Las Vegas Sands CORP

• NC Nightview Capital Q2 2026 Investor Letter ↗ Nightview Capital added to Salesforce and ServiceNow, initiated Atlassian, and held Autodesk steady on the view that systems of record, switching costs, distribution and AI integration protect strong software franchises. It exited Meta, Intuitive Surgical, Shopify and EchoStar, added gaming and hospitality exposure, and rotated financials toward BlackRock and Charles Schwab. Q2 2026 ADSK $54BCRM $179BLVS $26B +5
• NC Nightview Capital Q3 2026 Investor Letter ↗ Nightview Capital retained large positions in Nvidia, AMD, Amazon, Oracle, SpaceX and Tesla to capture AI infrastructure and physical-world adoption, while adding Microsoft for its Azure and enterprise distribution. It sold Autodesk, Las Vegas Sands and Brookfield Renewable, and added Hyatt to broaden hospitality exposure beyond casinos. Q3 2026 AMD $907BAMZN $2.9TH $18B +4
• NC Nightview Capital Q1 2026 Investor Letter ↗ Nightview Fund exited casino, hospitality, China and several legacy technology positions, then rotated into enterprise software and selected infrastructure businesses. The fund argues that AI strengthens deeply embedded platforms such as Axon, ServiceNow, Shopify and Autodesk, while retaining Tesla and NVIDIA as core AI and robotics holdings. Q1 2026 ADSK $54BAXON $26BNOW $107B +3

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