Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Night Owl Capital Management, LLC (CIK 1410833) reported $858.0M across 30 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: GOOG ($93.7M, 10.92%), MSFT ($64.1M, 7.47%), GEV ($56.3M, 6.56%), AMZN ($55.1M, 6.42%), TSM ($54.3M, 6.33%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GOOG | ALPHABET INC CAP STK CL C | $93.7M | 10.92% | 326,750 | Added |
| 2 | MSFT | MICROSOFT CORP COM | $64.1M | 7.47% | 173,081 | Added |
| 3 | GEV | GE VERNOVA | $56.3M | 6.56% | 64,446 | Trimmed |
| 4 | AMZN | AMAZON COM INC COM | $55.1M | 6.42% | 264,647 | Added |
| 5 | TSM | TAIWAN SEMICONDUCTOR MFG CO SP | $54.3M | 6.33% | 160,601 | Added |
| 6 | META | META PLATFORMS INC CL A | $46.7M | 5.45% | 81,695 | Added |
| 7 | UNP | UNION PACIFIC CORP. | $45.1M | 5.26% | 185,981 | Added |
| 8 | WWD | WOODWARD | $44.8M | 5.22% | 125,228 | Added |
| 9 | GE | GE AEROSPACE | $44.1M | 5.14% | 155,550 | Added |
| 10 | SAP | SAP SE SPON ADR | $42.6M | 4.97% | 249,017 | Added |
| 11 | AON | AON PLC REGISTERED SHS CL A | $35.3M | 4.12% | 109,488 | Added |
| 12 | V | VISA INC COM CL A | $29.0M | 3.37% | 95,796 | Added |
| 13 | MA | MASTERCARD INC CL A | $27.1M | 3.16% | 54,203 | Added |
| 14 | LIN | LINDE PLC | $25.8M | 3.00% | 51,966 | Added |
| 15 | NFLX | NETFLIX INC COM | $23.5M | 2.74% | 244,334 | Added |
| 16 | BIL | SPDR BLOOMBERG 1-3 MONTH T-BIL | $23.4M | 2.73% | 255,441 | Added |
| 17 | AVGO | BROADCOM | $20.9M | 2.43% | 67,401 | Added |
| 18 | CRS | CARPENTER TECHNOLOGY | $20.7M | 2.41% | 52,417 | Added |
| 19 | GEHC | GE HEALTHCARE TECHNOLOGIES INC | $19.8M | 2.31% | 278,558 | Added |
| 20 | HWM | HOWMET AEROSPACE | $18.9M | 2.21% | 82,226 | Added |
| 21 | SPOT | SPOTIFY TECHNOLOGY SA | $15.1M | 1.76% | 31,064 | Added |
| 22 | GWRE | GUIDEWIRE SOFTWARE | $12.2M | 1.42% | 81,448 | Added |
| 23 | CEG | CONSTELLATION ENERGY | $10.2M | 1.19% | 36,473 | Added |
| 24 | AMAT | APPLIED MATERIALS INC | $9.7M | 1.14% | 28,525 | New |
| 25 | MELI | MERCADOLIBRE | $6.9M | 0.80% | 3,981 | Added |
Source: SEC Form 13F filings · as of 2026-03-31