Night Owl Capital Management, LLC Q4 2024 Filing
Filed February 14, 2025
Portfolio Value
$774.2B
Holdings
28
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (28 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AMZNAMAZON COM INC COM | 310,268 | $68.1B | 8.79% | |
| 2 | GOOGALPHABET INC CAP STK CL C | 345,817 | $65.9B | 8.51% | |
| 3 | SAPSAP SE SPON ADR | 227,670 | $56.1B | 7.24% | |
| 4 | FISVFISERV | 270,029 | $55.5B | 7.17% | |
| 5 | AONAON PLC REGISTERED SHS CL A | 152,650 | $54.8B | 7.08% | |
| 6 | MSFTMICROSOFT CORP COM | 126,722 | $53.4B | 6.90% | |
| 7 | GEVGE VERNOVA | 117,211 | $38.6B | 4.98% | |
| 8 | CEGCONSTELLATION ENERGY | 156,937 | $35.1B | 4.54% | |
| 9 | NFLXNETFLIX INC COM | 34,468 | $30.7B | 3.97% | |
| 10 | UNHUNITEDHEALTH GROUP INC COM | 60,302 | $30.5B | 3.94% | |
| 11 | UNPUNION PACIFIC CORP. | 132,386 | $30.2B | 3.90% | |
| 12 | METAMETA PLATFORMS INC CL A | 50,606 | $29.6B | 3.83% | |
| 13 | TSMTAIWAN SEMICONDUCTOR MFG CO SP | 145,088 | $28.7B | 3.70% | |
| 14 | VSTVISTRA CORP | 206,695 | $28.5B | 3.68% | |
| 15 | VVISA INC COM CL A | 86,765 | $27.4B | 3.54% | |
| 16 | MAMASTERCARD INC CL A | 49,100 | $25.9B | 3.34% | |
| 17 | UBERUBER TECHNOLOGIES | 409,339 | $24.7B | 3.19% | |
| 18 | GEGE AEROSPACE | 141,303 | $23.6B | 3.04% | |
| 19 | LINLINDE PLC | 47,721 | $20.0B | 2.58% | |
| 20 | AVGOBROADCOM | 60,591 | $14.0B | 1.81% | |
| 21 | HWMHOWMET AEROSPACE | 74,011 | $8.1B | 1.05% | |
| 22 | CRSCARPENTER TECHNOLOGY | 47,076 | $8.0B | 1.03% | |
| 23 | CSGPCOSTAR GROUP INC COM | 101,649 | $7.3B | 0.94% | |
| 24 | BILSPDR BLOOMBERG 1-3 MONTH T-BIL | 59,373 | $5.4B | 0.70% | |
| 25 | SGOVISHARES 0-3 MONTH TREASURY BON | 24,755 | $2.5B | 0.32% | |
| 26 | BRK-BBERKSHIRE HATHAWAY INC CL A | 1 | $680.9M | 0.09% | |
| 27 | GOOGLALPHABET INC. CL A | 3,400 | $643.6M | 0.08% | |
| 28 | BRK/BBERKSHIRE HATHAWAY INC CL B | 1,000 | $453.3M | 0.06% |