Night Squared LP

13F filer · CIK 0002058786

Reported Aug 14, 2026

Net buyer this quarter

13F portfolio value$930MU.S. long equity reported on 13F

Positions6837 new · 40 closed

Net flow last quarter+$90.7MBuys minus sells

Top 10 positions weight33.8%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 14, 202668 positions
RSGRepublic Services, Inc.	$53.8M	5.78%	0.08%	New	Q2 2026
CHDChurch & Dwight Co Inc	$34.4M	3.69%	0.15%	+128.1%	Q1 2026
PMPhilip Morris International Inc.	$32.1M	3.45%	0.01%	Not reported	Q2 2025
ECLEcolab Inc.	$31.7M	3.41%	0.04%	Not reported	Q1 2025
KDPKeurig Dr Pepper Inc.	$29.8M	3.20%	0.07%	New	Q2 2026
STZConstellation Brands, Inc.	$29.8M	3.20%	Not reported	New	Q2 2026
FASTFastenal Co	$27.1M	2.92%	0.05%	New	Q2 2026
FERGFerguson Enterprises Inc.	$25.8M	2.77%	0.06%	+64.6%	Q1 2026
KHCKraft Heinz Co	$24.9M	2.68%	0.09%	Not reported	Q2 2025
PHParker-Hannifin Corp	$24.8M	2.66%	0.02%	+111.3%	Q1 2026
ASMLAsml Holding NV	$23.7M	2.55%	0.00%	New	Q2 2026
ADIAnalog Devices Inc	$22.4M	2.41%	0.01%	-20.3%	Q4 2025
TXNTexas Instruments Inc	$21.4M	2.30%	0.01%	New	Q2 2026
CATCaterpillar Inc	$21M	2.26%	0.00%	+0.5%	Q1 2026
STMSTMicroelectronics N.V.	$19.3M	2.07%	0.03%	New	Q2 2026
AMZNAmazon Com Inc	$19.2M	2.06%	0.00%	-10.8%	Q1 2025
ETNEaton Corp plc	$18.9M	2.03%	0.01%	Not reported	Q2 2025
PPGPPG Industries Inc	$18.3M	1.96%	0.07%	New	Q2 2026
BWXTBWX Technologies, Inc.	$17.9M	1.93%	0.10%	Not reported	Q2 2025
PCARPaccar Inc	$17.7M	1.90%	0.03%	+40.6%	Q1 2026
WDCWestern Digital Corp	$17.3M	1.86%	0.01%	+66.8%	Q3 2025
STXSeagate Technology Holdings plc	$17M	1.82%	0.01%	-35.0%	Q3 2025
HLNHaleon plc	$16.1M	1.73%	0.02%	New	Q2 2026
BTIBritish American Tobacco p.l.c.	$15.8M	1.69%	0.01%	Not reported	Q2 2025
CARRCARRIER GLOBAL Corp	$14.3M	1.54%	0.02%	New	Q2 2026
TAPMolson Coors Beverage Co	$14.2M	1.53%	Not reported	New	Q2 2026
DASHDoorDash, Inc.	$13.8M	1.48%	Not reported	-32.3%	Q1 2025
TOSTToast, Inc.	$13.3M	1.43%	0.22%	-10.3%	Q1 2025
METAMeta Platforms, Inc.	$12.9M	1.38%	Not reported	+5.8%	Q1 2025
FIXComfort Systems USA Inc	$12.5M	1.34%	0.02%	+16.7%	Q2 2025
SPOTSpotify Technology S.A.	$11.9M	1.28%	0.01%	-20.6%	Q1 2025
NTRNutrien Ltd.	$11.8M	1.27%	0.03%	New	Q2 2026
RLRalph Lauren Corp	$10.7M	1.15%	Not reported	New	Q2 2026
BOOTBoot Barn Holdings, Inc.	$10.4M	1.12%	0.21%	New	Q2 2026
TTWOTake Two Interactive Software Inc	$10.1M	1.09%	0.02%	-51.8%	Q1 2026
MUMicron Technology Inc	$9.82M	1.06%	0.00%	Not reported	Q4 2025
ANETArista Networks, Inc.	$9.68M	1.04%	0.00%	+276.2%	Q1 2026
CECelanese Corp	$9.44M	1.01%	0.19%	New	Q2 2026
EATBrinker International, Inc	$9.22M	0.99%	0.13%	-27.8%	Q1 2025
SNDKSandisk Corp	$8.53M	0.92%	0.00%	-10.4%	Q1 2026
WMTWalmart Inc.	$8.5M	0.91%	0.00%	+131.7%	Q1 2025
BBYBest Buy Co Inc	$8.11M	0.87%	0.05%	New	Q2 2026
FIVEFive Below, Inc	$7.69M	0.83%	0.08%	-3.8%	Q1 2026
NOWServiceNow, Inc.	$7.67M	0.82%	0.01%	New	Q2 2026
VRTVertiv Holdings Co	$7.66M	0.82%	0.01%	Not reported	Q3 2025
TAt&T Inc.	$7.32M	0.79%	0.01%	New	Q2 2026
AEOAmerican Eagle Outfitters Inc	$7.04M	0.76%	0.24%	Not reported	Q4 2025
BURLBurlington Stores, Inc.	$6.71M	0.72%	0.03%	-48.1%	Q1 2025
JBLJabil Inc	$6.31M	0.68%	0.02%	New	Q2 2026
AMDAdvanced Micro Devices Inc	$6.18M	0.66%	0.00%	New	Q2 2026

Q1 2026Reported May 15, 202671 positions
ADIAnalog Devices Inc	$22.6M	3.31%	0.01%	+128.6%	Q4 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd	$22M	3.23%	0.00%	+175.8%	Q4 2025
SHWSherwin Williams Co	$20.6M	3.03%	0.03%	Not reported	Q1 2025
AMZNAmazon Com Inc	$18.8M	2.76%	0.00%	+176.2%	Q1 2025
NVDANvidia Corp	$18.2M	2.68%	0.00%	+811.4%	Q3 2025
GWWW.W. Grainger, Inc.	$18.2M	2.67%	0.04%	New	Q1 2026
MOAltria Group, Inc.	$17.7M	2.60%	0.02%	New	Q1 2026
APDAir Products & Chemicals, Inc.	$17.3M	2.54%	0.03%	Not reported	Q1 2025
TTWOTake Two Interactive Software Inc	$16.6M	2.44%	0.05%	New	Q1 2026
DASHDoorDash, Inc.	$16.5M	2.43%	Not reported	+569.7%	Q1 2025
SJMJ M SMUCKER Co	$16.2M	2.38%	0.16%	+72.4%	Q4 2025
MPWRMonolithic Power Systems, Inc.	$16M	2.34%	0.03%	+439.1%	Q4 2025
TTTrane Technologies plc	$15.8M	2.33%	0.02%	Not reported	Q1 2025
SPOTSpotify Technology S.A.	$15.8M	2.32%	0.02%	+577.1%	Q1 2025
AMATApplied Materials Inc	$15.4M	2.26%	0.01%	+43.0%	Q3 2025
FERGFerguson Enterprises Inc.	$15.4M	2.26%	0.03%	New	Q1 2026
PEPPepsico Inc	$15.4M	2.26%	0.01%	New	Q1 2026
CHDChurch & Dwight Co Inc	$14.5M	2.13%	0.07%	New	Q1 2026
TOSTToast, Inc.	$14.1M	2.07%	0.24%	+240.4%	Q1 2025
DDOGDatadog, Inc.	$13.9M	2.04%	0.15%	New	Q1 2026
CATCaterpillar Inc	$13.9M	2.04%	0.00%	New	Q1 2026
BURLBurlington Stores, Inc.	$13.3M	1.95%	0.07%	Not reported	Q1 2025
SOLSSolstice Advanced Materials Inc.	$12.9M	1.90%	0.11%	New	Q1 2026
VMCVulcan Materials CO	$12.5M	1.83%	0.04%	+159.1%	Q4 2025
METAMeta Platforms, Inc.	$12.3M	1.81%	Not reported	+273.1%	Q1 2025
PCARPaccar Inc	$12.1M	1.78%	0.02%	New	Q1 2026
MDLZMondelez International, Inc.	$11.8M	1.73%	0.02%	New	Q1 2026
EATBrinker International, Inc	$10.9M	1.59%	0.18%	+64.2%	Q1 2025
QSRRestaurant Brands International Inc.	$10.8M	1.59%	0.04%	New	Q1 2026
PHParker-Hannifin Corp	$10.7M	1.58%	0.01%	New	Q1 2026
STXSeagate Technology Holdings plc	$10.6M	1.56%	0.01%	Not reported	Q3 2025
CTVACorteva, Inc.	$10.4M	1.53%	0.02%	+13.4%	Q2 2025
FIVEFive Below, Inc	$10.2M	1.49%	0.08%	New	Q1 2026
BALLBALL Corp	$10M	1.48%	0.06%	New	Q1 2026
MNSTMonster Beverage Corp	$8.94M	1.31%	0.01%	Not reported	Q3 2025
KMBKimberly Clark Corp	$8.74M	1.28%	0.03%	Not reported	Q3 2025
ULTAUlta Beauty, Inc.	$8.06M	1.18%	0.04%	+6.4%	Q1 2025
LITELumentum Holdings Inc.	$7.5M	1.10%	0.01%	New	Q1 2026
FIXComfort Systems USA Inc	$7.45M	1.09%	0.02%	Not reported	Q2 2025
XYLXylem Inc.	$7.36M	1.08%	0.03%	+35.9%	Q1 2025
GLWCorning Inc	$7.34M	1.08%	0.01%	New	Q1 2026
CAVACava Group, Inc.	$7.17M	1.05%	0.08%	New	Q1 2026
DOWDow Inc.	$7.12M	1.05%	0.02%	New	Q1 2026
PANWPalo Alto Networks Inc	$6.47M	0.95%	0.00%	+48.7%	Q3 2025
SKYChampion Homes, Inc.	$6.05M	0.89%	0.15%	+62.7%	Q4 2025
NXPINXP Semiconductors N.V.	$5.63M	0.83%	0.01%	-7.4%	Q4 2025
LRCXLam Research Corp	$5.47M	0.80%	0.00%	+95.5%	Q3 2025
NFLXNetflix Inc	$5.28M	0.78%	0.00%	+290.8%	Q1 2025
TTEKTetra Tech Inc	$5.26M	0.77%	0.07%	+139.9%	Q4 2025
TGTTarget Corp	$5.16M	0.76%	0.01%	New	Q1 2026

Q4 2025Reported Feb 17, 202664 positions
WMWaste Management Inc	$13.5M	3.79%	0.02%	+61.7%	Q3 2025
PMPhilip Morris International Inc.	$13.4M	3.77%	0.01%	Not reported	Q2 2025
KOCoca Cola Co	$12.5M	3.51%	0.00%	Not reported	Q2 2025
SJMJ M SMUCKER Co	$9.53M	2.69%	0.09%	New	Q4 2025
CLXClorox Co	$9.47M	2.67%	0.08%	New	Q4 2025
BTIBritish American Tobacco p.l.c.	$9.4M	2.65%	0.01%	Not reported	Q2 2025
ULTAUlta Beauty, Inc.	$8.78M	2.47%	0.03%	-22.6%	Q1 2025
DOVDOVER Corp	$8.54M	2.41%	0.03%	New	Q4 2025
ADIAnalog Devices Inc	$8.41M	2.37%	0.01%	New	Q4 2025
AVYAvery Dennison Corp	$8.37M	2.36%	0.06%	New	Q4 2025
AMATApplied Materials Inc	$8.11M	2.29%	0.00%	+23.7%	Q3 2025
MKCMccormick & Co Inc	$8.04M	2.27%	Not reported	New	Q4 2025
PGPROCTER & GAMBLE Co	$7.99M	2.25%	0.00%	New	Q4 2025
HHyatt Hotels Corp	$7.8M	2.20%	Not reported	+69.2%	Q2 2025
AMZNAmazon Com Inc	$7.53M	2.12%	0.00%	-35.0%	Q1 2025
AMEAmetek Inc/	$7.36M	2.07%	0.02%	Not reported	Q1 2025
CTVACorteva, Inc.	$7.36M	2.07%	0.02%	Not reported	Q2 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd	$7.16M	2.02%	0.00%	New	Q4 2025
ORLYO Reilly Automotive Inc	$6.93M	1.95%	0.01%	+33.4%	Q3 2025
CCEPCOCA-COLA EUROPACIFIC PARTNERS plc	$6.93M	1.95%	0.02%	New	Q4 2025
NVTnVent Electric plc	$6.85M	1.93%	0.04%	+20.9%	Q2 2025
NXPINXP Semiconductors N.V.	$6.71M	1.89%	0.01%	New	Q4 2025
WYNNWynn Resorts Ltd	$6.68M	1.88%	0.05%	+11.9%	Q1 2025
EATBrinker International, Inc	$6.64M	1.87%	0.11%	Not reported	Q1 2025
TELTE Connectivity plc	$6.57M	1.85%	0.01%	New	Q4 2025
WWDWoodward, Inc.	$6.51M	1.83%	0.04%	+14.2%	Q3 2025
REALTheRealReal, Inc.	$6.36M	1.79%	0.34%	New	Q4 2025
XYLXylem Inc.	$6.17M	1.74%	0.02%	+12.6%	Q1 2025
CELHCelsius Holdings, Inc.	$6.12M	1.72%	0.05%	-3.8%	Q2 2025
TOSTToast, Inc.	$5.55M	1.56%	0.07%	+15.2%	Q1 2025
VSXYVictoria's Secret & Co.	$5.38M	1.52%	0.12%	New	Q4 2025
ROKRockwell Automation, Inc	$5.17M	1.46%	0.01%	-10.6%	Q1 2025
VMCVulcan Materials CO	$5.04M	1.42%	0.01%	New	Q4 2025
RCLRoyal Caribbean Cruises Ltd	$5.03M	1.42%	0.01%	+9.5%	Q1 2025
PANWPalo Alto Networks Inc	$5M	1.41%	0.00%	+35.4%	Q3 2025
KVYOKlaviyo, Inc.	$4.42M	1.25%	Not reported	-18.6%	Q1 2025
SKYChampion Homes, Inc.	$4.23M	1.19%	0.09%	New	Q4 2025
WWayfair Inc.	$4.22M	1.19%	Not reported	-30.4%	Q3 2025
ROSTRoss Stores, Inc.	$3.99M	1.13%	0.01%	+3.4%	Q2 2025
MCDMcdonalds Corp	$3.92M	1.11%	0.00%	+28.7%	Q3 2025
METAMeta Platforms, Inc.	$3.82M	1.08%	Not reported	-20.6%	Q1 2025
DASHDoorDash, Inc.	$3.72M	1.05%	Not reported	+6.6%	Q1 2025
WDAYWorkday, Inc.	$3.62M	1.02%	0.01%	+12.3%	Q3 2025
APHAmphenol Corp	$3.59M	1.01%	0.00%	-5.4%	Q3 2025
VRTVertiv Holdings Co	$3.57M	1.01%	0.01%	-22.1%	Q3 2025
AVGOBroadcom Inc.	$3.02M	0.85%	0.00%	+71.1%	Q3 2025
FBINFortune Brands Innovations, Inc.	$3.02M	0.85%	0.05%	New	Q4 2025
ALBAlbemarle Corp	$2.99M	0.84%	0.02%	New	Q4 2025
WDCWestern Digital Corp	$2.93M	0.82%	0.01%	-52.0%	Q3 2025
SPOTSpotify Technology S.A.	$2.79M	0.79%	0.00%	+17.7%	Q1 2025

Q3 2025Reported Nov 14, 202553 positions
AMZNAmazon Com Inc	$11M	3.98%	0.00%	+143.4%	Q1 2025
ULTAUlta Beauty, Inc.	$10.2M	3.70%	0.04%	+19.4%	Q1 2025
MNSTMonster Beverage Corp	$9.2M	3.32%	0.01%	New	Q3 2025
GISGeneral Mills Inc	$8.98M	3.24%	0.03%	New	Q3 2025
WMWaste Management Inc	$8.36M	3.02%	0.01%	New	Q3 2025
NFLXNetflix Inc	$8.27M	2.98%	0.00%	+63.5%	Q1 2025
MELIMercadolibre Inc	$8.19M	2.95%	0.01%	+262.0%	Q1 2025
KMBKimberly Clark Corp	$8.06M	2.91%	0.02%	New	Q3 2025
CELHCelsius Holdings, Inc.	$7.99M	2.88%	0.05%	+70.4%	Q2 2025
MSFTMicrosoft Corp	$7.68M	2.77%	0.00%	+32.9%	Q1 2025
TTTrane Technologies plc	$7.25M	2.62%	0.01%	Not reported	Q1 2025
ECLEcolab Inc.	$6.99M	2.52%	0.01%	-28.3%	Q1 2025
PKGPackaging Corp of America	$6.79M	2.45%	0.03%	New	Q3 2025
PFGCPerformance Food Group Co	$6.76M	2.44%	0.04%	New	Q3 2025
ONONOn Holding AG	$6.67M	2.41%	0.05%	New	Q3 2025
WYNNWynn Resorts Ltd	$6.37M	2.30%	0.05%	+824.5%	Q1 2025
ORLYO Reilly Automotive Inc	$6.14M	2.22%	0.01%	New	Q3 2025
XYLXylem Inc.	$5.94M	2.14%	0.02%	Not reported	Q1 2025
NVTnVent Electric plc	$5.48M	1.98%	0.03%	-37.2%	Q2 2025
WWayfair Inc.	$5.4M	1.95%	Not reported	New	Q3 2025
METAMeta Platforms, Inc.	$5.35M	1.93%	Not reported	-0.3%	Q1 2025
AXTAAxalta Coating Systems Ltd.	$5.33M	1.92%	0.09%	New	Q3 2025
RCLRoyal Caribbean Cruises Ltd	$5.33M	1.92%	0.01%	-25.4%	Q1 2025
AMATApplied Materials Inc	$5.22M	1.89%	0.00%	New	Q3 2025
ROKRockwell Automation, Inc	$5.2M	1.88%	0.01%	+9.6%	Q1 2025
COCOVita Coco Company, Inc.	$5.19M	1.87%	0.21%	New	Q3 2025
TOSTToast, Inc.	$4.96M	1.79%	0.06%	-28.3%	Q1 2025
WWDWoodward, Inc.	$4.76M	1.72%	0.03%	New	Q3 2025
KVYOKlaviyo, Inc.	$4.63M	1.67%	Not reported	+16.3%	Q1 2025
VRTVertiv Holdings Co	$4.27M	1.54%	0.01%	New	Q3 2025
WDCWestern Digital Corp	$4.25M	1.53%	0.01%	New	Q3 2025
DASHDoorDash, Inc.	$4.2M	1.51%	Not reported	+35.5%	Q1 2025
HHyatt Hotels Corp	$4.08M	1.47%	Not reported	+208.4%	Q2 2025
PANWPalo Alto Networks Inc	$4.08M	1.47%	0.00%	New	Q3 2025
WMTWalmart Inc.	$3.98M	1.44%	0.00%	Not reported	Q1 2025
NVDANvidia Corp	$3.67M	1.32%	0.00%	New	Q3 2025
WDAYWorkday, Inc.	$3.61M	1.30%	0.01%	New	Q3 2025
TREXTrex Co Inc	$3.61M	1.30%	0.07%	+213.4%	Q1 2025
CCLCarnival Corp Ltd.	$3.49M	1.26%	0.01%	-6.1%	Q1 2025
VEEVVeeva Systems Inc	$3.48M	1.25%	0.01%	-3.6%	Q1 2025
APHAmphenol Corp	$3.47M	1.25%	0.00%	New	Q3 2025
ROSTRoss Stores, Inc.	$3.27M	1.18%	0.01%	+163.7%	Q2 2025
STXSeagate Technology Holdings plc	$3.21M	1.16%	0.01%	New	Q3 2025
LRCXLam Research Corp	$3.21M	1.16%	0.00%	New	Q3 2025
MCDMcdonalds Corp	$3.03M	1.09%	0.00%	New	Q3 2025
SPOTSpotify Technology S.A.	$2.85M	1.03%	0.00%	+11.6%	Q1 2025
RRXRegal Rexnord Corp	$2.68M	0.97%	0.03%	New	Q3 2025
ORCLOracle Corp	$2.49M	0.90%	0.00%	-64.6%	Q2 2025
AVGOBroadcom Inc.	$1.68M	0.61%	0.00%	New	Q3 2025
SYYSysco Corp	$1.5M	0.54%	0.00%	New	Q3 2025

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