Night Owl Capital Management 13F filings

Manager(s): John Kim and Eileen Ohnell

Holdings as of 2025-06-30

Filed on 2025-08-14 under CIK 1410833

Company

Investment Type

Change

Value (x$1000)

increase or decrease

Amazon.com Inc

338,588 sh

20,252 sh
6%

$74,283

$13,716

SAP SE SPON ADR

242,973 sh

7,125 sh
3%

$73,888

$10,577

Microsoft Corp

147,011 sh

15,688 sh
12%

$73,124

$23,827

Alphabet Inc

316,696 sh

-40,597 sh
-11%

$56,179

$359

GE VERNOVA LLC COM

88,243 sh

-33,938 sh
-28%

$46,694

$9,395

Uber Technologies Inc

438,323 sh

12,976 sh
3%

$40,896

$9,905

Meta Platforms, Inc.

54,282 sh

1,681 sh
3%

$40,065

$9,748

General Electric Co.

151,639 sh

4,435 sh
3%

$39,030

$9,567

Aon Plc

106,085 sh

-52,468 sh
-33%

$37,847

-$25,430

TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS

155,804 sh

4,748 sh
3%

$35,288

$10,213

Visa Inc

93,028 sh

2,788 sh
3%

$33,029

$1,404

Netflix Inc

23,664 sh

-11,982 sh
-34%

$31,689

-$1,552

Mastercard Inc

52,694 sh

1,618 sh
3%

$29,611

$1,615

Fiserv Inc

155,630 sh

-125,476 sh
-45%

$26,832

-$35,245

LINDE PLC

50,664 sh

1,469 sh
3%

$23,771

$864

Vistra Corp.

115,037 sh

-100,430 sh
-47%

$22,295

-$3,009

Constellation Energy Corp

65,134 sh

-53,075 sh
-45%

$21,023

-$2,811

Woodward Inc

78,871 sh

78,871 sh
NEW

$19,330

SPDR SERIES TRUST SPDR BLOOMBERG

205,795 sh

120,256 sh
141%

$18,878

$11,032

Union Pacific Corp

80,994 sh

-56,370 sh
-41%

$18,635

-$13,816

Guidewire Software Inc

78,935 sh

78,935 sh
NEW

$18,585

Broadcom Inc

65,472 sh

1,945 sh
3%

$18,047

$7,411

Howmet Aerospace Inc.

79,818 sh

2,452 sh
3%

$14,857

$4,820

Carpenter Technology Corp

50,886 sh

1,554 sh
3%

$14,064

$5,126

MERCADOLIBRE INC COM

3,848 sh

3,848 sh
NEW

$10,057

SPOTIFY TECHNOLOGY S A SHS

12,934 sh

12,934 sh
NEW

$9,925

CoStar Group Inc.

106,893 sh

3,052 sh
3%

$8,594

$367

ISHARES TR 0-3 MNTH TREASRY

64,241 sh

28,830 sh
81%

$6,468

$2,903

Berkshire Hathaway Inc

1 sh

$729

Alphabet Inc

3,400 sh

$599

Berkshire Hathaway Inc

1,000 sh

$486

UnitedHealth Group Inc

0 sh

-83,996 sh
-100%

-$43,993