Night Owl Capital Management as of March 31, 2019
Portfolio Holdings for Night Owl Capital Management
Night Owl Capital Management holds 30 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| MasterCard Incorporated (MA) | 12.3 | $35M | 146k | 235.45 | |
| Visa (V) | 11.3 | $32M | 203k | 156.19 | |
| Amazon (AMZN) | 9.6 | $27M | 15k | 1780.78 | |
| Alphabet Inc Class C cs (GOOG) | 7.6 | $21M | 18k | 1173.33 | |
| Microsoft Corporation (MSFT) | 7.3 | $21M | 174k | 117.94 | |
| Aon | 4.9 | $14M | 81k | 170.70 | |
| Shopify Inc cl a (SHOP) | 4.8 | $14M | 66k | 206.62 | |
| Facebook Inc cl a (META) | 4.4 | $12M | 74k | 166.68 | |
| First Data | 4.4 | $12M | 465k | 26.27 | |
| Servicenow (NOW) | 4.1 | $11M | 46k | 246.49 | |
| Paypal Holdings (PYPL) | 3.5 | $9.8M | 94k | 103.84 | |
| Adobe Systems Incorporated (ADBE) | 3.3 | $9.2M | 35k | 266.50 | |
| Okta Inc cl a (OKTA) | 3.0 | $8.4M | 101k | 82.73 | |
| Workday Inc cl a (WDAY) | 2.6 | $7.3M | 38k | 192.85 | |
| Ringcentral (RNG) | 2.5 | $6.9M | 64k | 107.81 | |
| Everbridge, Inc. Cmn (EVBG) | 2.5 | $6.8M | 91k | 75.01 | |
| Tencent Holdings Ltd - (TCEHY) | 2.4 | $6.6M | 143k | 45.99 | |
| Wayfair (W) | 1.7 | $4.8M | 33k | 148.44 | |
| Atlassian Corp Plc cl a | 1.5 | $4.1M | 37k | 112.39 | |
| Alteryx | 1.4 | $4.0M | 47k | 83.87 | |
| CoStar (CSGP) | 1.4 | $3.9M | 8.4k | 466.44 | |
| Smartsheet (SMAR) | 1.2 | $3.4M | 83k | 40.79 | |
| Dollarama (DLMAF) | 1.2 | $3.3M | 122k | 26.69 | |
| Berkshire Hathaway (BRK.A) | 0.3 | $904k | 3.00 | 301333.33 | |
| Spdr S&p 500 Etf (SPY) | 0.2 | $517k | 1.8k | 282.36 | |
| Berkshire Hathaway (BRK.B) | 0.2 | $502k | 2.5k | 200.80 | |
| Alibaba Group Holding (BABA) | 0.1 | $406k | 2.2k | 182.39 | |
| Johnson & Johnson (JNJ) | 0.1 | $375k | 2.7k | 139.82 | |
| Apple (AAPL) | 0.1 | $353k | 1.9k | 189.89 | |
| Social Cap Hedosophia Hldgs unit 99/99/9999 | 0.1 | $186k | 18k | 10.33 |
