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Night Owl Capital Management, LLC 13F filings

Manager(s): John Kim and Eileen Ohnell

Holdings as of 2022-06-30

Filed on 2022-08-12 under CIK 1410833

Company
Investment Type
Change
Value (x$1000)
increase or decrease
Alphabet Inc., Cl. C
16,052 sh
-814 sh
-5%
$35,112
-$11,995
AON PLC
123,113 sh
-6,932 sh
-5%
$33,201
-$9,146
AMAZON COM INC
299,063 sh
283,141 sh
1778%
$31,763
-$20,142
MICROSOFT CORP
113,691 sh
-24,005 sh
-17%
$29,199
-$13,254
MasterCard, Inc.
91,354 sh
-5,904 sh
-6%
$28,820
-$5,938
Visa Inc.
141,612 sh
-9,078 sh
-6%
$27,882
-$5,536
SERVICENOW INC
37,908 sh
-1,825 sh
-5%
$18,026
-$4,101
CoStar Group, Inc.
266,249 sh
-15,576 sh
-6%
$16,084
-$2,688
FISERV INC
173,768 sh
-10,217 sh
-6%
$15,460
-$3,196
Datadog, Inc.
59,095 sh
-3,034 sh
-5%
$5,628
-$3,783
FLOOR & DECOR HLDGS INC
85,096 sh
-5,788 sh
-6%
$5,358
-$2,004
SPROUT SOCIAL INC
72,670 sh
-4,537 sh
-6%
$4,220
-$1,966
ATLASSIAN CORP PLC CL A
18,725 sh
-1,241 sh
-6%
$3,509
-$2,358
SHOPIFY INC CL A
82,566 sh
73,905 sh
853%
$2,579
-$3,276
Goosehead Insurance, Inc.
46,365 sh
-3,041 sh
-6%
$2,117
-$1,765
APPLE INC
3,797 sh
 
$519
Alphabet Inc., Cl. A
170 sh
 
$370