Free Alerts Login

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

345,332 sh

5,126 sh
2%

$35,915

$5,729

122,418 sh

2,091 sh
2%

$35,293

$6,436

321,757 sh

4,537 sh
1%

$33,234

$6,588

101,824 sh

1,424 sh
1%

$32,104

$1,970

124,606 sh

2,729 sh
2%

$28,094

$2,773

60,561 sh

1,370 sh
2%

$22,009

$1,426

189,869 sh

3,805 sh
2%

$21,461

$2,656

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

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

63,891 sh

1,140 sh
2%

$4,642

$30

3,797 sh

$626

Berkshire Hathaway Inc

1 sh

$466

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