Night Owl Capital Management, LLC Q4 2022 Filing
Filed February 14, 2023
Portfolio Value
$213.8M
Holdings
17
Report Date
Q4 2022
Filing Type
13F-HR
All Holdings (17 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC. | 3,797 | $493K | 0.23% | |
| 2 | BRK-BBERKSHIRE HATHAWAY INC CL A | 1 | $468K | 0.22% | |
| 3 | BRK/BBERKSHIRE HATHAWAY INC CL B | 1,000 | $308K | 0.14% | |
| 4 | GOOGLALPHABET INC. CL A | 3,400 | $299K | 0.14% | |
| 5 | NFLXNETFLIX | 16,600 | $0 | 0.00% | |
| 6 | DDOGDATADOG INC | 62,751 | $0 | 0.00% | |
| 7 | FISVFISERV | 186,064 | $0 | 0.00% | |
| 8 | GOOGALPHABET INC. CL C | 340,206 | $0 | 0.00% | |
| 9 | TEAMATLASSIAN CORPORATION CL A | 19,615 | $0 | 0.00% | |
| 10 | AMZNAMAZON.COM | 317,220 | $0 | 0.00% | |
| 11 | CSGPCOSTAR GROUP | 96,747 | $0 | 0.00% | |
| 12 | VVISA | 121,877 | $0 | 0.00% | |
| 13 | BILSPDR BLOOMBERG 1-3 MONTH T-BIL | 64,827 | $0 | 0.00% | |
| 14 | FNDFLOOR & DECOR HOLDINGS | 90,455 | $0 | 0.00% | |
| 15 | —AON PLC | 100,400 | $0 | 0.00% | |
| 16 | MAMASTERCARD | 59,191 | $0 | 0.00% | |
| 17 | MSFTMICROSOFT CORP | 120,327 | $0 | 0.00% |