Nightview Capital 13F holdings, Q4 2024
Holdings as of December 31, 2024 · filings on SEC EDGAR · latest filing →
Nightview Capital disclosed 4 US equity positions worth $110.6m in its Q4 2024 13F filing. The largest position was TSLA at 86.7% of the reported book, followed by AMZN and H. Against the Q3 2024 filing, it opened 2 new positions, added to 0 and reduced 0 among the top 4 holdings.
What did Nightview Capital own in Q4 2024? Top 4 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2024 |
|---|---|---|---|---|---|---|---|
| 1 | TSLA TESLA INC | Consumer Cyclical | 86.7% | $96.0m | 237,600 | 0% | held |
| 2 | AMZN AMAZON COM INC | Consumer Cyclical | 7.1% | $7.9m | 36,057 | 0% | held |
| 3 | H HYATT HOTELS CORP | Consumer Cyclical | 3.1% | $3.4m | 21,697 | – | new |
| 4 | BABA ALIBABA GROUP HLDG LTD | Consumer Cyclical | 3.0% | $3.4m | 39,752 | – | new |
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.