Brian Rouzer

Night Squared Lp

Assets Managed

$680.671M

Holdings

Last Quarter

2026 - Q1

Filed Date

1mo 1d ago

Growth Rate

91.85%(2Q avg: 59.94%)

Sustained Growth

4 quarters

Portfolio positions

This chart displays the top 10 holdings in Night Squared Lp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 72 positions.

Assets under management

The assets under management (AUM) of Night Squared Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 680.671M in assets, with a quarterly growth rate of 91.85% and a 2-quarter average growth rate of 59.94%. The portfolio is managed by Brian Rouzer, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
ADI Analog Devices Inc Recent Activity Increased 128.59%	3.32%	$22.552M 70,887 shares@ $318.14 avg price	Increased 128.59%
TSM Taiwan Semiconductor-sp Adr Recent Activity Increased 175.83%	3.23%	$21.959M 64,977 shares@ $337.95 avg price	Increased 175.83%
SHW Sherwin-williams Co The Recent Activity New Position	3.04%	$20.631M 64,361 shares@ $320.56 avg price	New Position
AMZN Amazon.com Inc Recent Activity Increased 176.18%	2.76%	$18.771M 90,126 shares@ $208.27 avg price	Increased 176.18%
NVDA Nvidia Corp Recent Activity Increased 811.43%	2.68%	$18.222M 104,486 shares@ $174.4 avg price	Increased 811.43%
GWW Ww Grainger Inc Recent Activity New Position	2.68%	$18.182M 16,668 shares@ $1090.81 avg price	New Position
MO Altria Group Inc Recent Activity New Position	2.61%	$17.724M 268,586 shares@ $65.99 avg price	New Position
APD Air Products & Chemicals Inc Recent Activity New Position	2.55%	$17.299M 59,550 shares@ $290.5 avg price	New Position
TTWO Take-two Interactive Softwre Recent Activity New Position	2.44%	$16.592M 84,009 shares@ $197.51 avg price	New Position
DASH Doordash Inc - A Recent Activity Increased 569.67%	2.43%	$16.532M 110,106 shares@ $150.16 avg price	Increased 569.67%

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