Night Squared LP

Night Squared LP reported 69 holdings worth US$930M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 14, 2026

Night Squared LP reported 69 holdings worth US$930M as of Jun 30, 2026. Largest: Republic Services, Inc., Church & Dwight Company, Inc. and Philip Morris International Inc. Filed Aug 14, 2026 (Form 13F).

Holdings
69
Value as reported
US$930M

The filing in full

CompanySharesValue as reported% of portfolio
Republic Services, Inc.253KUS$53.8M5.8%
Church & Dwight Company, Inc.355KUS$34.4M3.7%
Philip Morris International Inc177KUS$32.1M3.5%
Ecolab Inc.114KUS$31.7M3.4%
Keurig Dr Pepper Inc.911KUS$29.8M3.2%
Constellation Brands, Inc.214KUS$29.8M3.2%
Fastenal Company565KUS$27.1M2.9%
Ferguson Enterprises Inc.109KUS$25.8M2.8%
The Kraft Heinz Company1.06MUS$24.9M2.7%
Parker-hannifin Corporation25,336US$24.8M2.7%
Asml Holding Nv11,919US$23.7M2.5%
Analog Devices, Inc.56,475US$22.4M2.4%
Texas Instruments Incorporated71,943US$21.4M2.3%
Caterpillar, Inc.19,709US$21M2.3%
Stmicroelectronics Nv257KUS$19.3M2.1%
Amazon.com, Inc.80,378US$19.2M2.1%
Ppg Industries, Inc.151KUS$18.3M2.0%
Bwx Technologies, Inc.92,035US$17.9M1.9%
Paccar Inc.147KUS$17.7M1.9%
Western Digital Corporation27,155US$17.3M1.9%
Haleon Plc1.73MUS$16.1M1.7%
British American Tobacco P.l.c.255KUS$15.8M1.7%
Carrier Global Corporation196KUS$14.3M1.5%
Molson Coors Beverage Company364KUS$14.2M1.5%
Doordash, Inc.74,583US$13.8M1.5%
Toast, Inc.477KUS$13.3M1.4%
Meta Platforms, Inc.22,815US$12.9M1.4%
Comfort Systems Usa, Inc.6,301US$12.5M1.3%
Nutrien Ltd.187KUS$11.8M1.3%
Ralph Lauren Corporation26,720US$10.7M1.2%
Boot Barn Holdings, Inc.63,205US$10.4M1.1%
Take-two Interactive Software, Inc.40,531US$10.1M1.1%
Micron Technology, Inc.8,505US$9.82M1.1%
Arista Networks, Inc.56,997US$9.68M1.0%
Celanese Corporation205KUS$9.44M1.0%
Brinker International, Inc.54,872US$9.22M0.99%
Sandisk Corporation3,750US$8.53M0.92%
Walmart Inc.75,019US$8.5M0.91%
Best Buy Co., Inc.107KUS$8.11M0.87%
Five Below, Inc.42,781US$7.69M0.83%
Servicenow, Inc.77,253US$7.67M0.82%
Vertiv Holdings, Llc22,871US$7.66M0.82%
At&t Inc.354KUS$7.32M0.79%
American Eagle Outfitters, Inc.409KUS$7.04M0.76%
Burlington Stores, Inc.21,166US$6.71M0.72%
Jabil Inc.16,381US$6.31M0.68%
Advanced Micro Devices Inc10,634US$6.18M0.66%
T-mobile Us, Inc.34,684US$5.82M0.63%
Atlassian Corporation73,136US$5.69M0.61%
Wingstop Inc.31,350US$5.44M0.58%
Lam Research Corporation11,970US$5.19M0.56%
International Business Machines Corporation18,406US$5.18M0.56%
Wayfair Inc.53,879US$4.98M0.54%
Manhattan Associates, Inc.34,607US$4.82M0.52%
Workday, Inc.39,095US$4.79M0.51%
Champion Homes, Inc.47,965US$4.23M0.45%
Target Corporation30,505US$3.98M0.43%
Hilton Worldwide Holdings Inc.11,943US$3.95M0.42%
Applied Materials, Inc.5,423US$3.92M0.42%
Lattice Semiconductor Corporation23,218US$3.55M0.38%
Snowflake Inc.13,180US$3.35M0.36%
Credo Technology Group Holding Ltd12,061US$3.28M0.35%
Reddit, Inc.17,719US$3.08M0.33%
Williams-sonoma, Inc.11,570US$2.7M0.29%
Klaviyo, Inc. Series A113KUS$1.7M0.18%
Kimberly-clark Corporation0US$00.00%
Lumentum Holdings Inc.0US$00.00%
Mondelez International, Inc.0US$00.00%
Monolithic Power Systems, Inc.0US$00.00%
Monster Beverage Corporation0US$00.00%
Netflix, Inc.0US$00.00%
Nvidia Corporation0US$00.00%
Palo Alto Networks, Inc.0US$00.00%
Pegasystems Inc.0US$00.00%
Pepsico, Inc.0US$00.00%
Restaurant Brands International Inc.0US$00.00%
Sherwin-williams Company (the)0US$00.00%
The J.m. Smucker Company0US$00.00%
Solstice Advanced Materials Inc.0US$00.00%
Sprouts Farmers Market, Inc.0US$00.00%
Starbucks Corporation0US$00.00%
Taiwan Semiconductor Manufacturing Co., Ltd.0US$00.00%
Tetra Tech, Inc.0US$00.00%
Ulta Beauty, Inc.0US$00.00%
V.f. Corporation0US$00.00%
The Vita Coco Company, Inc.0US$00.00%
Vulcan Materials Company (holding Company)0US$00.00%
Xylem Inc.0US$00.00%
Air Products And Chemicals, Inc.0US$00.00%
Altria Group, Inc.0US$00.00%
Ball Corporation0US$00.00%
Cava Group, Inc.0US$00.00%
Cloudflare, Inc.0US$00.00%
Corning Incorporated0US$00.00%
Corteva, Inc.0US$00.00%
Crowdstrike Holdings, Inc.0US$00.00%
Datadog, Inc.0US$00.00%
Dow Inc.0US$00.00%
Dutch Bros Inc.0US$00.00%
W.w. Grainger, Inc.0US$00.00%

Every holding of Night Squared LP

Source

View original at SEC

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