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Night Owl Capital Management, LLC 13F filings

Manager(s): John Kim and Eileen Ohnell

Holdings as of 2020-09-30

Filed on 2020-11-13 under CIK 1410833

Company name, stock class and CUSIPValue (x$1000) Shares
AMAZON COM INC
COM 023135106
$45,622$6,54314,489 sh324 sh
2%
SHOPIFY INC
CL A 82509L107
$44,147-$1,41043,155 sh-4,840 sh
-10%
MICROSOFT CORP
COM 594918104
$37,506$2,127178,320 sh4,475 sh
3%
MasterCard, Inc.
COM 57636Q104
$32,130$4,77995,012 sh2,517 sh
3%
Visa Inc.
COM 92826C839
$28,191$2,124140,977 sh6,034 sh
4%
SERVICENOW INC
COM 81762P102
$27,049$5,34955,771 sh2,199 sh
4%
AON PLC
SHS CL A G0403H108
$24,390$2,370118,227 sh3,897 sh
3%
OKTA INC
CL A 679295105
$22,772$2,154106,487 sh3,516 sh
3%
FISERV INC
COM 337738108
$21,226$2,240205,973 sh11,489 sh
6%
RingCentral, Inc.
COM 76680R206
$19,542$43771,162 sh4,128 sh
6%
Adobe Inc Com
cs 00724F101
$17,202$1,84835,075 sh-197 sh
-1%
ATLASSIAN CORP PLC
CL A G06242104
$16,312$90289,732 sh4,250 sh
5%
Alphabet Inc., Cl. C
COM 02079K107
$14,440$1,1929,826 sh455 sh
5%
Alteryx, Inc.
COM 02156B103
$14,097-$2,010124,148 sh26,103 sh
27%
FIDELITY NATL INFORMATION SERV
COM 31620M106
$13,408$1,66691,084 sh3,516 sh
4%
Smartsheet Inc Class A
COM 83200N103
$12,044-$888243,713 sh-10,255 sh
-4%
Facebook, Inc.
COM 30303M102
$11,972$2,21945,713 sh2,760 sh
6%
Paypal Hldgs Inc.
COM 70450Y103
$11,222$1,83856,956 sh3,095 sh
6%
Workday, Inc. Cl. A
COM 98138H101
$11,163$1,58151,888 sh746 sh
1%
Zoom Video Comms Inc Cl A
COM 98980L101
$9,296$9,29619,774 sh19,774 sh
NEW
SPROUT SOCIAL INC
COM CL A 85209W109
$9,272$2,977240,842 sh7,706 sh
3%
Datadog, Inc.
COM 23804L103
$9,018$2,30488,270 sh11,050 sh
14%
CoStar Group, Inc.
COM 22160N109
$7,449$1,5958,779 sh541 sh
7%
IDEXX
COM 45168D104
$6,043$96115,373 sh-20 sh
0%
CROWDSTRIKE HLDGS
COM 22788C105
$5,898$5,89842,951 sh42,951 sh
NEW
TRANSDIGM GROUP INC
COM 893641100
$4,460$3049,388 sh-13 sh
0%
SPDR S&P 500 ETF TR
TR UNIT 78462F103
$2,038$2,0386,085 sh6,085 sh
NEW
BERKSHIRE HATHAWAY INC DEL
CL B NEW 084670702
$1,020 4,790 sh 
APPLE INC
COM 037833100
$742$1586,404 sh4,803 sh
300%
JOHNSON & JOHNSON
COM 478160104
$363 2,435 sh 
BERKSHIRE HATHAWAY INC DEL
CL A 084670108
$320 1 sh