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Night Owl Capital Management 13F filings

Manager(s): John Kim and Eileen Ohnell

Holdings as of 2026-03-31

Filed on 2026-05-15 under CIK 1410833

Company

Investment Type

Change

Value (x$1000)

increase or decrease

326,750 sh

2,137 sh
1%

$93,732

-$8,132

173,081 sh

1,139 sh
1%

$64,069

-$19,085

GE VERNOVA LLC COM

64,446 sh

-25,957 sh
-29%

$56,255

-$2,830

264,647 sh

1,773 sh
1%

$55,118

-$5,559

TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS

160,601 sh

1,008 sh
1%

$54,275

$5,776

Meta Platforms, Inc.

81,695 sh

572 sh
1%

$46,740

-$6,808

Union Pacific Corp

185,981 sh

1,213 sh
1%

$45,123

$2,382

125,228 sh

843 sh
1%

$44,822

$7,218

General Electric Co.

155,550 sh

966 sh
1%

$44,140

-$3,477

SAP SE SPON ADR

249,017 sh

1,465 sh
1%

$42,634

-$17,499

109,488 sh

714 sh
1%

$35,341

-$3,043

95,796 sh

534 sh
1%

$28,953

-$4,456

54,203 sh

301 sh
1%

$27,083

-$3,689

51,966 sh

322 sh
1%

$25,763

$3,743

244,334 sh

1,602 sh
1%

$23,493

$734

SPDR SERIES TRUST SPDR BLOOMBERG

255,441 sh

28,233 sh
12%

$23,409

$2,647

67,401 sh

463 sh
1%

$20,861

-$2,306

Carpenter Technology Corp

52,417 sh

333 sh
1%

$20,660

$4,262

GE HEALTHCARE TECHNOLOGIES I COMMON STOCK

278,558 sh

1,927 sh
1%

$19,828

-$2,861

Howmet Aerospace Inc.

82,226 sh

523 sh
1%

$18,950

$2,199

SPOTIFY TECHNOLOGY S A SHS

31,064 sh

202 sh
1%

$15,063

-$2,859

Guidewire Software Inc

81,448 sh

528 sh
1%

$12,181

-$4,085

Constellation Energy Corp

36,473 sh

261 sh
1%

$10,185

-$2,608

Applied Materials Inc.

28,525 sh

28,525 sh
NEW

$9,750

$9,750

MERCADOLIBRE INC COM

3,981 sh

30 sh
1%

$6,883

-$1,075

ISHARES TR 0-3 MNTH TREASRY

61,026 sh

2,902 sh
5%

$6,143

$309

CoStar Group Inc.

109,244 sh

629 sh
1%

$4,407

-$2,896

3,400 sh

$978

Berkshire Hathaway Inc

1 sh

$718

Berkshire Hathaway Inc

1,000 sh

$479