Night Owl Capital Management as of Dec. 31, 2021
Portfolio Holdings for Night Owl Capital Management
Night Owl Capital Management holds 21 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 13.0 | $64k | 190k | 0.34 | |
| Amazon (AMZN) | 10.7 | $53k | 16k | 3.33 | |
| Aon (AON) | 10.3 | $51k | 168k | 0.30 | |
| Alphabet Inc Class C cs (GOOG) | 9.8 | $48k | 17k | 2.89 | |
| Servicenow (NOW) | 7.6 | $37k | 57k | 0.65 | |
| MasterCard Incorporated (MA) | 7.0 | $35k | 96k | 0.36 | |
| Shopify Inc cl a (SHOP) | 7.0 | $34k | 25k | 1.38 | |
| Visa (V) | 6.6 | $32k | 150k | 0.22 | |
| Sprout Social Cl A Ord (SPT) | 4.6 | $23k | 251k | 0.09 | |
| Atlassian Corp Plc cl a | 4.3 | $21k | 55k | 0.38 | |
| CoStar (CSGP) | 4.0 | $20k | 249k | 0.08 | |
| Fiserv (FI) | 3.8 | $19k | 181k | 0.10 | |
| Datadog Inc Cl A (DDOG) | 3.3 | $16k | 91k | 0.18 | |
| Facebook Inc cl a (META) | 2.8 | $14k | 41k | 0.34 | |
| Floor & Decor Hldgs Inc cl a (FND) | 2.4 | $12k | 90k | 0.13 | |
| Goosehead Ins (GSHD) | 1.3 | $6.4k | 49k | 0.13 | |
| Okta Inc cl a (OKTA) | 1.2 | $5.9k | 26k | 0.22 | |
| Apple (AAPL) | 0.1 | $673.967500 | 3.8k | 0.18 | |
| Alphabet Inc Class A cs (GOOGL) | 0.1 | $491.997000 | 170.00 | 2.89 | |
| Berkshire Hathaway (BRK.A) | 0.1 | $451.000000 | 1.00 | 451.00 | |
| Berkshire Hathaway (BRK.B) | 0.1 | $299.000000 | 1.0k | 0.30 |
