Night Squared LP holds a diversified book of 72 stocks worth $680.7M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Sherwin-Williams Co and trimmed NXP Semiconductors NV. Their largest long position is Analog Devices Inc at 3% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2058786/holdings"
Use Arkolith to show Night Squared LP's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
98% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Analog Devices Inc COM | $22.6M | 70.9K | 3.3% | ▲+129% Added · +40K sh | |
| 2 | Taiwan Semiconductor Manufac SPONSORED ADS | $22.0M | 65.0K | 3.2% | ▲+176% Added · +41K sh | |
| 3 | Sherwin Williams Co COM | $20.6M | 64.4K | 3.0% | ▲New New position | |
| 4 | Amazon Com Inc COM | $18.8M | 90.1K | 2.8% | ▲+176% Added · +57K sh | |
| 5 | Nvidia Corporation COM | $18.2M | 104.5K | 2.7% | ▲+811% Added · +93K sh | |
| 6 | WW Grainger Inc COM | $18.2M | 16.7K | 2.7% | ▲New New position | |
| 7 | Altria Group Inc COM | $17.7M | 268.6K | 2.6% | ▲New New position | |
| 8 | Air Products And Chemicals I COM | $17.3M | 59.5K | 2.5% | ▲New New position | |
| 9 | Take-Two Interactive Softwar COM | $16.6M | 84.0K | 2.4% | ▲New New position | |
| 10 | Doordash Inc CL A | $16.5M | 110.1K | 2.4% | ▲+570% Added · +94K sh | |
| 11 | Smucker J M Co COM NEW | $16.2M | 168.0K | 2.4% | ▲+72% Added · +71K sh | |
| 12 | Monolithic PWR Sys Inc COM | $16.0M | 14.6K | 2.3% | ▲+439% Added · +12K sh | |
| 13 | Trane Technologies PLC SHS | $15.8M | 38.0K | 2.3% | ▲New New position | |
| 14 | Spotify Technology S A SHS | $15.8M | 32.6K | 2.3% | ▲+577% Added · +28K sh | |
| 15 | Applied Matls Inc COM | $15.4M | 45.1K | 2.3% | ▲+43% Added · +14K sh | |
| 16 | Ferguson Enterprises Inc COMMON STOCK NEW | $15.4M | 66.1K | 2.3% | ▲New New position | |
| 17 | Pepsico Inc COM | $15.4M | 99.1K | 2.3% | ▲New New position | |
| 18 | Church & Dwight Co Inc COM | $14.5M | 155.5K | 2.1% | ▲New New position | |
| 19 | Toast Inc CL A | $14.1M | 532.1K | 2.1% | ▲+240% Added · +376K sh | |
| 20 | Datadog Inc CL A COM | $13.9M | 117.8K | 2.0% | ▲New New position | |
| 21 | Caterpillar Inc COM | $13.9M | 19.6K | 2.0% | ▲New New position | |
| 22 | Burlington Stores Inc COM | $13.3M | 40.8K | 1.9% | ▲New New position | |
| 23 | Solstice Advanced Matls Inc COM SHS | $12.9M | 169.6K | 1.9% | ▲New New position | |
| 24 | Vulcan Matls Co COM | $12.5M | 45.8K | 1.8% | ▲+159% Added · +28K sh | |
| 25 | Meta Platforms Inc CL A | $12.3M | 21.6K | 1.8% | ▲+273% Added · +16K sh | |
| 26 | Paccar Inc COM | $12.1M | 104.8K | 1.8% | ▲New New position | |
| 27 | Mondelez Intl Inc CL A | $11.8M | 204.4K | 1.7% | ▲New New position | |
| 28 | Ishares TR US HOME CONS ETF | $11.1M | 123.1K | 1.6% | ▲+52% Added · +42K sh | |
| 29 | Brinker Intl Inc COM | $10.9M | 76.0K | 1.6% | ▲+64% Added · +30K sh | |
| 30 | Restaurant Brands Intl Inc COM | $10.8M | 146.5K | 1.6% | ▲New New position | |
| 31 | Parker-Hannifin Corp COM | $10.7M | 12.0K | 1.6% | ▲New New position | |
| 32 | Seagate Technology HLDNGS PL ORD SHS | $10.6M | 27.0K | 1.6% | ▲New New position | |
| 33 | Corteva Inc COM | $10.4M | 124.5K | 1.5% | ▲+13% Added · +15K sh | |
| 34 | Five Below Inc COM | $10.2M | 44.4K | 1.5% | ▲New New position | |
| 35 | Ball Corp COM | $10.0M | 169.9K | 1.5% | ▲New New position | |
| 36 | Monster Beverage Corp New COM | $8.9M | 123.4K | 1.3% | ▲New New position | |
| 37 | Kimberly-Clark Corp COM | $8.7M | 90.6K | 1.3% | ▲New New position | |
| 38 | Ulta Beauty Inc COM | $8.1M | 15.4K | 1.2% | ▲+6.4% Added · +923 sh | |
| 39 | Lumentum Hldgs Inc COM | $7.5M | 10.7K | 1.1% | ▲New New position | |
| 40 | Comfort Sys USA Inc COM | $7.4M | 5.4K | 1.1% | ▲New New position | |
| 41 | Xylem Inc COM | $7.4M | 61.6K | 1.1% | ▲+36% Added · +16K sh | |
| 42 | Corning Inc COM | $7.3M | 53.9K | 1.1% | ▲New New position | |
| 43 | Cava Group Inc COM | $7.2M | 88.6K | 1.1% | ▲New New position | |
| 44 | Dow Hldgs Inc COM | $7.1M | 170.9K | 1.0% | ▲New New position | |
| 45 | Palo Alto Networks Inc COM | $6.5M | 40.3K | 1.0% | ▲+49% Added · +13K sh | |
| 46 | Champion Homes Inc COM | $6.1M | 81.4K | 0.9% | ▲+63% Added · +31K sh | |
| 47 | NXP Semiconductors N V COM | $5.6M | 28.6K | 0.8% | ▼−7.4% Reduced · −2K sh | |
| 48 | Lam Research Corp COM NEW | $5.5M | 25.6K | 0.8% | ▲+95% Added · +13K sh | |
| 49 | Netflix Inc. COM | $5.3M | 55.0K | 0.8% | ▲+291% Added · +41K sh | |
| 50 | Tetra Tech Inc New COM | $5.3M | 174.7K | 0.8% | ▲+140% Added · +102K sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.