Try Alerts Free   |   Login

Night Owl Capital Management, LLC 13F filings

Manager(s): John Kim and Eileen Ohnell

Holdings as of 2021-06-30

Filed on 2021-08-13 under CIK 1410833

Company
Investment Type
Change
Value (x$1000)
increase or decrease
AMAZON COM INC
15,223 sh
58 sh
0%
$52,370
$5,448
MICROSOFT CORP
187,895 sh
429 sh
0%
$50,901
$6,702
SHOPIFY INC CL A
31,551 sh
240 sh
1%
$46,096
$11,450
MasterCard, Inc.
96,860 sh
-106 sh
0%
$35,363
$838
Visa Inc.
147,196 sh
-241 sh
0%
$34,417
$3,200
SERVICENOW INC
56,808 sh
21 sh
0%
$31,219
$2,819
AON PLC SHS CL A
124,904 sh
260 sh
0%
$29,822
$1,140
Alphabet Inc., Cl. C
10,558 sh
62 sh
1%
$26,463
$4,751
FISERV INC
247,052 sh
765 sh
0%
$26,407
-$2,911
Facebook, Inc.
72,271 sh
734 sh
1%
$25,129
$4,059
SPROUT SOCIAL INC
252,340 sh
1,155 sh
0%
$22,564
$8,056
Adobe Inc Com
37,644 sh
-26 sh
0%
$22,046
$4,139
Paypal Hldgs Inc.
62,930 sh
183 sh
0%
$18,343
$3,106
OKTA INC
61,857 sh
-48,477 sh
-44%
$15,135
-$9,186
ATLASSIAN CORP PLC CL A
54,926 sh
149 sh
0%
$14,108
$2,563
Pinterest, Inc.
154,660 sh
464 sh
0%
$12,210
$795
CROWDSTRIKE HLDGS
45,373 sh
99 sh
0%
$11,403
$3,140
Datadog, Inc.
89,814 sh
465 sh
1%
$9,348
$1,902
CoStar Group, Inc.
98,920 sh
88,968 sh
894%
$8,193
$14
Zoom Video Comms Inc Cl A
20,484 sh
448 sh
2%
$7,928
$1,491
FIVERR INTL LTD ORD SHS
22,204 sh
154 sh
1%
$5,384
$595
APPLE INC
4,017 sh
 
$550
Alphabet Inc., Cl. A
170 sh
170 sh
NEW
$415
$415
BERKSHIRE HATHAWAY INC DEL
1,000 sh
-947 sh
-49%
$278
-$219
RingCentral, Inc.
0 sh
-73,419 sh
-100%
$0
-$21,870
Workday, Inc. Cl. A
0 sh
-57,224 sh
-100%
$0
-$14,216
Alteryx, Inc.
0 sh
-38,733 sh
-100%
$0
-$3,213