Nightview Capital, LLC

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed November 19, 2024), Nightview Capital, LLC reported 5 stock positions worth $60.6 million. Its top holding was Tesla (TSLA) at 77.5% of the portfolio, followed by Amazon.com (AMZN, 11.5%) and Alphabet Class A (GOOGL, 5.7%). Compared with Q1 2024, it opened 1 new position, sold out of 14, added to 1 and reduced 3. The biggest buy was a new position in Qualcomm (QCOM) and the biggest sale an exit from Hyatt Hotels Class A (H).

Most Recent 13F
Q2 2026
Location
Clearwater, FL
CIK
0001680843
Portfolio Value
$60.6M (Q2 2024)
SEC Filing
0001085146-24-005989 ↗ filed Nov 19, 2024

Holdings Value

0$50.0M$100.0M$150.0M Q1 2024: $73.1M Q1 2024 Q2 2024: $60.6M $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 Q2 2026

Holdings 5 stocks · $60.6M
TSLA Tesla Inc. 77.52% 237,560 $47.0M Reduce -6.8%
AMZN Amazon.com Inc. 11.49% 36,057 $7.0M Reduce -25.3%
GOOGL Alphabet Inc. Class A 5.69% 18,941 $3.5M Reduce -28.9%
ABNB Airbnb Inc. Class A 2.67% 10,673 $1.6M Add +87.6%
QCOM Qualcomm Inc. 2.63% 8,016 $1.6M New

Options reported separately and not counted above: TSLA calls ($41.2M).

Portfolio Sells Q1 2024 → Q2 2024
H Hyatt Hotels Corp. Class A Sold out 0.00% −4.21
DIS The Walt Disney Co. Sold out 0.00% −3.85
SCHW Schwab (charles) Corp. Sold out 0.00% −1.19
GS Goldman Sachs Group Inc. Sold out 0.00% −1.13
WYNN WYNN Resorts Ltd. Sold out 0.00% −1.13
DKNG Draftkings Inc. Class A Sold out 0.00% −1.12
MMM 3M Co. Sold out 0.00% −1.09
LVS Las Vegas Sands Corp. Sold out 0.00% −1.05
BABA Alibaba Group Holding-SP ADR Sold out 0.00% −1.04
NET Cloudflare Inc. Class A Sold out 0.00% −0.97
NFLX Netflix Inc. Sold out 0.00% −0.96
Z Zillow Group Inc. Class C Sold out 0.00% −0.91
MS Morgan Stanley Sold out 0.00% −0.77
BLK BlackRock Finance Inc. Sold out 0.00% −0.61
AMZN Amazon.com Inc. Reduce -25.3% 11.49% −0.42
GOOGL Alphabet Inc. Class A Reduce -28.9% 5.69% +0.19
TSLA Tesla Inc. Reduce -6.8% 77.52% +16.23

Portfolio Buys Q1 2024 → Q2 2024
QCOM Qualcomm Inc. New 2.63% +2.63
ABNB Airbnb Inc. Class A Add +87.6% 2.67% +1.39

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