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Portfolio (Quarterly) Guide ↗

NIGHTVIEW CAPITAL, LLC

· CIK 0001680843
13F Portfolio $131M AUM 15 positions Filed Apr 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 8 New 3 Added 4 Reduced 7 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 TSLA TESLA INC Consumer Cyclical 99,165.0 $36.9M 28.23% -6K -5.8% $371.75 +12.2%
2 AMZN AMAZON COM INC Consumer Cyclical 47,315.0 $9.9M 7.55% -43K -47.7% $208.27 +28.9%
3 GS GOLDMAN SACHS GROUP INC Financial Services 9,326.0 $7.9M 6.04% -817.0 -8.1% $845.99 +16.8%
4 SATS ECHOSTAR CORP Technology 62,042.0 $7.3M 5.56% -28K -31.0% $117.07 +21.1%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Consumer Cyclical 35.8%
Technology 33.8%
Financial Services 12.2%
Industrials 5.2%
Communication Services 5.0%
Utilities 4.3%
Healthcare 3.7%