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Night Owl Capital Management, LLC 13F filings

Manager(s): John Kim and Eileen Ohnell

Holdings as of 2020-12-31

Filed on 2021-02-12 under CIK 1410833

Company
Investment Type
Change
Value (x$1000)
increase or decrease
SHOPIFY INC CL A
43,445 sh
290 sh
1%
$49,178
$5,031
AMAZON COM INC
14,630 sh
141 sh
1%
$47,649
$2,027
MICROSOFT CORP
179,781 sh
1,461 sh
1%
$39,987
$2,481
MasterCard, Inc.
95,893 sh
881 sh
1%
$34,228
$2,098
Visa Inc.
144,303 sh
3,326 sh
2%
$31,563
$3,372
SERVICENOW INC
56,345 sh
574 sh
1%
$31,014
$3,965
OKTA INC
107,633 sh
1,146 sh
1%
$27,367
$4,595
FISERV INC
239,634 sh
33,661 sh
16%
$27,285
$6,059
RingCentral, Inc.
71,996 sh
834 sh
1%
$27,285
$7,743
AON PLC SHS CL A
120,668 sh
2,441 sh
2%
$25,494
$1,104
Adobe Inc Com
36,848 sh
1,773 sh
5%
$18,428
$1,226
Alphabet Inc., Cl. C
10,196 sh
370 sh
4%
$17,862
$3,422
Alteryx, Inc.
125,293 sh
1,145 sh
1%
$15,259
$1,162
Paypal Hldgs Inc.
60,969 sh
4,013 sh
7%
$14,279
$3,057
Facebook, Inc.
48,762 sh
3,049 sh
7%
$13,320
$1,348
Workday, Inc. Cl. A
54,085 sh
2,197 sh
4%
$12,959
$1,796
FIDELITY NATL INFORMATION SERV
89,107 sh
-1,977 sh
-2%
$12,605
-$803
ATLASSIAN CORP PLC CL A
53,653 sh
-36,079 sh
-40%
$12,548
-$3,764
SPROUT SOCIAL INC
242,490 sh
1,648 sh
1%
$11,011
$1,739
CROWDSTRIKE HLDGS
43,970 sh
1,019 sh
2%
$9,314
$3,416
Datadog, Inc.
88,387 sh
117 sh
0%
$8,701
-$317
CoStar Group, Inc.
9,006 sh
227 sh
3%
$8,324
$875
IDEXX
15,588 sh
215 sh
1%
$7,792
$1,749
Zoom Video Comms Inc Cl A
20,083 sh
309 sh
2%
$6,774
-$2,522
TRANSDIGM GROUP INC
9,573 sh
185 sh
2%
$5,924
$1,464
SPDR S&P 500 ETF TR TR UNIT
3,045 sh
-3,040 sh
-50%
$1,138
-$900
APPLE INC
6,404 sh
 
$850
BERKSHIRE HATHAWAY INC DEL
2,894 sh
-1,896 sh
-40%
$671
-$349
JOHNSON & JOHNSON
2,435 sh
 
$383
Smartsheet Inc Class A
0 sh
-243,713 sh
-100%
$0
-$12,044