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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
AMAZON COM INC
15,165 sh
535 sh
4%
$46,922
-$727
MICROSOFT CORP
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
Visa Inc.
147,437 sh
3,134 sh
2%
$31,217
-$346
FISERV INC
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
SERVICENOW INC
56,787 sh
442 sh
1%
$28,400
-$2,614
OKTA INC
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
Facebook, Inc.
71,537 sh
22,775 sh
47%
$21,070
$7,750
Adobe Inc Com
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
Datadog, Inc.
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
Alteryx, Inc.
38,733 sh
-86,560 sh
-69%
$3,213
-$12,046
BERKSHIRE HATHAWAY INC DEL
1,947 sh
-947 sh
-33%
$497
-$174
APPLE INC
4,017 sh
-2,387 sh
-37%
$491
-$359
FIDELITY NATL INFORMATION SERV
0 sh
-89,107 sh
-100%
$0
-$12,605
IDEXX
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