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Nightview Capital's investment thesis on Autodesk ($ADSK) — Q1 2026 | Buyside Digest

$ADSKNASDAQAutodesk

BULL

Nightview Capital—ADSK

Fund Letter

Q1 2026

Published April 20, 2026

$239.69USD

+10.0% vs last month

$237.44Pitched

+0.9% since pitch

Market Cap$50.6B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Autodesk is the kind of business that gets less credit than it deserves because it is not flashy. It makes software...

— Arne Alsin

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