Nightview Capital 13F holdings, Q3 2024
Holdings as of September 30, 2024 · filings on SEC EDGAR · latest filing →
Nightview Capital disclosed 5 US equity positions worth $74.0m in its Q3 2024 13F filing. The largest position was TSLA at 84.0% of the reported book, followed by AMZN and GOOGL. Against the Q2 2024 filing, it opened 0 new positions, added to 0 and reduced 1 among the top 5 holdings.
What did Nightview Capital own in Q3 2024? Top 5 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2024 |
|---|---|---|---|---|---|---|---|
| 1 | TSLA TESLA INC | Consumer Cyclical | 84.0% | $62.2m | 237,560 | 0% | held |
| 2 | AMZN AMAZON COM INC | Consumer Cyclical | 9.1% | $6.7m | 36,057 | 0% | held |
| 3 | GOOGL ALPHABET INC | Communication Services | 3.2% | $2.4m | 14,350 | -24% | reduced |
| 4 | QCOM QUALCOMM INC | Technology | 1.8% | $1.4m | 8,016 | 0% | held |
| 5 | ABNB AIRBNB INC | Consumer Cyclical | 1.8% | $1.4m | 10,673 | 0% | held |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.