NIGHTVIEW CAPITAL, LLC — 13F holdings

NIGHTVIEW CAPITAL, LLC reported 13 holdings worth $132M in its 13F filing for Q3 2026, filed October 20, 2026.

Largest positions

1. TSLA TESLA INC — $34.3M (26.0%)
2. SPCX SPACE EXPLORATION TECHN CORP — $16.0M (12.1%)
3. NVDA NVIDIA CORPORATION — $12.1M (9.2%)
4. AMZN AMAZON COM INC — $11.8M (9.0%)
5. TEAM ATLASSIAN CORPORATION — $9.23M (7.0%)
6. GS GOLDMAN SACHS GROUP INC — $8.40M (6.4%)
7. MS MORGAN STANLEY — $7.10M (5.4%)
8. AXON AXON ENTERPRISE INC — $6.73M (5.1%)
9. NOW SERVICENOW INC — $5.98M (4.5%)
10. CRM Salesforce inc — $5.82M (4.4%)