Investor Letters

Investor Letters

Q2 2022

Despite the recent market selloff, the businesses that we own are compounding in value at, or beyond, our expectations.

Q1 2022

As we’ve often said in previous letters, we couldn’t be more excited about the current business environment.

2021 Annual Letter

We are entering the 10th year of our long-only strategy, and the fifth year of our long/short strategy.

Q3 2021

Q2 2021

As of the end of the quarter, our core holdings, which accounted for over 90% weighting of the long book, were: TSLA, SPOT, SHOP, ABNB, and AMZN.

Sign up to receive THE NIGHTCRAWLER

Our weekly newsletter written by Eric Markowitz, Nightview Capital’s Managing Partner.

You are now leaving the Nightview Capital site and entering The Nightview Fund [ NITE ] site.

Enter your email address to download the Fact Sheet