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Night Owl Capital Management, LLC 13F filings

Manager(s): John Kim and Eileen Ohnell

Holdings as of 2021-03-31

Filed on 2021-05-14 under CIK 1410833

Company

Investment Type

Change

Value (x$1000)

increase or decrease

15,165 sh

535 sh
4%

$46,922

-$727

187,466 sh

7,685 sh
4%

$44,199

$4,212

SHOPIFY INC CL A

31,311 sh

-12,134 sh
-28%

$34,646

-$14,532

MasterCard, Inc.

96,966 sh

1,073 sh
1%

$34,525

$297

147,437 sh

3,134 sh
2%

$31,217

-$346

246,287 sh

6,653 sh
3%

$29,318

$2,033

AON PLC SHS CL A

124,644 sh

3,976 sh
3%

$28,682

$3,188

56,787 sh

442 sh
1%

$28,400

-$2,614

110,334 sh

2,701 sh
3%

$24,321

-$3,046

RingCentral, Inc.

73,419 sh

1,423 sh
2%

$21,870

-$5,415

Alphabet Inc., Cl. C

10,496 sh

300 sh
3%

$21,712

$3,850

71,537 sh

22,775 sh
47%

$21,070

$7,750

37,670 sh

822 sh
2%

$17,907

-$521

Paypal Hldgs Inc.

62,747 sh

1,778 sh
3%

$15,237

$958

SPROUT SOCIAL INC

251,185 sh

8,695 sh
4%

$14,508

$3,497

Workday, Inc. Cl. A

57,224 sh

3,139 sh
6%

$14,216

$1,257

ATLASSIAN CORP PLC CL A

54,777 sh

1,124 sh
2%

$11,545

-$1,003

Pinterest, Inc.

154,196 sh

154,196 sh
NEW

$11,415

$11,415

CROWDSTRIKE HLDGS

45,274 sh

1,304 sh
3%

$8,263

-$1,051

CoStar Group, Inc.

9,952 sh

946 sh
11%

$8,179

-$145

89,349 sh

962 sh
1%

$7,446

-$1,255

Zoom Video Comms Inc Cl A

20,036 sh

-47 sh
0%

$6,437

-$337

FIVERR INTL LTD ORD SHS

22,050 sh

22,050 sh
NEW

$4,789

$4,789

38,733 sh

-86,560 sh
-69%

$3,213

-$12,046

BERKSHIRE HATHAWAY INC DEL

1,947 sh

-947 sh
-33%

$497

-$174

4,017 sh

-2,387 sh
-37%

$491

-$359

BERKSHIRE HATHAWAY INC DEL

1 sh

$386

FIDELITY NATL INFORMATION SERV

0 sh

-89,107 sh
-100%

$0

-$12,605

0 sh

-15,588 sh
-100%

$0

-$7,792

TRANSDIGM GROUP INC

0 sh

-9,573 sh
-100%

$0

-$5,924

SPDR S&P 500 ETF TR TR UNIT

0 sh

-3,045 sh
-100%

$0

-$1,138

JOHNSON & JOHNSON

0 sh

-2,435 sh
-100%

$0

-$383