NIGHTVIEW CAPITAL, LLC

Period:
Q1 2026
Portfolio date:
Mar 31, 2026
No. of stocks:
15
Portfolio value:
$130,569,000
Filed:
Apr 15, 2026
CIK:
1680843
Stock Issuer % of Portfolio Recent Activity Shares Price Value
TSLAhistTESLA INC28.23Reduce 58.00%99,165$371.75$36.87M
AMZNhistAMAZON COM INC7.55Reduce 48.00%47,315$208.26$9.85M
NVDAhistNVIDIA CORPORATION7.07Add 45.00%52,919$174.40$9.23M
MShistMORGAN STANLEY6.17Add 4.00%48,922$164.57$8.05M
GShistGOLDMAN SACHS GROUP INC6.04Reduce 8.00%9,326$846.02$7.89M
ADSKhistAUTODESK INC5.60Buy30,524$239.39$7.31M
SATShistECHOSTAR CORP5.56Reduce 31.00%62,042$117.07$7.26M
AXONhistAXON ENTERPRISE INC5.18Buy15,931$424.71$6.77M
NFLXhistNETFLIX INC.5.01Add 12.00%68,042$96.15$6.54M
ORCLhistORACLE CORP4.75Buy42,117$147.11$6.20M
BEPChistBROOKFIELD RENEWABLE ENERGY4.30Buy172,167$32.64$5.62M
INTUhistINTUITIVE SURGICAL INC3.75Buy10,612$460.99$4.89M
CRMhistSALESFORCE INC3.62Buy25,356$186.66$4.73M
SHOPhistSHOPIFY INC3.60Buy39,574$118.61$4.69M
NOWhistSERVICENOW INC3.57Buy44,638$104.55$4.67M
BABACALLhistALIBABA GROUP HLDG LTD0.00Sell0$0
GOOGhistALPHABET INC0.00Sell0$0
HhistHYATT HOTELS CORP0.00Sell0$0
NTEShistWYNN RESORTS LTD0.00Sell0$0
TSMhistTAIWAN SEMICONDUCTOR MFG LTD0.00Sell0$0