In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Nightview Capital, LLC reported 18 stock positions worth $73.1 million . Its top holding was Tesla (TSLA) at 61.3% of the portfolio, followed by Amazon.com (AMZN, 11.9% ) and Alphabet Class A (GOOGL, 5.5% ). Compared with Q4 2023, it opened 3 new positions, sold out of 2 and reduced 15. The biggest buy was a new position in Draftkings Class A (DKNG) and the biggest sale Tesla (TSLA, shares −11% ).
Location Clearwater, FL
CIK 0001680843
Portfolio Value $73.1M (Q1 2024) Holdings 18 stocks · $73.1M Holdings quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q4 2023 TSLA Tesla Inc. 254,987 $44.8M Reduce -10.8% AMZN Amazon.com Inc. 48,293 $8.7M Reduce -14.4% GOOGL Alphabet Inc. Class A 26,640 $4.0M Reduce -8.4% H Hyatt Hotels Corp. Class A 19,302 $3.1M Reduce -17.4% DIS The Walt Disney Co. filed as DISNEY WALT CO 23,027 $2.8M Reduce -25.8% ABNB Airbnb Inc. Class A 5,688 $938K Reduce -25.3% SCHW Schwab (charles) Corp. 12,022 $870K Reduce -29.4% GS Goldman Sachs Group Inc. 1,979 $827K Reduce -24.1% WYNN WYNN Resorts Ltd. 8,053 $823K Reduce -31.1% DKNG Draftkings Inc. Class A 18,052 $820K New MMM 3M Co. 7,497 $795K Reduce -30.9% LVS Las Vegas Sands Corp. 14,823 $766K Reduce -34.4% BABA Alibaba Group Holding-SP ADR 10,511 $761K New NET Cloudflare Inc. Class A 7,312 $708K New NFLX Netflix Inc. 1,162 $706K Reduce -24.1% Z Zillow Group Inc. Class C 13,620 $664K Reduce -26.2% MS Morgan Stanley 5,986 $564K Reduce -4.8% BLK BlackRock Finance Inc. 531 $443K Reduce -59.3%
Options reported separately and not counted above: TSLA calls ($36.6M).
Portfolio Sells Q4 2023 → Q1 2024 Portfolio Sells quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q4 2023 % Of Portfolio Change To Portfolio ▲ TSLA Tesla Inc. Reduce -10.8% 61.29% −8.65 ENPH Enphase Energy Inc. Sold out 0.00% −1.00 MHK Mohawk Industries Inc. Sold out 0.00% −0.98 BLK BlackRock Finance Inc. Reduce -59.3% 0.61% −0.44 Z Zillow Group Inc. Class C Reduce -26.2% 0.91% −0.14 MMM 3M Co. Reduce -30.9% 1.09% −0.08 LVS Las Vegas Sands Corp. Reduce -34.4% 1.05% −0.05 SCHW Schwab (charles) Corp. Reduce -29.4% 1.19% +0.04 WYNN WYNN Resorts Ltd. Reduce -31.1% 1.13% +0.08 GS Goldman Sachs Group Inc. Reduce -24.1% 1.13% +0.14 MS Morgan Stanley Reduce -4.8% 0.77% +0.19 NFLX Netflix Inc. Reduce -24.1% 0.96% +0.23 ABNB Airbnb Inc. Class A Reduce -25.3% 1.28% +0.26 DIS The Walt Disney Co. Reduce -25.8% 3.85% +1.09 H Hyatt Hotels Corp. Class A Reduce -17.4% 4.21% +1.21 GOOGL Alphabet Inc. Class A Reduce -8.4% 5.50% +1.50 AMZN Amazon.com Inc. Reduce -14.4% 11.91% +3.47
Portfolio Buys Q4 2023 → Q1 2024 Portfolio Buys quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q4 2023 % Of Portfolio Change To Portfolio ▼ DKNG Draftkings Inc. Class A New 1.12% +1.12 BABA Alibaba Group Holding-SP ADR New 1.04% +1.04 NET Cloudflare Inc. Class A New 0.97% +0.97
Options Activity Q4 2023 → Q1 2024 Security Type Change vs Q4 2023 Underlying Shares Value ▼ TSLA Tesla Inc. call Add +3.7% 208,000 $36.6M
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings Quarter Positions 13F Reported Value Top Holdings Q2 2026 14 $133.5M TSLA, AMZN, NVDA, MS, GS Q1 2026 15 $130.6M TSLA, AMZN, NVDA, MS, GS Q4 2025 12 $145.2M TSLA, AMZN, ECHO, GS, GOOG Q3 2025 11 $132.2M TSLA, AMZN, BABA, GS, WYNN Q2 2025 11 $113.5M TSLA, AMZN, WYNN, NFLX, H Q1 2025 10 $99.5M TSLA, AMZN, BABA, GS, H Q4 2024 4 $110.6M TSLA, AMZN, H, BABA Q3 2024 5 $74.0M TSLA, AMZN, GOOGL, QCOM, ABNB Q2 2024 Amended 5 $60.6M TSLA, AMZN, GOOGL, ABNB, QCOM Q1 2024 18 $73.1M TSLA, AMZN, GOOGL, H, DIS