The Nightview Fund Q1 2026 Investor Letter
The Nightview Fund navigated the first quarter with a level of activity that reflects both the magnitude of the opportunities we identified and our conviction in acting on them. The twenty names we hold today are, we believe, among the highest-quality businesses available to us at reasonable prices anywhere in the investable universe. We initiated our position in Axon in late February as the stock corrected sharply in the broader software selloff.




