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Night Owl Capital Management 13F filings

Manager(s): John Kim and Eileen Ohnell

Holdings as of 2024-09-30

Filed on 2024-11-14 under CIK 1410833

Company

Investment Type

Change

Value (x$1000)

increase or decrease

302,737 sh

7,353 sh
2%

$56,409

-$674

336,424 sh

9,290 sh
3%

$56,247

-$3,756

123,346 sh

3,195 sh
3%

$53,076

-$625

SAP SE SPON ADR

221,023 sh

6,486 sh
3%

$50,636

$7,362

145,750 sh

4,517 sh
3%

$50,428

$8,965

Constellation Energy Corp

186,199 sh

5,923 sh
3%

$48,415

$12,311

261,470 sh

55,310 sh
27%

$46,973

$16,247

Uber Technologies Inc

486,904 sh

14,592 sh
3%

$36,596

$2,268

TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS

205,595 sh

6,546 sh
3%

$35,706

$1,109

UnitedHealth Group Inc

57,758 sh

1,741 sh
3%

$33,770

$5,243

Union Pacific Corp

127,915 sh

4,090 sh
3%

$31,528

$3,511

Meta Platforms, Inc.

48,954 sh

1,403 sh
3%

$28,023

$4,047

General Electric Co.

136,732 sh

9,319 sh
7%

$25,785

$5,530

33,396 sh

983 sh
3%

$23,687

$1,812

199,673 sh

6,231 sh
3%

$23,669

$7,037

47,338 sh

-12,718 sh
-21%

$23,376

-$3,118

83,753 sh

-39,596 sh
-32%

$23,028

-$9,347

46,036 sh

1,438 sh
3%

$21,953

$2,383

118,245 sh

106,873 sh
940%

$20,397

$2,139

GE VERNOVA LLC COM

78,630 sh

2,487 sh
3%

$20,049

$6,990

CoStar Group Inc.

98,902 sh

1,460 sh
1%

$7,461

$237

63,206 sh

659 sh
1%

$7,272

-$840

SPDR SERIES TRUST SPDR BLOOMBERG

36,284 sh

10,966 sh
43%

$3,331

$1,007

ISHARES TR 0-3 MNTH TREASRY

16,766 sh

16,766 sh
NEW

$1,689

$1,689

Berkshire Hathaway Inc

1 sh

$691

3,400 sh

$564

Berkshire Hathaway Inc

1,000 sh

$460

Floor & Decor Holdings Inc.

0 sh

-87,929 sh
-100%

$0

-$8,741