Night Owl Capital Management, LLC Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$800.0B
Holdings
28
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (28 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SAPSAP SE SPON ADR | 235,848 | $63.3B | 7.91% | |
| 2 | AONAON PLC REGISTERED SHS CL A | 158,553 | $63.3B | 7.91% | |
| 3 | FISVFISERV | 281,106 | $62.1B | 7.76% | |
| 4 | AMZNAMAZON COM INC COM | 318,336 | $60.6B | 7.57% | |
| 5 | GOOGALPHABET INC CAP STK CL C | 357,293 | $55.8B | 6.98% | |
| 6 | MSFTMICROSOFT CORP COM | 131,323 | $49.3B | 6.16% | |
| 7 | UNHUNITEDHEALTH GROUP INC COM | 83,996 | $44.0B | 5.50% | |
| 8 | GEVGE VERNOVA | 122,181 | $37.3B | 4.66% | |
| 9 | NFLXNETFLIX INC COM | 35,646 | $33.2B | 4.16% | |
| 10 | UNPUNION PACIFIC CORP. | 137,364 | $32.5B | 4.06% | |
| 11 | VVISA INC COM CL A | 90,240 | $31.6B | 3.95% | |
| 12 | UBERUBER TECHNOLOGIES | 425,347 | $31.0B | 3.87% | |
| 13 | METAMETA PLATFORMS INC CL A | 52,601 | $30.3B | 3.79% | |
| 14 | GEGE AEROSPACE | 147,204 | $29.5B | 3.68% | |
| 15 | MAMASTERCARD INC CL A | 51,076 | $28.0B | 3.50% | |
| 16 | VSTVISTRA CORP | 215,467 | $25.3B | 3.16% | |
| 17 | TSMTAIWAN SEMICONDUCTOR MFG CO SP | 151,056 | $25.1B | 3.13% | |
| 18 | CEGCONSTELLATION ENERGY | 118,209 | $23.8B | 2.98% | |
| 19 | LINLINDE PLC | 49,195 | $22.9B | 2.86% | |
| 20 | AVGOBROADCOM | 63,527 | $10.6B | 1.33% | |
| 21 | HWMHOWMET AEROSPACE | 77,366 | $10.0B | 1.25% | |
| 22 | CRSCARPENTER TECHNOLOGY | 49,332 | $8.9B | 1.12% | |
| 23 | CSGPCOSTAR GROUP INC COM | 103,841 | $8.2B | 1.03% | |
| 24 | BILSPDR BLOOMBERG 1-3 MONTH T-BIL | 85,539 | $7.8B | 0.98% | |
| 25 | SGOVISHARES 0-3 MONTH TREASURY BON | 35,411 | $3.6B | 0.45% | |
| 26 | BRK-BBERKSHIRE HATHAWAY INC CL A | 1 | $798.4M | 0.10% | |
| 27 | BRK/BBERKSHIRE HATHAWAY INC CL B | 1,000 | $532.6M | 0.07% | |
| 28 | GOOGLALPHABET INC. CL A | 3,400 | $525.8M | 0.07% |