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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
$2,643
Apple Inc
3,797 sh
 
$525
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%
$0
-$18,026
Sprout Social Inc
0 sh
-72,670 sh
-100%
$0
-$4,220
SHOPIFY INC CL A
0 sh
-82,566 sh
-100%
$0
-$2,579
Goosehead Insurance Inc
0 sh
-46,365 sh
-100%
$0
-$2,117