Night Squared LP 13F Holdings

CIK 0002058786 · NEW YORK, NY

As of Sep 30, 2025, Night Squared LP reported 54 positions worth $277.1M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
AMAZON.COM INCAMZNEquity50,184 1.0M3.98%
ULTA BEAUTY INCULTAConsumer Cyclical18,739 0.2M3.70%
MONSTER BEVERAGE CORPMNSTConsumer Defensive136,709$9.2M3.32%
GENERAL MILLS INCGISConsumer Defensive178,104$9.0M3.24%
WASTE MANAGEMENT INCWMIndustrials37,854$8.4M3.02%
NETFLIX INCNFLXCommunication Services6,894$8.3M2.98%
MERCADOLIBRE INCMELIConsumer Cyclical3,504$8.2M2.95%
KIMBERLY CLARK CORPKMBConsumer Defensive64,822$8.1M2.91%
CELSIUS HOLDINGS INCCELHConsumer Defensive138,971$8.0M2.88%
MICROSOFT CORPMSFTTechnology14,834$7.7M2.77%
TRANE TECHNOLOGIES PLCTTBasic Materials17,186$7.3M2.62%
ECOLAB INCECLBasic Materials25,520$7.0M2.52%
PACKAGING CORP OF AMERICAPKGConsumer Cyclical31,171$6.8M2.45%
PERFORMANCE FOOD GROUP COPFGCConsumer Defensive64,975$6.8M2.44%
ON HOLDING AGONONConsumer Cyclical157,502$6.7M2.41%
WYNN RESORTS LTDWYNNConsumer Cyclical49,626$6.4M2.30%
ISHARES US HOME CONSTRUCTION ETFITB—59,130$6.3M2.29%
O REILLY AUTOMOTIVE INCORLYConsumer Cyclical56,974$6.1M2.22%
XYLEM INCXYLIndustrials40,245$5.9M2.14%
NVENT ELECTRIC PLCNVTIndustrials55,562$5.5M1.98%
WAYFAIR INCWConsumer Cyclical60,416$5.4M1.95%
META PLATFORMS INCMETACommunication Services7,281$5.3M1.93%
AXALTA COATING SYSTEMS LTDAXTABasic Materials186,325$5.3M1.92%
ROYAL CARIBBEAN CRUISES LTDRCLIndustrials16,464$5.3M1.92%
APPLIED MATERIALS INCAMATTechnology25,515$5.2M1.89%