Night Owl Capital Management, LLC 13F Holdings
CIK 0001410833 · GREENWICH, CT
As of Sep 30, 2025, Night Owl Capital Management, LLC reported 30 positions worth $917.3M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ALPHABET INC | GOOG | Equity | 319,270 | $77.8M | 8.48% |
| MICROSOFT CORP | MSFT | Technology | 148,206 | $76.8M | 8.37% |
| SAP SE | SAP | Equity | 245,058 | $65.5M | 7.14% |
| AMAZON.COM INC | AMZN | Equity | 258,499 | $56.8M | 6.19% |
| GE VERNOVA INC | GEV | Utilities | 88,990 | $54.7M | 5.97% |
| META PLATFORMS INC | META | Communication Services | 65,217 | $47.9M | 5.22% |
| GE AEROSPACE | GE | Industrials | 152,871 | $46.0M | 5.01% |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSM | Technology | 157,311 | $43.9M | 4.79% |
| UBER TECHNOLOGIES INC | UBER | Technology | 441,903 | $43.3M | 4.72% |
| UNION PACIFIC CORP | UNP | Industrials | 181,793 | $43.0M | 4.68% |
| AON PLC | AON | Financial Services | 107,023 | $38.2M | 4.16% |
| VISA INC-CLASS A SHARES | V | Financial Services | 93,860 | $32.0M | 3.49% |
| WOODWARD INC | WWD | Industrials | 122,367 | $30.9M | 3.37% |
| MASTERCARD INC | MA | Financial Services | 53,118 | $30.2M | 3.29% |
| NETFLIX INC | NFLX | Communication Services | 23,888 | $28.6M | 3.12% |
| LINDE PLC | LIN | Basic Materials | 51,088 | $24.3M | 2.65% |
| VISTRA CORP | VST | Utilities | 116,161 | $22.8M | 2.48% |
| BROADCOM INC | AVGO | Technology | 66,065 | $21.8M | 2.38% |
| CONSTELLATION ENERGY CORP | CEG | Utilities | 65,775 | $21.6M | 2.36% |
| SPOTIFY TECHNOLOGY SA | SPOT | Communication Services | 30,352 | $21.2M | 2.31% |
| GUIDEWIRE SOFTWARE INC | GWRE | Technology | 79,596 |