NIGHTVIEW CAPITAL, LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| AUTODESK INC | 0 | 30,524 | +30,524 | 0 | 7,307,446 | 5.60% | +7,307,446 |
| AXON ENTERPRISE INC(AXON) | 0 | 15,931 | +15,931 | 0 | 6,765,736 | 5.18% | +6,765,736 |
| ORACLE CORP(ORCL) | 0 | 42,117 | +42,117 | 0 | 6,195,832 | 4.75% | +6,195,832 |
| BROOKFIELD RENEWABLE ENERGY | 0 | 172,167 | +172,167 | 0 | 5,619,531 | 4.30% | +5,619,531 |
| INTUITIVE SURGICAL INC | 0 | 10,612 | +10,612 | 0 | 4,892,026 | 3.75% | +4,892,026 |
| SALESFORCE INC(CRM) | 0 | 25,356 | +25,356 | 0 | 4,733,205 | 3.63% | +4,733,205 |
| SHOPIFY INC(SHOP) | 0 | 39,574 | +39,574 | 0 | 4,694,268 | 3.60% | +4,694,268 |
| SERVICENOW INC(NOW) | 0 | 44,638 | +44,638 | 0 | 4,666,903 | 3.57% | +4,666,903 |
| NVIDIA CORPORATION(NVDA) | 36,436 | 52,919 | +16,483 | 6,795,314 | 9,229,074 | 7.07% | +2,433,760 |
| NETFLIX INC.(NFLX) | 60,632 | 68,042 | +7,410 | 5,684,856 | 6,542,238 | 5.01% | +857,382 |
| MORGAN STANLEY(MS) | 46,858 | 48,922 | +2,064 | 8,318,701 | 8,051,094 | 6.17% | -267,607 |
| GOLDMAN SACHS GROUP INC(GS) | 10,143 | 9,326 | -817 | 8,915,697 | 7,889,703 | 6.04% | -1,025,994 |
| ECHOSTAR CORP(SATS) | 89,941 | 62,042 | -27,899 | 9,776,587 | 7,263,257 | 5.56% | -2,513,330 |
| TAIWAN SEMICONDUCTOR MFG LTD(TSM) | 21,504 | 0 | -21,504 | 6,534,851 | 0 | — | -6,534,851 |
| WYNN RESORTS LTD(WYNN) | 59,911 | 0 | -59,911 | 7,209,091 | 0 | — | -7,209,091 |
| HYATT HOTELS CORP(H) | 45,659 | 0 | -45,659 | 7,320,051 | 0 | — | -7,320,051 |
| ALIBABA GROUP HLDG LTD(BABA) | 54,335 | 0 | -54,335 | 7,964,424 | 0 | — | -7,964,424 |
| ALPHABET INC(GOOG) | 26,986 | 0 | -26,986 | 8,468,207 | 0 | — | -8,468,207 |
| TESLA INC(TSLA) | 105,246 | 99,165 | -6,081 | 47,331,231 | 36,864,589 | 28.23% | -10,466,642 |
| AMAZON COM INC(AMZN) | 90,454 | 47,315 | -43,139 | 20,878,592 | 9,854,295 | 7.55% | -11,024,297 |
| ALIBABA GROUP HLDG LTD(BABA)(Call) | 139,100 | 0 | -139,100 | 20,389,278 | 0 | — | -20,389,278 |
| TESLA INC(TSLA)(Call) | 133,600 | 0 | -133,600 | 60,082,592 | 0 | — | -60,082,592 |