Night Owl Capital Management, LLC: 13F holdings
CIK 14108332026Q2
| Positions | 30 |
|---|
| Reported value | $952.8m |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 30 (+0 vs prior quarter) |
|---|
| Reported value | $952.8m (+11.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| GOOG ALPHABET INC CAP STK CL C | 256,337 | $90.6m | 9.5% |
| TSM TAIWAN SEMICONDUCTOR MFG CO SP | 163,108 | $77.9m | 8.2% |
| MSFT MICROSOFT CORP COM | 175,443 | $65.4m | 6.9% |
| AMZN AMAZON COM INC COM | 268,254 | $63.9m | 6.7% |
| AMAT APPLIED MATERIALS INC | 88,107 | $63.7m | 6.7% |
| GE GE AEROSPACE | 157,921 | $59.0m | 6.2% |
| WWD WOODWARD | 127,375 | $54.2m | 5.7% |
| UNP UNION PACIFIC CORP. | 189,178 | $51.5m | 5.4% |
| META META PLATFORMS INC CL A | 83,116 | $46.8m | 4.9% |
| AON PLC REGISTERED SHS CL A | 110,978 | $36.8m | 3.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1410833")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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