HoldingsChannel.com
Night Owl Capital Management LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
AMAZON.COM 14,155 -895 $27,598
     AMZN14,155-895$27,598
MICROSOFT CORP 172,644 -5,662 $27,228
     MSFT172,644-5,662$27,228
SHOPIFY 62,490 -2,312 $26,054
     SHOP62,490-2,312$26,054
MASTERCARD 92,575 -51,928 $22,362
     MA92,575-51,928$22,362
VISA 135,041 -67,640 $21,758
     V135,041-67,640$21,758
AON PLC 112,787 +30,922 $18,614
     AON112,787+30,922$18,614
FISERV 193,046 +48,273 $18,337
     FISV193,046+48,273$18,337
SERVICENOW INC. 52,509 +62 $15,048
     NOW52,509+62$15,048
RINGCENTRAL INC. 66,869 -227 $14,170
     RNG66,869-227$14,170
OKTA INC 102,175 -3,652 $12,492
     OKTA102,175-3,652$12,492
ATLASSIAN CORPORATION PLC 84,117 +1,555 $11,546
     TEAM84,117+1,555$11,546
ADOBE SYSTEMS INC. 34,721 -1,179 $11,050
     ADBE34,721-1,179$11,050
ALPHABET INC. CL C 9,347 -8,555 $10,869
     GOOG9,347-8,555$10,869
FIDELITY NATL INFORMATION SVCS 86,712 +86,712 $10,548
     FIS86,712+86,712$10,548
SMARTSHEET 249,544 -6,194 $10,359
     SMAR249,544-6,194$10,359
ALTERYX INC 94,731 -4,382 $9,016
     AYX94,731-4,382$9,016
FACEBOOK 41,223 -30,692 $6,876
     FB41,223-30,692$6,876
WORKDAY 51,179 -4,396 $6,665
     WDAY51,179-4,396$6,665
PAYPAL HOLDINGS 52,714 -2,723 $5,047
     PYPL52,714-2,723$5,047
COSTAR GROUP 8,226 -103 $4,830
     CSGP8,226-103$4,830
IDEXX LABORATORIES 15,416 +15,416 $3,734
     IDXX15,416+15,416$3,734
TRANSDIGM 9,432 +9,432 $3,020
     TDG9,432+9,432$3,020
BERKSHIRE HATHAWAY INC CL B      $1,148
     BRK.B4,790UNCH$876
     BRK.A1UNCH$272
APPLE INC. 1,601 -1,018 $407
     AAPL1,601-1,018$407
JOHNSON & JOHNSON 2,435 -540 $319
     JNJ2,435-540$319

See Full List: All Stocks Held By Night Owl Capital Management LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Night Owl Capital Management LLC

Size ($ in 1000's)
At 03/31/2020: $299,326
At 12/31/2019: $347,695

Night Owl Capital Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Night Owl Capital Management LLC 13F filings. Link to 13F filings: SEC filings

Night Owl Capital Management LLC Top Holdings 13F Filings | www.HoldingsChannel.com

Copyright © 2013 - 2020, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.