Night Owl Capital Management as of March 31, 2014
Portfolio Holdings for Night Owl Capital Management
Night Owl Capital Management holds 20 positions in its portfolio as reported in the March 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Visa (V) | 9.8 | $22M | 102k | 215.86 | |
| Google Inc Class C | 9.4 | $21M | 19k | 1114.50 | |
| Ecolab (ECL) | 7.9 | $18M | 165k | 107.99 | |
| eBay (EBAY) | 7.1 | $16M | 290k | 55.24 | |
| Dunkin' Brands Group | 6.9 | $16M | 312k | 50.18 | |
| Twenty-first Century Fox | 6.8 | $15M | 479k | 31.97 | |
| Aon | 6.4 | $14M | 171k | 84.28 | |
| MasterCard Incorporated (MA) | 6.3 | $14M | 192k | 74.70 | |
| Dollar General (DG) | 6.1 | $14M | 247k | 55.48 | |
| priceline.com Incorporated | 5.3 | $12M | 10k | 1191.85 | |
| Sally Beauty Holdings (SBH) | 5.0 | $11M | 409k | 27.40 | |
| Fastenal Company (FAST) | 4.6 | $10M | 211k | 49.30 | |
| Starbucks Corporation (SBUX) | 4.3 | $9.8M | 133k | 73.38 | |
| Sensata Technologies Hldg Bv | 3.0 | $6.9M | 162k | 42.64 | |
| Oracle Corporation (ORCL) | 2.7 | $6.0M | 148k | 40.91 | |
| FleetCor Technologies | 2.6 | $6.0M | 52k | 115.10 | |
| Canadian Pacific Railway | 2.6 | $5.9M | 39k | 150.44 | |
| Discovery Communications | 2.5 | $5.7M | 69k | 82.69 | |
| Thermo Fisher Scientific (TMO) | 0.3 | $691k | 5.8k | 120.17 | |
| Johnson & Johnson (JNJ) | 0.2 | $530k | 5.4k | 98.22 |
