In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 15, 2026), Nightview Capital, LLC reported 15 stock positions worth $130.6 million . Its top holding was Tesla (TSLA) at 28.2% of the portfolio, followed by Amazon.com (AMZN, 7.5% ) and Nvidia (NVDA, 7.1% ). Compared with Q4 2025, it opened 8 new positions, sold out of 5, added to 3 and reduced 4. The biggest buy was a new position in Autodesk (ADSK) and the biggest sale Amazon.com (AMZN, shares −48% ).
Location Clearwater, FL
CIK 0001680843
Portfolio Value $130.6M (Q1 2026) Holdings 15 stocks · $130.6M 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 Q4 2025 TSLA Tesla Inc. 99,165 $36.9M Reduce -5.8% AMZN Amazon.com Inc. 47,315 $9.9M Reduce -47.7% NVDA Nvidia Corp. 52,919 $9.2M Add +45.2% MS Morgan Stanley 48,922 $8.1M Add +4.4% GS Goldman Sachs Group Inc. 9,326 $7.9M Reduce -8.1% ADSK Autodesk Inc. 30,524 $7.3M New ECHO Echostar Corp. Class A 62,042 $7.3M Reduce -31.0% AXON Axon Enterprise Inc. 15,931 $6.8M New NFLX Netflix Inc. 68,042 $6.5M Add +12.2% ORCL Oracle Corp. 42,117 $6.2M New BEP Brookfield Renewable Partner 172,167 $5.6M New ISRG Intuitive Surgical Inc. 10,612 $4.9M New CRM Salesforce Inc. 25,356 $4.7M New SHOP Shopify Inc. Class A 39,574 $4.7M New NOW ServiceNow Inc. 44,638 $4.7M New
Portfolio Sells Q4 2025 → Q1 2026 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 Q4 2025 % Of Portfolio Change To Portfolio ▲ AMZN Amazon.com Inc. Reduce -47.7% 7.55% −6.83 GOOG Alphabet Inc. Class C Sold out 0.00% −5.83 BABA Alibaba Group Holding-SP ADR Sold out 0.00% −5.49 H Hyatt Hotels Corp. Class A Sold out 0.00% −5.04 WYNN WYNN Resorts Ltd. Sold out 0.00% −4.96 TSM Taiwan Semiconductor-SP ADR Sold out 0.00% −4.50 TSLA Tesla Inc. Reduce -5.8% 28.23% −4.36 ECHO Echostar Corp. Class A Reduce -31.0% 5.56% −1.17 GS Goldman Sachs Group Inc. Reduce -8.1% 6.04% −0.10
Portfolio Buys Q4 2025 → Q1 2026 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 Q4 2025 % Of Portfolio Change To Portfolio ▼ ADSK Autodesk Inc. New 5.60% +5.60 AXON Axon Enterprise Inc. New 5.18% +5.18 ORCL Oracle Corp. New 4.75% +4.75 BEP Brookfield Renewable Partner New 4.30% +4.30 ISRG Intuitive Surgical Inc. New 3.75% +3.75 CRM Salesforce Inc. New 3.63% +3.63 SHOP Shopify Inc. Class A New 3.60% +3.60 NOW ServiceNow Inc. New 3.57% +3.57 NVDA Nvidia Corp. Add +45.2% 7.07% +2.39 NFLX Netflix Inc. Add +12.2% 5.01% +1.10 MS Morgan Stanley Add +4.4% 6.17% +0.44
Options Activity Q4 2025 → Q1 2026 Security Type Change vs Q4 2025 Underlying Shares Value ▼ TSLA Tesla Inc. call Sold out 133,600 $60.1Mbefore exit BABA Alibaba Group Holding-SP ADR call Sold out 139,100 $20.4Mbefore exit
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