Filed: 11/5/2025ACC: 0001680843-25-000007
📋 What this filing means
NIGHTVIEW CAPITAL, LLC filed this quarterly 13F‑HR report disclosing 11 equity positions with a total reported market value of $216.49M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
11
Positions
$216.49M
Total AUM (reported)
748.88K
Total Shares
Allocation by class
COM$148.27M68.5%
SPONSORED ADS$40.58M18.7%
COM NEW$7.45M3.4%
CL A$7.14M3.3%
CAP STK CL C$6.57M3.0%
COM CL A$6.48M3.0%
Portfolio Concentration
Top 3$160.65M74.2%
4–10$49.83M23.0%
11–25$6.01M2.8%
Top 3 weight
74.2%
Top 10 weight
97.2%
Voting Authority Distribution
Total shares with voting rights: 748.88K
Sole
Full voting authority
748.88K
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole11
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings11
Rows:
TESLA INC
SOLEShares238.85K
TypeSH
Market value$106.22M
49.07%
Sole
238.85K
Shared
0.00
None
0.00
ALIBABA GROUP HLDG LTD
SOLEShares193.44K
TypeSH
Market value$34.57M
15.97%
Sole
193.44K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares90.45K
TypeSH
Market value$19.86M
9.17%
Sole
90.45K
Shared
0.00
None
0.00
GOLDMAN SACHS GROUP INC
SOLEShares10.14K
TypeSH
Market value$8.08M
3.73%
Sole
10.14K
Shared
0.00
None
0.00
WYNN RESORTS LTD
SOLEShares59.91K
TypeSH
Market value$7.68M
3.55%
Sole
59.91K
Shared
0.00
None
0.00
MORGAN STANLEY
SOLEShares46.86K
TypeSH
Market value$7.45M
3.44%
Sole
46.86K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares9.72K
TypeSH
Market value$7.14M
3.30%
Sole
9.72K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares26.99K
TypeSH
Market value$6.57M
3.04%
Sole
26.99K
Shared
0.00
None
0.00
HYATT HOTELS CORP
SOLEShares45.66K
TypeSH
Market value$6.48M
2.99%
Sole
45.66K
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares5.36K
TypeSH
Market value$6.42M
2.97%
Sole
5.36K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares21.50K
TypeSH
Market value$6.01M
2.77%
Sole
21.50K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TESLA INCSOLE | COM | 238.85K | SH | $106.22M 49.07% | 238.85K | 0.00 | 0.00 |
ALIBABA GROUP HLDG LTDSOLE | SPONSORED ADS | 193.44K | SH | $34.57M 15.97% | 193.44K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 90.45K | SH | $19.86M 9.17% | 90.45K | 0.00 | 0.00 |
GOLDMAN SACHS GROUP INCSOLE | COM | 10.14K | SH | $8.08M 3.73% | 10.14K | 0.00 | 0.00 |
WYNN RESORTS LTDSOLE | COM | 59.91K | SH | $7.68M 3.55% | 59.91K | 0.00 | 0.00 |
MORGAN STANLEYSOLE | COM NEW | 46.86K | SH | $7.45M 3.44% | 46.86K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 9.72K | SH | $7.14M 3.30% | 9.72K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 26.99K | SH | $6.57M 3.04% | 26.99K | 0.00 | 0.00 |
HYATT HOTELS CORPSOLE | COM CL A | 45.66K | SH | $6.48M 2.99% | 45.66K | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 5.36K | SH | $6.42M 2.97% | 5.36K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 21.50K | SH | $6.01M 2.77% | 21.50K | 0.00 | 0.00 |