Night Owl Capital Management

Night Owl Capital Management as of Dec. 31, 2018

Portfolio Holdings for Night Owl Capital Management

Night Owl Capital Management holds 30 positions in its portfolio as reported in the December 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
MasterCard Incorporated (MA) 12.5 $29M 155k 188.65
Visa (V) 12.1 $28M 215k 131.94
Amazon (AMZN) 9.7 $23M 15k 1501.99
Alphabet Inc Class C cs (GOOG) 8.0 $19M 18k 1035.64
Microsoft Corporation (MSFT) 7.5 $18M 173k 101.57
Aon 5.0 $12M 80k 145.36
Shopify Inc cl a (SHOP) 4.6 $11M 77k 138.44
Facebook Inc cl a (META) 4.2 $9.8M 75k 131.09
Servicenow (NOW) 3.5 $8.1M 46k 178.05
Paypal Holdings (PYPL) 3.4 $8.0M 95k 84.09
First Data 3.4 $8.0M 471k 16.91
Adobe Systems Incorporated (ADBE) 3.3 $7.8M 35k 226.24
Tyler Technologies (TYL) 2.6 $6.1M 33k 185.82
Workday Inc cl a (WDAY) 2.6 $6.0M 37k 159.69
Tencent Holdings Ltd - (TCEHY) 2.5 $5.7M 143k 40.11
CoStar (CSGP) 2.5 $5.7M 17k 337.36
Okta Inc cl a (OKTA) 2.4 $5.6M 88k 63.81
Everbridge, Inc. Cmn (EVBG) 2.2 $5.1M 89k 56.76
Guidewire Software (GWRE) 1.6 $3.9M 48k 80.23
Atlassian Corp Plc cl a 1.4 $3.2M 36k 88.99
Dollarama (DLMAF) 1.2 $2.9M 123k 23.78
Wayfair (W) 1.2 $2.9M 33k 90.08
Ringcentral (RNG) 1.2 $2.8M 34k 82.45
Berkshire Hathaway (BRK.A) 0.4 $918k 3.00 306000.00
Berkshire Hathaway (BRK.B) 0.2 $510k 2.5k 204.00
Spdr S&p 500 Etf (SPY) 0.2 $460k 1.8k 249.73
Johnson & Johnson (JNJ) 0.2 $378k 2.9k 129.01
Apple (AAPL) 0.1 $325k 2.1k 157.92
Alibaba Group Holding (BABA) 0.1 $305k 2.2k 137.02
Social Cap Hedosophia Hldgs unit 99/99/9999 0.1 $184k 18k 10.22