Night Owl Capital Management as of June 30, 2016
Portfolio Holdings for Night Owl Capital Management
Night Owl Capital Management holds 16 positions in its portfolio as reported in the June 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Visa (V) | 13.1 | $18M | 248k | 74.17 | |
| MasterCard Incorporated (MA) | 11.3 | $16M | 179k | 88.06 | |
| Alphabet Inc Class C cs (GOOG) | 9.6 | $14M | 20k | 692.08 | |
| Microsoft Corporation (MSFT) | 9.3 | $13M | 256k | 51.17 | |
| Amazon (AMZN) | 8.3 | $12M | 16k | 715.60 | |
| FleetCor Technologies | 7.0 | $9.8M | 69k | 143.13 | |
| Aon | 6.8 | $9.5M | 87k | 109.23 | |
| priceline.com Incorporated | 6.7 | $9.4M | 7.5k | 1248.40 | |
| Starbucks Corporation (SBUX) | 6.2 | $8.7M | 153k | 57.12 | |
| Sensata Technologies Hldg Bv | 4.8 | $6.7M | 193k | 34.89 | |
| Baidu (BIDU) | 4.5 | $6.4M | 39k | 165.16 | |
| Tyler Technologies (TYL) | 4.2 | $5.9M | 36k | 166.71 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 4.2 | $5.9M | 26k | 228.63 | |
| Facebook Inc cl a (META) | 3.3 | $4.6M | 40k | 114.29 | |
| Johnson & Johnson (JNJ) | 0.5 | $642k | 5.3k | 121.22 | |
| Berkshire Hathaway (BRK.A) | 0.1 | $217k | 1.00 | 217000.00 |
