Nightview Capital, Llc Portfolio Stock Holdings

Nightview Capital, Llc disclosed 14 stock positions valued at approximately $133.5 million in its latest SEC 13F filing. The largest holdings include TESLA INC, AMAZON COM INC, and NVIDIA CORPORATION. The filing reflects positions held as of June 30, 2026 and was filed on July 23, 2026.

Report Period
June 30, 2026
No. of Stocks
14
Portfolio Value
$133.5M
Holdings by Sector
Nightview Capital, Llc Portfolio Holdings in Q2 2026

13 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
TESLA INCTSLAConsumer Cyclical31.23%99,165--$41,708,799
AMAZON COM INCAMZNConsumer Cyclical8.44%47,315--$11,277,057
NVIDIA CORPORATIONNVDATechnology7.93%52,919--$10,588,563
MORGAN STANLEYMSFinancial Services7.66%48,922--$10,226,655
GOLDMAN SACHS GROUP INCGSFinancial Services7.06%9,326--$9,432,037
AXON ENTERPRISE INCAXONIndustrials6.69%15,931--$8,931,078
ORACLE CORPORCLTechnology4.62%42,117--$6,172,246
BROOKFIELD RENEWABLE ENERGYG16258108Other4.48%172,167--$5,979,360
AUTODESK INCADSKTechnology4.44%30,524--$5,934,476
NETFLIX INC.NFLXCommunication Services3.64%68,042--$4,858,199
SERVICENOW INCNOWTechnology3.32%44,638--$4,431,661
ATLASSIAN CORPORATIONTEAMTechnology3.00%51,492+51,492+100.00%$4,005,563
SALESFORCE INCCRMTechnology2.97%25,356--$3,972,271