NIGHTVIEW CAPITAL, LLC - Portfolio Stock Holdings

NIGHTVIEW CAPITAL, LLC disclosed 15 stock positions in a recent SEC 13F filing. $131,713,844 of stock holdings were filed, with the largest holdings including TSLA, SPCX, and NVDA. This filing represented positions held on Sept. 30, 2026, and was filed today.

We estimate the fund has a total AUM of $171,944,008 and has 4 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from pooled investment vehicles.