Night Owl Capital Management, LLC Q2 2024 Filing
Filed August 14, 2024
Portfolio Value
$668.4M
Holdings
27
Report Date
Q2 2024
Filing Type
13F-HR
All Holdings (27 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GOOGLALPHABET INC. CL A | 3,400 | $619K | 0.09% | |
| 2 | BRK-BBERKSHIRE HATHAWAY INC CL A | 1 | $612K | 0.09% | |
| 3 | BRK/BBERKSHIRE HATHAWAY INC CL B | 1,000 | $406K | 0.06% | |
| 4 | CEGCONSTELLATION ENERGY | 180,276 | $0 | 0.00% | |
| 5 | METAMETA PLATFORMS INC CL A | 47,551 | $0 | 0.00% | |
| 6 | AMZNAMAZON COM INC COM | 295,384 | $0 | 0.00% | |
| 7 | LINLINDE PLC | 44,598 | $0 | 0.00% | |
| 8 | GEVGE VERNOVA | 76,143 | $0 | 0.00% | |
| 9 | FNDFLOOR & DECOR HLDGS INC CL A | 87,929 | $0 | 0.00% | |
| 10 | GOOGALPHABET INC CAP STK CL C | 327,134 | $0 | 0.00% | |
| 11 | AONAON PLC REGISTERED SHS CL A | 141,233 | $0 | 0.00% | |
| 12 | DDOGDATADOG INC | 62,547 | $0 | 0.00% | |
| 13 | UNPUNION PACIFIC CORP. | 123,825 | $0 | 0.00% | |
| 14 | TSMTAIWAN SEMICONDUCTOR MFG CO SP | 199,049 | $0 | 0.00% | |
| 15 | CSGPCOSTAR GROUP INC COM | 97,442 | $0 | 0.00% | |
| 16 | FISVFISERV | 206,160 | $0 | 0.00% | |
| 17 | NFLXNETFLIX INC COM | 32,413 | $0 | 0.00% | |
| 18 | VSTVISTRA CORP | 193,442 | $0 | 0.00% | |
| 19 | UNHUNITEDHEALTH GROUP INC COM | 56,017 | $0 | 0.00% | |
| 20 | VVISA INC COM CL A | 123,349 | $0 | 0.00% | |
| 21 | SAPSAP SE SPON ADR | 214,537 | $0 | 0.00% | |
| 22 | UBERUBER TECHNOLOGIES | 472,312 | $0 | 0.00% | |
| 23 | AVGOBROADCOM | 11,372 | $0 | 0.00% | |
| 24 | BILSPDR BLOOMBERG 1-3 MONTH T-BIL | 25,318 | $0 | 0.00% | |
| 25 | MSFTMICROSOFT CORP COM | 120,151 | $0 | 0.00% | |
| 26 | MAMASTERCARD INC CL A | 60,056 | $0 | 0.00% | |
| 27 | GEGE AEROSPACE | 127,413 | $0 | 0.00% |