Night Owl Capital Management, LLC 13F filings
Manager(s): John Kim and Eileen Ohnell
Holdings as of 2021-09-30
Filed on 2021-11-12 under CIK 1410833
Company
Investment Type
Change
Value (x$1000)
increase or decrease
188,381 sh
486 sh
0%
$53,108
$2,207
15,275 sh
52 sh
0%
$50,180
-$2,190
168,902 sh
43,998 sh
35%
$48,267
$18,445
SHOPIFY INC CL A
31,711 sh
160 sh
1%
$42,993
-$3,103
352,906 sh
105,854 sh
43%
$38,290
$11,883
57,124 sh
316 sh
1%
$35,547
$4,328
97,316 sh
456 sh
0%
$33,835
-$1,528
12,590 sh
2,032 sh
19%
$33,556
$7,093
148,247 sh
1,051 sh
1%
$33,022
-$1,395
252,897 sh
557 sh
0%
$30,841
$8,277
75,698 sh
3,427 sh
5%
$25,691
$562
ATLASSIAN CORP PLC CL A
55,268 sh
342 sh
1%
$21,633
$7,525
37,459 sh
-185 sh
0%
$21,566
-$480
66,140 sh
3,210 sh
5%
$17,210
-$1,133
62,421 sh
564 sh
1%
$14,815
-$320
SEA LTD SPONSORED ADS
42,472 sh
42,472 sh
NEW
$13,537
$13,537
90,790 sh
976 sh
1%
$12,833
$3,485
45,912 sh
539 sh
1%
$11,284
-$119
90,009 sh
90,009 sh
NEW
$10,872
$10,872
101,123 sh
2,203 sh
2%
$8,703
$510
FIVERR INTL LTD ORD SHS
34,985 sh
12,781 sh
58%
$6,391
$1,007
25,983 sh
25,983 sh
NEW
$3,957
$3,957
0 sh
-154,660 sh
-100%
$0
-$12,210
0 sh
-20,484 sh
-100%
$0
-$7,928