Night Owl Capital Management as of June 30, 2022
Portfolio Holdings for Night Owl Capital Management
Night Owl Capital Management holds 19 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alphabet Inc Class C cs (GOOG) | 13.5 | $35M | 16k | 2187.39 | |
| Aon (AON) | 12.7 | $33M | 123k | 269.68 | |
| Amazon (AMZN) | 12.2 | $32M | 299k | 106.21 | |
| Microsoft Corporation (MSFT) | 11.2 | $29M | 114k | 256.83 | |
| MasterCard Incorporated (MA) | 11.1 | $29M | 91k | 315.48 | |
| Visa (V) | 10.7 | $28M | 142k | 196.89 | |
| Servicenow (NOW) | 6.9 | $18M | 38k | 475.52 | |
| CoStar (CSGP) | 6.2 | $16M | 266k | 60.41 | |
| Fiserv (FI) | 5.9 | $16M | 174k | 88.97 | |
| Datadog Inc Cl A (DDOG) | 2.2 | $5.6M | 59k | 95.24 | |
| Floor & Decor Hldgs Inc cl a (FND) | 2.1 | $5.4M | 85k | 62.96 | |
| Sprout Social Cl A Ord (SPT) | 1.6 | $4.2M | 73k | 58.07 | |
| Atlassian Corp Plc cl a | 1.3 | $3.5M | 19k | 187.40 | |
| Shopify Inc cl a (SHOP) | 1.0 | $2.6M | 83k | 31.24 | |
| Goosehead Ins (GSHD) | 0.8 | $2.1M | 46k | 45.66 | |
| Apple (AAPL) | 0.2 | $519k | 3.8k | 136.69 | |
| Berkshire Hathaway (BRK.A) | 0.2 | $409k | 1.00 | 409000.00 | |
| Alphabet Inc Class A cs (GOOGL) | 0.1 | $370k | 170.00 | 2176.47 | |
| Berkshire Hathaway (BRK.B) | 0.1 | $273k | 1.0k | 273.00 |
