Night Squared Lp Top Holdings and 13F Report (2026) About Night Squared LpInvestment ActivityNight Squared Lp has $680.67 million in total holdings as of March 31, 2026.Night Squared Lp owns shares of 72 different stocks, but just 39 companies or ETFs make up 80% of its holdings.Approximately 79.60% of the portfolio was purchased this quarter.About 31.12% of the portfolio was sold this quarter.This quarter, Night Squared Lp has purchased 65 new stocks and bought additional shares in 24 stocks.Night Squared Lp sold shares of 5 stocks and completely divested from 36 stocks this quarter.Largest Holdings Analog Devices $22,551,990Taiwan Semiconductor Manufacturing $21,958,977Sherwin-Williams $20,630,919Amazon.com $18,770,542NVIDIA $18,222,358 Largest New Holdings this Quarter 824348106 - Sherwin-Williams $20,630,919 Holding384802104 - W.W. Grainger $18,181,621 Holding02209S103 - Altria Group $17,723,990 Holding009158106 - Air Products and Chemicals $17,298,680 Holding874054109 - Take-Two Interactive Software $16,591,778 Holding Largest Purchases this Quarter Sherwin-Williams 64,361 shares (about $20.63M)W.W. Grainger 16,668 shares (about $18.18M)Altria Group 268,586 shares (about $17.72M)Air Products and Chemicals 59,550 shares (about $17.30M)Take-Two Interactive Software 84,009 shares (about $16.59M) Largest Sales this Quarter Hyatt Hotels 21,942 shares (about $3.16M)Royal Caribbean Cruises 7,297 shares (about $2.01M)Workday 5,839 shares (about $758.60K)NXP Semiconductors 2,300 shares (about $452.78K)Western Digital 707 shares (about $191.24K) Sector Allocation Over TimeMap of 500 Largest Holdings ofNight Squared Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorADIAnalog Devices$22,551,990$12,686,151 â–²128.6%70,8873.3%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$21,958,977$13,997,889 â–²175.8%64,9773.2%Computer and TechnologySHWSherwin-Williams$20,630,919$20,630,919 â–²New Holding64,3613.0%Basic MaterialsAMZNAmazon.com$18,770,542$11,973,859 â–²176.2%90,1262.8%Retail/WholesaleNVDANVIDIA$18,222,358$16,223,036 â–²811.4%104,4862.7%Computer and TechnologyGWWW.W. Grainger$18,181,621$18,181,621 â–²New Holding16,6682.7%IndustrialsMOAltria Group$17,723,990$17,723,990 â–²New Holding268,5862.6%Consumer StaplesAPDAir Products and Chemicals$17,298,680$17,298,680 â–²New Holding59,5502.5%Basic MaterialsTTWOTake-Two Interactive Software$16,591,778$16,591,778 â–²New Holding84,0092.4%Consumer DiscretionaryDOORDASH INC$16,532,416$14,063,650 â–²569.7%110,1062.4%CL ASJMJ. M. Smucker$16,200,570$6,805,578 â–²72.4%167,9862.4%Consumer StaplesMPWRMonolithic Power Systems$15,954,163$12,994,465 â–²439.0%14,5922.3%Computer and TechnologyTTTrane Technologies$15,849,456$15,849,456 â–²New Holding38,0322.3%ConstructionSPOTSpotify Technology$15,792,064$13,459,647 â–²577.1%32,5672.3%Computer and TechnologyAMATApplied Materials$15,414,729$4,631,255 â–²42.9%45,1002.3%Computer and TechnologyFERGUSON ENTERPRISES INC$15,413,588$15,413,588 â–²New Holding66,0792.3%COMMON STOCK NEWPEPPepsiCo$15,394,829$15,394,829 â–²New Holding99,1362.3%Consumer StaplesCHDChurch & Dwight$14,514,899$14,514,899 â–²New Holding155,5392.1%Consumer StaplesTOSTToast$14,105,096$9,960,894 â–²240.4%532,0672.1%Computer and TechnologyDDOGDatadog$13,910,068$13,910,068 â–²New Holding117,8322.0%Computer and TechnologyCATCaterpillar$13,896,443$13,896,443 â–²New Holding19,6152.0%IndustrialsBURLBurlington Stores$13,266,068$13,266,068 â–²New Holding40,7711.9%Retail/WholesaleSOLSTICE ADVANCED MATLS INC$12,916,355$12,916,355 â–²New Holding169,5951.9%COM SHSVMCVulcan Materials$12,460,448$7,651,085 â–²159.1%45,7601.8%ConstructionMETAMeta Platforms$12,342,560$9,034,504 â–²273.1%21,5731.8%Computer and TechnologyPCARPACCAR$12,099,318$12,099,318 â–²New Holding104,7561.8%Auto/Tires/TrucksMDLZMondelez International$11,783,230$11,783,230 â–²New Holding204,4281.7%Consumer StaplesITBiShares U.S. Home Construction ETF$11,142,630$3,796,943 â–²51.7%123,0551.6%ETFEATBrinker International$10,854,803$4,244,838 â–²64.2%76,0301.6%Retail/WholesaleQSRRestaurant Brands International$10,823,690$10,823,690 â–²New Holding146,4641.6%Retail/WholesalePHParker-Hannifin$10,733,928$10,733,928 â–²New Holding11,9901.6%IndustrialsSTXSeagate Technology$10,592,015$10,592,015 â–²New Holding27,0371.6%Computer and TechnologyCTVACorteva$10,420,807$1,228,779 â–²13.4%124,4871.5%Consumer StaplesFIVEFive Below$10,155,708$10,155,708 â–²New Holding44,4491.5%Retail/WholesaleBALLBall$10,042,848$10,042,848 â–²New Holding169,9011.5%IndustrialsMNSTMonster Beverage$8,942,723$8,942,723 â–²New Holding123,4161.3%Consumer StaplesKIMBERLY-CLARK CORP$8,743,655$8,743,655 â–²New Holding90,6361.3%COMULTAUlta Beauty$8,064,893$482,461 â–²6.4%15,4291.2%Retail/WholesaleLITELumentum$7,504,071$7,504,071 â–²New Holding10,6781.1%Computer and TechnologyFIXComfort Systems USA$7,446,546$7,446,546 â–²New Holding5,4001.1%ConstructionXYLXylem$7,357,974$1,941,636 â–²35.8%61,5731.1%Business ServicesGLWCorning$7,335,038$7,335,038 â–²New Holding53,9461.1%Computer and TechnologyCAVACAVA Group$7,169,034$7,169,034 â–²New Holding88,6161.1%Retail/WholesaleDOWDOW$7,119,193$7,119,193 â–²New Holding170,9291.0%Basic MaterialsPANWPalo Alto Networks$6,467,790$2,117,346 â–²48.7%40,3431.0%Computer and TechnologySKYChampion Homes$6,051,189$2,330,904 â–²62.7%81,3660.9%ConstructionNXPINXP Semiconductors$5,633,543$452,778 â–¼-7.4%28,6170.8%Computer and TechnologyLAM RESEARCH CORP$5,469,055$2,670,964 â–²95.5%25,5970.8%COM NEWNFLXNetflix$5,283,635$3,931,477 â–²290.8%54,9520.8%Consumer DiscretionaryTTEKTetra Tech$5,263,109$3,069,379 â–²139.9%174,7380.8%IndustrialsTGTTarget$5,155,727$5,155,727 â–²New Holding42,5390.8%Retail/WholesaleHLTHilton Worldwide$4,775,272$4,775,272 â–²New Holding15,7040.7%Consumer DiscretionaryKLAVIYO INC$4,616,243$1,964,896 â–²74.1%237,2170.7%COM SER AWDCWestern Digital$4,404,118$191,236 â–¼-4.2%16,2820.6%Computer and TechnologyWALMART INC$4,023,689$4,023,689 â–²New Holding32,3760.6%COMSFMSprouts Farmers Market$3,999,962$3,999,962 â–²New Holding51,8600.6%Retail/WholesaleHHyatt Hotels$3,844,082$3,155,040 â–¼-45.1%26,7340.6%Consumer DiscretionaryVFCV.F.$3,396,964$3,396,964 â–²New Holding199,9390.5%Consumer DiscretionaryMANHManhattan Associates$3,152,548$2,574,142 â–²445.0%23,6820.5%Computer and TechnologyRCLRoyal Caribbean Cruises$2,954,883$2,007,989 â–¼-40.5%10,7380.4%Consumer DiscretionarySBUXStarbucks$2,885,963$2,885,963 â–²New Holding32,2130.4%Retail/WholesaleNETCloudflare$2,809,319$2,809,319 â–²New Holding13,6150.4%Computer and TechnologySANDISK CORP$2,660,169$2,660,169 â–²New Holding4,1870.4%COMBROSDutch Bros$1,999,398$1,999,398 â–²New Holding39,4670.3%Retail/WholesalePEGAPegasystems$1,924,095$1,924,095 â–²New Holding45,2090.3%Computer and TechnologyARISTA NETWORKS INC$1,860,363$1,860,363 â–²New Holding15,1520.3%COM SHSHOGHarley-Davidson$1,505,581$1,505,581 â–²New Holding74,4600.2%Auto/Tires/TrucksREDDIT INC$1,450,719$1,450,719 â–²New Holding10,7740.2%CL AWDAYWorkday$1,429,380$758,603 â–¼-34.7%11,0020.2%Computer and TechnologyLSCCLattice Semiconductor$1,273,966$1,273,966 â–²New Holding13,7340.2%Computer and TechnologyCRWDCrowdStrike$1,264,148$1,264,148 â–²New Holding3,2380.2%Computer and TechnologyCOCOVita Coco$889,353$889,353 â–²New Holding18,5630.1%Consumer StaplesWMWaste Management$0$13,450,646 â–¼-100.0%00.0%Business ServicesPMPhilip Morris International$0$13,392,919 â–¼-100.0%00.0%Consumer StaplesKOCocaCola$0$12,460,269 â–¼-100.0%00.0%Consumer StaplesCLXClorox$0$9,473,785 â–¼-100.0%00.0%Consumer StaplesBTIBritish American Tobacco$0$9,396,146 â–¼-100.0%00.0%Consumer StaplesDOVDover$0$8,540,383 â–¼-100.0%00.0%IndustrialsAVYAvery Dennison$0$8,371,755 â–¼-100.0%00.0%IndustrialsMKCMcCormick & Company, Incorporated$0$8,036,912 â–¼-100.0%00.0%Consumer StaplesPGProcter & Gamble$0$7,988,673 â–¼-100.0%00.0%Consumer StaplesAMEAMETEK$0$7,362,006 â–¼-100.0%00.0%Computer and TechnologyORLYO'Reilly Automotive$0$6,934,240 â–¼-100.0%00.0%Retail/WholesaleCOCA-COLA EUROPACIFIC PARTNE$0$6,931,203 â–¼-100.0%00.0%SHSNVTnVent Electric$0$6,851,466 â–¼-100.0%00.0%Computer and TechnologyWYNNWynn Resorts$0$6,681,444 â–¼-100.0%00.0%Consumer DiscretionaryTE CONNECTIVITY PLC$0$6,570,716 â–¼-100.0%00.0%ORD SHSWWDWoodward$0$6,507,740 â–¼-100.0%00.0%AerospaceREALRealReal$0$6,364,469 â–¼-100.0%00.0%Consumer DiscretionaryCELHCelsius$0$6,117,313 â–¼-100.0%00.0%Consumer StaplesVSCOVictoria's Secret & Co.$0$5,375,614 â–¼-100.0%00.0%Retail/WholesaleROKRockwell Automation$0$5,173,853 â–¼-100.0%00.0%Computer and TechnologyWWayfair$0$4,223,947 â–¼-100.0%00.0%Retail/WholesaleROSTRoss Stores$0$3,992,983 â–¼-100.0%00.0%Retail/WholesaleMCDMcDonald's$0$3,922,150 â–¼-100.0%00.0%Retail/WholesaleAPHAmphenol$0$3,585,264 â–¼-100.0%00.0%Computer and TechnologyVRTVertiv$0$3,567,460 â–¼-100.0%00.0%Computer and TechnologyAVGOBroadcom$0$3,022,837 â–¼-100.0%00.0%Computer and TechnologyFBINFortune Brands Innovations$0$3,019,107 â–¼-100.0%00.0%Retail/WholesaleALBAlbemarle$0$2,989,334 â–¼-100.0%00.0%Basic MaterialsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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