Night Owl Capital Management, LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 13, 2026, for the 2025 Q4 period, Night Owl Capital Management, LLC held in its portfolio 29 assets valued at $912,430,340 (i.e. $912.43M).

The most valuable assets in the portfolio included: ALPHABET INC CAP STK CL C ($101.86M), MICROSOFT CORP COM ($83.15M), and AMAZON COM INC COM ($60.68M).

The chart below shows the top 10 valuable assets, and the table below shows the top 29 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Night Owl Capital Management, LLC Portfolio

ALPHABET INC CAP STK CL C

MICROSOFT CORP COM

AMAZON COM INC COM

SAP SE SPON ADR

GE VERNOVA

META PLATFORMS INC CL A

TAIWAN SEMICONDUCTOR MFG CO SP

GE AEROSPACE

UNION PACIFIC CORP.

AON PLC REGISTERED SHS CL A

Night Owl Capital Management, LLC - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
ALPHABET INC CAP STK CL C	324613	101863666	COM
MICROSOFT CORP COM	171942	83154354	COM
AMAZON COM INC COM	262874	60676577	COM
SAP SE SPON ADR	247552	60132856	COM
GE VERNOVA	90403	59084689	COM
META PLATFORMS INC CL A	81123	53548481	COM
TAIWAN SEMICONDUCTOR MFG CO SP	159593	48498723	COM
GE AEROSPACE	154584	47616510	COM
UNION PACIFIC CORP.	184768	42740534	COM
AON PLC REGISTERED SHS CL A	108774	38384339	COM
WOODWARD	124385	37604073	COM
VISA INC COM CL A	95262	33409222	COM
MASTERCARD INC CL A	53902	30771674	COM
BROADCOM	66938	23167242	COM
NETFLIX INC COM	242732	22758552	COM
GE HEALTHCARE TECHNOLOGIES INC	276631	22689275	COM
LINDE PLC	51644	22020485	COM
SPDR BLOOMBERG 1-3 MONTH T-BIL	227208	20762267	TR UNIT
SPOTIFY TECHNOLOGY SA	30862	17921872	COM
HOWMET AEROSPACE	81703	16750749	COM
CARPENTER TECHNOLOGY	52084	16398127	COM
GUIDEWIRE SOFTWARE	80920	16265729	COM
CONSTELLATION ENERGY	36212	12792613	COM
MERCADOLIBRE	3951	7958341	COM
COSTAR GROUP INC COM	108615	7303253	COM
ISHARES 0-3 MONTH TREASURY BON	58124	5834487	TR UNIT
ALPHABET INC. CL A	3400	1064200	COM
BERKSHIRE HATHAWAY INC CL A	1	754800	COM
BERKSHIRE HATHAWAY INC CL B	1000	502650	COM