Nightview Capital, LLC holds a concentrated book of 14 reported positions worth $133.5M as of Q2 2026 (disclosed Jul 23, 2026, a ~23-day 13F lag). This quarter Space Exploration Techn-CL A first appears in 13F filings, a listing rather than a purchase; they opened Atlassian Corp-CL A. Their largest long position is Tesla Inc at 31% of the reported non-option book.
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.
100% mapped to company sectors
+1 sector below the cut, under 0.5% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Nightview Capital, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Donor Advised Charitable Giving, Inc. | 2 / 14 | $4.4B |
| Tao Capital Management LP | 2 / 14 | $1.9B |
| Capricorn Investment Group LLC | 2 / 14 | $20.7B |
| Darsana Capital Partners LP | 2 / 14 | $17.9B |
| GCM Grosvenor Holdings, LLC | 2 / 14 | $1.5B |
| Dan Sundheim | 3 / 14 | $21.9B |
| Aspiring Ventures, LLC | 5 / 14 | $256.8M |
| Sloy Dahl & Holst, LLC | 6 / 14 | $496.5M |
Ranked by the share of each fund's own book sitting in the names it shares with Nightview Capital, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position'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% | →Listed Newly reportable | |
| 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 |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 23, 2026 | 23d | 14 | $133.5M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 15, 2026 | 15d | 15 | $130.6M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 12, 2026 | 43d | 14 | $225.7M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 5, 2025 | 36d | 13 | $216.5M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 13, 2025 | 44d | 13 | $182.8M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 45d | 12 | $153.9M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 45d | 6 | $238.7M | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Nov 19, 2024 | 142d | 6 | $101.8M | 13F-HR/A |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.