Night Owl Capital Management as of March 31, 2023
Portfolio Holdings for Night Owl Capital Management
Night Owl Capital Management holds 19 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alphabet Inc Class C cs (GOOG) | 12.7 | $35M | 338k | 104.00 | |
| Microsoft Corporation (MSFT) | 12.5 | $35M | 120k | 288.30 | |
| Amazon (AMZN) | 11.6 | $32M | 312k | 103.29 | |
| Aon (AON) | 11.4 | $31M | 100k | 315.29 | |
| Visa (V) | 9.9 | $28M | 122k | 225.46 | |
| MasterCard Incorporated (MA) | 7.8 | $22M | 59k | 363.41 | |
| Fiserv (FI) | 7.6 | $21M | 186k | 113.03 | |
| Netflix (NFLX) | 4.0 | $11M | 32k | 345.48 | |
| Spdr Bloomberg 1-3 Month T-bil Tr Unit (BIL) | 4.0 | $11M | 120k | 91.82 | |
| Taiwan Semiconductor Mfg (TSM) | 3.8 | $11M | 114k | 93.02 | |
| UnitedHealth (UNH) | 3.6 | $10M | 21k | 472.59 | |
| Mongodb Inc. Class A (MDB) | 3.2 | $8.9M | 38k | 233.12 | |
| Floor & Decor Hldgs Inc cl a (FND) | 3.2 | $8.9M | 90k | 98.22 | |
| CoStar (CSGP) | 2.4 | $6.7M | 97k | 68.85 | |
| Datadog Inc Cl A (DDOG) | 1.6 | $4.5M | 63k | 72.66 | |
| Apple (AAPL) | 0.2 | $626k | 3.8k | 164.90 | |
| Berkshire Hathaway (BRK.A) | 0.2 | $466k | 1.00 | 465600.00 | |
| Alphabet Inc Class A cs (GOOGL) | 0.1 | $353k | 3.4k | 103.73 | |
| Berkshire Hathaway (BRK.B) | 0.1 | $309k | 1.0k | 308.77 |
