Nightview Capital, LLC

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 5, 2025), Nightview Capital, LLC reported 11 stock positions worth $132.2 million. Its top holding was Tesla (TSLA) at 35.4% of the portfolio, followed by Amazon.com (AMZN, 15.0%) and Alibaba Group Holding-SP ADR (BABA, 7.3%). Compared with Q2 2025, it opened 2 new positions, sold out of 2 and reduced 3. The biggest buy was a new position in Alphabet Class C (GOOG) and the biggest sale an exit from Airbnb Class A (ABNB).

Most Recent 13F
Q2 2026
Location
Clearwater, FL
CIK
0001680843
Portfolio Value
$132.2M (Q3 2025)
SEC Filing
0001680843-25-000007 ↗ filed Nov 5, 2025

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 Q3 2024 Q4 2024: $110.6M Q4 2024 Q1 2025: $99.5M Q1 2025 Q2 2025: $113.5M Q2 2025 Q3 2025: $132.2M $132.2M Q3 2025 Q4 2025: $145.2M Q4 2025 Q1 2026: $130.6M Q1 2026 Q2 2026: $133.5M Q2 2026

Holdings 11 stocks · $132.2M
TSLA Tesla Inc. 35.40% 105,246 $46.8M No change
AMZN Amazon.com Inc. 15.02% 90,454 $19.9M No change
BABA Alibaba Group Holding-SP ADR 7.35% 54,335 $9.7M No change
GS Goldman Sachs Group Inc. 6.11% 10,143 $8.1M No change
WYNN WYNN Resorts Ltd. 5.81% 59,911 $7.7M Reduce -33.3%
MS Morgan Stanley 5.63% 46,858 $7.4M No change
META Meta Platforms Inc. Class A 5.40% 9,724 $7.1M No change
GOOG Alphabet Inc. Class C 4.97% 26,986 $6.6M New
H Hyatt Hotels Corp. Class A 4.90% 45,659 $6.5M Reduce -11.8%
NFLX Netflix Inc. 4.86% 5,357 $6.4M Reduce -7.7%
TSM Taiwan Semiconductor-SP ADR 4.54% 21,504 $6.0M New

Options reported separately and not counted above: TSLA calls ($59.4M), BABA calls ($24.9M).

Portfolio Sells Q2 2025 → Q3 2025
ABNB Airbnb Inc. Class A Sold out 0.00% −5.15
XPEV Xpeng Inc. - ADR Sold out 0.00% −3.37
NFLX Netflix Inc. Reduce -7.7% 4.86% −1.99
WYNN WYNN Resorts Ltd. Reduce -33.3% 5.81% −1.61
H Hyatt Hotels Corp. Class A Reduce -11.8% 4.90% −1.47

Portfolio Buys Q2 2025 → Q3 2025
GOOG Alphabet Inc. Class C New 4.97% +4.97
TSM Taiwan Semiconductor-SP ADR New 4.54% +4.54

Options Activity Q2 2025 → Q3 2025
TSLA Tesla Inc. call Reduce -20.7% 133,600 $59.4M

Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.

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