Nightview Capital, LLC holds a concentrated book of 14 stocks worth $133.5M as of Q2 2026 (disclosed Jul 23, 2026, a ~45-day 13F lag). This quarter they opened Space Exploration Techn Corp. Their largest long position is Tesla Inc at 31% of the equity book. Cloning the disclosed picks since 2024 would be +16% (+9.1%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1680843/holdings"
Use Arkolith to show NIGHTVIEW CAPITAL, LLC's latest holdings, largest changes, and filing provenance.
The reported book (valued from quarter-end) returned +56.1%, a 40.4-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Nightview Capital, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
95% 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
Other tracked managers holding the same core names as Nightview Capital, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| TD Waterhouse Canada Inc. | 27 / 14 | $3.9B |
| EXCHANGE TRADED CONCEPTS, LLC | 27 / 14 | $1.8B |
| IFP Advisors, Inc | 27 / 14 | $462.0M |
| BlackRock, Inc. | 26 / 14 | $1.1T |
| FMR LLC | 26 / 14 | $495.5B |
| JPMORGAN CHASE & CO | 26 / 14 | $247.9B |
| MORGAN STANLEY | 26 / 14 | $234.3B |
| NORTHERN TRUST CORP | 26 / 14 | $142.0B |
Ranked by how many of Nightview Capital, LLC's top 14 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Tesla Inc COM | $41.7M | 99.2K | 31.2% | —Held | |
| 2 | Amazon Com Inc COM | $11.3M | 47.3K | 8.4% | —Held | |
| 3 | Nvidia Corporation COM | $10.6M | 52.9K | 7.9% | —Held | |
| 4 | Morgan Stanley COM NEW | $10.2M | 48.9K | 7.7% | —Held | |
| 5 | Goldman Sachs Group Inc COM | $9.4M | 9.3K | 7.1% | —Held | |
| 6 | Axon Enterprise Inc COM | $8.9M | 15.9K | 6.7% | —Held | |
| 7 | Oracle Corp COM | $6.2M | 42.1K | 4.6% | —Held | |
| 8 | Space Exploration Techn Corp CLASS A COM STK | $6.0M | 35.3K | 4.5% | ▲New New position | |
| 9 | Brookfield Renewable Energy PARTNERSHIP UNIT | $6.0M | 172.2K | 4.5% | —Held | |
| 10 | Autodesk Inc COM | $5.9M | 30.5K | 4.4% | —Held | |
| 11 | Netflix Inc. COM | $4.9M | 68.0K | 3.6% | —Held | |
| 12 | Servicenow Inc COM | $4.4M | 44.6K | 3.3% | —Held | |
| 13 | Atlassian Corporation CL A | $4.0M | 51.5K | 3.0% | ▲New New position | |
| 14 | Salesforce Inc COM | $4.0M | 25.4K | 3.0% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 23, 2026 | 14 | $133.5M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 15, 2026 | 15 | $130.6M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 12, 2026 | 14 | $225.7M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 5, 2025 | 13 | $216.5M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 13, 2025 | 13 | $182.8M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 12 | $153.9M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 6 | $238.7M | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Nov 19, 2024 | 6 | $101.8M | 13F-HR/A |
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. The performance line is a simulation of the disclosed long book, not an audited return.