NIGHTVIEW CAPITAL, LLC 13F Holdings

CIK 0001680843 · Clearwater, FL

As of Sep 30, 2025, NIGHTVIEW CAPITAL, LLC reported 11 positions worth $216.5M in its SEC Form 13F filing.

Top 11 holdings

SecurityTickerSectorSharesValue% of portfolio
TESLA INCTSLAConsumer Cyclical238,846 06.2M49.07%
ALIBABA GROUP HOLDING LTDBABAConsumer Cyclical193,435$34.6M15.97%
AMAZON.COM INCAMZNEquity90,454 9.9M9.17%
GOLDMAN SACHS GROUP INCGSFinancial Services10,143$8.1M3.73%
WYNN RESORTS LTDWYNNConsumer Cyclical59,911$7.7M3.55%
MORGAN STANLEYMSFinancial Services46,858$7.4M3.44%
META PLATFORMS INCMETACommunication Services9,724$7.1M3.30%
ALPHABET INCGOOGEquity26,986$6.6M3.04%
HYATT HOTELS CORPHConsumer Cyclical45,659$6.5M2.99%
NETFLIX INCNFLXCommunication Services5,357$6.4M2.97%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMTechnology21,504$6.0M2.77%