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Night Squared LP13F | |
Night Squared LP | |
Last update 2025-05-15 | 44 Stocks (0 new) |
Value $169.00 Mil | Turnover 0 % |
Night Squared LP Top Holdings of 2025-03-31
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
ECL | Ecolab Inc | 29,181 | 7,398.0 | 0% | 4.370 | 0% | 0.010 | +12.85% | +15.27% | 76,194.0 | Chemicals | |
TOST | Toast Inc | 215,309 | 7,141.8 | 0% | 4.220 | 0% | 0.040 | +35.67% | +27.63% | 26,912.5 | Software | |
EAT | Brinker International Inc | 46,890 | 6,989.0 | 0% | 4.130 | 0% | 0.110 | +5.44% | +22.31% | 7,192.2 | Restaurants | |
AMZN | Amazon.com Inc | 36,491 | 6,942.8 | 0% | 4.110 | 0% | 0.000 | +31.01% | +3.07% | 2,400,675.8 | Retail - Cyclical | |
TT | Trane Technologies PLC | 19,447 | 6,552.1 | 0% | 3.870 | 0% | 0.010 | +34.56% | +21.71% | 99,762.6 | Construction | |
TXRH | Texas Roadhouse Inc | 38,775 | 6,461.1 | 0% | 3.820 | 0% | 0.060 | +14.11% | +2.79% | 12,212.2 | Restaurants | |
MELI | MercadoLibre Inc | 3,303 | 6,443.7 | 0% | 3.810 | 0% | 0.010 | +14.97% | +41.94% | 122,361.7 | Retail - Cyclical | |
KVYO | Klaviyo Inc | 210,366 | 6,365.7 | 0% | 3.760 | 0% | 0.080 | +25.61% | -21.87% | 9,583.2 | Software | |
ULTA | Ulta Beauty Inc | 16,553 | 6,067.3 | 0% | 3.590 | 0% | 0.040 | +37.89% | +13.42% | 22,171.7 | Retail - Cyclical | |
SHW | Sherwin-Williams Co | 17,353 | 6,059.5 | 0% | 3.580 | 0% | 0.010 | +2.23% | +0.48% | 85,221.7 | Chemicals |
Night Squared LP's Historical Top Holdings Breakdowns
Night Squared LP Total Holding History ($B)
Night Squared LP's Asset Allocation
Night Squared LP Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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Night Squared LP's Hypothetical Growth since 2025-03-31
Night Squared LP's Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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Night Squared LP's Holdings Heat Map
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Night Squared LP's Holdings Bubble Chart
Night Squared LP News
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