Night Owl Capital Management, LLC 13F filings

Manager(s): John Kim and Eileen Ohnell

Holdings as of 2022-09-30

Filed on 2022-11-14 under CIK 1410833

Company

Investment Type

Change

Value (x$1000)

increase or decrease

Amazon.com Inc

312,728 sh

13,665 sh
5%

$35,338

$3,575

Aon Plc

128,109 sh

4,996 sh
4%

$34,317

$1,116

Alphabet Inc

335,674 sh

319,622 sh
1991%

$32,275

-$2,837

Microsoft Corp

118,863 sh

5,172 sh
5%

$27,683

-$1,516

Mastercard Inc

96,130 sh

4,776 sh
5%

$27,334

-$1,486

Visa Inc

148,606 sh

6,994 sh
5%

$26,400

-$1,482

CoStar Group Inc.

279,200 sh

12,951 sh
5%

$19,446

$3,362

Fiserv Inc

184,292 sh

10,524 sh
6%

$17,244

$1,784

Floor & Decor Holdings Inc.

90,430 sh

5,334 sh
6%

$6,354

$996

Datadog Inc

62,145 sh

3,050 sh
5%

$5,517

-$111

ATLASSIAN CORP PLC CL A

19,422 sh

697 sh
4%

$4,090

$581

SPDR SER TR BBG BARCLAY 3-12

26,533 sh

26,533 sh
NEW

$2,643

Apple Inc

3,797 sh

$525

Berkshire Hathaway Inc

1 sh

$406

Alphabet Inc

3,400 sh

3,230 sh
1900%

$325

-$45

Berkshire Hathaway Inc

1,000 sh

$267

ServiceNow Inc

0 sh

-37,908 sh
-100%

-$18,026

Sprout Social Inc

0 sh

-72,670 sh
-100%

-$4,220

SHOPIFY INC CL A

0 sh

-82,566 sh
-100%

-$2,579

Goosehead Insurance Inc

0 sh

-46,365 sh
-100%

-$2,117