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Night Owl Capital Management 13F filings

Manager(s): John Kim and Eileen Ohnell

Holdings as of 2025-09-30

Filed on 2025-11-14 under CIK 1410833

Company

Investment Type

Change

Value (x$1000)

increase or decrease

319,270 sh

2,574 sh
1%

$77,758

$21,579

148,206 sh

1,195 sh
1%

$76,763

$3,639

SAP SE SPON ADR

245,058 sh

2,085 sh
1%

$65,482

-$8,406

258,499 sh

-80,089 sh
-24%

$56,759

-$17,524

GE VERNOVA LLC COM

88,990 sh

747 sh
1%

$54,720

$8,026

Meta Platforms, Inc.

65,217 sh

10,935 sh
20%

$47,894

$7,829

General Electric Co.

152,871 sh

1,232 sh
1%

$45,987

$6,957

TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS

157,311 sh

1,507 sh
1%

$43,935

$8,647

Uber Technologies Inc

441,903 sh

3,580 sh
1%

$43,293

$2,397

Union Pacific Corp

181,793 sh

100,799 sh
124%

$42,970

$24,335

107,023 sh

938 sh
1%

$38,162

$315

93,860 sh

832 sh
1%

$32,042

-$987

122,367 sh

43,496 sh
55%

$30,923

$11,593

53,118 sh

424 sh
1%

$30,214

$603

23,888 sh

224 sh
1%

$28,640

-$3,049

51,088 sh

424 sh
1%

$24,267

$496

116,161 sh

1,124 sh
1%

$22,758

$463

66,065 sh

593 sh
1%

$21,796

$3,749

Constellation Energy Corp

65,775 sh

641 sh
1%

$21,645

$622

SPOTIFY TECHNOLOGY S A SHS

30,352 sh

17,418 sh
135%

$21,186

$11,261

Guidewire Software Inc

79,596 sh

661 sh
1%

$18,296

-$289

SPDR SERIES TRUST SPDR BLOOMBERG

186,441 sh

-19,354 sh
-9%

$17,106

-$1,772

Howmet Aerospace Inc.

80,499 sh

681 sh
1%

$15,796

$939

Carpenter Technology Corp

51,321 sh

435 sh
1%

$12,601

-$1,463

CoStar Group Inc.

107,711 sh

818 sh
1%

$9,088

$494

MERCADOLIBRE INC COM

3,887 sh

39 sh
1%

$9,084

-$973

ISHARES TR 0-3 MNTH TREASRY

59,941 sh

-4,300 sh
-7%

$6,036

-$432

3,400 sh

$827

Berkshire Hathaway Inc

1 sh

$754

Berkshire Hathaway Inc

1,000 sh

$503

0 sh

-155,630 sh
-100%

$0

-$26,832