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Night Owl Capital Management 13F filings

Manager(s): John Kim and Eileen Ohnell

Holdings as of 2024-03-31

Filed on 2024-05-15 under CIK 1410833

Company

Investment Type

Change

Value (x$1000)

increase or decrease

310,687 sh

-4,824 sh
-2%

$56,042

$8,103

123,075 sh

326 sh
0%

$51,780

$5,622

339,715 sh

-1,364 sh
0%

$51,725

$3,657

143,499 sh

26,568 sh
23%

$47,889

$13,860

SAP SE SPON ADR

216,899 sh

2,022 sh
1%

$42,302

$9,084

125,242 sh

2,823 sh
2%

$34,952

$3,080

208,887 sh

19,353 sh
10%

$33,384

$8,206

Uber Technologies Inc

425,692 sh

3,889 sh
1%

$32,774

$6,804

Union Pacific Corp

126,406 sh

15,844 sh
14%

$31,087

$3,931

61,016 sh

1,691 sh
3%

$29,384

$4,081

UnitedHealth Group Inc

56,616 sh

6,204 sh
12%

$28,008

$1,468

Constellation Energy Corp

144,680 sh

144,680 sh
NEW

$26,744

$26,744

General Electric Co.

128,701 sh

128,701 sh
NEW

$22,591

$22,591

Meta Platforms, Inc.

46,179 sh

46,179 sh
NEW

$22,424

$22,424

45,037 sh

232 sh
1%

$20,912

$2,510

TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS

147,642 sh

34,301 sh
30%

$20,087

$8,300

32,852 sh

42 sh
0%

$19,952

$3,977

Walt Disney Co.

129,811 sh

1,278 sh
1%

$15,884

$4,279

Canadian Pacific Kansas City C COM

175,748 sh

251 sh
0%

$15,496

$1,621

192,535 sh

192,535 sh
NEW

$13,410

$13,410

Floor & Decor Holdings Inc.

89,437 sh

4,701 sh
6%

$11,593

$2,140

CoStar Group Inc.

98,750 sh

4 sh
0%

$9,539

$910

23,267 sh

-14,684 sh
-39%

$8,344

-$7,172

63,515 sh

-81 sh
0%

$7,850

$131

SPDR SERIES TRUST SPDR BLOOMBERG

28,041 sh

-46,461 sh
-62%

$2,574

-$4,235

Berkshire Hathaway Inc

1 sh

$634

3,400 sh

$513

2,473 sh

$424

Berkshire Hathaway Inc

1,000 sh

$421

DraftKings Inc Common Stock

0 sh

-198,833 sh
-100%

$0

-$7,009