Filed: 4/15/2026ACC: 0001680843-26-000004
📋 What this filing means
NIGHTVIEW CAPITAL, LLC filed this quarterly 13F‑HR report disclosing 15 equity positions with a total reported market value of $130.57M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
15
Positions
$130.57M
Total AUM (reported)
768.65K
Total Shares
Allocation by class
COM$100.05M76.6%
COM NEW$12.94M9.9%
CL A$7.26M5.6%
PARTNERSHIP UNIT$5.62M4.3%
CL A SUB VTG SHS$4.69M3.6%
Portfolio Concentration
Top 3$55.95M42.8%
4–10$50.02M38.3%
11–25$24.61M18.8%
Top 3 weight
42.8%
Top 10 weight
81.2%
Voting Authority Distribution
Total shares with voting rights: 768.65K
Sole
Full voting authority
768.65K
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)
Sole15
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings15
Rows:
TESLA INC
SOLEShares99.17K
TypeSH
Market value$36.86M
28.23%
Sole
99.17K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares47.31K
TypeSH
Market value$9.85M
7.55%
Sole
47.31K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares52.92K
TypeSH
Market value$9.23M
7.07%
Sole
52.92K
Shared
0.00
None
0.00
MORGAN STANLEY
SOLEShares48.92K
TypeSH
Market value$8.05M
6.17%
Sole
48.92K
Shared
0.00
None
0.00
GOLDMAN SACHS GROUP INC
SOLEShares9.33K
TypeSH
Market value$7.89M
6.04%
Sole
9.33K
Shared
0.00
None
0.00
AUTODESK INC
SOLEShares30.52K
TypeSH
Market value$7.31M
5.60%
Sole
30.52K
Shared
0.00
None
0.00
ECHOSTAR CORP
SOLEShares62.04K
TypeSH
Market value$7.26M
5.56%
Sole
62.04K
Shared
0.00
None
0.00
AXON ENTERPRISE INC
SOLEShares15.93K
TypeSH
Market value$6.77M
5.18%
Sole
15.93K
Shared
0.00
None
0.00
NETFLIX INC.
SOLEShares68.04K
TypeSH
Market value$6.54M
5.01%
Sole
68.04K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares42.12K
TypeSH
Market value$6.20M
4.75%
Sole
42.12K
Shared
0.00
None
0.00
BROOKFIELD RENEWABLE ENERGY
SOLEShares172.17K
TypeSH
Market value$5.62M
4.30%
Sole
172.17K
Shared
0.00
None
0.00
INTUITIVE SURGICAL INC
SOLEShares10.61K
TypeSH
Market value$4.89M
3.75%
Sole
10.61K
Shared
0.00
None
0.00
SALESFORCE INC
SOLEShares25.36K
TypeSH
Market value$4.73M
3.63%
Sole
25.36K
Shared
0.00
None
0.00
SHOPIFY INC
SOLEShares39.57K
TypeSH
Market value$4.69M
3.60%
Sole
39.57K
Shared
0.00
None
0.00
SERVICENOW INC
SOLEShares44.64K
TypeSH
Market value$4.67M
3.57%
Sole
44.64K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TESLA INCSOLE | COM | 99.17K | SH | $36.86M 28.23% | 99.17K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 47.31K | SH | $9.85M 7.55% | 47.31K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 52.92K | SH | $9.23M 7.07% | 52.92K | 0.00 | 0.00 |
MORGAN STANLEYSOLE | COM NEW | 48.92K | SH | $8.05M 6.17% | 48.92K | 0.00 | 0.00 |
GOLDMAN SACHS GROUP INCSOLE | COM | 9.33K | SH | $7.89M 6.04% | 9.33K | 0.00 | 0.00 |
AUTODESK INCSOLE | COM | 30.52K | SH | $7.31M 5.60% | 30.52K | 0.00 | 0.00 |
ECHOSTAR CORPSOLE | CL A | 62.04K | SH | $7.26M 5.56% | 62.04K | 0.00 | 0.00 |
AXON ENTERPRISE INCSOLE | COM | 15.93K | SH | $6.77M 5.18% | 15.93K | 0.00 | 0.00 |
NETFLIX INC.SOLE | COM | 68.04K | SH | $6.54M 5.01% | 68.04K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 42.12K | SH | $6.20M 4.75% | 42.12K | 0.00 | 0.00 |
BROOKFIELD RENEWABLE ENERGYSOLE | PARTNERSHIP UNIT | 172.17K | SH | $5.62M 4.30% | 172.17K | 0.00 | 0.00 |
INTUITIVE SURGICAL INCSOLE | COM NEW | 10.61K | SH | $4.89M 3.75% | 10.61K | 0.00 | 0.00 |
SALESFORCE INCSOLE | COM | 25.36K | SH | $4.73M 3.63% | 25.36K | 0.00 | 0.00 |
SHOPIFY INCSOLE | CL A SUB VTG SHS | 39.57K | SH | $4.69M 3.60% | 39.57K | 0.00 | 0.00 |
SERVICENOW INCSOLE | COM | 44.64K | SH | $4.67M 3.57% | 44.64K | 0.00 | 0.00 |