Night Owl Capital Management, LLC

CIK 1410833 · View on SEC EDGAR ↗

Portfolio value
$952.8M
#2,533 of 9,443 by 13F value · top 26.8%
Positions
30
As of
June 30, 2026

Portfolio value QoQ: +11.0% 13F does not disclose cash

Top 10 holdings weight
64.00%
Top 25 holdings weight
98.41%
Positions above 1%
23
Effective number of positions
19.0

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 8.73% Est. buys $79,087,199 · sells $108,985,363

Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 83.3% still held

New positions
2
Increased
22
Decreased
4
Closed
2
On this page

Performance vs S&P 500

Tracked Q4 2024–Q2 2026
+27.7%
S&P 500 total return (same window)
+28.1%
Excess return
-0.4%

Annualized: +17.8% · S&P 500: +18.0%

Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.

Priceable coverage: 97.4% · Options excluded: 0.0%

Sector breakdown

Technology
28.6%
Industrials
26.1%
Communication Services
15.9%
Retail
6.7%
Financial Services
6.4%
Financials
3.9%
Healthcare
3.6%
Materials
2.9%
Utilities
0.6%
Real Estate
0.3%
Other/Unmapped
5.0%

Full portfolio 30 positions

Type Streak 8Q trend
GOOG Alphabet Inc. - Class C Capital Stock $90,571,552 9.51% 256,337 $-3,160,051 Down ×1
TSM Taiwan Semiconductor Manufacturing Company Ltd. $77,895,497 8.18% 163,108 $23,620,382 Up ×6
MSFT Microsoft Corporation - Common Stock $65,443,565 6.87% 175,443 $1,374,352 Up ×6
AMZN Amazon.com, Inc. - Common Stock $63,935,658 6.71% 268,254 $8,817,627 Up ×3
AMAT Applied Materials, Inc. - Common Stock $63,701,361 6.69% 88,107 $53,951,801 Up ×1
GE GE Aerospace Common Stock $59,019,815 6.19% 157,921 $14,879,392 Up ×6
WWD Woodward, Inc. - Common Stock $54,190,420 5.69% 127,375 $9,368,814 Up ×4
UNP Union Pacific Corporation Common Stock $51,456,416 5.40% 189,178 $6,333,706 Up ×4
META Meta Platforms, Inc. - Class A Common Stock $46,818,412 4.91% 83,116 $78,252 Up ×6
AON Aon plc Class A Ordinary Shares (Ireland) $36,810,452 3.86% 110,978 $1,469,760 Up ×4
V Visa Inc. $33,264,865 3.49% 96,957 $4,311,580 Up ×6
CRS Carpenter Technology Corporation Common Stock $32,824,524 3.45% 53,214 $12,164,363 Up ×6
BIL $31,658,321 3.32% 345,464 $8,249,708 Up ×3
SAP SAP SE ADS $29,103,365 3.05% 188,848 $-13,530,836 Down ×1
GEV GE Vernova Inc. Common Stock $28,389,317 2.98% 24,164 $-27,865,596 Down ×2
MA Mastercard Incorporated Common Stock $28,173,618 2.96% 54,855 $1,090,459 Up ×6
LIN Linde plc - Ordinary Shares $27,373,566 2.87% 52,749 $1,610,902 Up ×6
AVGO Broadcom Inc. - Common Stock $25,852,454 2.71% 68,438 $4,991,170 Up ×6
HWM Howmet Aerospace Inc. Common Stock $22,443,088 2.36% 83,475 $3,493,284 Up ×6
GEHC GE HealthCare Technologies Inc. - Common Stock $18,133,521 1.90% 283,292 $-1,694,237 Up ×2
SPOT Spotify Technology S.A. Ordinary Shares $14,504,835 1.52% 31,592 $-558,409 Up ×4
NTRA Natera, Inc. - Common Stock $11,198,398 1.18% 41,254 Up ×1
GWRE Guidewire Software, Inc. Common Stock $10,191,616 1.07% 82,825 $-1,989,747 Up ×4
SGOV iShares 0-3 Month Treasury Bond ETF $7,847,126 0.82% 77,949 $1,704,249 Up ×2
Unknown issuer (CUSIP: 58733r102) $6,877,824 0.72% 4,052 $-5,405 Up ×4
CEG Constellation Energy Corporation - Common Stock When-Issued $6,021,234 0.63% 24,243 $-4,163,851 Down ×1
TWST Twist Bioscience Corporation - Common Stock $4,715,711 0.49% 45,837 Up ×1
CSGP CoStar Group, Inc. - Common Stock $3,139,858 0.33% 110,871 $-1,267,033 Up ×6
BRKA $748,850 0.08% 1 $30,710
BRKB $500,390 0.05% 1,000 $21,190

Conviction holdings

Positions increased for 3+ consecutive quarters.

Share counts are as reported in 13F filings (not split-adjusted)

Security Value % of portfolio Streak
TSM $77,895,497 8.18% up ×6
MSFT $65,443,565 6.87% up ×6
AMZN $63,935,658 6.71% up ×3
GE $59,019,815 6.19% up ×6
WWD $54,190,420 5.69% up ×4
UNP $51,456,416 5.40% up ×4
META $46,818,412 4.91% up ×6
AON $36,810,452 3.86% up ×4
V $33,264,865 3.49% up ×6
CRS $32,824,524 3.45% up ×6
BIL $31,658,321 3.32% up ×3
MA $28,173,618 2.96% up ×6
LIN $27,373,566 2.87% up ×6
AVGO $25,852,454 2.71% up ×6
HWM $22,443,088 2.36% up ×6

Biggest new bets

New positions opened this quarter, largest first.

Security Value Shares % of portfolio
NTRA $11,198,398 41,254 1.18%
TWST $4,715,711 45,837 0.49%

Top movers (QoQ)

Security Action Shares Δ Value Δ
GEV Trimmed -40K -$27.9M
TSM Bought more +3K +$23.6M
GE Bought more +2K +$14.9M
SAP Trimmed -60K -$13.5M
CRS Bought more +797 +$12.2M
WWD Bought more +2K +$9.4M
AMZN Bought more +4K +$8.8M
BIL Bought more +90K +$8.2M
UNP Bought more +3K +$6.3M
AVGO Bought more +1K +$5.0M

1 position hidden (data completeness check)

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

SecurityQuarter Shares before Value before Price since exit
UNH June 30, 2025 83,996 $43,992,907 24.2%
UBER Dec. 31, 2025 441,903 $43,293,237 -4.3%
FISV Sept. 30, 2025 155,630 $26,832,168 -60.0%
NFLX June 30, 2026 244,334 $23,492,714 11.4%
VST Dec. 31, 2025 116,161 $22,758,263 -13.7%
GOOGL June 30, 2026 3,400 $977,704 -4.3%