Stock Taper

NIGHT SQUARED LP

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
DoorDash, Inc.DASH74.58K$13.76M
Walmart Inc.WMT75.02K$8.5M
ServiceNow, Inc.NOW77.25K$7.67M
Amazon.com, Inc.AMZN80.38K$19.16M
BWX Technologies, Inc.BWXT92.03K$17.91M
Best Buy Co., Inc.BBY106.89K$8.11M
Ferguson plcFERG108.78K$25.82M
Klaviyo, Inc.KVYO112.59K$1.7M
Ecolab Inc.ECL113.85K$31.72M
PACCAR IncPCAR147.26K$17.69M
PPG Industries, Inc.PPG150.69K$18.28M
Philip Morris International Inc.PM177.49K$32.11M
Nutrien Ltd.NTR187.43K$11.8M
Carrier Global CorporationCARR195.6K$14.35M
Celanese CorporationCE205.2K$9.44M
Constellation Brands, Inc.STZ213.98K$29.76M
Republic Services, Inc.RSG252.59K$53.82M
British American Tobacco p.l.c.BTI255.3K$15.77M
STMicroelectronics N.V.STM257.13K$19.26M
AT&T Inc.T353.68K$7.32M