NIGHT SQUARED LP
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | TOST | 532K | $14.11M |
 | MO | 269K | $17.72M |
 | KVYO | 237K | $4.62M |
 | MDLZ | 204K | $11.78M |
 | VFC | 200K | $3.40M |
 | TTEK | 175K | $5.26M |
 | DOW | 171K | $7.12M |
 | BALL | 170K | $10.04M |
 | SOLS | 170K | $12.92M |
 | SJM | 168K | $16.20M |
 | CHD | 156K | $14.51M |
 | QSR | 146K | $10.82M |
 | CTVA | 124K | $10.42M |
 | MNST | 123K | $8.94M |
 | DDOG | 118K | $13.91M |
 | DASH | 110K | $16.53M |
 | PCAR | 105K | $12.10M |
 | NVDA | 104K | $18.22M |
 | PEP | 99K | $15.39M |
 | KMB | 91K | $8.74M |
Toast, Inc.
TOST
Shares Held
532K
Value
$14.11M
Altria Group, Inc.
MO
Shares Held
269K
Value
$17.72M
Klaviyo, Inc.
KVYO
Shares Held
237K
Value
$4.62M
Mondelez International, Inc.
MDLZ
Shares Held
204K
Value
$11.78M
V.F. Corporation
VFC
Shares Held
200K
Value
$3.40M
Tetra Tech, Inc.
TTEK
Shares Held
175K
Value
$5.26M
Dow Inc.
DOW
Shares Held
171K
Value
$7.12M
Ball Corporation
BALL
Shares Held
170K
Value
$10.04M
Solstice Advanced Materials Inc.
SOLS
Shares Held
170K
Value
$12.92M
The J. M. Smucker Company
SJM
Shares Held
168K
Value
$16.20M
Church & Dwight Co., Inc.
CHD
Shares Held
156K
Value
$14.51M
Restaurant Brands International Inc.
QSR
Shares Held
146K
Value
$10.82M
Corteva, Inc.
CTVA
Shares Held
124K
Value
$10.42M
Monster Beverage Corporation
MNST
Shares Held
123K
Value
$8.94M
Datadog, Inc.
DDOG
Shares Held
118K
Value
$13.91M
DoorDash, Inc.
DASH
Shares Held
110K
Value
$16.53M
PACCAR Inc
PCAR
Shares Held
105K
Value
$12.10M
NVIDIA Corporation
NVDA
Shares Held
104K
Value
$18.22M
PepsiCo, Inc.
PEP
Shares Held
99K
Value
$15.39M
Kimberly-Clark Corporation
KMB
Shares Held
91K
Value
$8.74M