Night Owl Capital Management as of Dec. 31, 2022
Portfolio Holdings for Night Owl Capital Management
Night Owl Capital Management holds 17 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alphabet Inc Class C cs (GOOG) | 14.1 | $30M | 340k | 88.73 | |
| Aon (AON) | 14.1 | $30M | 100k | 300.14 | |
| Microsoft Corporation (MSFT) | 13.5 | $29M | 120k | 239.82 | |
| Amazon (AMZN) | 12.5 | $27M | 317k | 84.00 | |
| Visa (V) | 11.8 | $25M | 122k | 207.76 | |
| MasterCard Incorporated (MA) | 9.6 | $21M | 59k | 347.73 | |
| Fiserv (FI) | 8.8 | $19M | 186k | 101.07 | |
| CoStar (CSGP) | 3.5 | $7.5M | 97k | 77.28 | |
| Floor & Decor Hldgs Inc cl a (FND) | 2.9 | $6.3M | 91k | 69.63 | |
| Spdr Bloomberg 1-3 Month T-bil Tr Unit (BIL) | 2.8 | $5.9M | 65k | 91.47 | |
| Netflix (NFLX) | 2.3 | $4.9M | 17k | 294.88 | |
| Datadog Inc Cl A (DDOG) | 2.2 | $4.6M | 63k | 73.50 | |
| Atlassian Corporation Cl A (TEAM) | 1.2 | $2.5M | 20k | 128.68 | |
| Apple (AAPL) | 0.2 | $493k | 3.8k | 129.93 | |
| Berkshire Hathaway (BRK.A) | 0.2 | $469k | 1.00 | 468711.00 | |
| Berkshire Hathaway (BRK.B) | 0.1 | $309k | 1.0k | 308.90 | |
| Alphabet Inc Class A cs (GOOGL) | 0.1 | $300k | 3.4k | 88.23 |
