Try Alerts Free   |   Login

Night Owl Capital Management, LLC 13F filings

Manager(s): John Kim and Eileen Ohnell

Holdings as of 2022-03-31

Filed on 2022-05-13 under CIK 1410833

Company
Investment Type
Change
Value (x$1000)
increase or decrease
AMAZON COM INC
15,922 sh
140 sh
1%
$51,905
-$717
Alphabet Inc., Cl. C
16,866 sh
199 sh
1%
$47,107
-$1,122
MICROSOFT CORP
137,696 sh
-51,923 sh
-27%
$42,453
-$21,320
AON PLC
130,045 sh
-38,047 sh
-23%
$42,347
-$8,175
MasterCard, Inc.
97,258 sh
958 sh
1%
$34,758
$155
Visa Inc.
150,690 sh
1,122 sh
1%
$33,418
$1,005
SERVICENOW INC
39,733 sh
-17,662 sh
-31%
$22,127
-$15,129
CoStar Group, Inc.
281,825 sh
32,942 sh
13%
$18,772
-$897
FISERV INC
183,985 sh
3,107 sh
2%
$18,656
-$117
Datadog, Inc.
62,129 sh
-28,681 sh
-32%
$9,411
-$6,763
FLOOR & DECOR HLDGS INC
90,884 sh
1,078 sh
1%
$7,362
-$4,314
SPROUT SOCIAL INC
77,207 sh
-173,826 sh
-69%
$6,186
-$16,580
ATLASSIAN CORP PLC CL A
19,966 sh
-35,124 sh
-64%
$5,867
-$15,138
SHOPIFY INC CL A
8,661 sh
-16,297 sh
-65%
$5,855
-$28,521
Goosehead Insurance, Inc.
49,406 sh
597 sh
1%
$3,882
-$2,467
APPLE INC
3,797 sh
 
$663
Alphabet Inc., Cl. A
170 sh
 
$473
Facebook, Inc.
0 sh
-41,379 sh
-100%
$0
-$13,918
OKTA INC
0 sh
-26,148 sh
-100%
$0
-$5,862