Night Owl Capital Management, LLC
Net seller this quarter
$953M
28
-$34M
64.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 GOOG | $90.6M | 9.51% | Not reported | -21.6% | Q3 2015 |
 TSM | $77.9M | 8.18% | 0.00% | +1.6% | Q1 2023 |
 MSFT | $65.4M | 6.87% | 0.00% | +1.4% | Q2 2014 |
 AMZN | $63.9M | 6.71% | 0.00% | +1.4% | Q4 2015 |
 AMAT | $63.7M | 6.69% | 0.01% | +208.9% | Q1 2026 |
 GE | $59M | 6.19% | 0.02% | +1.5% | Q1 2024 |
 WWD | $54.2M | 5.69% | 0.21% | +1.7% | Q2 2025 |
 UNP | $51.5M | 5.40% | 0.03% | +1.7% | Q4 2014 |
 META | $46.8M | 4.91% | Not reported | +1.7% | Q4 2014 |
 AON | $36.8M | 3.86% | 0.05% | +1.4% | Q2 2013 |
 V | $33.3M | 3.49% | 0.01% | +1.2% | Q2 2013 |
 CRS | $32.8M | 3.45% | 0.11% | +1.5% | Q4 2024 |
 SAP | $29.1M | 3.05% | 0.02% | -24.2% | Q2 2023 |
 GEV | $28.4M | 2.98% | 0.01% | -62.5% | Q2 2024 |
 MA | $28.2M | 2.96% | 0.00% | +1.2% | Q2 2013 |
 LIN | $27.4M | 2.87% | 0.01% | +1.5% | Q1 2024 |
 AVGO | $25.9M | 2.71% | 0.00% | +1.5% | Q2 2024 |
 HWM | $22.4M | 2.36% | 0.02% | +1.5% | Q4 2024 |
 GEHC | $18.1M | 1.90% | 0.06% | +1.7% | Q4 2025 |
 SPOT | $14.5M | 1.52% | 0.02% | +1.7% | Q2 2025 |
 NTRA | $11.2M | 1.18% | 0.03% | New | Q2 2026 |
 GWRE | $10.2M | 1.07% | 0.10% | +1.7% | Q1 2018 |
 MELI | $6.88M | 0.72% | 0.01% | +1.8% | Q2 2025 |
 CEG | $6.02M | 0.63% | 0.01% | -33.5% | Q1 2024 |
 TWST | $4.72M | 0.49% | 0.07% | New | Q2 2026 |
 CSGP | $3.14M | 0.33% | 0.03% | +1.5% | Q4 2016 |
 BRK.A | $749K | 0.08% | Not reported | Not reported | Q2 2013 |
| BRK.B | $500K | 0.05% | Not reported | Not reported | Q4 2013 |
| Q1 2026 | |||||
| GOOG | $93.7M | 10.92% | Not reported | +0.7% | Q3 2015 |
| MSFT | $64.1M | 7.47% | 0.00% | +0.7% | Q2 2014 |
| GEV | $56.3M | 6.56% | 0.02% | -28.7% | Q2 2024 |
| AMZN | $55.1M | 6.42% | 0.00% | +0.7% | Q4 2015 |
| TSM | $54.3M | 6.33% | 0.00% | +0.6% | Q1 2023 |
| META | $46.7M | 5.45% | Not reported | +0.7% | Q4 2014 |
| UNP | $45.1M | 5.26% | 0.03% | +0.7% | Q4 2014 |
| WWD | $44.8M | 5.22% | 0.21% | +0.7% | Q2 2025 |
| GE | $44.1M | 5.14% | 0.01% | +0.6% | Q1 2024 |
| SAP | $42.6M | 4.97% | 0.02% | +0.6% | Q2 2023 |
| AON | $35.3M | 4.12% | 0.05% | +0.7% | Q2 2013 |
| V | $29M | 3.37% | 0.01% | +0.6% | Q2 2013 |
| MA | $27.1M | 3.16% | 0.00% | +0.6% | Q2 2013 |
| LIN | $25.8M | 3.00% | 0.01% | +0.6% | Q1 2024 |
 NFLX | $23.5M | 2.74% | 0.01% | +0.7% | Q4 2022 |
| AVGO | $20.9M | 2.43% | 0.00% | +0.7% | Q2 2024 |
| CRS | $20.7M | 2.41% | 0.11% | +0.6% | Q4 2024 |
| GEHC | $19.8M | 2.31% | 0.06% | +0.7% | Q4 2025 |
| HWM | $18.9M | 2.21% | 0.02% | +0.6% | Q4 2024 |
| SPOT | $15.1M | 1.76% | 0.02% | +0.7% | Q2 2025 |
| GWRE | $12.2M | 1.42% | 0.10% | +0.7% | Q1 2018 |
| CEG | $10.2M | 1.19% | 0.01% | +0.7% | Q1 2024 |
| AMAT | $9.75M | 1.14% | 0.00% | New | Q1 2026 |
| MELI | $6.88M | 0.80% | 0.01% | +0.8% | Q2 2025 |
| CSGP | $4.41M | 0.51% | 0.03% | +0.6% | Q4 2016 |
| GOOGL | $978K | 0.11% | 0.00% | Not reported | Q3 2019 |
| BRK.A | $718K | 0.08% | Not reported | Not reported | Q2 2013 |
| BRK.B | $479K | 0.06% | Not reported | Not reported | Q4 2013 |
| Q4 2025 | |||||
| GOOG | $102M | 11.16% | Not reported | +1.7% | Q3 2015 |
| MSFT | $83.2M | 9.11% | 0.00% | +16.0% | Q2 2014 |
| AMZN | $60.7M | 6.65% | 0.00% | +1.7% | Q4 2015 |
| SAP | $60.1M | 6.59% | 0.02% | +1.0% | Q2 2023 |
| GEV | $59.1M | 6.48% | 0.03% | +1.6% | Q2 2024 |
| META | $53.5M | 5.87% | Not reported | +24.4% | Q4 2014 |
| TSM | $48.5M | 5.32% | 0.00% | +1.5% | Q1 2023 |
| GE | $47.6M | 5.22% | 0.01% | +1.1% | Q1 2024 |
| UNP | $42.7M | 4.68% | 0.03% | +1.6% | Q4 2014 |
| AON | $38.4M | 4.21% | 0.05% | +1.6% | Q2 2013 |
| WWD | $37.6M | 4.12% | 0.21% | +1.7% | Q2 2025 |
| V | $33.4M | 3.66% | 0.01% | +1.5% | Q2 2013 |
| MA | $30.8M | 3.37% | 0.00% | +1.5% | Q2 2013 |
| AVGO | $23.2M | 2.54% | 0.00% | +1.3% | Q2 2024 |
| NFLX | $22.8M | 2.49% | 0.01% | +1.6% | Q4 2022 |
| GEHC | $22.7M | 2.49% | 0.06% | New | Q4 2025 |
| LIN | $22M | 2.41% | 0.01% | +1.1% | Q1 2024 |
| SPOT | $17.9M | 1.96% | 0.02% | +1.7% | Q2 2025 |
| HWM | $16.8M | 1.84% | 0.02% | +1.5% | Q4 2024 |
| CRS | $16.4M | 1.80% | 0.10% | +1.5% | Q4 2024 |
| GWRE | $16.3M | 1.78% | 0.10% | +1.7% | Q1 2018 |
| CEG | $12.8M | 1.40% | 0.01% | -45.0% | Q1 2024 |
| MELI | $7.96M | 0.87% | 0.01% | +1.7% | Q2 2025 |
| CSGP | $7.3M | 0.80% | 0.03% | +0.8% | Q4 2016 |
| GOOGL | $1.06M | 0.12% | 0.00% | Not reported | Q3 2019 |
| BRK.A | $755K | 0.08% | Not reported | Not reported | Q2 2013 |
| BRK.B | $503K | 0.06% | Not reported | Not reported | Q4 2013 |
| Q3 2025 | |||||
| GOOG | $77.8M | 8.48% | Not reported | +0.8% | Q3 2015 |
| MSFT | $76.8M | 8.37% | 0.00% | +0.8% | Q2 2014 |
| SAP | $65.5M | 7.14% | 0.02% | +0.9% | Q2 2023 |
| AMZN | $56.8M | 6.19% | 0.00% | -23.7% | Q4 2015 |
| GEV | $54.7M | 5.97% | 0.03% | +0.9% | Q2 2024 |
| META | $47.9M | 5.22% | Not reported | +20.1% | Q4 2014 |
| GE | $46M | 5.01% | 0.01% | +0.8% | Q1 2024 |
| TSM | $43.9M | 4.79% | 0.00% | +1.0% | Q1 2023 |
 UBER | $43.3M | 4.72% | 0.02% | +0.8% | Q2 2023 |
| UNP | $43M | 4.68% | 0.03% | +124.5% | Q4 2014 |
| AON | $38.2M | 4.16% | 0.05% | +0.9% | Q2 2013 |
| V | $32M | 3.49% | 0.01% | +0.9% | Q2 2013 |
| WWD | $30.9M | 3.37% | 0.20% | +55.2% | Q2 2025 |
| MA | $30.2M | 3.29% | 0.00% | +0.8% | Q2 2013 |
| NFLX | $28.6M | 3.12% | 0.01% | +1.0% | Q4 2022 |
| LIN | $24.3M | 2.65% | 0.01% | +0.8% | Q1 2024 |
 VST | $22.8M | 2.48% | 0.03% | +1.0% | Q1 2024 |
| AVGO | $21.8M | 2.38% | 0.00% | +0.9% | Q2 2024 |
| CEG | $21.6M | 2.36% | 0.02% | +1.0% | Q1 2024 |
| SPOT | $21.2M | 2.31% | 0.01% | +134.7% | Q2 2025 |
| GWRE | $18.3M | 1.99% | 0.09% | +0.8% | Q1 2018 |
| HWM | $15.8M | 1.72% | 0.02% | +0.9% | Q4 2024 |
| CRS | $12.6M | 1.37% | 0.10% | +0.9% | Q4 2024 |
| CSGP | $9.09M | 0.99% | 0.03% | +0.8% | Q4 2016 |
| MELI | $9.08M | 0.99% | 0.01% | +1.0% | Q2 2025 |
| GOOGL | $827K | 0.09% | 0.00% | Not reported | Q3 2019 |
| BRK.A | $754K | 0.08% | Not reported | Not reported | Q2 2013 |
| BRK.B | $503K | 0.05% | Not reported | Not reported | Q4 2013 |