Inc. | New | 0.70% | +0.70 |
| AMZN Amazon.com Inc. | Add +176.2% | 2.76% | +0.63 |
| WMT Walmart Inc. | New | 0.59% | +0.59 |
| SFM Sprouts Farmers Market Inc. | New | 0.59% | +0.59 |
| TOST Toast Inc. Class A | Add +240.4% | 2.07% | +0.51 |
| VFC VF Corp. | New | 0.50% | +0.50 |
| SBUX Starbucks Corp. | New | 0.42% | +0.42 |
| NET Cloudflare Inc. Class A | New | 0.41% | +0.41 |
| VMC Vulcan Materials Co. | Add +159.1% | 1.83% | +0.41 |
| NFLX Netflix Inc. | Add +290.8% | 0.78% | +0.40 |
| SNDK Sandisk Corp. | New | 0.39% | +0.39 |
| BROS Dutch Bros Inc. Class A | New | 0.29% | +0.29 |
| PEGA Pegasystems Inc. | New | 0.28% | +0.28 |
| ANET Arista Networks Inc. | New | 0.27% | +0.27 |
| MANH Manhattan Associates Inc. | Add +445.0% | 0.46% | +0.25 |