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Night Owl Capital Management 13F filings

Manager(s): John Kim and Eileen Ohnell

Holdings as of 2026-06-30

Filed on 2026-08-14 under CIK 1410833

Company

Investment Type

Change

Value (x$1000)

increase or decrease

256,337 sh

-70,413 sh
-22%

$90,572

-$3,160

TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS

163,108 sh

2,507 sh
2%

$77,895

$23,620

175,443 sh

2,362 sh
1%

$65,444

$1,375

268,254 sh

3,607 sh
1%

$63,936

$8,818

Applied Materials Inc.

88,107 sh

59,582 sh
209%

$63,701

$53,951

General Electric Co.

157,921 sh

2,371 sh
2%

$59,020

$14,880

127,375 sh

2,147 sh
2%

$54,190

$9,368

Union Pacific Corp

189,178 sh

3,197 sh
2%

$51,456

$6,333

Meta Platforms, Inc.

83,116 sh

1,421 sh
2%

$46,818

$78

110,978 sh

1,490 sh
1%

$36,810

$1,469

96,957 sh

1,161 sh
1%

$33,265

$4,312

Carpenter Technology Corp

53,214 sh

797 sh
2%

$32,825

$12,165

SPDR SERIES TRUST SPDR BLOOMBERG

345,464 sh

90,023 sh
35%

$31,658

$8,249

SAP SE SPON ADR

188,848 sh

-60,169 sh
-24%

$29,103

-$13,531

GE VERNOVA LLC COM

24,164 sh

-40,282 sh
-63%

$28,389

-$27,866

54,855 sh

652 sh
1%

$28,174

$1,091

52,749 sh

783 sh
2%

$27,374

$1,611

68,438 sh

1,037 sh
2%

$25,852

$4,991

Howmet Aerospace Inc.

83,475 sh

1,249 sh
2%

$22,443

$3,493

GE HEALTHCARE TECHNOLOGIES I COMMON STOCK

283,292 sh

4,734 sh
2%

$18,134

-$1,694

SPOTIFY TECHNOLOGY S A SHS

31,592 sh

528 sh
2%

$14,505

-$558

41,254 sh

41,254 sh
NEW

$11,198

$11,198

Guidewire Software Inc

82,825 sh

1,377 sh
2%

$10,192

-$1,989

ISHARES TR 0-3 MNTH TREASRY

77,949 sh

16,923 sh
28%

$7,847

$1,704

MERCADOLIBRE INC COM

4,052 sh

71 sh
2%

$6,878

-$5

Constellation Energy Corp

24,243 sh

-12,230 sh
-34%

$6,021

-$4,164

Twist Bioscience Corp

45,837 sh

45,837 sh
NEW

$4,716

$4,716

CoStar Group Inc.

110,871 sh

1,627 sh
1%

$3,140

-$1,267

Berkshire Hathaway Inc

1 sh

$749

Berkshire Hathaway Inc

1,000 sh

$500

0 sh

-244,334 sh
-100%

$0

-$23,493

0 sh

-3,400 sh
-100%

$0

-$978