Night Owl Capital Management as of March 31, 2021
Portfolio Holdings for Night Owl Capital Management
Night Owl Capital Management holds 27 positions in its portfolio as reported in the March 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 9.5 | $47M | 15k | 3094.10 | |
| Microsoft Corporation (MSFT) | 9.0 | $44M | 188k | 235.77 | |
| Shopify Inc cl a (SHOP) | 7.1 | $35M | 31k | 1106.51 | |
| MasterCard Incorporated (MA) | 7.0 | $35M | 97k | 356.05 | |
| Visa (V) | 6.4 | $31M | 147k | 211.73 | |
| Fiserv (FI) | 6.0 | $29M | 246k | 119.04 | |
| Aon (AON) | 5.8 | $29M | 125k | 230.11 | |
| Servicenow (NOW) | 5.8 | $28M | 57k | 500.11 | |
| Okta Inc cl a (OKTA) | 4.9 | $24M | 110k | 220.43 | |
| Ringcentral (RNG) | 4.5 | $22M | 73k | 297.88 | |
| Alphabet Inc Class C cs (GOOG) | 4.4 | $22M | 11k | 2068.60 | |
| Facebook Inc cl a (META) | 4.3 | $21M | 72k | 294.53 | |
| Adobe Systems Incorporated (ADBE) | 3.6 | $18M | 38k | 475.37 | |
| Paypal Holdings (PYPL) | 3.1 | $15M | 63k | 242.83 | |
| Sprout Social Cl A Ord (SPT) | 3.0 | $15M | 251k | 57.76 | |
| Workday Inc cl a (WDAY) | 2.9 | $14M | 57k | 248.43 | |
| Atlassian Corp Plc cl a | 2.3 | $12M | 55k | 210.76 | |
| Pinterest Inc Cl A (PINS) | 2.3 | $11M | 154k | 74.03 | |
| Crowdstrike Hldgs Inc cl a (CRWD) | 1.7 | $8.3M | 45k | 182.51 | |
| CoStar (CSGP) | 1.7 | $8.2M | 10k | 821.84 | |
| Datadog Inc Cl A (DDOG) | 1.5 | $7.4M | 89k | 83.34 | |
| Zoom Video Communications In cl a (ZM) | 1.3 | $6.4M | 20k | 321.27 | |
| Fiverr Intl Ltd ord (FVRR) | 1.0 | $4.8M | 22k | 217.19 | |
| Alteryx | 0.7 | $3.2M | 39k | 82.95 | |
| Berkshire Hathaway (BRK.B) | 0.1 | $497k | 1.9k | 255.26 | |
| Apple (AAPL) | 0.1 | $491k | 4.0k | 122.23 | |
| Berkshire Hathaway (BRK.A) | 0.1 | $386k | 1.00 | 386000.00 |
