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Night Owl Capital Management 13F filings

Manager(s): John Kim and Eileen Ohnell

Holdings as of 2023-03-31

Filed on 2023-05-12 under CIK 1410833

Company
Investment Type
Change
Value (x$1000)
increase or decrease
Alphabet Inc
345,332 sh
5,126 sh
2%
$35,915
$5,729
Microsoft Corp
122,418 sh
2,091 sh
2%
$35,293
$6,436
Amazon.com Inc
321,757 sh
4,537 sh
1%
$33,234
$6,588
Aon Plc
101,824 sh
1,424 sh
1%
$32,104
$1,970
Visa Inc
124,606 sh
2,729 sh
2%
$28,094
$2,773
Mastercard Inc
60,561 sh
1,370 sh
2%
$22,009
$1,426
Fiserv Inc
189,869 sh
3,805 sh
2%
$21,461
$2,656
Netflix Inc
32,624 sh
16,024 sh
97%
$11,271
$6,376
SPDR SERIES TRUST SPDR BLOOMBERG
119,561 sh
54,734 sh
84%
$10,978
$5,048
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
116,024 sh
116,024 sh
NEW
$10,793
$10,793
UnitedHealth Group Inc
21,602 sh
21,602 sh
NEW
$10,209
$10,209
MongoDB Inc.
39,164 sh
39,164 sh
NEW
$9,130
$9,130
Floor & Decor Holdings Inc.
92,412 sh
1,957 sh
2%
$9,077
$2,779
CoStar Group Inc.
98,896 sh
2,149 sh
2%
$6,809
-$668
Datadog Inc
63,891 sh
1,140 sh
2%
$4,642
$30
Apple Inc
3,797 sh
 
$626
Alphabet Inc
3,400 sh
 
$353
Berkshire Hathaway Inc
1,000 sh
 
$309
ATLASSIAN CORPORATION CL A Stock
0 sh
-19,615 sh
-100%
$0
-$2,524