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Data sourced from SEC EDGAR 13F filings

PricingTermsPrivacy© 2026 Super Investor · Not financial advice

Arne Alsin – NIGHTVIEW CAPITAL, LLC

Period:
Q2 2026
Portfolio date:
Jun 30, 2026
No. of stocks:
14
Portfolio value:
$133,549,000
Filed:
Jul 23, 2026
Style:
Concentrated Tech
HistStockActivityShare change% change to portfolio
Q2 2026filed Jul 23, 262 new3 exited
≡SATS – ECHOSTAR CORPSell−62,042−5.56
≡SPCX – SPACE EXPLORATION TECHN CORPBuy35,2984.52
≡ISRG – INTUITIVE SURGICAL INCSell−10,612−3.75
≡SHOP – SHOPIFY INCSell−39,574−3.60
≡TEAM – ATLASSIAN CORPORATIONBuy51,4923.00
Q1 2026filed Apr 15, 268 new2 added4 reduced7 exited
≡TSLACALL – TESLA INCSell−133,600−26.62
≡BABACALL – ALIBABA GROUP HLDG LTDSell−139,100−9.03
≡TSLA – TESLA INCReduce 5.78%−6,0817.26
≡
Q4 2025filed Feb 12, 262 new1 added1 exited
≡SATS – ECHOSTAR CORPBuy89,9414.33
≡META – META PLATFORMS INCSell−9,724−3.30
≡NVDA – NVIDIA CORPORATIONBuy36,4363.01
≡NFLX – NETFLIX INCAdd 1031.83%55,275
Q3 2025filed Nov 5, 252 new4 reduced2 exited
≡ABNB – AIRBNB INCSell−44,163−3.20
≡GOOG – ALPHABET INCBuy26,9863.04
≡TSM – TAIWAN SEMICONDUCTOR MFG LTDBuy21,5042.77
≡XPEV – XPENG INCSell−213,655−2.09
Q2 2025filed Aug 13, 251 new3 added4 reduced
≡TSLACALL – TESLA INCAdd 21.05%29,3005.85
≡TSLA – TESLA INCReduce 19.19%−25,000−3.64
≡XPEV – XPENG INCBuy213,6552.09
≡AMZN – AMAZON COM INC
Q1 2025filed May 15, 256 new3 added3 reduced
≡TSLA – TESLA INCReduce 45.18%−107,354−18.26
≡TSLACALL – TESLA INCReduce 33.08%−68,800−11.75
≡BABACALL – ALIBABA GROUP HLDG LTDReduce 73.25%−380,900−6.52
≡
Q4 2024filed Feb 14, 253 new3 exited
≡BABACALL – ALIBABA GROUP HLDG LTDBuy520,00018.47
≡GOOGL – ALPHABET INCSell−14,350−1.85
≡H – HYATT HOTELS CORPBuy21,6971.43
≡BABA – ALIBABA GROUP HLDG LTDBuy
Q3 2024filed Nov 14, 241 reduced
≡GOOGL – ALPHABET INCReduce 24.24%−4,591−1.54
Q2 2024filed Nov 19, 241 new1 added3 reduced14 exited
≡TSLA – TESLA INCReduce 6.83%−17,4275.32
≡H – HYATT HOTELS CORPSell−19,302−2.81
≡DIS – DISNEY WALT COSell−23,027−2.57
≡QCOM – QUALCOMM INCBuy8,016
Q1 2024filed May 15, 243 new14 reduced2 exited
≡TSLA – TESLA INCReduce 10.83%−30,973−6.06
≡AMZN – AMAZON COM INCReduce 14.42%−8,1342.28
≡GOOGL – ALPHABET INCReduce 8.42%−2,4490.98
≡H – HYATT HOTELS CORPReduce 17.41%−4,0690.80
Q4 2023filed Feb 14, 245 new3 added6 reduced3 exited
≡SPOTCALL – SPOTIFY TECHNOLOGY S ASell−356,100−26.62
≡DIS – DISNEY WALT COBuy31,0341.85
≡AMZN – AMAZON COM INCReduce 17.38%−11,8681.47
≡MMM
Q3 2023filed Nov 14, 232 new6 added1 reduced3 exited
≡DIS – DISNEY WALT COSell−57,731−2.31
≡HTZ – HERTZ GLOBAL HLDGS INCSell−227,083−1.87
≡GOOGL – ALPHABET INCAdd 40.40%13,4401.17
≡H – HYATT HOTELS CORPBuy22,642
ADSK – AUTODESK INC
Buy
30,524
5.60
≡AXON – AXON ENTERPRISE INCBuy15,9315.18
≡ORCL – ORACLE CORPBuy42,1174.75
≡BEP – BROOKFIELD RENEWABLE ENERGYBuy172,1674.30
≡NVDA – NVIDIA CORPORATIONAdd 45.24%16,4834.06
≡GOOG – ALPHABET INCSell−26,986−3.75
≡ISRG – INTUITIVE SURGICAL INCBuy10,6123.75
≡CRM – SALESFORCE INCBuy25,3563.62
≡SHOP – SHOPIFY INCBuy39,5743.60
≡NOW – SERVICENOW INCBuy44,6383.57
≡BABA – ALIBABA GROUP HLDG LTDSell−54,335−3.53
≡H – HYATT HOTELS CORPSell−45,659−3.24
≡WYNN – WYNN RESORTS LTDSell−59,911−3.19
≡TSM – TAIWAN SEMICONDUCTOR MFG LTDSell−21,504−2.90
≡NFLX – NETFLIX INC.Add 12.22%7,4102.49
≡GS – GOLDMAN SACHS GROUP INCReduce 8.05%−8172.09
≡AMZN – AMAZON COM INCReduce 47.69%−43,139−1.71
≡SATS – ECHOSTAR CORPReduce 31.02%−27,8991.23
−0.45
≡TSLACALL – TESLA INCReduce 20.71%−34,900−1.84
≡NFLX – NETFLIX INCReduce 7.65%−444−1.28
≡WYNN – WYNN RESORTS LTDReduce 33.33%−29,954−1.06
≡H – HYATT HOTELS CORPReduce 11.77%−6,090−0.96
Add 16.55%
12,844
1.27
≡ABNB – AIRBNB INCReduce 13.71%−7,018−0.77
≡MS – MORGAN STANLEYReduce 15.46%−8,566−0.59
≡WYNN – WYNN RESORTS LTDAdd 15.33%11,9450.38
≡GS – GOLDMAN SACHS GROUP INCReduce 15.33%−1,837−0.32
AMZN – AMAZON COM INC
Add 115.24%
41,553
6.28
≡GS – GOLDMAN SACHS GROUP INCBuy11,9804.25
≡WYNN – WYNN RESORTS LTDBuy77,9204.23
≡MS – MORGAN STANLEYBuy55,4244.20
≡ABNB – AIRBNB INCBuy51,1813.97
≡META – META PLATFORMS INCBuy10,2343.83
≡NFLX – NETFLIX INCBuy6,1013.70
≡BABA – ALIBABA GROUP HLDG LTDAdd 36.68%14,5833.26
≡H – HYATT HOTELS CORPAdd 146.01%31,6792.82
39,752
1.41
≡QCOM – QUALCOMM INCSell−8,016−1.06
≡ABNB – AIRBNB INCSell−10,673−1.05
1.57
≡AMZN – AMAZON COM INCReduce 25.34%−12,236−1.10
≡SCHW – SCHWAB CHARLES CORPSell−12,022−0.79
≡GS – GOLDMAN SACHS GROUP INCSell−1,979−0.75
≡WYNN – WYNN RESORTS LTDSell−8,053−0.75
≡DKNG – DRAFTKINGS INC NEWSell−18,052−0.75
≡ABNB – AIRBNB INCAdd 87.64%4,9850.73
≡MMM – 3M COSell−7,497−0.72
≡LVS – LAS VEGAS SANDS CORPSell−14,823−0.70
≡BABA – ALIBABA GROUP HLDG LTDSell−10,511−0.69
≡NET – CLOUDFLARE INCSell−7,312−0.65
≡NFLX – NETFLIX INCSell−1,162−0.64
≡Z – ZILLOW GROUP INCSell−13,620−0.61
≡MS – MORGAN STANLEYSell−5,986−0.51
≡BLK – BLACKROCK INCSell−531−0.40
≡GOOGL – ALPHABET INCReduce 28.90%−7,699−0.28
≡DKNG – DRAFTKINGS INC NEWBuy18,0520.75
≡DIS – DISNEY WALT COReduce 25.80%−8,0070.72
≡BABA – ALIBABA GROUP HLDG LTDBuy10,5110.69
≡ENPH – ENPHASE ENERGY INCSell−7,693−0.67
≡MHK – MOHAWK INDS INCSell−9,665−0.66
≡NET – CLOUDFLARE INCBuy7,3120.65
≡BLK – BLACKROCK INCReduce 59.28%−773−0.30
≡ABNB – AIRBNB INCReduce 25.31%−1,9270.17
≡NFLX – NETFLIX INCReduce 24.15%−3700.15
≡Z – ZILLOW GROUP INCReduce 26.17%−4,828−0.10
≡GS – GOLDMAN SACHS GROUP INCReduce 24.06%−6270.09
≡MMM – 3M COReduce 30.87%−3,348−0.06
≡WYNN – WYNN RESORTS LTDReduce 31.11%−3,6370.05
≡LVS – LAS VEGAS SANDS CORPReduce 34.41%−7,777−0.04
≡SCHW – SCHWAB CHARLES CORPReduce 29.45%−5,0180.02
– 3M CO
Buy
10,845
0.78
≡Z – ZILLOW GROUP INCBuy18,4480.70
≡ENPH – ENPHASE ENERGY INCBuy7,6930.67
≡WYNN – WYNN RESORTS LTDReduce 59.20%−16,962−0.58
≡NFLX – NETFLIX INCBuy1,5320.49
≡INTC – INTEL CORPSell−27,692−0.48
≡MGM – MGM RESORTS INTERNATIONALSell−23,226−0.41
≡LVS – LAS VEGAS SANDS CORPAdd 32.16%5,4990.36
≡MHK – MOHAWK INDS INCAdd 8.06%7210.29
≡GOOGL – ALPHABET INCReduce 37.73%−17,622−0.27
≡BLK – BLACKROCK INCReduce 12.72%−1900.23
≡ABNB – AIRBNB INCAdd 5.28%3820.21
≡GS – GOLDMAN SACHS GROUP INCReduce 22.44%−7540.14
≡MS – MORGAN STANLEYReduce 51.60%−6,700−0.13
1.16
≡WYNN – WYNN RESORTS LTDReduce 40.66%−19,629−1.00
≡INTC – INTEL CORPBuy27,6920.48
≡SPOT – SPOTIFY TECHNOLOGY S ASell−5,677−0.41
≡GS – GOLDMAN SACHS GROUP INCAdd 15.23%4440.10
≡MS – MORGAN STANLEYAdd 19.74%2,1410.10
≡BLK – BLACKROCK INCAdd 13.27%1750.06
≡SCHW – SCHWAB CHARLES CORPAdd 7.49%1,1730.05
≡MGM – MGM RESORTS INTERNATIONALAdd 8.16%1,752−0.01