Night Owl Capital Management, LLC Q1 2022 Filing
Filed May 13, 2022
Portfolio Value
$352.1M
Holdings
19
Report Date
Q1 2022
Filing Type
13F-HR
All Holdings (19 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AMZNAMAZON.COM | 15,922 | $51.9M | 14.74% | |
| 2 | GOOGALPHABET INC. CL C | 16,866 | $47.1M | 13.38% | |
| 3 | MSFTMICROSOFT CORP | 137,696 | $42.5M | 12.06% | |
| 4 | —AON PLC | 130,045 | $42.3M | 12.03% | |
| 5 | MAMASTERCARD | 97,258 | $34.8M | 9.87% | |
| 6 | VVISA | 150,690 | $33.4M | 9.49% | |
| 7 | NOWSERVICENOW, INC. | 39,733 | $22.1M | 6.28% | |
| 8 | CSGPCOSTAR GROUP | 281,825 | $18.8M | 5.33% | |
| 9 | FISVFISERV | 183,985 | $18.7M | 5.30% | |
| 10 | DDOGDATADOG INC | 62,129 | $9.4M | 2.67% | |
| 11 | FNDFLOOR & DECOR HOLDINGS | 90,884 | $7.4M | 2.09% | |
| 12 | SPTSPROUT SOCIAL INC | 77,207 | $6.2M | 1.76% | |
| 13 | TEAMATLASSIAN CORPORATION PLC | 19,966 | $5.9M | 1.67% | |
| 14 | SHOPSHOPIFY | 8,661 | $5.9M | 1.66% | |
| 15 | GSHDGOOSEHEAD INS | 49,406 | $3.9M | 1.10% | |
| 16 | AAPLAPPLE INC. | 3,797 | $663K | 0.19% | |
| 17 | BRK-BBERKSHIRE HATHAWAY INC CL A | 1 | $529K | 0.15% | |
| 18 | GOOGLALPHABET INC. CL A | 170 | $473K | 0.13% | |
| 19 | BRK/BBERKSHIRE HATHAWAY INC CL B | 1,000 | $353K | 0.10% |