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Data sourced from SEC EDGAR 13F filings

PricingTermsPrivacy© 2026 Super Investor · Not financial advice

Arne Alsin – NIGHTVIEW CAPITAL, LLC

Period:
Q2 2026
Portfolio date:
Jun 30, 2026
No. of stocks:
14
Portfolio value:
$133,549,000
Filed:
Jul 23, 2026
Style:
Concentrated Tech
HistStockActivityShare change% change to portfolio
Q2 2026filed Jul 23, 262 new3 exited
≡SPACE EXPLORATION TECHN CORPBuy35,2984.52
≡TEAM – ATLASSIAN CORPORATIONBuy51,4923.00
Q1 2026filed Apr 15, 268 new2 added4 reduced7 exited
≡ADSK – AUTODESK INCBuy30,5245.60
≡AXON – AXON ENTERPRISE INCBuy15,9315.18
≡ORCL – ORACLE CORPBuy42,1174.75
≡BROOKFIELD RENEWABLE ENERGYBuy172,1674.30
≡NVDA – NVIDIA CORPORATIONAdd 45.00%16,4834.06
≡ISRG – INTUITIVE SURGICAL INCBuy10,6123.75
≡CRM – SALESFORCE INCBuy25,3563.62
≡SHOP – SHOPIFY INCBuy39,5743.60
≡NOW – SERVICENOW INCBuy44,6383.57
≡NFLX – NETFLIX INC.Add 12.00%7,4102.49
Q4 2025filed Feb 12, 262 new1 added1 exited
≡ECHOSTAR CORPBuy89,9414.33
≡NVDA – NVIDIA CORPORATIONBuy36,4363.01
≡NFLX – NETFLIX INCAdd 1032.00%55,275−0.45
Q3 2025filed Nov 5, 252 new4 reduced2 exited
≡GOOG – ALPHABET INCBuy26,9863.04
≡TSM – TAIWAN SEMICONDUCTOR MFG LTDBuy21,5042.77
Q2 2025filed Aug 13, 251 new3 added4 reduced
≡TSLACALL – TESLA INCAdd 21.00%29,3005.85
≡XPEV – XPENG INCBuy213,6552.09
≡AMZN – AMAZON COM INCAdd 17.00%12,8441.27
≡WYNN – WYNN RESORTS LTD
Q1 2025filed May 15, 256 new3 added3 reduced
≡AMZN – AMAZON COM INCAdd 115.00%41,5536.28
≡GS – GOLDMAN SACHS GROUP INCBuy11,9804.25
≡WYNN – WYNN RESORTS LTDBuy77,9204.23
≡MS – MORGAN STANLEYBuy55,424
Q4 2024filed Feb 14, 253 new3 exited
≡BABACALL – ALIBABA GROUP HLDG LTDBuy520,00018.47
≡H – HYATT HOTELS CORPBuy21,6971.43
≡BABA – ALIBABA GROUP HLDG LTDBuy39,7521.41
Q2 2024filed Nov 19, 241 new1 added3 reduced14 exited
≡QCOM – QUALCOMM INCBuy8,0161.57
≡ABNB – AIRBNB INCAdd 88.00%4,9850.73
Q1 2024filed May 15, 243 new14 reduced2 exited
≡DKNG – DRAFTKINGS INC NEWBuy18,0520.75
≡BABA – ALIBABA GROUP HLDG LTDBuy10,5110.69
≡NET – CLOUDFLARE INCBuy7,3120.65
Q4 2023filed Feb 14, 245 new2 added6 reduced3 exited
≡DIS – DISNEY WALT COBuy31,0341.85
≡MMM – 3M COBuy10,8450.78
≡Z – ZILLOW GROUP INCBuy18,4480.70
≡ENPH – ENPHASE ENERGY INCBuy7,693
Q3 2023filed Nov 14, 232 new6 added1 reduced3 exited
≡GOOGL – ALPHABET INCAdd 40.00%13,4401.17
≡H – HYATT HOTELS CORPBuy22,6421.16
≡INTC – INTEL CORPBuy27,6920.48
≡GS – GOLDMAN SACHS GROUP INCAdd 15.00%444
Add 15.00%
11,945
0.38
4.20
≡ABNB – AIRBNB INCBuy51,1813.97
≡META – META PLATFORMS INCBuy10,2343.83
≡NFLX – NETFLIX INCBuy6,1013.70
≡BABA – ALIBABA GROUP HLDG LTDAdd 37.00%14,5833.26
≡H – HYATT HOTELS CORPAdd 146.00%31,6792.82
0.67
≡NFLX – NETFLIX INCBuy1,5320.49
≡LVS – LAS VEGAS SANDS CORPAdd 32.00%5,4990.36
≡MHK – MOHAWK INDS INCAdd 8.00%7210.29
0.10
≡MS – MORGAN STANLEYAdd 20.00%2,1410.10
≡BLK – BLACKROCK INCAdd 13.00%1750.06
≡SCHW – SCHWAB CHARLES CORPAdd 7.00%1,1730.05
≡MGM – MGM RESORTS INTERNATIONALAdd 8.00%1,752−0.01