Night Owl Capital Management as of Sept. 30, 2022
Portfolio Holdings for Night Owl Capital Management
Night Owl Capital Management holds 16 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 14.7 | $35M | 313k | 113.00 | |
| Aon (AON) | 14.3 | $34M | 128k | 267.87 | |
| Alphabet Inc Class C cs (GOOG) | 13.4 | $32M | 336k | 96.15 | |
| Microsoft Corporation (MSFT) | 11.5 | $28M | 119k | 232.90 | |
| MasterCard Incorporated (MA) | 11.4 | $27M | 96k | 284.34 | |
| Visa (V) | 11.0 | $26M | 149k | 177.65 | |
| CoStar (CSGP) | 8.1 | $19M | 279k | 69.65 | |
| Fiserv (FI) | 7.2 | $17M | 184k | 93.57 | |
| Floor & Decor Hldgs Inc cl a (FND) | 2.6 | $6.4M | 90k | 70.26 | |
| Datadog Inc Cl A (DDOG) | 2.3 | $5.5M | 62k | 88.78 | |
| Atlassian Corp Plc cl a | 1.7 | $4.1M | 19k | 210.59 | |
| Spdr Bloomberg 3-12 Month T-bi Tr Unit (BILS) | 1.1 | $2.6M | 27k | 99.61 | |
| Apple (AAPL) | 0.2 | $525k | 3.8k | 138.27 | |
| Berkshire Hathaway (BRK.A) | 0.2 | $406k | 1.00 | 406000.00 | |
| Alphabet Inc Class A cs (GOOGL) | 0.1 | $325k | 3.4k | 95.59 | |
| Berkshire Hathaway (BRK.B) | 0.1 | $267k | 1.0k | 267.00 |
