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Night Owl Capital Management 13F filings

Manager(s): John Kim and Eileen Ohnell

Holdings as of 2025-12-31

Filed on 2026-02-13 under CIK 1410833

Company

Investment Type

Change

Value (x$1000)

increase or decrease

324,613 sh

5,343 sh
2%

$101,864

$24,106

171,942 sh

23,736 sh
16%

$83,154

$6,391

262,874 sh

4,375 sh
2%

$60,677

$3,918

SAP SE SPON ADR

247,552 sh

2,494 sh
1%

$60,133

-$5,349

GE VERNOVA LLC COM

90,403 sh

1,413 sh
2%

$59,085

$4,365

Meta Platforms, Inc.

81,123 sh

15,906 sh
24%

$53,548

$5,654

TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS

159,593 sh

2,282 sh
1%

$48,499

$4,564

General Electric Co.

154,584 sh

1,713 sh
1%

$47,617

$1,630

Union Pacific Corp

184,768 sh

2,975 sh
2%

$42,741

-$229

108,774 sh

1,751 sh
2%

$38,384

$222

124,385 sh

2,018 sh
2%

$37,604

$6,681

95,262 sh

1,402 sh
1%

$33,409

$1,367

53,902 sh

784 sh
1%

$30,772

$558

66,938 sh

873 sh
1%

$23,167

$1,371

242,732 sh

218,844 sh
916%

$22,759

-$5,881

GE HEALTHCARE TECHNOLOGIES I COMMON STOCK

276,631 sh

276,631 sh
NEW

$22,689

$22,689

51,644 sh

556 sh
1%

$22,020

-$2,247

SPDR SERIES TRUST SPDR BLOOMBERG

227,208 sh

40,767 sh
22%

$20,762

$3,656

SPOTIFY TECHNOLOGY S A SHS

30,862 sh

510 sh
2%

$17,922

-$3,264

Howmet Aerospace Inc.

81,703 sh

1,204 sh
1%

$16,751

$955

Carpenter Technology Corp

52,084 sh

763 sh
1%

$16,398

$3,797

Guidewire Software Inc

80,920 sh

1,324 sh
2%

$16,266

-$2,030

Constellation Energy Corp

36,212 sh

-29,563 sh
-45%

$12,793

-$8,852

MERCADOLIBRE INC COM

3,951 sh

64 sh
2%

$7,958

-$1,126

CoStar Group Inc.

108,615 sh

904 sh
1%

$7,303

-$1,785

ISHARES TR 0-3 MNTH TREASRY

58,124 sh

-1,817 sh
-3%

$5,834

-$202

3,400 sh

$1,064

Berkshire Hathaway Inc

1 sh

$755

Berkshire Hathaway Inc

1,000 sh

$503

Uber Technologies Inc

0 sh

-441,903 sh
-100%

$0

-$43,293

0 sh

-116,161 sh
-100%

$0

-$22,758