Night Owl Capital Management as of March 31, 2026
Portfolio Holdings for Night Owl Capital Management
Night Owl Capital Management holds 30 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alphabet Inc Class C cs (GOOG) | 10.9 | $94M | 327k | 286.86 | |
| Microsoft Corporation (MSFT) | 7.5 | $64M | 173k | 370.17 | |
| Ge Vernova (GEV) | 6.6 | $56M | 64k | 872.90 | |
| Amazon (AMZN) | 6.4 | $55M | 265k | 208.27 | |
| Taiwan Semiconductor Mfg (TSM) | 6.3 | $54M | 161k | 337.95 | |
| Facebook Inc cl a (META) | 5.4 | $47M | 82k | 572.13 | |
| Union Pacific Corporation (UNP) | 5.3 | $45M | 186k | 242.62 | |
| Woodward Governor Company (WWD) | 5.2 | $45M | 125k | 357.92 | |
| General Electric (GE) | 5.1 | $44M | 156k | 283.77 | |
| Sap (SAP) | 5.0 | $43M | 249k | 171.21 | |
| Aon (AON) | 4.1 | $35M | 110k | 322.78 | |
| Visa (V) | 3.4 | $29M | 96k | 302.24 | |
| MasterCard Incorporated (MA) | 3.2 | $27M | 54k | 499.66 | |
| Linde (LIN) | 3.0 | $26M | 52k | 495.76 | |
| Netflix (NFLX) | 2.7 | $24M | 244k | 96.15 | |
| Spdr Bloomberg 1-3 Month T-bil Tr Unit (BIL) | 2.7 | $23M | 255k | 91.64 | |
| Broadcom (AVGO) | 2.4 | $21M | 67k | 309.51 | |
| Carpenter Technology Corporation (CRS) | 2.4 | $21M | 52k | 394.15 | |
| Ge Healthcare Technologies I (GEHC) | 2.3 | $20M | 279k | 71.18 | |
| Howmet Aerospace (HWM) | 2.2 | $19M | 82k | 230.46 | |
| Spotify Technology Sa (SPOT) | 1.8 | $15M | 31k | 484.91 | |
| Guidewire Software (GWRE) | 1.4 | $12M | 81k | 149.56 | |
| Constellation Energy (CEG) | 1.2 | $10M | 37k | 279.25 | |
| Applied Materials (AMAT) | 1.1 | $9.7M | 29k | 341.79 | |
| MercadoLibre (MELI) | 0.8 | $6.9M | 4.0k | 1729.02 | |
| Ishares 0-3 Month Treasury Bon Tr Unit (SGOV) | 0.7 | $6.1M | 61k | 100.66 | |
| CoStar (CSGP) | 0.5 | $4.4M | 109k | 40.34 | |
| Alphabet Inc Class A cs (GOOGL) | 0.1 | $978k | 3.4k | 287.56 | |
| Berkshire Hathaway (BRK.A) | 0.1 | $718k | 1.00 | 718140.00 | |
| Berkshire Hathaway (BRK.B) | 0.1 | $479k | 1.0k | 479.20 |
