Vault-13

NIGHTVIEW CAPITAL, LLC

Clearwater, FL · CIK 1680843 · 13F filing filed 2026-07-23

SEC-registered investment adviser since 2016 · limited liability company

As an employer

$133.5m reported value +2.3% vs Q1 2026
14positions
87.1%in top 10
2 new 0 added 0 reduced 3 sold out vs Q1 2026

Also in the report of:

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 TESLA INC COM TSLA TSLA 99,165 $41.7m31.23% 31.23% UnchangedShares held: Q3 2025 105.2k, Q4 2025 105.2k, Q1 2026 99.2k, Q2 2026 99.2k
2 AMAZON COM INC COM AMZN AMZN 47,315 $11.3m8.44% 8.44% UnchangedShares held: Q3 2025 90.5k, Q4 2025 90.5k, Q1 2026 47.3k, Q2 2026 47.3k
3 NVIDIA CORPORATION COM NVDA NVDA 52,919 $10.6m7.93% 7.93% UnchangedShares held: Q3 2025 0, Q4 2025 36.4k, Q1 2026 52.9k, Q2 2026 52.9k
4 MORGAN STANLEY COM NEW MS MS 48,922 $10.2m7.66% 7.66% UnchangedShares held: Q3 2025 46.9k, Q4 2025 46.9k, Q1 2026 48.9k, Q2 2026 48.9k
5 GOLDMAN SACHS GROUP INC COM GS GS 9,326 $9.4m7.06% 7.06% UnchangedShares held: Q3 2025 10.1k, Q4 2025 10.1k, Q1 2026 9.3k, Q2 2026 9.3k
6 AXON ENTERPRISE INC COM AXON AXON 15,931 $8.9m6.69% 6.69% UnchangedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 15.9k, Q2 2026 15.9k
7 ORACLE CORP COM ORCL ORCL 42,117 $6.2m4.62% 4.62% UnchangedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 42.1k, Q2 2026 42.1k
8 SPACE EXPLORATION TECHN CORP CLASS A COM STK SPCX SPCX 35,298 $6.0m4.52% 4.52% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 35.3k
9 BROOKFIELD RENEWABLE PARTNER PARTNERSHIP UNIT BEP BEP 172,167 $6.0m4.48% 4.48% UnchangedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 172.2k, Q2 2026 172.2k
10 AUTODESK INC COM ADSK ADSK 30,524 $5.9m4.44% 4.44% UnchangedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 30.5k, Q2 2026 30.5k
11 NETFLIX INC COM NFLX NFLX 68,042 $4.9m3.64% 3.64% UnchangedShares held: Q3 2025 53.6k, Q4 2025 60.6k, Q1 2026 68.0k, Q2 2026 68.0k
12 SERVICENOW INC COM NOW NOW 44,638 $4.4m3.32% 3.32% UnchangedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 44.6k, Q2 2026 44.6k
13 ATLASSIAN CORPORATION CL A TEAM TEAM 51,492 $4.0m3.00% 3.00% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 51.5k
14 SALESFORCE INC COM CRM CRM 25,356 $4.0m2.97% 2.97% UnchangedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 25.4k, Q2 2026 25.4k

Sold out since Q1 2026

SecurityTickerShares held beforeValue then
ECHOSTAR CORP ECHO ECHO 62,042 $7.3m62.0k shares
INTUITIVE SURGICAL INC ISRG ISRG 10,612 $4.9m10.6k shares
SHOPIFY INC SHOP SHOP 39,574 $4.7m39.6k shares