Night Owl Capital Management as of Dec. 31, 2015
Portfolio Holdings for Night Owl Capital Management
Night Owl Capital Management holds 19 positions in its portfolio as reported in the December 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Visa (V) | 12.3 | $19M | 250k | 77.55 | |
| MasterCard Incorporated (MA) | 11.2 | $18M | 181k | 97.36 | |
| Alphabet Inc Class C cs (GOOG) | 9.3 | $15M | 19k | 758.89 | |
| Microsoft Corporation (MSFT) | 9.0 | $14M | 254k | 55.48 | |
| FleetCor Technologies | 6.2 | $9.8M | 69k | 142.93 | |
| Starbucks Corporation (SBUX) | 5.7 | $9.0M | 150k | 60.03 | |
| Sensata Technologies Hldg Bv | 5.7 | $9.0M | 195k | 46.06 | |
| Aon | 5.2 | $8.2M | 89k | 92.22 | |
| Facebook Inc cl a (META) | 5.1 | $8.0M | 76k | 104.66 | |
| priceline.com Incorporated | 4.8 | $7.6M | 6.0k | 1274.91 | |
| Baidu (BIDU) | 4.7 | $7.3M | 39k | 189.04 | |
| Union Pacific Corporation (UNP) | 4.3 | $6.7M | 86k | 78.20 | |
| Amazon (AMZN) | 3.8 | $6.0M | 8.8k | 675.89 | |
| Ecolab (ECL) | 3.7 | $5.9M | 51k | 114.39 | |
| Vulcan Materials Company (VMC) | 3.5 | $5.5M | 58k | 94.97 | |
| Canadian Pacific Railway | 3.1 | $4.8M | 38k | 127.59 | |
| Sally Beauty Holdings (SBH) | 2.0 | $3.2M | 115k | 27.89 | |
| Johnson & Johnson (JNJ) | 0.3 | $544k | 5.3k | 102.72 | |
| Allergan | 0.2 | $334k | 1.1k | 312.15 |
