In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 13, 2025), Nightview Capital, LLC reported 11 stock positions worth $113.5 million . Its top holding was Tesla (TSLA) at 29.5% of the portfolio, followed by Amazon.com (AMZN, 17.5% ) and WYNN Resorts (WYNN, 7.4% ). Compared with Q1 2025, it opened 1 new position, added to 2 and reduced 7. The biggest buy was a new position in Xpeng Inc. - ADR (XPEV) and the biggest sale Tesla (TSLA, shares −19% ).
Location Clearwater, FL
CIK 0001680843
Portfolio Value $113.5M (Q2 2025) Holdings 11 stocks · $113.5M 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 Q1 2025 TSLA Tesla Inc. 105,246 $33.4M Reduce -19.2% AMZN Amazon.com Inc. 90,454 $19.8M Add +16.6% WYNN WYNN Resorts Ltd. 89,865 $8.4M Add +15.3% NFLX Netflix Inc. 5,801 $7.8M Reduce -4.9% H Hyatt Hotels Corp. Class A 51,749 $7.2M Reduce -3.0% GS Goldman Sachs Group Inc. 10,143 $7.2M Reduce -15.3% META Meta Platforms Inc. Class A 9,724 $7.2M Reduce -5.0% MS Morgan Stanley 46,858 $6.6M Reduce -15.5% BABA Alibaba Group Holding-SP ADR 54,335 $6.2M No change ABNB Airbnb Inc. Class A 44,163 $5.8M Reduce -13.7% XPEV Xpeng Inc. - ADR 213,655 $3.8M New
Options reported separately and not counted above: TSLA calls ($53.5M), BABA calls ($15.8M).
Portfolio Sells Q1 2025 → Q2 2025 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 Q1 2025 % Of Portfolio Change To Portfolio ▲ TSLA Tesla Inc. Reduce -19.2% 29.46% −4.47 ABNB Airbnb Inc. Class A Reduce -13.7% 5.15% −1.00 MS Morgan Stanley Reduce -15.5% 5.82% −0.68 GS Goldman Sachs Group Inc. Reduce -15.3% 6.33% −0.25 H Hyatt Hotels Corp. Class A Reduce -3.0% 6.37% −0.21 META Meta Platforms Inc. Class A Reduce -5.0% 6.33% +0.39 NFLX Netflix Inc. Reduce -4.9% 6.85% +1.13
Portfolio Buys Q1 2025 → Q2 2025 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 Q1 2025 % Of Portfolio Change To Portfolio ▼ XPEV Xpeng Inc. - ADR New 3.37% +3.37 AMZN Amazon.com Inc. Add +16.6% 17.49% +2.64 WYNN WYNN Resorts Ltd. Add +15.3% 7.42% +0.88
Options Activity Q1 2025 → Q2 2025 Security Type Change vs Q1 2025 Underlying Shares Value ▼ TSLA Tesla Inc. call Add +21.1% 168,500 $53.5M
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