Night Owl Capital Management, LLC Q2 2023 Filing
Filed August 14, 2023
Portfolio Value
$391.7B
Holdings
24
Report Date
Q2 2023
Filing Type
13F-HR
All Holdings (24 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BRK-BBERKSHIRE HATHAWAY INC CL A | 1 | $517.8M | 0.13% | |
| 2 | AAPLAPPLE INC. | 2,473 | $479.7M | 0.12% | |
| 3 | GOOGLALPHABET INC. CL A | 3,400 | $407.0M | 0.10% | |
| 4 | BRK/BBERKSHIRE HATHAWAY INC CL B | 1,000 | $341.0M | 0.09% | |
| 5 | MSFTMICROSOFT CORP COM | 118,261 | $40K | 0.00% | |
| 6 | AMZNAMAZON COM INC COM | 311,438 | $40K | 0.00% | |
| 7 | GOOGALPHABET INC CAP STK CL C | 334,918 | $40K | 0.00% | |
| 8 | AONAON PLC REGISTERED SHS CL A | 98,404 | $33K | 0.00% | |
| 9 | VVISA INC COM CL A | 120,704 | $28K | 0.00% | |
| 10 | FISVFISERV | 185,195 | $23K | 0.00% | |
| 11 | MAMASTERCARD INC CL A | 58,681 | $23K | 0.00% | |
| 12 | UNHUNITEDHEALTH GROUP INC COM | 47,596 | $22K | 0.00% | |
| 13 | SAPSAP SE SPON ADR | 126,586 | $17K | 0.00% | |
| 14 | UBERUBER TECHNOLOGIES | 383,011 | $16K | 0.00% | |
| 15 | MDBMONGODB INC CL A | 37,985 | $15K | 0.00% | |
| 16 | NFLXNETFLIX INC COM | 30,409 | $13K | 0.00% | |
| 17 | CPCANADIAN PACIFIC KANSAS CITY L | 159,020 | $12K | 0.00% | |
| 18 | UNPUNION PACIFIC CORP. | 62,497 | $12K | 0.00% | |
| 19 | TSMTAIWAN SEMICONDUCTOR MFG CO SP | 108,524 | $10K | 0.00% | |
| 20 | FNDFLOOR & DECOR HLDGS INC CL A | 86,949 | $9K | 0.00% | |
| 21 | CSGPCOSTAR GROUP INC COM | 96,042 | $8K | 0.00% | |
| 22 | BILSPDR BLOOMBERG 1-3 MONTH T-BIL | 91,001 | $8K | 0.00% | |
| 23 | DDOGDATADOG INC | 59,807 | $5K | 0.00% | |
| 24 | NVDANVIDIA CORP | 12,707 | $5K | 0.00% |