Stock Taper 
NIGHT SQUARED LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Sandisk Corporation | SNDK | 3.75K | $8.53M |
 Applied Materials, Inc. | AMAT | 5.42K | $3.92M |
 Comfort Systems USA, Inc. | FIX | 6.3K | $12.49M |
 Micron Technology, Inc. | MU | 8.51K | $9.82M |
 Advanced Micro Devices, Inc. | AMD | 10.63K | $6.18M |
 Williams-Sonoma, Inc. | WSM | 11.57K | $2.7M |
 ASML Holding N.V. | ASML | 11.92K | $23.71M |
 Hilton Worldwide Holdings Inc. | HLT | 11.94K | $3.95M |
 Lam Research Corporation | LRCX | 11.97K | $5.19M |
 Credo Technology Group Holding Ltd | CRDO | 12.06K | $3.28M |
 Snowflake Inc. | SNOW | 13.18K | $3.35M |
 Jabil Inc. | JBL | 16.38K | $6.31M |
 Seagate Technology Holdings plc | STX | 17.57K | $16.96M |
 Reddit, Inc. | RDDT | 17.72K | $3.08M |
 International Business Machines Corporation | IBM | 18.41K | $5.18M |
 Caterpillar Inc. | CAT | 19.71K | $20.99M |
 Burlington Stores, Inc. | BURL | 21.17K | $6.71M |
 Meta Platforms, Inc. | META | 22.82K | $12.85M |
 Vertiv Holdings Co | VRT | 22.87K | $7.66M |
 Lattice Semiconductor Corporation | LSCC | 23.22K | $3.55M |