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Night Owl Capital Management, LLC 13F filings

Manager(s): John Kim and Eileen Ohnell

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Holdings as of 2020-06-30

Filed on 2020-08-14 under CIK 1410833

Company name, stock class and CUSIPValue (x$1000) Shares
SHOPIFY INC
CL A 82509L107
$45,557$19,50347,995 sh-14,495 sh
-23%
AMAZON COM INC
COM 023135106
$39,079$11,48114,165 sh10 sh
0%
MICROSOFT CORP
COM 594918104
$35,379$8,151173,845 sh1,201 sh
1%
MasterCard, Inc.
COM 57636Q104
$27,351$4,98992,495 sh-80 sh
0%
Visa Inc.
COM 92826C839
$26,067$4,309134,943 sh-98 sh
0%
AON PLC
SHS CL A G0403H108
$22,020$3,406114,330 sh1,543 sh
1%
SERVICENOW INC
COM 81762P102
$21,700$6,65253,572 sh1,063 sh
2%
OKTA INC
CL A 679295105
$20,618$8,126102,971 sh796 sh
1%
RingCentral, Inc.
COM 76680R206
$19,105$4,93567,034 sh165 sh
0%
FISERV INC
COM 337738108
$18,986$649194,484 sh1,438 sh
1%
Alteryx, Inc.
COM 02156B103
$16,107$7,09198,045 sh3,314 sh
3%
ATLASSIAN CORP PLC
CL A G06242104
$15,410$3,86485,482 sh1,365 sh
2%
Adobe Inc Com
cs 00724F101
$15,354$4,30435,272 sh551 sh
2%
Alphabet Inc., Cl. C
COM 02079K107
$13,248$2,3799,371 sh24 sh
0%
Smartsheet Inc Class A
COM 83200N103
$12,932$2,573253,968 sh4,424 sh
2%
FIDELITY NATL INFORMATION SERV
COM 31620M106
$11,742$1,19487,568 sh856 sh
1%
Facebook, Inc.
COM 30303M102
$9,753$2,87742,953 sh1,730 sh
4%
Workday, Inc. Cl. A
COM 98138H101
$9,582$2,91751,142 sh-37 sh
0%
Paypal Hldgs Inc.
COM 70450Y103
$9,384$4,33753,861 sh1,147 sh
2%
Datadog, Inc.
COM 23804L103
$6,714$6,71477,220 sh77,220 sh
NEW
SPROUT SOCIAL INC
COM CL A 85209W109
$6,295$6,295233,136 sh233,136 sh
NEW
CoStar Group, Inc.
COM 22160N109
$5,854$1,0248,238 sh12 sh
0%
IDEXX
COM 45168D104
$5,082$1,34815,393 sh-23 sh
0%
TRANSDIGM GROUP INC
COM 893641100
$4,156$1,1369,401 sh-31 sh
0%
BERKSHIRE HATHAWAY INC DEL
CL B NEW 084670702
$855 4,790 sh 
APPLE INC
COM 037833100
$584 1,601 sh 
JOHNSON & JOHNSON
COM 478160104
$342 2,435 sh 
BERKSHIRE HATHAWAY INC DEL
CL A 084670108
$267 1 sh 
SPDR S&P 500 ETF TR
TR UNIT 78462F103
$0-$2310 sh-898 sh
-100%