Nightview Capital, LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 23, 2026), Nightview Capital, LLC reported 14 stock positions worth $133.5 million. Its top holding was Tesla (TSLA) at 31.2% of the portfolio, followed by Amazon.com (AMZN, 8.4%) and Nvidia (NVDA, 7.9%). Compared with Q1 2026, it opened 2 new positions and sold out of 3. The biggest buy was a new position in Space Exploration Techn Class A (SPCX) and the biggest sale an exit from Echostar Class A (ECHO).

Most Recent 13F
Q2 2026
Location
Clearwater, FL
CIK
0001680843
Portfolio Value
$133.5M (Q2 2026)
SEC Filing
0001680843-26-000005 ↗ filed Jul 23, 2026

Holdings Value

0$50.0M$100.0M$150.0M Q1 2024: $73.1M Q1 2024 Q2 2024: $60.6M Q2 2024 Q3 2024: $74.0M Q3 2024 Q4 2024: $110.6M Q4 2024 Q1 2025: $99.5M Q1 2025 Q2 2025: $113.5M Q2 2025 Q3 2025: $132.2M Q3 2025 Q4 2025: $145.2M Q4 2025 Q1 2026: $130.6M Q1 2026 Q2 2026: $133.5M $133.5M Q2 2026

Holdings 14 stocks · $133.5M
TSLA Tesla Inc. 31.23% 99,165 $41.7M No change
AMZN Amazon.com Inc. 8.44% 47,315 $11.3M No change
NVDA Nvidia Corp. 7.93% 52,919 $10.6M No change
MS Morgan Stanley 7.66% 48,922 $10.2M No change
GS Goldman Sachs Group Inc. 7.06% 9,326 $9.4M No change
AXON Axon Enterprise Inc. 6.69% 15,931 $8.9M No change
ORCL Oracle Corp. 4.62% 42,117 $6.2M No change
SPCX Space Exploration Techn Class A 4.52% 35,298 $6.0M New
BEP Brookfield Renewable Partner 4.48% 172,167 $6.0M No change
ADSK Autodesk Inc. 4.44% 30,524 $5.9M No change
NFLX Netflix Inc. 3.64% 68,042 $4.9M No change
NOW ServiceNow Inc. 3.32% 44,638 $4.4M No change
TEAM Atlassian Corp. Class A 3.00% 51,492 $4.0M New
CRM Salesforce Inc. 2.97% 25,356 $4.0M No change

Portfolio Sells Q1 2026 → Q2 2026
ECHO Echostar Corp. Class A Sold out 0.00% −5.56
ISRG Intuitive Surgical Inc. Sold out 0.00% −3.75
SHOP Shopify Inc. Class A Sold out 0.00% −3.60

Portfolio Buys Q1 2026 → Q2 2026
SPCX Space Exploration Techn Class A New 4.52% +4.52
TEAM Atlassian Corp. Class A New 3.00% +3.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 14$133.5MTSLA, AMZN, NVDA, MS, GS
Q1 2026 15$130.6MTSLA, AMZN, NVDA, MS, GS
Q4 2025 12$145.2MTSLA, AMZN, ECHO, GS, GOOG
Q3 2025 11$132.2MTSLA, AMZN, BABA, GS, WYNN
Q2 2025 11$113.5MTSLA, AMZN, WYNN, NFLX, H
Q1 2025 10$99.5MTSLA, AMZN, BABA, GS, H
Q4 2024 4$110.6MTSLA, AMZN, H, BABA
Q3 2024 5$74.0MTSLA, AMZN, GOOGL, QCOM, ABNB
Q2 2024Amended 5$60.6MTSLA, AMZN, GOOGL, ABNB, QCOM
Q1 2024 18$73.1MTSLA, AMZN, GOOGL, H, DIS