Nightview Capital 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Nightview Capital disclosed 14 US equity positions worth $133.5m in its Q2 2026 13F filing. The largest position was TSLA at 31.2% of the reported book, followed by AMZN and NVDA. Against the Q1 2026 filing, it opened 2 new positions, added to 0 and reduced 0 among the top 14 holdings.
What did Nightview Capital own in Q2 2026? Top 14 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | TSLA TESLA INC | Consumer Cyclical | 31.2% | $41.7m | 99,165 | 0% | held |
| 2 | AMZN AMAZON COM INC | Consumer Cyclical | 8.4% | $11.3m | 47,315 | 0% | held |
| 3 | NVDA NVIDIA CORPORATION | Technology | 7.9% | $10.6m | 52,919 | 0% | held |
| 4 | MS MORGAN STANLEY | Financial Services | 7.7% | $10.2m | 48,922 | 0% | held |
| 5 | GS GOLDMAN SACHS GROUP INC | Financial Services | 7.1% | $9.4m | 9,326 | 0% | held |
| 6 | AXON AXON ENTERPRISE INC | Industrials | 6.7% | $8.9m | 15,931 | 0% | held |
| 7 | ORCL ORACLE CORP | Technology | 4.6% | $6.2m | 42,117 | 0% | held |
| 8 | SPACE EXPLORATION TECHN CORP | 4.5% | $6.0m | 35,298 | – | new | |
| 9 | BROOKFIELD RENEWABLE ENERGY | 4.5% | $6.0m | 172,167 | 0% | held | |
| 10 | ADSK AUTODESK INC | Technology | 4.4% | $5.9m | 30,524 | 0% | held |
| 11 | NFLX NETFLIX INC. | Communication Services | 3.6% | $4.9m | 68,042 | 0% | held |
| 12 | NOW SERVICENOW INC | Technology | 3.3% | $4.4m | 44,638 | 0% | held |
| 13 | TEAM ATLASSIAN CORPORATION | Technology | 3.0% | $4.0m | 51,492 | – | new |
| 14 | CRM SALESFORCE INC | Technology | 3.0% | $4.0m | 25,356 | 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.