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
| Hist | Stock | Activity | Share change | % change to portfolio |
|---|---|---|---|---|
| Q1 2026filed Apr 15, 268 new2 added4 reduced5 exited | ||||
| ≡ | ADSK – AUTODESK INC | Buy | 30,524 | 5.60 |
| ≡ | AXON – AXON ENTERPRISE INC | Buy | 15,931 | 5.18 |
| ≡ | ORCL – ORACLE CORP | Buy | 42,117 | 4.75 |
| ≡ | BEPC – BROOKFIELD RENEWABLE ENERGY | Buy | 172,167 | 4.30 |
| ≡ | NVDA – NVIDIA CORPORATION | Add 45.00% | 16,483 | 4.06 |
| ≡ | INTU – INTUITIVE SURGICAL INC | Buy | 10,612 | 3.75 |
| ≡ | CRM – SALESFORCE INC | Buy | 25,356 | 3.62 |
| ≡ | SHOP – SHOPIFY INC | Buy | 39,574 | 3.60 |
| ≡ | NOW – SERVICENOW INC | Buy | 44,638 | 3.57 |
| ≡ | NFLX – NETFLIX INC. | Add 12.00% | 7,410 | 2.49 |