Universe · entity
Night Owl Capital Management, LLC
Institutional manager (13F) · CIK 1410833
13F holdings · as of 2026-03-31 · top 30 · reported portfolio $858M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ALPHABET INC CAP STK CL C | $94M | 326,750 |
| 2 | MICROSOFT CORP COM | $64M | 173,081 |
| 3 | GE VERNOVA | $56M | 64,446 |
| 4 | AMAZON COM INC COM | $55M | 264,647 |
| 5 | TAIWAN SEMICONDUCTOR MFG CO SP | $54M | 160,601 |
| 6 | META PLATFORMS INC CL A | $47M | 81,695 |
| 7 | UNION PACIFIC CORP. | $45M | 185,981 |
| 8 | WOODWARD | $45M | 125,228 |
| 9 | GE AEROSPACE | $44M | 155,550 |
| 10 | SAP SE SPON ADR | $43M | 249,017 |
| 11 | AON PLC REGISTERED SHS CL A | $35M | 109,488 |
| 12 | VISA INC COM CL A | $29M | 95,796 |
| 13 | MASTERCARD INC CL A | $27M | 54,203 |
| 14 | LINDE PLC | $26M | 51,966 |
| 15 | NETFLIX INC COM | $23M | 244,334 |
| 16 | SPDR BLOOMBERG 1-3 MONTH T-BIL | $23M | 255,441 |
| 17 | BROADCOM | $21M | 67,401 |
| 18 | CARPENTER TECHNOLOGY | $21M | 52,417 |
| 19 | GE HEALTHCARE TECHNOLOGIES INC | $20M | 278,558 |
| 20 | HOWMET AEROSPACE | $19M | 82,226 |
| 21 | SPOTIFY TECHNOLOGY SA | $15M | 31,064 |
| 22 | GUIDEWIRE SOFTWARE | $12M | 81,448 |
| 23 | CONSTELLATION ENERGY | $10M | 36,473 |
| 24 | APPLIED MATERIALS INC | $10M | 28,525 |
| 25 | MERCADOLIBRE | $7M | 3,981 |
| 26 | ISHARES 0-3 MONTH TREASURY BON | $6M | 61,026 |
| 27 | COSTAR GROUP INC COM | $4M | 109,244 |
| 28 | ALPHABET INC. CL A | $978k | 3,400 |
| 29 | BERKSHIRE HATHAWAY INC CL A | $718k | 1 |
| 30 | BERKSHIRE HATHAWAY INC CL B | $479k | 1,000 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.