13F holdings · Q3 2026

Nightview Capital

Clearwater, FL · files as Nightview Capital, LLC

Holdings as of Sep 30, 2026Filed Oct 20, 2026Next filing due Feb 15, 2027CIK 1680843

Nightview Capital reported 13 stocks worth $132M in its 13F filing for Q3 2026, filed Oct 20, 2026. Its largest holdings are TSLA (26.0%), SPCX (12.2%) and NVDA (9.2%). Compared with Q2 2026, the fund opened new positions in SHOP, added to SPCX, trimmed TSLA, MS and NFLX and sold out of BEP and ADSK.

Reported value$132M−1.4% vs last quarter

Stocks held131 new · 2 sold out

Top 5 weight63.3%very concentrated

Turnover24%of the portfolio changed

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Holdings

#	Stock	Value	Weight	Shares	Change	Shares, 8 qtrs	Held
1	TSLA Tesla Inc	$34.3M	26.0%	97K	−2,517 (−3%)		8 of 8
2	SPCX Space Exploration Techn Corp Class A Com Stk	$16M	12.2%	106K	+71K (+200%)		2 of 8
3	NVDA Nvidia Corporation	$12.1M	9.2%	53K	No change		4 of 8
4	AMZN Amazon Com Inc	$11.8M	8.9%	47K	No change		8 of 8
5	TEAM Atlassian Corporation	$9.2M	7.0%	51K	No change		2 of 8
6	GS Goldman Sachs Group Inc	$8.4M	6.4%	9,326	No change		7 of 8
7	MS Morgan Stanley	$7.1M	5.4%	38K	−11K (−23%)		7 of 8
8	AXON Axon Enterprise Inc	$6.7M	5.1%	16K	No change		3 of 8
9	NOW Servicenow Inc	$6M	4.5%	45K	No change		3 of 8
10	CRM Salesforce Inc	$5.8M	4.4%	25K	No change		3 of 8
11	ABCD Example Holdings Inc	100	153	206	259	312	365
12	WXYZ Example Holdings Inc	137	190	243	296	349	402
13	QRST Example Holdings Inc	174	227	280	333	386	439
14	LMNO Example Holdings Inc	211	264	317	370	423	476

🔒 3 more holdings in this filing. Create a free account or sign in to see them all.

Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.

Sold out

held in Q2 2026, gone in Q3 2026

Stock	Value last quarter	Shares sold
BEP Brookfield Renewable Partner	$6M	172K
ADSK Autodesk Inc	$5.9M	31K

Reported value

last 8 quarters

$111MQ4 '24

$99.5MQ1 '25

$113MQ2 '25

$132MQ3 '25

$145MQ4 '25

$131MQ1 '26

$134MQ2 '26

$132MQ3 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q3 2026

straight from the SEC

Filed	Form	Quarter
Oct 20, 2026	13F-HR	Q3 2026	SEC filing ↗

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Nightview Capital 13F FAQ

What does Nightview Capital own?

Nightview Capital reported 13 stocks worth $132M in its 13F filing for Q3 2026, filed Oct 20, 2026. Its largest holdings are TSLA (26.0%), SPCX (12.2%) and NVDA (9.2%). The table above lists every position in the filing (the top 10 without an account).

What did Nightview Capital buy and sell in Q3 2026?

Compared with Q2 2026: 1 new positions, 1 added to, 3 trimmed and 2 sold out. New positions include SHOP. It sold all of BEP and ADSK.

When will Nightview Capital file its next 13F?

Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.

How much is Nightview Capital's portfolio worth?

The Q3 2026 filing reports $132M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.