Night Owl Capital Management as of March 31, 2016
Portfolio Holdings for Night Owl Capital Management
Night Owl Capital Management holds 15 positions in its portfolio as reported in the March 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Visa (V) | 13.7 | $19M | 249k | 76.48 | |
| MasterCard Incorporated (MA) | 12.2 | $17M | 180k | 94.50 | |
| Alphabet Inc Class C cs (GOOG) | 10.4 | $14M | 19k | 744.94 | |
| Microsoft Corporation (MSFT) | 10.1 | $14M | 254k | 55.23 | |
| FleetCor Technologies | 7.3 | $10M | 69k | 148.74 | |
| Amazon (AMZN) | 6.9 | $9.6M | 16k | 593.64 | |
| Aon | 6.6 | $9.2M | 88k | 104.45 | |
| Starbucks Corporation (SBUX) | 6.4 | $9.0M | 150k | 59.70 | |
| Facebook Inc cl a (META) | 6.2 | $8.7M | 76k | 114.10 | |
| priceline.com Incorporated | 5.5 | $7.7M | 6.0k | 1288.90 | |
| Sensata Technologies Hldg Bv | 5.4 | $7.5M | 194k | 38.84 | |
| Baidu (BIDU) | 5.3 | $7.4M | 39k | 190.89 | |
| Tyler Technologies (TYL) | 3.3 | $4.6M | 36k | 128.61 | |
| Johnson & Johnson (JNJ) | 0.4 | $573k | 5.3k | 108.19 | |
| Berkshire Hathaway (BRK.A) | 0.1 | $213k | 1.00 | 213000.00 |
