Night Squared LP
New York NY · SEC CIK 0002058786
$9.30亿2026Q2 申报市值
69持仓数
33.8%前十大占比 · 第一大 5.8%
31 / 40新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
RSG 新建仓+$5,382.25万
ECL 新建仓+$3,172.06万
KDP 新建仓+$2,981.42万
STZ 新建仓+$2,976.25万
FAST 新建仓+$2,713.20万
2026Q2 卖出最多 按季末市值估算
AMAT 减仓-$2,868.65万
TSM 清仓-$2,195.90万
SHW 清仓-$2,063.09万
NVDA 清仓-$1,822.24万
GWW 清仓-$1,818.16万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $0 | 0.00% | 0 | -64,977 | -100.0% | -$2,195.90万 | 清仓 |
| SHW | SHERWIN WILLIAMS CO | $0 | 0.00% | 0 | -64,361 | -100.0% | -$2,063.09万 | 清仓 |
| NVDA | NVIDIA CORPORATION | $0 | 0.00% | 0 | -104,486 | -100.0% | -$1,822.24万 | 清仓 |
| GWW | WW GRAINGER INC | $0 | 0.00% | 0 | -16,668 | -100.0% | -$1,818.16万 | 清仓 |
| MO | ALTRIA GROUP INC | $0 | 0.00% | 0 | -268,586 | -100.0% | -$1,772.40万 | 清仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $0 | 0.00% | 0 | -59,550 | -100.0% | -$1,729.87万 | 清仓 |
| SJM | SMUCKER J M CO | $0 | 0.00% | 0 | -167,986 | -100.0% | -$1,620.06万 | 清仓 |
| MPWR | MONOLITHIC PWR SYS INC | $0 | 0.00% | 0 | -14,592 | -100.0% | -$1,595.42万 | 清仓 |
| TT | TRANE TECHNOLOGIES PLC | $0 | 0.00% | 0 | -38,032 | -100.0% | -$1,584.95万 | 清仓 |
| PEP | PEPSICO INC | $0 | 0.00% | 0 | -99,136 | -100.0% | -$1,539.48万 | 清仓 |
| DDOG | DATADOG INC | $0 | 0.00% | 0 | -117,832 | -100.0% | -$1,391.01万 | 清仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $0 | 0.00% | 0 | -169,595 | -100.0% | -$1,291.64万 | 清仓 |
| VMC | VULCAN MATLS CO | $0 | 0.00% | 0 | -45,760 | -100.0% | -$1,246.04万 | 清仓 |
| MDLZ | MONDELEZ INTL INC | $0 | 0.00% | 0 | -204,428 | -100.0% | -$1,178.32万 | 清仓 |
| QSR | RESTAURANT BRANDS INTL INC | $0 | 0.00% | 0 | -146,464 | -100.0% | -$1,082.37万 | 清仓 |
| CTVA | CORTEVA INC | $0 | 0.00% | 0 | -124,487 | -100.0% | -$1,042.08万 | 清仓 |
| BALL | BALL CORP | $0 | 0.00% | 0 | -169,901 | -100.0% | -$1,004.28万 | 清仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $0 | 0.00% | 0 | -123,416 | -100.0% | -$894.27万 | 清仓 |
| KMB | KIMBERLY-CLARK CORP | $0 | 0.00% | 0 | -90,636 | -100.0% | -$874.37万 | 清仓 |
| ULTA | ULTA BEAUTY INC | $0 | 0.00% | 0 | -15,429 | -100.0% | -$806.49万 | 清仓 |
| LITE | LUMENTUM HLDGS INC | $0 | 0.00% | 0 | -10,678 | -100.0% | -$750.41万 | 清仓 |
| XYL | XYLEM INC | $0 | 0.00% | 0 | -61,573 | -100.0% | -$735.80万 | 清仓 |
| GLW | CORNING INC | $0 | 0.00% | 0 | -53,946 | -100.0% | -$733.50万 | 清仓 |
| CAVA | CAVA GROUP INC | $0 | 0.00% | 0 | -88,616 | -100.0% | -$716.90万 | 清仓 |
| DOW | DOW HLDGS INC | $0 | 0.00% | 0 | -170,929 | -100.0% | -$711.92万 | 清仓 |
| PANW | PALO ALTO NETWORKS INC | $0 | 0.00% | 0 | -40,343 | -100.0% | -$646.78万 | 清仓 |
| NXPI | NXP SEMICONDUCTORS N V | $0 | 0.00% | 0 | -28,617 | -100.0% | -$563.35万 | 清仓 |
| NFLX | NETFLIX INC. | $0 | 0.00% | 0 | -54,952 | -100.0% | -$528.36万 | 清仓 |
| TTEK | TETRA TECH INC NEW | $0 | 0.00% | 0 | -174,738 | -100.0% | -$526.31万 | 清仓 |
| SFM | SPROUTS FMRS MKT INC | $0 | 0.00% | 0 | -51,860 | -100.0% | -$400.00万 | 清仓 |
| H | HYATT HOTELS CORP | $0 | 0.00% | 0 | -26,734 | -100.0% | -$384.41万 | 清仓 |
| VFC | V F CORP | $0 | 0.00% | 0 | -199,939 | -100.0% | -$339.70万 | 清仓 |
| RCL | ROYAL CARIBBEAN GROUP | $0 | 0.00% | 0 | -10,738 | -100.0% | -$295.49万 | 清仓 |
| SBUX | STARBUCKS CORP | $0 | 0.00% | 0 | -32,213 | -100.0% | -$288.60万 | 清仓 |
| NET | CLOUDFLARE INC | $0 | 0.00% | 0 | -13,615 | -100.0% | -$280.93万 | 清仓 |
| BROS | DUTCH BROS INC | $0 | 0.00% | 0 | -39,467 | -100.0% | -$199.94万 | 清仓 |
| PEGA | PEGASYSTEMS INC | $0 | 0.00% | 0 | -45,209 | -100.0% | -$192.41万 | 清仓 |
| HOG | HARLEY DAVIDSON INC | $0 | 0.00% | 0 | -74,460 | -100.0% | -$150.56万 | 清仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $0 | 0.00% | 0 | -3,238 | -100.0% | -$126.41万 | 清仓 |
| COCO | VITA COCO CO INC | $0 | 0.00% | 0 | -18,563 | -100.0% | -$88.94万 | 清仓 |
| KVYO | KLAVIYO INC | $170.01万 | 0.18% | 112,588 | -124,629 | -52.5% | -$188.19万 | 减仓 |
| WSM | WILLIAMS SONOMA INC | $269.70万 | 0.29% | 11,570 | 11,570 | — | $269.70万 | 新建仓 |
| RDDT | REDDIT INC | $307.57万 | 0.33% | 17,719 | 6,945 | 64.5% | $120.55万 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $328.00万 | 0.35% | 12,061 | 12,061 | — | $328.00万 | 新建仓 |
| SNOW | SNOWFLAKE INC | $335.43万 | 0.36% | 13,180 | 13,180 | — | $335.43万 | 新建仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $355.14万 | 0.38% | 23,218 | 9,484 | 69.1% | $145.07万 | 加仓 |
| AMAT | APPLIED MATLS INC | $392.08万 | 0.42% | 5,423 | -39,677 | -88.0% | -$2,868.65万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $394.67万 | 0.42% | 11,943 | -3,761 | -23.9% | -$124.29万 | 减仓 |
| TGT | TARGET CORP | $398.43万 | 0.43% | 30,505 | -12,034 | -28.3% | -$157.18万 | 减仓 |
| SKY | CHAMPION HOMES INC | $422.67万 | 0.45% | 47,965 | -33,401 | -41.1% | -$294.33万 | 减仓 |
| WDAY | WORKDAY INC | $478.60万 | 0.51% | 39,095 | 28,093 | 255.3% | $343.91万 | 加仓 |
| MANH | MANHATTAN ASSOCIATES INC | $481.90万 | 0.52% | 34,607 | 10,925 | 46.1% | $152.13万 | 加仓 |
| W | WAYFAIR INC | $497.95万 | 0.54% | 53,879 | 11,812 | 28.1% | $109.17万 | 重新持有 |
| IBM | INTERNATIONAL BUSINESS MACHS | $517.60万 | 0.56% | 18,406 | 18,406 | — | $517.60万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $518.70万 | 0.56% | 11,970 | -13,627 | -53.2% | -$590.50万 | 减仓 |
| WING | WINGSTOP INC | $543.64万 | 0.58% | 31,350 | 31,350 | — | $543.64万 | 新建仓 |
| TEAM | ATLASSIAN CORPORATION | $568.92万 | 0.61% | 73,136 | 73,136 | — | $568.92万 | 新建仓 |
| TMUS | T-MOBILE US INC | $581.75万 | 0.63% | 34,684 | 34,684 | — | $581.75万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $617.74万 | 0.66% | 10,634 | 10,634 | — | $617.74万 | 新建仓 |
| JBL | JABIL INC | $631.45万 | 0.68% | 16,381 | 16,381 | — | $631.45万 | 新建仓 |
| BURL | BURLINGTON STORES INC | $670.54万 | 0.72% | 21,166 | -19,605 | -48.1% | -$621.09万 | 减仓 |
| AEO | AMERICAN EAGLE OUTFITTERS IN | $704.16万 | 0.76% | 409,393 | 371,428 | 978.3% | $638.86万 | 重新持有 |
| T | AT&T INC | $732.12万 | 0.79% | 353,680 | 353,680 | — | $732.12万 | 新建仓 |
| VRT | VERTIV HOLDINGS CO | $765.77万 | 0.82% | 22,871 | 851 | 3.9% | $28.49万 | 重新持有 |
| NOW | SERVICENOW INC | $766.97万 | 0.82% | 77,253 | 77,253 | — | $766.97万 | 新建仓 |
| FIVE | FIVE BELOW INC | $769.16万 | 0.83% | 42,781 | -1,668 | -3.8% | -$29.99万 | 减仓 |
| BBY | BEST BUY INC | $811.10万 | 0.87% | 106,893 | 106,893 | — | $811.10万 | 新建仓 |
| WMT | WALMART INC | $849.67万 | 0.91% | 75,019 | 42,643 | 131.7% | $482.97万 | 加仓 |
| SNDK | SANDISK CORP | $852.65万 | 0.92% | 3,750 | -437 | -10.4% | -$99.36万 | 减仓 |
| EAT | BRINKER INTL INC | $921.85万 | 0.99% | 54,872 | -21,158 | -27.8% | -$355.45万 | 减仓 |
| CE | CELANESE CORP DEL | $943.93万 | 1.01% | 205,203 | 205,203 | — | $943.93万 | 新建仓 |
| ANET | ARISTA NETWORKS INC | $968.26万 | 1.04% | 56,997 | 41,845 | 276.2% | $710.86万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $981.72万 | 1.06% | 8,505 | 1,408 | 19.8% | $162.52万 | 重新持有 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $1,013.19万 | 1.09% | 40,531 | -43,478 | -51.8% | -$1,086.86万 | 减仓 |
| BOOT | BOOT BARN HLDGS INC | $1,038.27万 | 1.12% | 63,205 | 63,205 | — | $1,038.27万 | 新建仓 |
| RL | RALPH LAUREN CORP | $1,072.57万 | 1.15% | 26,720 | 26,720 | — | $1,072.57万 | 新建仓 |
| NTR | NUTRIEN LTD | $1,179.85万 | 1.27% | 187,427 | 187,427 | — | $1,179.85万 | 新建仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $1,188.04万 | 1.28% | 25,876 | -6,691 | -20.5% | -$307.20万 | 减仓 |
| FIX | COMFORT SYS USA INC | $1,248.83万 | 1.34% | 6,301 | 901 | 16.7% | $178.57万 | 加仓 |
| META | META PLATFORMS INC | $1,285.15万 | 1.38% | 22,815 | 1,242 | 5.8% | $69.96万 | 加仓 |
| TOST | TOAST INC | $1,327.55万 | 1.43% | 477,191 | -54,876 | -10.3% | -$152.67万 | 减仓 |
| DASH | DOORDASH INC | $1,376.28万 | 1.48% | 74,583 | -35,523 | -32.3% | -$655.51万 | 减仓 |
| TAP | MOLSON COORS BEVERAGE CO | $1,419.35万 | 1.53% | 364,310 | 364,310 | — | $1,419.35万 | 新建仓 |
| CARR | CARRIER GLOBAL CORPORATION | $1,434.70万 | 1.54% | 195,596 | 195,596 | — | $1,434.70万 | 新建仓 |
| BTI | BRITISH AMERN TOB PLC | $1,576.74万 | 1.69% | 255,301 | 89,350 | 53.8% | $551.83万 | 重新持有 |
| HLN | HALEON PLC | $1,610.88万 | 1.73% | 1,726,555 | 1,726,555 | — | $1,610.88万 | 新建仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $1,695.60万 | 1.82% | 17,571 | -9,466 | -35.0% | -$913.47万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $1,734.44万 | 1.86% | 27,155 | 10,873 | 66.8% | $694.48万 | 加仓 |
| PCAR | PACCAR INC | $1,768.88万 | 1.90% | 147,259 | 42,503 | 40.6% | $510.55万 | 加仓 |
| BWXT | BWX TECHNOLOGIES INC | $1,791.46万 | 1.93% | 92,035 | 92,035 | — | $1,791.46万 | 新建仓 |
| PPG | PPG INDS INC | $1,827.77万 | 1.96% | 150,694 | 150,694 | — | $1,827.77万 | 新建仓 |
| ITB | ISHARES TR | $1,887.79万 | 2.03% | 180,684 | 57,629 | 46.8% | $602.11万 | 加仓 |
| ETN | EATON CORP PLC | $1,887.92万 | 2.03% | 44,305 | 44,305 | — | $1,887.92万 | 新建仓 |
| AMZN | AMAZON COM INC | $1,915.73万 | 2.06% | 80,378 | -9,748 | -10.8% | -$232.33万 | 减仓 |
| STM | STMICROELECTRONICS N V | $1,925.62万 | 2.07% | 257,127 | 257,127 | — | $1,925.62万 | 新建仓 |
| CAT | CATERPILLAR INC | $2,098.81万 | 2.26% | 19,709 | 94 | 0.5% | $10.01万 | 加仓 |
| TXN | TEXAS INSTRS INC | $2,144.41万 | 2.30% | 71,943 | 71,943 | — | $2,144.41万 | 新建仓 |
| ADI | ANALOG DEVICES INC | $2,243.02万 | 2.41% | 56,475 | -14,412 | -20.3% | -$572.40万 | 减仓 |
| ASML | ASML HLDG NV | $2,371.21万 | 2.55% | 11,919 | 11,919 | — | $2,371.21万 | 新建仓 |
| PH | PARKER-HANNIFIN CORP | $2,478.16万 | 2.66% | 25,336 | 13,346 | 111.3% | $1,305.40万 | 加仓 |