13F HOLDINGS REPORT
Night Squared LP
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001140361-25-042082
Total Value
$277.1M
Positions
54
Other Managers
1
Confidential Omitted
No
Holdings (54)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 50,184 | $11.0M | 3.98% |
| 2 | ULTA BEAUTY INC | ULTA | 18,739 | $10.2M | 3.70% |
| 3 | MONSTER BEVERAGE CORP NEW | MNST | 136,709 | $9.2M | 3.32% |
| 4 | GENERAL MLS INC | 370334104 | 178,104 | $9.0M | 3.24% |
| 5 | WASTE MGMT INC DEL | 94106L109 | 37,854 | $8.4M | 3.02% |
| 6 | NETFLIX INC | NFLX | 6,894 | $8.3M | 2.98% |
| 7 | MERCADOLIBRE INC | MELI | 3,504 | $8.2M | 2.95% |
| 8 | KIMBERLY-CLARK CORP | KMB | 64,822 | $8.1M | 2.91% |
| 9 | CELSIUS HLDGS INC | CELH | 138,971 | $8.0M | 2.88% |
| 10 | MICROSOFT CORP | MSFT | 14,834 | $7.7M | 2.77% |
| 11 | TRANE TECHNOLOGIES PLC | TT | 17,186 | $7.3M | 2.62% |
| 12 | ECOLAB INC | ECL | 25,520 | $7.0M | 2.52% |
| 13 | PACKAGING CORP AMER | 695156109 | 31,171 | $6.8M | 2.45% |
| 14 | PERFORMANCE FOOD GROUP CO | PFGC | 64,975 | $6.8M | 2.44% |
| 15 | ON HLDG AG | H5919C104 | 157,502 | $6.7M | 2.41% |
| 16 | WYNN RESORTS LTD | WYNN | 49,626 | $6.4M | 2.30% |
| 17 | ISHARES TR | 464288752 | 59,130 | $6.3M | 2.29% |
| 18 | OREILLY AUTOMOTIVE INC | 67103H107 | 56,974 | $6.1M | 2.22% |
| 19 | XYLEM INC | XYL | 40,245 | $5.9M | 2.14% |
| 20 | NVENT ELECTRIC PLC | NVT | 55,562 | $5.5M | 1.98% |
| 21 | WAYFAIR INC | W | 60,416 | $5.4M | 1.95% |
| 22 | META PLATFORMS INC | META | 7,281 | $5.3M | 1.93% |
| 23 | AXALTA COATING SYS LTD | AXTA | 186,325 | $5.3M | 1.92% |
| 24 | ROYAL CARIBBEAN GROUP | V7780T103 | 16,464 | $5.3M | 1.92% |
| 25 | APPLIED MATLS INC | 038222105 | 25,515 | $5.2M | 1.89% |
| 26 | ROCKWELL AUTOMATION INC | ROK | 14,867 | $5.2M | 1.88% |
| 27 | VITA COCO CO INC | COCO | 122,268 | $5.2M | 1.87% |
| 28 | TOAST INC | TOST | 135,749 | $5.0M | 1.79% |
| 29 | WOODWARD INC | WWD | 18,855 | $4.8M | 1.72% |
| 30 | KLAVIYO INC | KVYO | 167,298 | $4.6M | 1.67% |
| 31 | VERTIV HOLDINGS CO | VRT | 28,283 | $4.3M | 1.54% |
| 32 | WESTERN DIGITAL CORP | WDC | 35,424 | $4.3M | 1.53% |
| 33 | DOORDASH INC | DASH | 15,429 | $4.2M | 1.51% |
| 34 | HYATT HOTELS CORP | H | 28,771 | $4.1M | 1.47% |
| 35 | PALO ALTO NETWORKS INC | PANW | 20,042 | $4.1M | 1.47% |
| 36 | WALMART INC | WMT | 38,595 | $4.0M | 1.44% |
| 37 | NVIDIA CORPORATION | NVDA | 19,665 | $3.7M | 1.32% |
| 38 | WORKDAY INC | WDAY | 15,000 | $3.6M | 1.30% |
| 39 | TREX CO INC | TREX | 69,827 | $3.6M | 1.30% |
| 40 | CARNIVAL CORP | CUKPF | 120,808 | $3.5M | 1.26% |
| 41 | VEEVA SYS INC | VEEV | 11,670 | $3.5M | 1.25% |
| 42 | AMPHENOL CORP NEW | 032095101 | 28,036 | $3.5M | 1.25% |
| 43 | ROSS STORES INC | ROST | 21,442 | $3.3M | 1.18% |
| 44 | SEAGATE TECHNOLOGY HLDNGS PL | SE | 13,611 | $3.2M | 1.16% |
| 45 | LAM RESEARCH CORP | LRCX | 23,936 | $3.2M | 1.16% |
| 46 | MCDONALDS CORP | MCD | 9,969 | $3.0M | 1.09% |
| 47 | SPOTIFY TECHNOLOGY S A | SPOT | 4,086 | $2.9M | 1.03% |
| 48 | REGAL REXNORD CORPORATION | RRX | 18,702 | $2.7M | 0.97% |
| 49 | ORACLE CORP | ORCL-PD | 8,866 | $2.5M | 0.90% |
| 50 | BROADCOM INC | AVGO | 5,105 | $1.7M | 0.61% |
| 51 | SYSCO CORP | SYY | 18,199 | $1.5M | 0.54% |
| 52 | HILTON WORLDWIDE HLDGS INC | HLT | 5,556 | $1.4M | 0.52% |
| 53 | UTZ BRANDS INC | UTZ | 83,469 | $1.0M | 0.37% |
| 54 | REDDIT INC | RDDT | 2,044 | $470,100 | 0.17% |