Night Squared LP
New York NY · SEC CIK 0002058786
$6.81亿2026Q1 申报市值
72持仓数
27.7%前十大占比 · 第一大 3.3%
35 / 30新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
SHW 新建仓+$2,063.09万
GWW 新建仓+$1,818.16万
MO 新建仓+$1,772.40万
APD 新建仓+$1,729.87万
TTWO 新建仓+$1,659.18万
2026Q1 卖出最多 按季末市值估算
WM 清仓-$1,345.06万
KO 清仓-$1,246.03万
CLX 清仓-$947.38万
DOV 清仓-$854.04万
AVY 清仓-$837.18万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| ADI | ANALOG DEVICES INC | $2,255.20万 | 3.31% | 70,887 | 39,876 | 128.6% | $1,268.62万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $2,195.90万 | 3.23% | 64,977 | 41,420 | 175.8% | $1,399.79万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $2,063.09万 | 3.03% | 64,361 | 64,361 | — | $2,063.09万 | 新建仓 |
| AMZN | AMAZON COM INC | $1,877.05万 | 2.76% | 90,126 | 57,492 | 176.2% | $1,197.39万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,822.24万 | 2.68% | 104,486 | 93,022 | 811.4% | $1,622.30万 | 加仓 |
| GWW | WW GRAINGER INC | $1,818.16万 | 2.67% | 16,668 | 16,668 | — | $1,818.16万 | 新建仓 |
| MO | ALTRIA GROUP INC | $1,772.40万 | 2.60% | 268,586 | 268,586 | — | $1,772.40万 | 新建仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $1,729.87万 | 2.54% | 59,550 | 59,550 | — | $1,729.87万 | 新建仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $1,659.18万 | 2.44% | 84,009 | 84,009 | — | $1,659.18万 | 新建仓 |
| DASH | DOORDASH INC | $1,653.24万 | 2.43% | 110,106 | 93,664 | 569.7% | $1,406.36万 | 加仓 |
| SJM | SMUCKER J M CO | $1,620.06万 | 2.38% | 167,986 | 70,568 | 72.4% | $680.56万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $1,595.42万 | 2.34% | 14,592 | 11,885 | 439.0% | $1,299.45万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $1,584.95万 | 2.33% | 38,032 | 20,846 | 121.3% | $868.74万 | 重新持有 |
| SPOT | SPOTIFY TECHNOLOGY S A | $1,579.21万 | 2.32% | 32,567 | 27,757 | 577.1% | $1,345.96万 | 加仓 |
| AMAT | APPLIED MATLS INC | $1,541.47万 | 2.26% | 45,100 | 13,550 | 42.9% | $463.13万 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC | $1,541.36万 | 2.26% | 66,079 | 66,079 | — | $1,541.36万 | 新建仓 |
| PEP | PEPSICO INC | $1,539.48万 | 2.26% | 99,136 | 99,136 | — | $1,539.48万 | 新建仓 |
| CHD | CHURCH & DWIGHT CO INC | $1,451.49万 | 2.13% | 155,539 | 155,539 | — | $1,451.49万 | 新建仓 |
| TOST | TOAST INC | $1,410.51万 | 2.07% | 532,067 | 375,741 | 240.4% | $996.09万 | 加仓 |
| DDOG | DATADOG INC | $1,391.01万 | 2.04% | 117,832 | 117,832 | — | $1,391.01万 | 新建仓 |
| CAT | CATERPILLAR INC | $1,389.64万 | 2.04% | 19,615 | 19,615 | — | $1,389.64万 | 新建仓 |
| BURL | BURLINGTON STORES INC | $1,326.61万 | 1.95% | 40,771 | 40,771 | — | $1,326.61万 | 新建仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $1,291.64万 | 1.90% | 169,595 | 169,595 | — | $1,291.64万 | 新建仓 |
| VMC | VULCAN MATLS CO | $1,246.04万 | 1.83% | 45,760 | 28,098 | 159.1% | $765.11万 | 加仓 |
| META | META PLATFORMS INC | $1,234.26万 | 1.81% | 21,573 | 15,791 | 273.1% | $903.45万 | 加仓 |
| PCAR | PACCAR INC | $1,209.93万 | 1.78% | 104,756 | 104,756 | — | $1,209.93万 | 新建仓 |
| MDLZ | MONDELEZ INTL INC | $1,178.32万 | 1.73% | 204,428 | 204,428 | — | $1,178.32万 | 新建仓 |
| ITB | ISHARES TR | $1,114.26万 | 1.64% | 123,055 | 41,932 | 51.7% | $379.69万 | 加仓 |
| EAT | BRINKER INTL INC | $1,085.48万 | 1.59% | 76,030 | 29,732 | 64.2% | $424.48万 | 加仓 |
| QSR | RESTAURANT BRANDS INTL INC | $1,082.37万 | 1.59% | 146,464 | 146,464 | — | $1,082.37万 | 新建仓 |
| PH | PARKER-HANNIFIN CORP | $1,073.39万 | 1.58% | 11,990 | 11,990 | — | $1,073.39万 | 新建仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $1,059.20万 | 1.56% | 27,037 | 13,426 | 98.6% | $525.98万 | 重新持有 |
| CTVA | CORTEVA INC | $1,042.08万 | 1.53% | 124,487 | 14,679 | 13.4% | $122.88万 | 加仓 |
| FIVE | FIVE BELOW INC | $1,015.57万 | 1.49% | 44,449 | 44,449 | — | $1,015.57万 | 新建仓 |
| BALL | BALL CORP | $1,004.28万 | 1.48% | 169,901 | 169,901 | — | $1,004.28万 | 新建仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $894.27万 | 1.31% | 123,416 | -13,293 | -9.7% | -$96.32万 | 重新持有 |
| KMB | KIMBERLY-CLARK CORP | $874.37万 | 1.28% | 90,636 | 25,814 | 39.8% | $249.03万 | 重新持有 |
| ULTA | ULTA BEAUTY INC | $806.49万 | 1.18% | 15,429 | 923 | 6.4% | $48.25万 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $750.41万 | 1.10% | 10,678 | 10,678 | — | $750.41万 | 新建仓 |
| FIX | COMFORT SYS USA INC | $744.65万 | 1.09% | 5,400 | 5,400 | — | $744.65万 | 新建仓 |
| XYL | XYLEM INC | $735.80万 | 1.08% | 61,573 | 16,248 | 35.8% | $194.16万 | 加仓 |
| GLW | CORNING INC | $733.50万 | 1.08% | 53,946 | 53,946 | — | $733.50万 | 新建仓 |
| CAVA | CAVA GROUP INC | $716.90万 | 1.05% | 88,616 | 88,616 | — | $716.90万 | 新建仓 |
| DOW | DOW HLDGS INC | $711.92万 | 1.05% | 170,929 | 170,929 | — | $711.92万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $646.78万 | 0.95% | 40,343 | 13,207 | 48.7% | $211.73万 | 加仓 |
| SKY | CHAMPION HOMES INC | $605.12万 | 0.89% | 81,366 | 31,342 | 62.7% | $233.09万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $563.35万 | 0.83% | 28,617 | -2,300 | -7.4% | -$45.28万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $546.91万 | 0.80% | 25,597 | 12,501 | 95.5% | $267.10万 | 加仓 |
| NFLX | NETFLIX INC. | $528.36万 | 0.78% | 54,952 | 40,889 | 290.8% | $393.15万 | 加仓 |
| TTEK | TETRA TECH INC NEW | $526.31万 | 0.77% | 174,738 | 101,905 | 139.9% | $306.94万 | 加仓 |
| TGT | TARGET CORP | $515.57万 | 0.76% | 42,539 | 42,539 | — | $515.57万 | 新建仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $477.53万 | 0.70% | 15,704 | 10,148 | 182.6% | $308.58万 | 重新持有 |
| KVYO | KLAVIYO INC | $461.62万 | 0.68% | 237,217 | 100,971 | 74.1% | $196.49万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $440.41万 | 0.65% | 16,282 | -707 | -4.2% | -$19.12万 | 减仓 |
| WMT | WALMART INC | $402.37万 | 0.59% | 32,376 | -6,219 | -16.1% | -$77.29万 | 重新持有 |
| SFM | SPROUTS FMRS MKT INC | $400.00万 | 0.59% | 51,860 | 51,860 | — | $400.00万 | 新建仓 |
| H | HYATT HOTELS CORP | $384.41万 | 0.56% | 26,734 | -21,942 | -45.1% | -$315.50万 | 减仓 |
| VFC | V F CORP | $339.70万 | 0.50% | 199,939 | 199,939 | — | $339.70万 | 新建仓 |
| MANH | MANHATTAN ASSOCIATES INC | $315.25万 | 0.46% | 23,682 | 19,337 | 445.0% | $257.41万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $295.49万 | 0.43% | 10,738 | -7,297 | -40.5% | -$200.80万 | 减仓 |
| SBUX | STARBUCKS CORP | $288.60万 | 0.42% | 32,213 | 32,213 | — | $288.60万 | 新建仓 |
| NET | CLOUDFLARE INC | $280.93万 | 0.41% | 13,615 | 13,615 | — | $280.93万 | 新建仓 |
| SNDK | SANDISK CORP | $266.02万 | 0.39% | 4,187 | 4,187 | — | $266.02万 | 新建仓 |
| BROS | DUTCH BROS INC | $199.94万 | 0.29% | 39,467 | 39,467 | — | $199.94万 | 新建仓 |
| PEGA | PEGASYSTEMS INC | $192.41万 | 0.28% | 45,209 | 45,209 | — | $192.41万 | 新建仓 |
| ANET | ARISTA NETWORKS INC | $186.04万 | 0.27% | 15,152 | 15,152 | — | $186.04万 | 新建仓 |
| HOG | HARLEY DAVIDSON INC | $150.56万 | 0.22% | 74,460 | 74,460 | — | $150.56万 | 新建仓 |
| RDDT | REDDIT INC | $145.07万 | 0.21% | 10,774 | 8,730 | 427.1% | $117.55万 | 重新持有 |
| WDAY | WORKDAY INC | $142.94万 | 0.21% | 11,002 | -5,839 | -34.7% | -$75.86万 | 减仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $127.40万 | 0.19% | 13,734 | 13,734 | — | $127.40万 | 新建仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $126.41万 | 0.19% | 3,238 | 3,238 | — | $126.41万 | 新建仓 |
| COCO | VITA COCO CO INC | $88.94万 | 0.13% | 18,563 | -103,705 | -84.8% | -$496.85万 | 重新持有 |
| WM | WASTE MGMT INC DEL | $0 | 0.00% | 0 | -61,220 | -100.0% | -$1,345.06万 | 清仓 |
| PM | PHILIP MORRIS INTL INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| KO | COCA COLA CO | $0 | 0.00% | 0 | -178,233 | -100.0% | -$1,246.03万 | 清仓 |
| CLX | CLOROX CO DEL | $0 | 0.00% | 0 | -93,958 | -100.0% | -$947.38万 | 清仓 |
| BTI | BRITISH AMERN TOB PLC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DOV | DOVER CORP | $0 | 0.00% | 0 | -43,743 | -100.0% | -$854.04万 | 清仓 |
| AVY | AVERY DENNISON CORP | $0 | 0.00% | 0 | -46,029 | -100.0% | -$837.18万 | 清仓 |
| MKC | MCCORMICK & CO INC | $0 | 0.00% | 0 | -117,999 | -100.0% | -$803.69万 | 清仓 |
| PG | PROCTER AND GAMBLE CO | $0 | 0.00% | 0 | -55,744 | -100.0% | -$798.87万 | 清仓 |
| AME | AMETEK INC | $0 | 0.00% | 0 | -35,858 | -100.0% | -$736.20万 | 清仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $0 | 0.00% | 0 | -76,025 | -100.0% | -$693.42万 | 清仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $0 | 0.00% | 0 | -76,419 | -100.0% | -$693.12万 | 清仓 |
| NVT | NVENT ELECTRIC PLC | $0 | 0.00% | 0 | -67,191 | -100.0% | -$685.15万 | 清仓 |
| WYNN | WYNN RESORTS LTD | $0 | 0.00% | 0 | -55,526 | -100.0% | -$668.14万 | 清仓 |
| TEL | TE CONNECTIVITY PLC | $0 | 0.00% | 0 | -28,881 | -100.0% | -$657.07万 | 清仓 |
| WWD | WOODWARD INC | $0 | 0.00% | 0 | -21,526 | -100.0% | -$650.77万 | 清仓 |
| REAL | THE REALREAL INC | $0 | 0.00% | 0 | -403,325 | -100.0% | -$636.45万 | 清仓 |
| CELH | CELSIUS HLDGS INC | $0 | 0.00% | 0 | -133,741 | -100.0% | -$611.73万 | 清仓 |
| VSXY | VICTORIAS SECRET AND CO | $0 | 0.00% | 0 | -99,236 | -100.0% | -$537.56万 | 清仓 |
| ROK | ROCKWELL AUTOMATION INC | $0 | 0.00% | 0 | -13,298 | -100.0% | -$517.39万 | 清仓 |
| W | WAYFAIR INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ROST | ROSS STORES INC | $0 | 0.00% | 0 | -22,166 | -100.0% | -$399.30万 | 清仓 |
| MCD | MCDONALDS CORP | $0 | 0.00% | 0 | -12,833 | -100.0% | -$392.21万 | 清仓 |
| APH | AMPHENOL CORP NEW | $0 | 0.00% | 0 | -26,530 | -100.0% | -$358.53万 | 清仓 |
| VRT | VERTIV HOLDINGS CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AVGO | BROADCOM INC | $0 | 0.00% | 0 | -8,734 | -100.0% | -$302.28万 | 清仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $0 | 0.00% | 0 | -60,358 | -100.0% | -$301.91万 | 清仓 |
| ALB | ALBEMARLE CORP | $0 | 0.00% | 0 | -21,135 | -100.0% | -$298.93万 | 清仓 |