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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

14,630 sh

141 sh
1%

$47,649

$2,027

179,781 sh

1,461 sh
1%

$39,987

$2,481

MasterCard, Inc.

95,893 sh

881 sh
1%

$34,228

$2,098

144,303 sh

3,326 sh
2%

$31,563

$3,372

56,345 sh

574 sh
1%

$31,014

$3,965

107,633 sh

1,146 sh
1%

$27,367

$4,595

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

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

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

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

88,387 sh

117 sh
0%

$8,701

-$317

CoStar Group, Inc.

9,006 sh

227 sh
3%

$8,324

$875

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

6,404 sh

$850

BERKSHIRE HATHAWAY INC DEL

2,894 sh

-1,896 sh
-40%

$671

-$349

JOHNSON & JOHNSON

2,435 sh

$383

BERKSHIRE HATHAWAY INC DEL

1 sh

$348

Smartsheet Inc Class A

0 sh

-243,713 sh
-100%

$0

-$12,044