Filed: 2/12/2026ACC: 0001680843-26-000003
📋 What this filing means
NIGHTVIEW CAPITAL, LLC filed this quarterly 13F‑HR report disclosing 12 equity positions with a total reported market value of $225.67M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
12
Positions
$225.67M
Total AUM (reported)
920.80K
Total Shares
Allocation by class
COM$156.90M69.5%
SPONSORED ADS$34.89M15.5%
CL A$9.78M4.3%
CAP STK CL C$8.47M3.8%
COM NEW$8.32M3.7%
COM CL A$7.32M3.2%
Portfolio Concentration
Top 3$156.65M69.4%
4–10$56.80M25.2%
11–25$12.22M5.4%
Top 3 weight
69.4%
Top 10 weight
94.6%
Voting Authority Distribution
Total shares with voting rights: 920.80K
Sole
Full voting authority
920.80K
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)
Sole12
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings12
Rows:
TESLA INC
SOLEShares238.85K
TypeSH
Market value$107.41M
47.60%
Sole
238.85K
Shared
0.00
None
0.00
ALIBABA GROUP HLDG LTD
SOLEShares193.44K
TypeSH
Market value$28.35M
12.56%
Sole
193.44K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares90.45K
TypeSH
Market value$20.88M
9.25%
Sole
90.45K
Shared
0.00
None
0.00
ECHOSTAR CORP
SOLEShares89.94K
TypeSH
Market value$9.78M
4.33%
Sole
89.94K
Shared
0.00
None
0.00
GOLDMAN SACHS GROUP INC
SOLEShares10.14K
TypeSH
Market value$8.92M
3.95%
Sole
10.14K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares26.99K
TypeSH
Market value$8.47M
3.75%
Sole
26.99K
Shared
0.00
None
0.00
MORGAN STANLEY
SOLEShares46.86K
TypeSH
Market value$8.32M
3.69%
Sole
46.86K
Shared
0.00
None
0.00
HYATT HOTELS CORP
SOLEShares45.66K
TypeSH
Market value$7.32M
3.24%
Sole
45.66K
Shared
0.00
None
0.00
WYNN RESORTS LTD
SOLEShares59.91K
TypeSH
Market value$7.21M
3.19%
Sole
59.91K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares36.44K
TypeSH
Market value$6.80M
3.01%
Sole
36.44K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares21.50K
TypeSH
Market value$6.53M
2.90%
Sole
21.50K
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares60.63K
TypeSH
Market value$5.68M
2.52%
Sole
60.63K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TESLA INCSOLE | COM | 238.85K | SH | $107.41M 47.60% | 238.85K | 0.00 | 0.00 |
ALIBABA GROUP HLDG LTDSOLE | SPONSORED ADS | 193.44K | SH | $28.35M 12.56% | 193.44K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 90.45K | SH | $20.88M 9.25% | 90.45K | 0.00 | 0.00 |
ECHOSTAR CORPSOLE | CL A | 89.94K | SH | $9.78M 4.33% | 89.94K | 0.00 | 0.00 |
GOLDMAN SACHS GROUP INCSOLE | COM | 10.14K | SH | $8.92M 3.95% | 10.14K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 26.99K | SH | $8.47M 3.75% | 26.99K | 0.00 | 0.00 |
MORGAN STANLEYSOLE | COM NEW | 46.86K | SH | $8.32M 3.69% | 46.86K | 0.00 | 0.00 |
HYATT HOTELS CORPSOLE | COM CL A | 45.66K | SH | $7.32M 3.24% | 45.66K | 0.00 | 0.00 |
WYNN RESORTS LTDSOLE | COM | 59.91K | SH | $7.21M 3.19% | 59.91K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 36.44K | SH | $6.80M 3.01% | 36.44K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 21.50K | SH | $6.53M 2.90% | 21.50K | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 60.63K | SH | $5.68M 2.52% | 60.63K | 0.00 | 0.00 |