Night Owl Capital Management as of Dec. 31, 2017
Portfolio Holdings for Night Owl Capital Management
Night Owl Capital Management holds 25 positions in its portfolio as reported in the December 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Visa (V) | 11.9 | $26M | 224k | 114.02 | |
| MasterCard Incorporated (MA) | 11.4 | $25M | 162k | 151.36 | |
| Alphabet Inc Class C cs (GOOG) | 8.8 | $19M | 18k | 1046.42 | |
| Amazon (AMZN) | 8.3 | $18M | 15k | 1169.46 | |
| Microsoft Corporation (MSFT) | 6.9 | $15M | 173k | 85.54 | |
| priceline.com Incorporated | 5.5 | $12M | 6.8k | 1737.76 | |
| Aon | 5.2 | $11M | 83k | 134.01 | |
| Facebook Inc cl a (META) | 4.5 | $9.8M | 55k | 176.46 | |
| Wayfair (W) | 3.8 | $8.2M | 102k | 80.27 | |
| Blackbaud (BLKB) | 3.7 | $7.9M | 84k | 94.49 | |
| First Data | 3.7 | $7.9M | 471k | 16.71 | |
| Shopify Inc cl a (SHOP) | 3.6 | $7.8M | 77k | 100.99 | |
| CoStar (CSGP) | 3.2 | $6.8M | 23k | 296.96 | |
| Dollarama (DLMAF) | 3.1 | $6.7M | 54k | 125.34 | |
| Burlington Stores (BURL) | 2.9 | $6.2M | 50k | 123.03 | |
| Adobe Systems Incorporated (ADBE) | 2.8 | $6.0M | 34k | 175.23 | |
| Tyler Technologies (TYL) | 2.8 | $5.9M | 33k | 177.04 | |
| Servicenow (NOW) | 2.6 | $5.5M | 42k | 130.39 | |
| Starbucks Corporation (SBUX) | 2.5 | $5.3M | 92k | 57.43 | |
| Sensata Technologies Hldg Bv | 1.2 | $2.5M | 49k | 51.11 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 1.2 | $2.5M | 7.5k | 335.92 | |
| Johnson & Johnson (JNJ) | 0.2 | $446k | 3.2k | 139.77 | |
| Alibaba Group Holding (BABA) | 0.2 | $384k | 2.2k | 172.51 | |
| Berkshire Hathaway (BRK.A) | 0.1 | $298k | 1.00 | 298000.00 | |
| Social Cap Hedosophia Hldgs unit 99/99/9999 | 0.1 | $191k | 18k | 10.61 |
