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 $952.8M across 30 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: GOOG ($90.6M, 9.51%), TSM ($77.9M, 8.18%), MSFT ($65.4M, 6.87%), AMZN ($63.9M, 6.71%), AMAT ($63.7M, 6.69%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GOOG | ALPHABET INC CAP STK CL C | $90.6M | 9.51% | 256,337 | Trimmed |
| 2 | TSM | TAIWAN SEMICONDUCTOR MFG CO SP | $77.9M | 8.18% | 163,108 | Added |
| 3 | MSFT | MICROSOFT CORP COM | $65.4M | 6.87% | 175,443 | Added |
| 4 | AMZN | AMAZON COM INC COM | $63.9M | 6.71% | 268,254 | Added |
| 5 | AMAT | APPLIED MATERIALS INC | $63.7M | 6.69% | 88,107 | Added |
| 6 | GE | GE AEROSPACE | $59.0M | 6.19% | 157,921 | Added |
| 7 | WWD | WOODWARD | $54.2M | 5.69% | 127,375 | Added |
| 8 | UNP | UNION PACIFIC CORP. | $51.5M | 5.40% | 189,178 | Added |
| 9 | META | META PLATFORMS INC CL A | $46.8M | 4.91% | 83,116 | Added |
| 10 | AON | AON PLC REGISTERED SHS CL A | $36.8M | 3.86% | 110,978 | Added |
| 11 | V | VISA INC COM CL A | $33.3M | 3.49% | 96,957 | Added |
| 12 | CRS | CARPENTER TECHNOLOGY | $32.8M | 3.45% | 53,214 | Added |
| 13 | BIL | SPDR BLOOMBERG 1-3 MONTH T-BIL | $31.7M | 3.32% | 345,464 | Added |
| 14 | SAP | SAP SE SPON ADR | $29.1M | 3.05% | 188,848 | Trimmed |
| 15 | GEV | GE VERNOVA | $28.4M | 2.98% | 24,164 | Trimmed |
| 16 | MA | MASTERCARD INC CL A | $28.2M | 2.96% | 54,855 | Added |
| 17 | LIN | LINDE PLC | $27.4M | 2.87% | 52,749 | Added |
| 18 | AVGO | BROADCOM | $25.9M | 2.71% | 68,438 | Added |
| 19 | HWM | HOWMET AEROSPACE | $22.4M | 2.36% | 83,475 | Added |
| 20 | GEHC | GE HEALTHCARE TECHNOLOGIES INC | $18.1M | 1.90% | 283,292 | Added |
| 21 | SPOT | SPOTIFY TECHNOLOGY SA | $14.5M | 1.52% | 31,592 | Added |
| 22 | NTRA | NATERA | $11.2M | 1.18% | 41,254 | New |
| 23 | GWRE | GUIDEWIRE SOFTWARE | $10.2M | 1.07% | 82,825 | Added |
| 24 | SGOV | ISHARES 0-3 MONTH TREASURY BON | $7.8M | 0.82% | 77,949 | Added |
| 25 | MELI | MERCADOLIBRE | $6.9M | 0.72% | 4,052 | Added |
Source: SEC Form 13F filings · as of 2026-06-30