All Stocks Held By Night Owl Capital Management LLC

As of 12/31/2023, we find all stocks held by Night Owl Capital Management LLC to be as follows, presented in the table below with each row detailing each Night Owl Capital Management LLC position, ordered by largest to smallest position size. The all-stocks-held-by-Night Owl Capital Management LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Night Owl Capital Management LLC as of the latest filing.

Entity	Amount	Change 09/30/2023 to 12/31/2023	Position Size ($ in 1000's)
ALPHABET INC CAP STK CL C	341,079	+7,044	$48,068
GOOG	341,079	+7,044	$48,068
AMAZON COM INC COM	315,511	-234	$47,939
AMZN	315,511	-234	$47,939
MICROSOFT CORP COM	122,749	+5,113	$46,158
MSFT	122,749	+5,113	$46,158
AON PLC REGISTERED SHS CL A	116,931	+18,905	$34,029
AON	116,931	+18,905	$34,029
SAP SE SPON ADR	214,877	+4,490	$33,218
SAP	214,877	+4,490	$33,218
VISA INC COM CL A	122,419	+2,104	$31,872
V	122,419	+2,104	$31,872
UNION PACIFIC CORP.	110,562	+43,010	$27,156
UNP	110,562	+43,010	$27,156
UNITEDHEALTH GROUP INC COM	50,412	+2,441	$26,540
UNH	50,412	+2,441	$26,540
UBER TECHNOLOGIES	421,803	+15,130	$25,970
UBER	421,803	+15,130	$25,970
MASTERCARD INC CL A	59,325	+846	$25,303
MA	59,325	+846	$25,303
FISERV	189,534	+189,534	$25,178
FI	189,534	+189,534	$25,178
LINDE PLC	44,805	+44,805	$18,402
LIN	44,805	+44,805	$18,402
NETFLIX INC COM	32,810	+1,670	$15,975
NFLX	32,810	+1,670	$15,975
MONGODB INC CL A	37,951	+158	$15,516
MDB	37,951	+158	$15,516
CANADIAN PACIFIC KANSAS CITY L	175,497	+3,601	$13,875
CP	175,497	+3,601	$13,875
TAIWAN SEMICONDUCTOR MFG CO SP	113,341	+4,776	$11,787
TSM	113,341	+4,776	$11,787
WALT DISNEY	128,533	+2,812	$11,605
DIS	128,533	+2,812	$11,605
FLOOR & DECOR HLDGS INC CL A	84,736	-1,780	$9,453
FND	84,736	-1,780	$9,453
COSTAR GROUP INC COM	98,746	+3,089	$8,629
CSGP	98,746	+3,089	$8,629
DATADOG INC	63,596	+337	$7,719
DDOG	63,596	+337	$7,719
DRAFTKINGS INC	198,833	+198,833	$7,009
DKNG	198,833	+198,833	$7,009
SPDR BLOOMBERG 1 3 MONTH T BIL (BIL)	74,502	-18,401	$6,809
BIL	74,502	-18,401	$6,809
BERKSHIRE HATHAWAY INC CL A			$900
BRK.A	1	UNCH	$543
BRK.B	1,000	UNCH	$357
APPLE INC.	2,473	UNCH	$476
AAPL	2,473	UNCH	$476
ALPHABET INC. CL A	3,400	+0	$475
GOOGL	3,400	UNCH	$475
FISERV			$0 (exited)
FISV	0	-188,426	$0
NVIDIA CORP	0	-12,698	$0 (exited)
NVDA	0	-12,698	$0

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

Entity	Shares/Amount Change	Position Value Change
Biggest New Positions
FI	+189,534	+$25,178
LIN	+44,805	+$18,402
DKNG	+198,833	+$7,009

Entity	Shares/Amount Change	Position Value Change
Biggest Exited Positions
FISV	-188,426	-$21,285
NVDA	-12,698	-$5,524

Entity	Shares/Amount Change	Position Value Change
Biggest Position Increases
UNP	+43,010	+$13,400
AON	+18,905	+$2,247
UBER	+15,130	+$7,267
GOOG	+7,044	+$4,025
MSFT	+5,113	+$9,014
TSM	+4,776	+$2,353
SAP	+4,490	+$6,011
CP	+3,601	+$1,084
CSGP	+3,089	+$1,274
DIS	+2,812	+$1,415

Entity	Shares/Amount Change	Position Value Change
Biggest Position Decreases
BIL	-18,401	-$1,721
FND	-1,780	+$1,623
AMZN	-234	+$7,801
GOOGL	UNCH	+$30
AAPL	UNCH	+$53
BRK	UNCH	+$19
MDB	+158	+$2,445
DDOG	+337	+$1,957
MA	+846	+$2,151

Night Owl Capital Management LLC Info

Size ($ in 1000's)
At 12/31/2023: $500,061
At 09/30/2023: $403,065

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

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