Stock Taper

NIGHT SQUARED LP

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Klaviyo, Inc.KVYO112.59K$1.7M
Ferguson plcFERG108.78K$25.82M
Best Buy Co., Inc.BBY106.89K$8.11M
BWX Technologies, Inc.BWXT92.03K$17.91M
Amazon.com, Inc.AMZN80.38K$19.16M
ServiceNow, Inc.NOW77.25K$7.67M
Walmart Inc.WMT75.02K$8.5M
DoorDash, Inc.DASH74.58K$13.76M
Atlassian CorporationTEAM73.14K$5.69M
Texas Instruments IncorporatedTXN71.94K$21.44M
Boot Barn Holdings, Inc.BOOT63.2K$10.38M
Arista Networks, Inc.ANET57K$9.68M
Analog Devices, Inc.ADI56.48K$22.43M
Brinker International, Inc.EAT54.87K$9.22M
Wayfair Inc.W53.88K$4.98M
Champion Homes, Inc.SKY47.97K$4.23M
Eaton Corporation plcETN44.3K$18.88M
Five Below, Inc.FIVE42.78K$7.69M
Take-Two Interactive Software, Inc.TTWO40.53K$10.13M
Workday, Inc.WDAY39.09K$4.79M