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Night Squared Lp Top Holdings and 13F Report (2025)

About Night Squared Lp

Investment Activity

  • Night Squared Lp has $169.13 million in total holdings as of March 31, 2025.
  • Night Squared Lp owns shares of 44 different stocks, but just 26 companies or ETFs make up 80% of its holdings.

Largest Holdings

Ecolab
$7,397,967
Toast
$7,141,800
Amazon.com
$6,942,778

Sector Allocation

Map of 500 Largest Holdings ofNight Squared Lp

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueShares Held% of PortfolioSector
Ecolab Inc. stock logo
ECL
Ecolab
$7,397,96729,1814.4%Basic Materials
Toast, Inc. stock logo
TOST
Toast
$7,141,800215,3094.2%Computer and Technology
Brinker International, Inc. stock logo
EAT
Brinker International
$6,988,95546,8904.1%Retail/Wholesale
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$6,942,77836,4914.1%Retail/Wholesale
Trane Technologies plc stock logo
TT
Trane Technologies
$6,552,08319,4473.9%Construction
Texas Roadhouse, Inc. stock logo
TXRH
Texas Roadhouse
$6,461,07838,7753.8%Retail/Wholesale
MercadoLibre, Inc. stock logo
MELI
MercadoLibre
$6,443,7243,3033.8%Retail/Wholesale
KLAVIYO INC
$6,365,675210,3663.8%COM SER A
Ulta Beauty, Inc. stock logo
ULTA
Ulta Beauty
$6,067,33716,5533.6%Retail/Wholesale
The Sherwin-Williams Company stock logo
SHW
Sherwin-Williams
$6,059,49417,3533.6%Basic Materials
Honeywell International Inc. stock logo
HON
Honeywell International
$5,634,66826,6103.3%Multi-Sector Conglomerates
Royal Caribbean Cruises Ltd. stock logo
RCL
Royal Caribbean Cruises
$5,543,59326,9843.3%Consumer Discretionary
Clean Harbors, Inc. stock logo
CLH
Clean Harbors
$5,439,36927,5973.2%Business Services
Air Products and Chemicals, Inc. stock logo
APD
Air Products and Chemicals
$5,381,40518,2473.2%Basic Materials
Darden Restaurants, Inc. stock logo
DRI
Darden Restaurants
$5,131,04924,6973.0%Retail/Wholesale
Microsoft Co. stock logo
MSFT
Microsoft
$5,010,70613,3483.0%Computer and Technology
Wynn Resorts, Limited stock logo
WYNN
Wynn Resorts
$4,408,80052,8002.6%Consumer Discretionary
Meta Platforms, Inc. stock logo
META
Meta Platforms
$4,392,4407,6212.6%Computer and Technology
Trex Company, Inc. stock logo
TREX
Trex
$4,342,04574,7342.6%Construction
Burlington Stores, Inc. stock logo
BURL
Burlington Stores
$4,313,05818,0972.6%Retail/Wholesale
Adobe Inc. stock logo
ADBE
Adobe
$4,060,04910,5862.4%Computer and Technology
Carnival Co. & plc stock logo
CCL
Carnival Co. &
$3,817,256195,4562.3%Consumer Discretionary
Rockwell Automation, Inc. stock logo
ROK
Rockwell Automation
$3,709,04514,3552.2%Computer and Technology
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$3,054,8693,2301.8%Retail/Wholesale
AMETEK, Inc. stock logo
AME
AMETEK
$2,981,80917,3221.8%Computer and Technology
Quanta Services, Inc. stock logo
PWR
Quanta Services
$2,922,56211,4981.7%Construction
AutoZone, Inc. stock logo
AZO
AutoZone
$2,859,5857501.7%Retail/Wholesale
Dollar Tree, Inc. stock logo
DLTR
Dollar Tree
$2,815,12537,5001.7%Retail/Wholesale
DOORDASH INC
$2,780,29715,2121.6%CL A
Veeva Systems Inc. stock logo
VEEV
Veeva Systems
$2,546,30910,9931.5%Medical
Netflix, Inc. stock logo
NFLX
Netflix
$2,388,2092,5611.4%Consumer Discretionary
Spotify Technology S.A. stock logo
SPOT
Spotify Technology
$2,364,0294,2981.4%Business Services
Shopify Inc. stock logo
SHOP
Shopify
$2,347,85324,5901.4%Computer and Technology
DOMINOS PIZZA INC
$2,296,7914,9991.4%COM
Live Nation Entertainment, Inc. stock logo
LYV
Live Nation Entertainment
$2,130,15216,3131.3%Consumer Discretionary
BJ's Wholesale Club Holdings, Inc. stock logo
BJ
BJ's Wholesale Club
$1,711,50015,0001.0%Consumer Discretionary
Xylem Inc. stock logo
XYL
Xylem
$1,535,06112,8500.9%Business Services
Alphabet Inc. stock logo
GOOGL
Alphabet
$1,421,2969,1910.8%Computer and Technology
GE VERNOVA INC
$1,108,4723,6310.7%COM
Ferrari stock logo
RACE
Ferrari
$1,069,7002,5000.6%Auto/Tires/Trucks
Walmart Inc. stock logo
WMT
Walmart
$1,052,42711,9880.6%Retail/Wholesale
The Kroger Co. stock logo
KR
Kroger
$1,013,52214,9730.6%Retail/Wholesale
Pinterest, Inc. stock logo
PINS
Pinterest
$576,32118,5910.3%Computer and Technology
REDDIT INC
$546,7395,2120.3%CL A

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data