Holdings of Night Squared LP
66 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 30.4 % of the equity sleeve
Sector breakdown
- Technology 23.9 %
- Industrials 13.8 %
- Consumer staples 13.1 %
- Consumer discretionary 11.2 %
- Materials 11.0 %
- Communication 5.5 %
- Funds 1.8 %
- Unattributed 19.7 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 65 | 597.1M $ | 96.45 % |
| 2 | TW | 1 | 22M $ | 3.55 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 1 | Analog Devices Inc | 70,887 | 22.6M $ | |
| 2 | Taiwan Semiconductor Manufacturing Co Ltd | 64,977 | 22M $ | |
| 3 | Sherwin-Williams Co/The | 64,361 | 20.6M $ | |
| 4 | Amazon.com Inc | 90,126 | 18.8M $ | |
| 5 | NVIDIA Corp | 104,486 | 18.2M $ | |
| 6 | WW Grainger Inc | 16,668 | 18.2M $ | |
| 7 | Altria Group, Inc. | 268,586 | 17.7M $ | |
| 8 | Air Products and Chemicals Inc | 59,550 | 17.3M $ | |
| 9 | Take-Two Interactive Software Inc | 84,009 | 16.6M $ | |
| 10 | DoorDash Inc | 110,106 | 16.5M $ | |
| 11 | J M Smucker Co/The | 167,986 | 16.2M $ | |
| 12 | Monolithic Power Systems Inc | 14,592 | 16M $ | |
| 13 | Applied Materials Inc | 45,100 | 15.4M $ | |
| 14 | Ferguson Enterprises Inc | 66,079 | 15.4M $ | |
| 15 | PepsiCo Inc | 99,136 | 15.4M $ | |
| 16 | Church & Dwight Co Inc | 155,539 | 14.5M $ | |
| 17 | Toast Inc | 532,067 | 14.1M $ | |
| 18 | Datadog Inc | 117,832 | 13.9M $ | |
| 19 | Caterpillar Inc | 19,615 | 13.9M $ | |
| 20 | Burlington Stores Inc | 40,771 | 13.3M $ | |
| 21 | Solstice Advanced Materials Inc | 169,595 | 12.9M $ | |
| 22 | Vulcan Materials Co | 45,760 | 12.5M $ | |
| 23 | Meta Platforms Inc | 21,573 | 12.3M $ | |
| 24 | PACCAR Inc | 104,756 | 12.1M $ | |
| 25 | Mondelez International Inc | 204,428 | 11.8M $ | |
| 26 | ISHARES TRUST | 123,055 | 11.1M $ | |
| 27 | Brinker International Inc | 76,030 | 10.9M $ | |
| 28 | Parker-Hannifin Corp | 11,990 | 10.7M $ | |
| 29 | Corteva Inc | 124,487 | 10.4M $ | |
| 30 | Five Below Inc | 44,449 | 10.2M $ | |
| 31 | Ball Corp | 169,901 | 10M $ | |
| 32 | Monster Beverage Corp | 123,416 | 8.9M $ | |
| 33 | Kimberly-Clark Corp | 90,636 | 8.7M $ | |
| 34 | Ulta Beauty Inc | 15,429 | 8.1M $ | |
| 35 | Lumentum Holdings Inc | 10,678 | 7.5M $ | |
| 36 | Comfort Systems USA Inc | 5,400 | 7.4M $ | |
| 37 | Xylem Inc/NY | 61,573 | 7.4M $ | |
| 38 | Corning Inc | 53,946 | 7.3M $ | |
| 39 | Cava Group Inc | 88,616 | 7.2M $ | |
| 40 | Dow Inc | 170,929 | 7.1M $ | |
| 41 | Palo Alto Networks Inc | 40,343 | 6.5M $ | |
| 42 | Champion Homes Inc | 81,366 | 6.1M $ | |
| 43 | Lam Research Corp | 25,597 | 5.5M $ | |
| 44 | Netflix Inc | 54,952 | 5.3M $ | |
| 45 | Tetra Tech Inc | 174,738 | 5.3M $ | |
| 46 | Target Corp | 42,539 | 5.2M $ | |
| 47 | Hilton Worldwide Holdings Inc | 15,704 | 4.8M $ | |
| 48 | Klaviyo Inc | 237,217 | 4.6M $ | |
| 49 | Western Digital Corp | 16,282 | 4.4M $ | |
| 50 | Walmart Inc | 32,376 | 4M $ | |
| 51 | Sprouts Farmers Market Inc | 51,860 | 4M $ | |
| 52 | Hyatt Hotels Corp | 26,734 | 3.8M $ | |
| 53 | VF Corp | 199,939 | 3.4M $ | |
| 54 | Manhattan Associates Inc | 23,682 | 3.2M $ | |
| 55 | Starbucks Corp | 32,213 | 2.9M $ | |
| 56 | Cloudflare Inc | 13,615 | 2.8M $ | |
| 57 | Sandisk Corp/DE | 4,187 | 2.7M $ | |
| 58 | Dutch Bros Inc | 39,467 | 2M $ | |
| 59 | Pegasystems Inc | 45,209 | 1.9M $ | |
| 60 | Arista Networks Inc | 15,152 | 1.9M $ | |
| 61 | Harley-Davidson Inc | 74,460 | 1.5M $ | |
| 62 | Reddit Inc | 10,774 | 1.5M $ | |
| 63 | Workday Inc | 11,002 | 1.4M $ | |
| 64 | Lattice Semiconductor Corp | 13,734 | 1.3M $ | |
| 65 | Crowdstrike Holdings Inc | 3,238 | 1.3M $ | |
| 66 | Vita Coco Co Inc/The | 18,563 | 889.4K $ | |