13F Filings History of Night Squared LP

Latest 13F filing: Q1 2026 - 15 May 2026
Latest reported 13F value: $680,670,974
Largest 13F holdings: ADI TSM SHW AMZN NVDA GWW MO APD TTWO DASH SJM MPWR
+8 more
TT SPOT AMAT FERG PEP CHD TOST DDOG
Form 13F summary: Night Squared LP Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
Form 13F is generally due within 45 days after each calendar quarter ends.
Night Squared LP reported 72 equity holdings with a total reported market value of $680,670,974 for Q1 2026. Top reported holdings included ADI, TSM, SHW, AMZN, and NVDA.
Manager signature: Brian Rouzer - CFO, CCO
Manager location: New York, NY

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Holdings Value

Form 13F evidence

Quarterly portfolio filings

SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.

Latest quarter

Q1 2026

Latest value

$680,670,974

Quarter delta

+$325,869,871

Accepted

15 May 2026, 06:01

Rows shown

1-5 of 5

Quarter	Holdings	SEC-reported value	Bought	Sold	Net	Top Holdings	Form Type	Accepted by SEC
Q1 2026	72	$680,670,974	+$541,790,157	-$211,854,712	+$329,935,445	ADI, TSM, SHW, AMZN, NVDA	13F-HR	15 May 2026, 06:01
Q4 2025	65	$354,801,103	+$215,566,239	-$133,551,950	+$82,014,289	WM, PM, KO, SJM, CLX	13F-HR	17 Feb 2026, 06:05
Q3 2025	54	$277,129,904	+$184,225,226	-$136,239,419	+$47,985,807	AMZN, ULTA, MNST, GIS, WM	13F-HR	14 Nov 2025, 06:02
Q2 2025	54	$224,395,261	+$123,355,442	-$92,423,760	+$30,931,682	CCK, ECL, HON, DLTR, TOST	13F-HR	14 Aug 2025, 09:59
Q1 2025	44	$169,127,002	$0	$0	$0	ECL, TOST, EAT, AMZN, TT	Restatement	20 Aug 2025, 10:08