The Analysis of Night Squared LP's Holdings
Currently, Night Squared LP holds 54 types of securities in its portfolio with a total value $277.1M. In the most recent quarter, they have increased their positions in MNST (+136.7K shares, valued at $9.2M), GIS (+178.1K shares, valued at $9.0M), WM (+37.9K shares, valued at $8.4M); decreased their positions in ORCL (-16.2K shares, valued at $4.5M), NVT (-32.9K shares, valued at $3.2M), ECL (-10.1K shares, valued at $2.8M); initiated new positions in MNST (+136.7K shares, valued at $9.2M), GIS (+178.1K shares, valued at $9.0M), WM (+37.9K shares, valued at $8.4M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AMZN AMAZON COM INC50.2K shares143.35%2025-09-302025-11-14
ULTA ULTA BEAUTY INC18.7K shares19.36%2025-09-302025-11-14 MNST MONSTER BEVERAGE CORP NEW136.7K sharesnew addition2025-09-302025-11-14 GIS GENERAL MLS INC178.1K sharesnew addition2025-09-302025-11-14 WM WASTE MGMT INC DEL37.9K sharesnew addition2025-09-302025-11-14 NFLX NETFLIX INC6.9K shares63.48%2025-09-302025-11-14 MELI MERCADOLIBRE INC3.5K shares261.98%2025-09-302025-11-14 KMB KIMBERLY-CLARK CORP64.8K sharesnew addition2025-09-302025-11-14 CELH CELSIUS HLDGS INC139.0K shares70.39%2025-09-302025-11-14 MSFT MICROSOFT CORP14.8K shares32.94%2025-09-302025-11-14 TT TRANE TECHNOLOGIES PLC17.2K sharesnew addition2025-09-302025-11-14 ECL ECOLAB INC25.5K shares-28.26%2025-09-302025-11-14 PKG PACKAGING CORP AMER31.2K sharesnew addition2025-09-302025-11-14 PFGC PERFORMANCE FOOD GROUP CO65.0K sharesnew addition2025-09-302025-11-14 ONON ON HLDG AG157.5K sharesnew addition2025-09-302025-11-14 WYNN WYNN RESORTS LTD49.6K shares824.48%2025-09-302025-11-14 ITB ISHARES TR59.1K shares36.45%2025-09-302025-11-14 ORLY OREILLY AUTOMOTIVE INC57.0K sharesnew addition2025-09-302025-11-14 XYL XYLEM INC40.2K sharesnew addition2025-09-302025-11-14 NVT NVENT ELECTRIC PLC55.6K shares-37.19%2025-09-302025-11-14 W WAYFAIR INC60.4K sharesnew addition2025-09-302025-11-14 META META PLATFORMS INC7.3K shares-0.33%2025-09-302025-11-14 AXTA AXALTA COATING SYS LTD186.3K sharesnew addition2025-09-302025-11-14 RCL ROYAL CARIBBEAN GROUP16.5K shares-25.44%2025-09-302025-11-14 AMAT APPLIED MATLS INC25.5K sharesnew addition2025-09-302025-11-14 ROK ROCKWELL AUTOMATION INC14.9K shares9.60%2025-09-302025-11-14 COCO VITA COCO CO INC122.3K sharesnew addition2025-09-302025-11-14 TOST TOAST INC135.7K shares-28.26%2025-09-302025-11-14 WWD WOODWARD INC18.9K sharesnew addition2025-09-302025-11-14 KVYO KLAVIYO INC167.3K shares16.31%2025-09-302025-11-14 VRT VERTIV HOLDINGS CO28.3K sharesnew addition2025-09-302025-11-14 WDC WESTERN DIGITAL CORP35.4K sharesnew addition2025-09-302025-11-14 DASH DOORDASH INC15.4K shares35.45%2025-09-302025-11-14 H HYATT HOTELS CORP28.8K shares208.44%2025-09-302025-11-14 PANW PALO ALTO NETWORKS INC20.0K sharesnew addition2025-09-302025-11-14 WMT WALMART INC38.6K sharesnew addition2025-09-302025-11-14 NVDA NVIDIA CORPORATION19.7K sharesnew addition2025-09-302025-11-14 WDAY WORKDAY INC15.0K sharesnew addition2025-09-302025-11-14 TREX TREX CO INC69.8K shares213.39%2025-09-302025-11-14 CCL CARNIVAL CORP120.8K shares-6.13%2025-09-302025-11-14 VEEV VEEVA SYS INC11.7K shares-3.55%2025-09-302025-11-14 APH AMPHENOL CORP NEW28.0K sharesnew addition2025-09-302025-11-14 ROST ROSS STORES INC21.4K shares163.74%2025-09-302025-11-14 STX SEAGATE TECHNOLOGY HLDNGS PL13.6K sharesnew addition2025-09-302025-11-14 LRCX LAM RESEARCH CORP23.9K sharesnew addition2025-09-302025-11-14 MCD MCDONALDS CORP10.0K sharesnew addition2025-09-302025-11-14 SPOT SPOTIFY TECHNOLOGY S A4.1K shares11.55%2025-09-302025-11-14 RRX REGAL REXNORD CORPORATION18.7K sharesnew addition2025-09-302025-11-14 ORCL ORACLE CORP8.9K shares-64.59%2025-09-302025-11-14 AVGO BROADCOM INC5.1K sharesnew addition2025-09-302025-11-14 SYY SYSCO CORP18.2K sharesnew addition2025-09-302025-11-14 HLT HILTON WORLDWIDE HLDGS INC5.6K sharesnew addition2025-09-302025-11-14 UTZ UTZ BRANDS INC83.5K shares-56.32%2025-09-302025-11-14 RDDT REDDIT INC2.0K sharesnew addition2025-09-302025-11-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available