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Night Owl Capital Management, LLC 13F holdings

Filed 2026-08-14 · Night Owl Capital Management, LLC · 30 positions · $952.8M

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TickerCompanySharesValue% of portfolio
GOOGALPHABET INC CAP STK CL C256.3K$90.6M9.5%
TSMTAIWAN SEMICONDUCTOR MFG CO SP163.1K$77.9M8.2%
MSFTMICROSOFT CORP COM175.4K$65.4M6.9%
AMZNAMAZON COM INC COM268.3K$63.9M6.7%
AMATAPPLIED MATERIALS INC88.1K$63.7M6.7%
GEGE AEROSPACE157.9K$59.0M6.2%
WWDWOODWARD127.4K$54.2M5.7%
UNPUNION PACIFIC CORP.189.2K$51.5M5.4%
METAMETA PLATFORMS INC CL A83.1K$46.8M4.9%
AONAON PLC REGISTERED SHS CL A111.0K$36.8M3.9%
VVISA INC COM CL A97.0K$33.3M3.5%
CRSCARPENTER TECHNOLOGY53.2K$32.8M3.4%
BILSPDR BLOOMBERG 1-3 MONTH T-BIL345.5K$31.7M3.3%
SAPSAP SE SPON ADR188.8K$29.1M3.1%
GEVGE VERNOVA24.2K$28.4M3.0%
MAMASTERCARD INC CL A54.9K$28.2M3.0%
LINLINDE PLC52.7K$27.4M2.9%
AVGOBROADCOM68.4K$25.9M2.7%
HWMHOWMET AEROSPACE83.5K$22.4M2.4%
GEHCGE HEALTHCARE TECHNOLOGIES INC283.3K$18.1M1.9%
SPOTSPOTIFY TECHNOLOGY SA31.6K$14.5M1.5%
NTRANATERA41.3K$11.2M1.2%
GWREGUIDEWIRE SOFTWARE82.8K$10.2M1.1%
SGOVISHARES 0-3 MONTH TREASURY BON77.9K$7.8M0.8%
MELIMERCADOLIBRE4.1K$6.9M0.7%
CEGCONSTELLATION ENERGY24.2K$6.0M0.6%
TWSTTWIST BIOSCIENCE45.8K$4.7M0.5%
CSGPCOSTAR GROUP INC COM110.9K$3.1M0.3%
BRK-BBERKSHIRE HATHAWAY INC CL A1$748,8500.1%
BRK-BBERKSHIRE HATHAWAY INC CL B1.0K$500,3900.1%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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