Nightview Capital, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Nightview Capital, LLC reported 4 stock positions worth $110.6 million. Its top holding was Tesla (TSLA) at 86.7% of the portfolio, followed by Amazon.com (AMZN, 7.1%) and Hyatt Hotels Class A (H, 3.1%). Compared with Q3 2024, it opened 2 new positions, sold out of 3 and added to 1. The biggest buy was a new position in Hyatt Hotels Class A (H) and the biggest sale an exit from Alphabet Class A (GOOGL).
- Most Recent 13F
- Q2 2026
- Location
- Clearwater, FL
- CIK
- 0001680843
- Portfolio Value
- $110.6M (Q4 2024)
- SEC Filing
- 0001085146-25-001484 ↗ filed Feb 14, 2025
Holdings Value
Holdings 4 stocks · $110.6M
| TSLA Tesla Inc. | 86.73% | 237,600 | $96.0M | Add +0.0% |
| AMZN Amazon.com Inc. | 7.15% | 36,057 | $7.9M | No change |
| H Hyatt Hotels Corp. Class A | 3.08% | 21,697 | $3.4M | New |
| BABA Alibaba Group Holding-SP ADR | 3.05% | 39,752 | $3.4M | New |
Options reported separately and not counted above: TSLA calls ($84.0M), BABA calls ($44.1M).
Portfolio Sells Q3 2024 → Q4 2024
Portfolio Buys Q3 2024 → Q4 2024
Options Activity Q3 2024 → Q4 2024
| BABA Alibaba Group Holding-SP ADR | call | New | 520,000 | $44.1M |
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 2024Amended | 5 | $60.6M | TSLA, AMZN, GOOGL, ABNB, QCOM |
| Q1 2024 | 18 | $73.1M | TSLA, AMZN, GOOGL, H, DIS |