Nightview Capital, LLC
$134M
14
87.1%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 TSLA | $41.7M | 31.23% | 0.00% | Not reported | Q4 2017 |
 AMZN | $11.3M | 8.44% | 0.00% | Not reported | Q4 2017 |
 NVDA | $10.6M | 7.93% | 0.00% | Not reported | Q4 2025 |
 MS | $10.2M | 7.66% | 0.00% | Not reported | Q2 2023 |
 GS | $9.43M | 7.06% | 0.00% | Not reported | Q2 2023 |
 AXON | $8.93M | 6.69% | 0.02% | Not reported | Q1 2026 |
 ORCL | $6.17M | 4.62% | 0.00% | Not reported | Q1 2026 |
 SPCX | $6.03M | 4.52% | Not reported | New | Q2 2026 |
 BEP | $5.98M | 4.48% | 0.06% | Not reported | Q1 2020 |
 ADSK | $5.93M | 4.44% | 0.01% | Not reported | Q1 2026 |
 NFLX | $4.86M | 3.64% | 0.00% | Not reported | Q4 2017 |
 NOW | $4.43M | 3.32% | 0.00% | Not reported | Q1 2026 |
 TEAM | $4.01M | 3.00% | Not reported | New | Q2 2026 |
 CRM | $3.97M | 2.97% | 0.00% | Not reported | Q1 2026 |
| Q1 2026 | |||||
| TSLA | $36.9M | 28.23% | 0.00% | -5.8% | Q4 2017 |
| AMZN | $9.85M | 7.55% | 0.00% | -47.7% | Q4 2017 |
| NVDA | $9.23M | 7.07% | 0.00% | +45.2% | Q4 2025 |
| MS | $8.05M | 6.17% | 0.00% | +4.4% | Q2 2023 |
| GS | $7.89M | 6.04% | 0.00% | -8.1% | Q2 2023 |
| ADSK | $7.31M | 5.60% | 0.01% | New | Q1 2026 |
 ECHO | $7.26M | 5.56% | 0.13% | -31.0% | Q4 2025 |
| AXON | $6.77M | 5.18% | 0.02% | New | Q1 2026 |
| NFLX | $6.54M | 5.01% | 0.00% | +12.2% | Q4 2017 |
| ORCL | $6.2M | 4.75% | 0.00% | New | Q1 2026 |
| BEP | $5.62M | 4.30% | 0.06% | Not reported | Q1 2020 |
 ISRG | $4.89M | 3.75% | 0.00% | New | Q1 2026 |
| CRM | $4.73M | 3.63% | 0.00% | New | Q1 2026 |
 SHOP | $4.69M | 3.60% | 0.01% | Not reported | Q1 2020 |
| NOW | $4.67M | 3.57% | 0.00% | New | Q1 2026 |
| Q4 2025 | |||||
| TSLA | $47.3M | 20.97% | 0.00% | Not reported | Q4 2017 |
| AMZN | $20.9M | 9.25% | 0.00% | Not reported | Q4 2017 |
| ECHO | $9.78M | 4.33% | 0.19% | New | Q4 2025 |
| GS | $8.92M | 3.95% | 0.00% | Not reported | Q2 2023 |
 GOOG | $8.47M | 3.75% | Not reported | Not reported | Q3 2025 |
| MS | $8.32M | 3.69% | 0.00% | Not reported | Q2 2023 |
 BABA | $7.96M | 3.53% | 0.00% | Not reported | Q3 2018 |
 H | $7.32M | 3.24% | Not reported | Not reported | Q3 2023 |
 WYNN | $7.21M | 3.19% | 0.06% | Not reported | Q4 2020 |
| NVDA | $6.8M | 3.01% | 0.00% | New | Q4 2025 |
 TSM | $6.53M | 2.90% | 0.00% | Not reported | Q3 2025 |
| NFLX | $5.68M | 2.52% | 0.00% | +13.2% | Q4 2017 |
| Q3 2025 | |||||
| TSLA | $46.8M | 21.62% | 0.00% | Not reported | Q4 2017 |
| AMZN | $19.9M | 9.17% | 0.00% | Not reported | Q4 2017 |
| BABA | $9.71M | 4.49% | 0.00% | Not reported | Q3 2018 |
| GS | $8.08M | 3.73% | 0.00% | Not reported | Q2 2023 |
| WYNN | $7.68M | 3.55% | 0.06% | -33.3% | Q4 2020 |
| MS | $7.45M | 3.44% | 0.00% | Not reported | Q2 2023 |
 META | $7.14M | 3.30% | Not reported | Not reported | Q4 2017 |
| GOOG | $6.57M | 3.04% | Not reported | New | Q3 2025 |
| H | $6.48M | 2.99% | Not reported | -11.8% | Q3 2023 |
| NFLX | $6.42M | 2.97% | 0.00% | -7.7% | Q4 2017 |
| TSM | $6.01M | 2.77% | 0.00% | New | Q3 2025 |