Night Squared LP

New York, NY · CIK 2058786 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 2025 · limited partnership

Assets managed$976.1m
Staff14 · 11 in investment roles
Main clients (by assets)Private funds 100%
Private funds2 (2 hedge) · $306.9m gross assets
Websitenightsquared.com
Form ADV · 2026-05-29SEC adviser record

Legal entityNIGHT SQUARED LP (US)

Kindhedge funds, futures
Others nearbyNew York, NY

As an employer

Offices in1 country
Private fundshedge 2

$930.4m reported value +36.7% vs Q1 2026

69positions

33.8%in top 10

37 new 15 added 17 reduced 40 sold out vs Q1 2026

Holdings, Q2 2026

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

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	REPUBLIC SVCS INC COM RSG	RSG	252,593	$53.8m5.78%	5.78%	New
2	CHURCH & DWIGHT CO INC COM CHD	CHD	354,740	$34.4m3.69%	3.69%	Added +199.2k	+199,201 128.1%
3	PHILIP MORRIS INTL INC COM PM	PM	177,493	$32.1m3.45%	3.45%	New
4	ECOLAB INC COM ECL	ECL	113,853	$31.7m3.41%	3.41%	New
5	KEURIG DR PEPPER INC COM KDP	KDP	910,913	$29.8m3.20%	3.20%	New
6	CONSTELLATION BRANDS INC CL A STZ	STZ	213,980	$29.8m3.20%	3.20%	New
7	FASTENAL CO COM FAST	FAST	564,897	$27.1m2.92%	2.92%	New
8	FERGUSON ENTERPRISES INC COMMON STOCK NEW FERG	FERG	108,779	$25.8m2.77%	2.77%	Added +42.7k	+42,700 64.6%
9	KRAFT HEINZ CO COM KHC	KHC	1,056,145	$24.9m2.68%	2.68%	New
10	PARKER-HANNIFIN CORP COM PH	PH	25,336	$24.8m2.66%	2.66%	Added +13.3k	+13,346 111.3%
11	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	11,919	$23.7m2.55%	2.55%	New
12	ANALOG DEVICES INC COM ADI	ADI	56,475	$22.4m2.41%	2.41%	Reduced -14.4k	-14,412 -20.3%
13	TEXAS INSTRS INC COM TXN	TXN	71,943	$21.4m2.30%	2.30%	New
14	CATERPILLAR INC COM CAT	CAT	19,709	$21.0m2.26%	2.26%	Added +94	+94 0.5%
15	STMICROELECTRONICS N V NY REGISTRY STM	STM	257,127	$19.3m2.07%	2.07%	New
16	AMAZON COM INC COM AMZN	AMZN	80,378	$19.2m2.06%	2.06%	Reduced -9.7k	-9,748 -10.8%
17	EATON CORP PLC SHS ETN	ETN	44,305	$18.9m2.03%	2.03%	New
18	ISHARES TR US HOME CONS ETF ITB	ITB	180,684	$18.9m2.03%	2.03%	Added +57.6k	+57,629 46.8%
19	PPG INDS INC COM PPG	PPG	150,694	$18.3m1.96%	1.96%	New
20	BWX TECHNOLOGIES INC COM BWXT	BWXT	92,035	$17.9m1.93%	1.93%	New
21	PACCAR INC COM PCAR	PCAR	147,259	$17.7m1.90%	1.90%	Added +42.5k	+42,503 40.6%
22	WESTERN DIGITAL CORP COM WDC	WDC	27,155	$17.3m1.86%	1.86%	Added +10.9k	+10,873 66.8%
23	SEAGATE TECHNOLOGY HLDNGS PL ORD SHS STX	STX	17,571	$17.0m1.82%	1.82%	Reduced -9.5k	-9,466 -35.0%
24	HALEON PLC SPON ADS HLN	HLN	1,726,555	$16.1m1.73%	1.73%	New
25	BRITISH AMERN TOB PLC SPONSORED ADR BTI	BTI	255,301	$15.8m1.69%	1.69%	New
26	CARRIER GLOBAL CORPORATION COM CARR	CARR	195,596	$14.3m1.54%	1.54%	New
27	MOLSON COORS BEVERAGE CO CL B TAP	TAP	364,310	$14.2m1.53%	1.53%	New
28	DOORDASH INC CL A DASH	DASH	74,583	$13.8m1.48%	1.48%	Reduced -35.5k	-35,523 -32.3%
29	TOAST INC CL A TOST	TOST	477,191	$13.3m1.43%	1.43%	Reduced -54.9k	-54,876 -10.3%
30	META PLATFORMS INC CL A META	META	22,815	$12.9m1.38%	1.38%	Added +1.2k	+1,242 5.8%
31	COMFORT SYS USA INC COM FIX	FIX	6,301	$12.5m1.34%	1.34%	Added +901	+901 16.7%
32	SPOTIFY TECHNOLOGY S A SHS SPOT	SPOT	25,876	$11.9m1.28%	1.28%	Reduced -6.7k	-6,691 -20.6%
33	NUTRIEN LTD COM NTR	NTR	187,427	$11.8m1.27%	1.27%	New
34	RALPH LAUREN CORP CL A RL	RL	26,720	$10.7m1.15%	1.15%	New
35	BOOT BARN HLDGS INC COM BOOT	BOOT	63,205	$10.4m1.12%	1.12%	New
36	TAKE-TWO INTERACTIVE SOFTWAR COM TTWO	TTWO	40,531	$10.1m1.09%	1.09%	Reduced -43.5k	-43,478 -51.8%
37	MICRON TECHNOLOGY INC COM MU	MU	8,505	$9.8m1.06%	1.06%	New
38	ARISTA NETWORKS INC COM SHS ANET	ANET	56,997	$9.7m1.04%	1.04%	Added +41.8k	+41,845 276.2%
39	CELANESE CORP DEL COM CE	CE	205,203	$9.4m1.01%	1.01%	New
40	BRINKER INTL INC COM EAT	EAT	54,872	$9.2m0.99%	0.99%	Reduced -21.2k	-21,158 -27.8%
41	SANDISK CORP COM SNDK	SNDK	3,750	$8.5m0.92%	0.92%	Reduced -437	-437 -10.4%
42	WALMART INC COM WMT	WMT	75,019	$8.5m0.91%	0.91%	Added +42.6k	+42,643 131.7%
43	BEST BUY INC COM BBY	BBY	106,893	$8.1m0.87%	0.87%	New
44	FIVE BELOW INC COM FIVE	FIVE	42,781	$7.7m0.83%	0.83%	Reduced -1.7k	-1,668 -3.8%
45	SERVICENOW INC COM NOW	NOW	77,253	$7.7m0.82%	0.82%	New
46	VERTIV HOLDINGS CO COM CL A VRT	VRT	22,871	$7.7m0.82%	0.82%	New
47	AT&T INC COM T	T	353,680	$7.3m0.79%	0.79%	New
48	AMERICAN EAGLE OUTFITTERS IN COM AEO	AEO	409,393	$7.0m0.76%	0.76%	New
49	BURLINGTON STORES INC COM BURL	BURL	21,166	$6.7m0.72%	0.72%	Reduced -19.6k	-19,605 -48.1%
50	JABIL INC COM JBL	JBL	16,381	$6.3m0.68%	0.68%	New
51	ADVANCED MICRO DEVICES INC COM AMD	AMD	10,634	$6.2m0.66%	0.66%	New
52	T-MOBILE US INC COM TMUS	TMUS	34,684	$5.8m0.63%	0.63%	New
53	ATLASSIAN CORPORATION CL A TEAM	TEAM	73,136	$5.7m0.61%	0.61%	New
54	WINGSTOP INC COM WING	WING	31,350	$5.4m0.58%	0.58%	New
55	LAM RESEARCH CORP COM NEW LRCX	LRCX	11,970	$5.2m0.56%	0.56%	Reduced -13.6k	-13,627 -53.2%
56	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	18,406	$5.2m0.56%	0.56%	New
57	WAYFAIR INC CL A W	W	53,879	$5.0m0.54%	0.54%	New
58	MANHATTAN ASSOCIATES INC COM MANH	MANH	34,607	$4.8m0.52%	0.52%	Added +10.9k	+10,925 46.1%
59	WORKDAY INC CL A WDAY	WDAY	39,095	$4.8m0.51%	0.51%	Added +28.1k	+28,093 255.3%
60	CHAMPION HOMES INC COM SKY	SKY	47,965	$4.2m0.45%	0.45%	Reduced -33.4k	-33,401 -41.0%
61	TARGET CORP COM TGT	TGT	30,505	$4.0m0.43%	0.43%	Reduced -12.0k	-12,034 -28.3%
62	HILTON WORLDWIDE HLDGS INC COM HLT	HLT	11,943	$3.9m0.42%	0.42%	Reduced -3.8k	-3,761 -23.9%
63	APPLIED MATLS INC COM AMAT	AMAT	5,423	$3.9m0.42%	0.42%	Reduced -39.7k	-39,677 -88.0%
64	LATTICE SEMICONDUCTOR CORP COM LSCC	LSCC	23,218	$3.6m0.38%	0.38%	Added +9.5k	+9,484 69.0%
65	SNOWFLAKE INC CL A SNOW	SNOW	13,180	$3.4m0.36%	0.36%	New
66	CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES CRDO	CRDO	12,061	$3.3m0.35%	0.35%	New
67	REDDIT INC CL A RDDT	RDDT	17,719	$3.1m0.33%	0.33%	Added +6.9k	+6,945 64.5%
68	WILLIAMS SONOMA INC COM WSM	WSM	11,570	$2.7m0.29%	0.29%	New
69	KLAVIYO INC COM SER A KVYO	KVYO	112,588	$1.7m0.18%	0.18%	Reduced -124.6k	-124,629 -52.5%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
TAIWAN SEMICONDUCTOR MFG LTD TSM	TSM	64,977	$22.0m65.0k shares
SHERWIN WILLIAMS CO SHW	SHW	64,361	$20.6m64.4k shares
NVIDIA CORPORATION NVDA	NVDA	104,486	$18.2m104.5k shares
GRAINGER W W INC GWW	GWW	16,668	$18.2m16.7k shares
ALTRIA GROUP INC MO	MO	268,586	$17.7m268.6k shares
AIR PRODS & CHEMS INC APD	APD	59,550	$17.3m59.5k shares
SMUCKER J M CO SJM	SJM	167,986	$16.2m168.0k shares
MONOLITHIC PWR SYS INC MPWR	MPWR	14,592	$16.0m14.6k shares
TRANE TECHNOLOGIES PLC TT	TT	38,032	$15.8m38.0k shares
PEPSICO INC PEP	PEP	99,136	$15.4m99.1k shares
DATADOG INC DDOG	DDOG	117,832	$13.9m117.8k shares
SOLSTICE ADVANCED MATLS INC SOLS	SOLS	169,595	$12.9m169.6k shares
VULCAN MATLS CO VMC	VMC	45,760	$12.5m45.8k shares
MONDELEZ INTL INC MDLZ	MDLZ	204,428	$11.8m204.4k shares
RESTAURANT BRANDS INTL INC QSR	QSR	146,464	$10.8m146.5k shares
CORTEVA INC CTVA	CTVA	124,487	$10.4m124.5k shares
BALL CORP BALL	BALL	169,901	$10.0m169.9k shares
MONSTER BEVERAGE CORP NEW MNST	MNST	123,416	$8.9m123.4k shares
KIMBERLY-CLARK CORP KMB	KMB	90,636	$8.7m90.6k shares
ULTA BEAUTY INC ULTA	ULTA	15,429	$8.1m15.4k shares
LUMENTUM HLDGS INC LITE	LITE	10,678	$7.5m10.7k shares
XYLEM INC XYL	XYL	61,573	$7.4m61.6k shares
CORNING INC GLW	GLW	53,946	$7.3m53.9k shares
CAVA GROUP INC CAVA	CAVA	88,616	$7.2m88.6k shares
DOW INC DOW	DOW	170,929	$7.1m170.9k shares