NIGHTVIEW CAPITAL, LLC - Q1 2021 holdings

$375 Million is the total value of NIGHTVIEW CAPITAL, LLC's 11 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 40.0% .

 Value Shares↓ Weighting
SHOP BuySHOPIFY INCcl a$62,713,000
+217.8%
30,605
+75.6%
16.73%
+257.1%
ABNB BuyAIRBNB INC$29,219,000
+2281.3%
155,469
+1759.7%
7.79%
+2578.4%
SPOT BuySPOTIFY TECHNOLOGY S Acall$11,264,000
+803.3%
191,200
+4722.2%
3.00%
+914.9%
TME BuyTENCENT MUSIC ENTMT GROUPspon ads$10,882,000
+245.5%
531,070
+224.4%
2.90%
+288.1%
TSLA NewTESLA INCcall$8,980,00050,000
+100.0%
2.40%
TME NewTENCENT MUSIC ENTMT GROUPcall$3,374,000875,000
+100.0%
0.90%
NEE BuyNEXTERA ENERGY INC$1,608,000
-2.0%
21,268
+11.0%
0.43%
+10.0%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2021-05-14
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
TESLA INC24Q3 202348.4%
AMAZON COM INC24Q3 202325.9%
TESLA INC20Q3 202366.2%
SPOTIFY TECHNOLOGY S A20Q2 202322.8%
SPOTIFY TECHNOLOGY S A14Q3 202326.6%
NETFLIX INC14Q1 202115.6%
ALIBABA GROUP HLDG LTD12Q1 20234.6%
AIRBNB INC11Q3 202313.0%
NEXTERA ENERGY INC9Q1 20220.6%
SHOPIFY INC8Q4 202116.7%

View NIGHTVIEW CAPITAL, LLC's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-05-15
13F-HR2024-02-14
13F-HR2023-11-14
13F-HR2023-08-14
13F-HR2023-05-15
13F-HR2023-02-14
13F-HR2022-11-10
13F-HR2022-08-16
13F-HR2022-05-13
13F-HR2022-02-11

View NIGHTVIEW CAPITAL, LLC's complete filings history.

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