account_balance
Investment manager · 13F filer · SEC CIK 1410833
Night Owl Capital Management, LLC
Reported value$953Mas of Jun 30, 2026
Positions30 2 new, 2 sold out
Top 10 weight64.0%GOOG alone is 10%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
GOOGAlphabet Inc.
9.5%Trimmed −22%
TSMTaiwan Semiconductor Manufacturing Co Ltd
8.2%
MSFTMicrosoft Corp
6.9%
AMZNAmazon.com Inc
6.7%
AMATApplied Materials Inc
6.7%Added +209%
GEGeneral Electric Co
6.2%
WWDWoodward, Inc.
5.7%
UNPUnion Pacific Corp
5.4%
METAMeta Platforms, Inc.
4.9%
AONAon PLC
3.9%
VVisa Inc.
3.5%
CRSCarpenter Technology Corp
3.4%
GOOGAlphabet Inc.
9.5%Trimmed −22%
TSMTaiwan Semiconductor Manufacturing Co Ltd
8.2%
MSFTMicrosoft Corp
6.9%
AMZNAmazon.com Inc
6.7%
AMATApplied Materials Inc
6.7%
GEGeneral Electric Co
6.2%
WWDWoodward, Inc.
5.7%
UNPUnion Pacific Corp
5.4%
METAMeta Platforms, Inc.
4.9%
AON3.9%V3.5%CRS3.4%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
GOOG Alphabet Inc. 9.5% Trimmed −22%TSM Taiwan Semiconductor Manufacturing Co Ltd 8.2% HeldMSFT Microsoft Corp 6.9% HeldAMZN Amazon.com Inc 6.7% HeldAMAT Applied Materials Inc 6.7% Added +209%GE General Electric Co 6.2% HeldWWD Woodward, Inc. 5.7% HeldUNP Union Pacific Corp 5.4% HeldMETA Meta Platforms, Inc. 4.9% HeldAON Aon PLC 3.9% HeldV Visa Inc. 3.5% HeldCRS Carpenter Technology Corp 3.4% Held
What changed
Biggest moves since Mar 31, 2026
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