Night Owl Capital Management, LLC Q4 2023 Filing
Filed February 14, 2024
Portfolio Value
$500.1B
Holdings
26
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (26 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BRK-BBERKSHIRE HATHAWAY INC CL A | 1 | $542.6M | 0.11% | |
| 2 | AAPLAPPLE INC. | 2,473 | $476.1M | 0.10% | |
| 3 | GOOGLALPHABET INC. CL A | 3,400 | $474.9M | 0.09% | |
| 4 | BRK/BBERKSHIRE HATHAWAY INC CL B | 1,000 | $356.7M | 0.07% | |
| 5 | GOOGALPHABET INC CAP STK CL C | 341,079 | $48K | 0.00% | |
| 6 | AMZNAMAZON COM INC COM | 315,511 | $47K | 0.00% | |
| 7 | MSFTMICROSOFT CORP COM | 122,749 | $46K | 0.00% | |
| 8 | AONAON PLC REGISTERED SHS CL A | 116,931 | $34K | 0.00% | |
| 9 | SAPSAP SE SPON ADR | 214,877 | $33K | 0.00% | |
| 10 | VVISA INC COM CL A | 122,419 | $31K | 0.00% | |
| 11 | UNPUNION PACIFIC CORP. | 110,562 | $27K | 0.00% | |
| 12 | UNHUNITEDHEALTH GROUP INC COM | 50,412 | $26K | 0.00% | |
| 13 | UBERUBER TECHNOLOGIES | 421,803 | $25K | 0.00% | |
| 14 | MAMASTERCARD INC CL A | 59,325 | $25K | 0.00% | |
| 15 | FISVFISERV | 189,534 | $25K | 0.00% | |
| 16 | LINLINDE PLC | 44,805 | $18K | 0.00% | |
| 17 | MDBMONGODB INC CL A | 37,951 | $15K | 0.00% | |
| 18 | NFLXNETFLIX INC COM | 32,810 | $15K | 0.00% | |
| 19 | CPCANADIAN PACIFIC KANSAS CITY L | 175,497 | $13K | 0.00% | |
| 20 | DISWALT DISNEY | 128,533 | $11K | 0.00% | |
| 21 | TSMTAIWAN SEMICONDUCTOR MFG CO SP | 113,341 | $11K | 0.00% | |
| 22 | FNDFLOOR & DECOR HLDGS INC CL A | 84,736 | $9K | 0.00% | |
| 23 | CSGPCOSTAR GROUP INC COM | 98,746 | $8K | 0.00% | |
| 24 | DDOGDATADOG INC | 63,596 | $7K | 0.00% | |
| 25 | DKNGDRAFTKINGS INC | 198,833 | $7K | 0.00% | |
| 26 | BILSPDR BLOOMBERG 1-3 MONTH T-BIL | 74,502 | $6K | 0.00% |