The Nightview Fund Exits Meta and Shopify, Adds Gaming Stocks
In Q2 2026, the Nightview Fund made several strategic portfolio adjustments. It initiated new positions in Las Vegas Sands (LVS) and MGM Resorts International (MGM), while also increasing its stake in Wynn Resorts (WYNN). These moves reflect a shift toward gaming and hospitality sectors amid broader market conditions. The fund simultaneously exited four holdings, including Meta Platforms (META) and Shopify Inc. (SHOP). This suggests the Nightview Fund is reallocating capital away from tech and e-commerce stocks to capitalize on opportunities in leisure and entertainment industries during this period of economic uncertainty or sector rotation.
Topics: gaming hospitality portfolio changes