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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
MICROSOFT CORP
188,381 sh
486 sh
0%
$53,108
$2,207
AMAZON COM INC
15,275 sh
52 sh
0%
$50,180
-$2,190
AON PLC
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
FISERV INC
352,906 sh
105,854 sh
43%
$38,290
$11,883
SERVICENOW INC
57,124 sh
316 sh
1%
$35,547
$4,328
MasterCard, Inc.
97,316 sh
456 sh
0%
$33,835
-$1,528
Alphabet Inc., Cl. C
12,590 sh
2,032 sh
19%
$33,556
$7,093
Visa Inc.
148,247 sh
1,051 sh
1%
$33,022
-$1,395
SPROUT SOCIAL INC
252,897 sh
557 sh
0%
$30,841
$8,277
Facebook, Inc.
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
Adobe Inc Com
37,459 sh
-185 sh
0%
$21,566
-$480
Paypal Hldgs Inc.
66,140 sh
3,210 sh
5%
$17,210
-$1,133
OKTA INC
62,421 sh
564 sh
1%
$14,815
-$320
SEA LTD SPONSORED ADS
42,472 sh
42,472 sh
NEW
$13,537
$13,537
Datadog, Inc.
90,790 sh
976 sh
1%
$12,833
$3,485
CROWDSTRIKE HLDGS
45,912 sh
539 sh
1%
$11,284
-$119
FLOOR & DECOR HLDGS INC
90,009 sh
90,009 sh
NEW
$10,872
$10,872
CoStar Group, Inc.
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
Goosehead Insurance, Inc.
25,983 sh
25,983 sh
NEW
$3,957
$3,957
APPLE INC
4,017 sh
 
$568
Alphabet Inc., Cl. A
170 sh
 
$454
Pinterest, Inc.
0 sh
-154,660 sh
-100%
$0
-$12,210
Zoom Video Comms Inc Cl A
0 sh
-20,484 sh
-100%
$0
-$7,928