Night Owl Capital Management as of Dec. 31, 2025
Portfolio Holdings for Night Owl Capital Management
Night Owl Capital Management holds 29 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alphabet Inc Class C cs (GOOG) | 11.2 | $102M | 325k | 313.80 | |
| Microsoft Corporation (MSFT) | 9.1 | $83M | 172k | 483.62 | |
| Amazon (AMZN) | 6.6 | $61M | 263k | 230.82 | |
| Sap (SAP) | 6.6 | $60M | 248k | 242.91 | |
| Ge Vernova (GEV) | 6.5 | $59M | 90k | 653.57 | |
| Facebook Inc cl a (META) | 5.9 | $54M | 81k | 660.09 | |
| Taiwan Semiconductor Mfg (TSM) | 5.3 | $49M | 160k | 303.89 | |
| General Electric (GE) | 5.2 | $48M | 155k | 308.03 | |
| Union Pacific Corporation (UNP) | 4.7 | $43M | 185k | 231.32 | |
| Aon (AON) | 4.2 | $38M | 109k | 352.88 | |
| Woodward Governor Company (WWD) | 4.1 | $38M | 124k | 302.32 | |
| Visa (V) | 3.7 | $33M | 95k | 350.71 | |
| MasterCard Incorporated (MA) | 3.4 | $31M | 54k | 570.88 | |
| Broadcom (AVGO) | 2.5 | $23M | 67k | 346.10 | |
| Netflix (NFLX) | 2.5 | $23M | 243k | 93.76 | |
| Ge Healthcare Technologies I (GEHC) | 2.5 | $23M | 277k | 82.02 | |
| Linde (LIN) | 2.4 | $22M | 52k | 426.39 | |
| Spdr Bloomberg 1-3 Month T-bil Tr Unit (BIL) | 2.3 | $21M | 227k | 91.38 | |
| Spotify Technology Sa (SPOT) | 2.0 | $18M | 31k | 580.71 | |
| Howmet Aerospace (HWM) | 1.8 | $17M | 82k | 205.02 | |
| Carpenter Technology Corporation (CRS) | 1.8 | $16M | 52k | 314.84 | |
| Guidewire Software (GWRE) | 1.8 | $16M | 81k | 201.01 | |
| Constellation Energy (CEG) | 1.4 | $13M | 36k | 353.27 | |
| MercadoLibre (MELI) | 0.9 | $8.0M | 4.0k | 2014.26 | |
| CoStar (CSGP) | 0.8 | $7.3M | 109k | 67.24 | |
| Ishares 0-3 Month Treasury Bon Tr Unit (SGOV) | 0.6 | $5.8M | 58k | 100.38 | |
| Alphabet Inc Class A cs (GOOGL) | 0.1 | $1.1M | 3.4k | 313.00 | |
| Berkshire Hathaway (BRK.A) | 0.1 | $755k | 1.00 | 754800.00 | |
| Berkshire Hathaway (BRK.B) | 0.1 | $503k | 1.0k | 502.65 |
