Night Owl Capital Management 13F filings

Manager(s): John Kim and Eileen Ohnell

Holdings as of 2025-03-31

Filed on 2025-05-15 under CIK 1410833

Company

Investment Type

Change

Value (x$1000)

increase or decrease

SAP SE SPON ADR

235,848 sh

14,825 sh
7%

$63,311

$12,675

Aon Plc

158,553 sh

12,803 sh
9%

$63,277

$12,849

Fiserv Inc

281,106 sh

19,636 sh
8%

$62,077

$15,104

Amazon.com Inc

318,336 sh

15,599 sh
5%

$60,567

$4,158

Alphabet Inc

357,293 sh

20,869 sh
6%

$55,820

-$427

Microsoft Corp

131,323 sh

7,977 sh
6%

$49,297

-$3,779

UnitedHealth Group Inc

83,996 sh

26,238 sh
45%

$43,993

$10,223

GE VERNOVA LLC COM

122,181 sh

43,551 sh
55%

$37,299

$17,250

Netflix Inc

35,646 sh

2,250 sh
7%

$33,241

$9,554

Union Pacific Corp

137,364 sh

9,449 sh
7%

$32,451

$923

Visa Inc

90,240 sh

6,487 sh
8%

$31,625

$8,597

Uber Technologies Inc

425,347 sh

-61,557 sh
-13%

$30,991

-$5,605

Meta Platforms, Inc.

52,601 sh

3,647 sh
7%

$30,317

$2,294

General Electric Co.

147,204 sh

10,472 sh
8%

$29,463

$3,678

Mastercard Inc

51,076 sh

3,738 sh
8%

$27,996

$4,620

Vistra Corp.

215,467 sh

15,794 sh
8%

$25,304

$1,635

TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS

151,056 sh

-54,539 sh
-27%

$25,075

-$10,631

Constellation Energy Corp

118,209 sh

-67,990 sh
-37%

$23,834

-$24,581

LINDE PLC

49,195 sh

3,159 sh
7%

$22,907

$954

Broadcom Inc

63,527 sh

-54,718 sh
-46%

$10,636

-$9,761

Howmet Aerospace Inc.

77,366 sh

77,366 sh
NEW

$10,037

Carpenter Technology Corp

49,332 sh

49,332 sh
NEW

$8,938

CoStar Group Inc.

103,841 sh

4,939 sh
5%

$8,227

$766

SPDR SERIES TRUST SPDR BLOOMBERG

85,539 sh

49,255 sh
136%

$7,846

$4,515

ISHARES TR 0-3 MNTH TREASRY

35,411 sh

18,645 sh
111%

$3,565

$1,876

Berkshire Hathaway Inc

1 sh

$798

Berkshire Hathaway Inc

1,000 sh

$533

Alphabet Inc

3,400 sh

$526

Datadog Inc

0 sh

-63,206 sh
-100%

-$7,272