Night Owl Capital Management as of Dec. 31, 2016
Portfolio Holdings for Night Owl Capital Management
Night Owl Capital Management holds 20 positions in its portfolio as reported in the December 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Visa (V) | 11.2 | $19M | 245k | 78.02 | |
| MasterCard Incorporated (MA) | 10.7 | $18M | 177k | 103.25 | |
| Alphabet Inc Class C cs (GOOG) | 8.8 | $15M | 19k | 771.84 | |
| Amazon (AMZN) | 7.1 | $12M | 16k | 749.86 | |
| Microsoft Corporation (MSFT) | 7.0 | $12M | 191k | 62.14 | |
| priceline.com Incorporated | 6.4 | $11M | 7.4k | 1466.09 | |
| Aon | 5.7 | $9.6M | 87k | 111.54 | |
| FleetCor Technologies | 5.7 | $9.6M | 68k | 141.52 | |
| Starbucks Corporation (SBUX) | 5.0 | $8.4M | 152k | 55.52 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 4.3 | $7.4M | 26k | 287.93 | |
| Sensata Technologies Hldg Bv | 4.3 | $7.4M | 189k | 38.95 | |
| Facebook Inc cl a (META) | 4.0 | $6.8M | 59k | 115.05 | |
| Burlington Stores (BURL) | 3.8 | $6.4M | 76k | 84.75 | |
| Baidu (BIDU) | 3.7 | $6.2M | 38k | 164.41 | |
| Blackbaud (BLKB) | 3.6 | $6.1M | 96k | 64.00 | |
| Tyler Technologies (TYL) | 3.0 | $5.1M | 36k | 142.76 | |
| CoStar (CSGP) | 2.7 | $4.6M | 24k | 188.49 | |
| Dollarama (DLMAF) | 2.6 | $4.5M | 61k | 73.36 | |
| Johnson & Johnson (JNJ) | 0.3 | $489k | 4.2k | 115.17 | |
| Berkshire Hathaway (BRK.A) | 0.1 | $244k | 1.00 | 244000.00 |
