Night Owl Capital Management as of March 31, 2025
Portfolio Holdings for Night Owl Capital Management
Night Owl Capital Management holds 28 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Sap (SAP) | 7.9 | $63M | 236k | 268.44 | |
| Aon (AON) | 7.9 | $63M | 159k | 399.09 | |
| Fiserv (FI) | 7.8 | $62M | 281k | 220.83 | |
| Amazon (AMZN) | 7.6 | $61M | 318k | 190.26 | |
| Alphabet Inc Class C cs (GOOG) | 7.0 | $56M | 357k | 156.23 | |
| Microsoft Corporation (MSFT) | 6.2 | $49M | 131k | 375.39 | |
| UnitedHealth (UNH) | 5.5 | $44M | 84k | 523.75 | |
| Ge Vernova (GEV) | 4.7 | $37M | 122k | 305.28 | |
| Netflix (NFLX) | 4.2 | $33M | 36k | 932.53 | |
| Union Pacific Corporation (UNP) | 4.1 | $33M | 137k | 236.24 | |
| Visa (V) | 4.0 | $32M | 90k | 350.46 | |
| Uber Technologies (UBER) | 3.9 | $31M | 425k | 72.86 | |
| Facebook Inc cl a (META) | 3.8 | $30M | 53k | 576.36 | |
| General Electric (GE) | 3.7 | $30M | 147k | 200.15 | |
| MasterCard Incorporated (MA) | 3.5 | $28M | 51k | 548.12 | |
| Vistra Energy (VST) | 3.2 | $25M | 216k | 117.44 | |
| Taiwan Semiconductor Mfg (TSM) | 3.1 | $25M | 151k | 166.00 | |
| Constellation Energy (CEG) | 3.0 | $24M | 118k | 201.63 | |
| Linde (LIN) | 2.9 | $23M | 49k | 465.64 | |
| Broadcom (AVGO) | 1.3 | $11M | 64k | 167.43 | |
| Howmet Aerospace (HWM) | 1.3 | $10M | 77k | 129.73 | |
| Carpenter Technology Corporation (CRS) | 1.1 | $8.9M | 49k | 181.18 | |
| CoStar (CSGP) | 1.0 | $8.2M | 104k | 79.23 | |
| Spdr Bloomberg 1-3 Month T-bil Tr Unit (BIL) | 1.0 | $7.8M | 86k | 91.73 | |
| Ishares 0-3 Month Treasury Bon Tr Unit (SGOV) | 0.4 | $3.6M | 35k | 100.67 | |
| Berkshire Hathaway (BRK.A) | 0.1 | $798k | 1.00 | 798442.00 | |
| Berkshire Hathaway (BRK.B) | 0.1 | $533k | 1.0k | 532.58 | |
| Alphabet Inc Class A cs (GOOGL) | 0.1 | $526k | 3.4k | 154.64 |
