Night Owl Capital Management, LLC Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$864.8B
Holdings
31
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (31 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AMZNAMAZON COM INC COM | 338,588 | $74.3B | 8.59% | |
| 2 | SAPSAP SE SPON ADR | 242,973 | $73.9B | 8.54% | |
| 3 | MSFTMICROSOFT CORP COM | 147,011 | $73.1B | 8.46% | |
| 4 | GOOGALPHABET INC CAP STK CL C | 316,696 | $56.2B | 6.50% | |
| 5 | GEVGE VERNOVA | 88,243 | $46.7B | 5.40% | |
| 6 | UBERUBER TECHNOLOGIES | 438,323 | $40.9B | 4.73% | |
| 7 | METAMETA PLATFORMS INC CL A | 54,282 | $40.1B | 4.63% | |
| 8 | GEGE AEROSPACE | 151,639 | $39.0B | 4.51% | |
| 9 | AONAON PLC REGISTERED SHS CL A | 106,085 | $37.8B | 4.38% | |
| 10 | TSMTAIWAN SEMICONDUCTOR MFG CO SP | 155,804 | $35.3B | 4.08% | |
| 11 | VVISA INC COM CL A | 93,028 | $33.0B | 3.82% | |
| 12 | NFLXNETFLIX INC COM | 23,664 | $31.7B | 3.66% | |
| 13 | MAMASTERCARD INC CL A | 52,694 | $29.6B | 3.42% | |
| 14 | FISVFISERV | 155,630 | $26.8B | 3.10% | |
| 15 | LINLINDE PLC | 50,664 | $23.8B | 2.75% | |
| 16 | VSTVISTRA CORP | 115,037 | $22.3B | 2.58% | |
| 17 | CEGCONSTELLATION ENERGY | 65,134 | $21.0B | 2.43% | |
| 18 | WWDWOODWARD | 78,871 | $19.3B | 2.24% | |
| 19 | BILSPDR BLOOMBERG 1-3 MONTH T-BIL | 205,795 | $18.9B | 2.18% | |
| 20 | UNPUNION PACIFIC CORP. | 80,994 | $18.6B | 2.15% | |
| 21 | GWREGUIDEWIRE SOFTWARE | 78,935 | $18.6B | 2.15% | |
| 22 | AVGOBROADCOM | 65,472 | $18.0B | 2.09% | |
| 23 | HWMHOWMET AEROSPACE | 79,818 | $14.9B | 1.72% | |
| 24 | CRSCARPENTER TECHNOLOGY | 50,886 | $14.1B | 1.63% | |
| 25 | MELIMERCADOLIBRE | 3,848 | $10.1B | 1.16% | |
| 26 | SPOTSPOTIFY TECHNOLOGY SA | 12,934 | $9.9B | 1.15% | |
| 27 | CSGPCOSTAR GROUP INC COM | 106,893 | $8.6B | 0.99% | |
| 28 | SGOVISHARES 0-3 MONTH TREASURY BON | 64,241 | $6.5B | 0.75% | |
| 29 | BRK-BBERKSHIRE HATHAWAY INC CL A | 1 | $728.8M | 0.08% | |
| 30 | GOOGLALPHABET INC. CL A | 3,400 | $599.2M | 0.07% | |
| 31 | BRK/BBERKSHIRE HATHAWAY INC CL B | 1,000 | $485.8M | 0.06% |