Nightview Capital, LLC

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 12, 2026), Nightview Capital, LLC reported 12 stock positions worth $145.2 million. Its top holding was Tesla (TSLA) at 32.6% of the portfolio, followed by Amazon.com (AMZN, 14.4%) and Echostar Class A (ECHO, 6.7%). Compared with Q3 2025, it opened 2 new positions, sold out of 1 and added to 1. The biggest buy was a new position in Echostar Class A (ECHO) and the biggest sale an exit from Meta Platforms Class A (META).

Most Recent 13F
Q2 2026
Location
Clearwater, FL
CIK
0001680843
Portfolio Value
$145.2M (Q4 2025)
SEC Filing
0001680843-26-000003 ↗ filed Feb 12, 2026

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 Q3 2025 Q4 2025: $145.2M $145.2M Q4 2025 Q1 2026: $130.6M Q1 2026 Q2 2026: $133.5M Q2 2026

Holdings 12 stocks · $145.2M
TSLA Tesla Inc. 32.60% 105,246 $47.3M No change
AMZN Amazon.com Inc. 14.38% 90,454 $20.9M No change
ECHO Echostar Corp. Class A 6.73% 89,941 $9.8M New
GS Goldman Sachs Group Inc. 6.14% 10,143 $8.9M No change
GOOG Alphabet Inc. Class C 5.83% 26,986 $8.5M No change
MS Morgan Stanley 5.73% 46,858 $8.3M No change
BABA Alibaba Group Holding-SP ADR 5.49% 54,335 $8.0M No change
H Hyatt Hotels Corp. Class A 5.04% 45,659 $7.3M No change
WYNN WYNN Resorts Ltd. 4.96% 59,911 $7.2M No change
NVDA Nvidia Corp. 4.68% 36,436 $6.8M New
TSM Taiwan Semiconductor-SP ADR 4.50% 21,504 $6.5M No change
NFLX Netflix Inc. 3.92% 60,632 $5.7M Add +13.2%

Options reported separately and not counted above: TSLA calls ($60.1M), BABA calls ($20.4M).

Portfolio Sells Q3 2025 → Q4 2025
META Meta Platforms Inc. Class A Sold out 0.00% −5.40

Portfolio Buys Q3 2025 → Q4 2025
ECHO Echostar Corp. Class A New 6.73% +6.73
NVDA Nvidia Corp. New 4.68% +4.68
NFLX Netflix Inc. Add +13.2% 3.92% −0.94

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