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Night Owl Capital Management 13F filings

Manager(s): John Kim and Eileen Ohnell

Holdings as of 2023-12-31

Filed on 2024-02-14 under CIK 1410833

Company

Investment Type

Change

Value (x$1000)

increase or decrease

341,079 sh

7,044 sh
2%

$48,068

$4,025

315,511 sh

-234 sh
0%

$47,939

$7,801

122,749 sh

5,113 sh
4%

$46,158

$9,014

116,931 sh

18,905 sh
19%

$34,029

$2,247

SAP SE SPON ADR

214,877 sh

4,490 sh
2%

$33,218

$6,011

122,419 sh

2,104 sh
2%

$31,872

$4,198

Union Pacific Corp

110,562 sh

43,010 sh
64%

$27,156

$13,400

UnitedHealth Group Inc

50,412 sh

2,441 sh
5%

$26,540

$2,353

Uber Technologies Inc

421,803 sh

15,130 sh
4%

$25,970

$7,267

59,325 sh

846 sh
1%

$25,303

$2,151

189,534 sh

1,108 sh
1%

$25,178

$3,893

44,805 sh

44,805 sh
NEW

$18,402

$18,402

32,810 sh

1,670 sh
5%

$15,975

$4,217

37,951 sh

158 sh
0%

$15,516

$2,445

Canadian Pacific Kansas City C COM

175,497 sh

3,601 sh
2%

$13,875

$1,084

TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS

113,341 sh

4,776 sh
4%

$11,787

$2,353

Walt Disney Co.

128,533 sh

2,812 sh
2%

$11,605

$1,415

Floor & Decor Holdings Inc.

84,736 sh

-1,780 sh
-2%

$9,453

$1,623

CoStar Group Inc.

98,746 sh

3,089 sh
3%

$8,629

$1,274

63,596 sh

337 sh
1%

$7,719

$1,957

198,833 sh

198,833 sh
NEW

$7,009

$7,009

SPDR SERIES TRUST SPDR BLOOMBERG

74,502 sh

-18,401 sh
-20%

$6,809

-$1,721

Berkshire Hathaway Inc

1 sh

$543

2,473 sh

$476

3,400 sh

$475

Berkshire Hathaway Inc

1,000 sh

$357

0 sh

-12,698 sh
-100%

$0

-$5,524