Nightview Capital, LLC

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), Nightview Capital, LLC reported 5 stock positions worth $74.0 million. Its top holding was Tesla (TSLA) at 84.0% of the portfolio, followed by Amazon.com (AMZN, 9.1%) and Alphabet Class A (GOOGL, 3.2%). Compared with Q2 2024, it reduced 1. The biggest sale was Alphabet Class A (GOOGL, shares −24%).

Most Recent 13F
Q2 2026
Location
Clearwater, FL
CIK
0001680843
Portfolio Value
$74.0M (Q3 2024)
SEC Filing
0001085146-24-005711 ↗ filed Nov 14, 2024

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 $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 · $74.0M
TSLA Tesla Inc. 84.03% 237,560 $62.2M No change
AMZN Amazon.com Inc. 9.08% 36,057 $6.7M No change
GOOGL Alphabet Inc. Class A 3.22% 14,350 $2.4M Reduce -24.2%
QCOM Qualcomm Inc. 1.84% 8,016 $1.4M No change
ABNB Airbnb Inc. Class A 1.83% 10,673 $1.4M No change

Options reported separately and not counted above: TSLA calls ($54.4M).

Portfolio Sells Q2 2024 → Q3 2024
GOOGL Alphabet Inc. Class A Reduce -24.2% 3.22% −2.47

Portfolio Buys Q2 2024 → Q3 2024
None this quarter.

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