Night Owl Capital Management, LLC Top Holdings and 13F Report (2025) About Night Owl Capital Management, LLCInvestment ActivityNight Owl Capital Management, LLC has $774.16 million in total holdings as of December 31, 2024.Night Owl Capital Management, LLC owns shares of 28 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 6.61% of the portfolio was purchased this quarter.About 5.66% of the portfolio was sold this quarter.This quarter, Night Owl Capital Management, LLC has purchased 27 new stocks and bought additional shares in 19 stocks.Night Owl Capital Management, LLC sold shares of 4 stocks and completely divested from 1 stock this quarter.Largest Holdings Amazon.com $68,069,697Alphabet $65,857,454SAP $56,054,631Fiserv $55,469,357AON $54,825,947 Largest New Holdings this Quarter Howmet Aerospace $8,094,583 HoldingCarpenter Technology $7,989,268 Holding Largest Purchases this Quarter GE VERNOVA 38,581 shares (about $12.69M)Howmet Aerospace 74,011 shares (about $8.09M)Carpenter Technology 47,076 shares (about $7.99M)AON 6,900 shares (about $2.48M)SPDR Bloomberg Barclays 1-3 Month T-Bill ETF 23,089 shares (about $2.11M) Largest Sales this Quarter Broadcom 57,654 shares (about $13.37M)Taiwan Semiconductor Manufacturing 60,507 shares (about $11.95M)Constellation Energy 29,262 shares (about $6.55M)Uber Technologies 77,565 shares (about $4.68M) Sector Allocation Over TimeMap of 500 Largest Holdings ofNight Owl Capital Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAMZNAmazon.com$68,069,697$1,652,226 ▲2.5%310,2688.8%Retail/WholesaleGOOGAlphabet$65,857,454$1,788,805 ▲2.8%345,8178.5%Computer and TechnologySAPSAP$56,054,631$1,636,558 ▲3.0%227,6707.2%Computer and TechnologyFIFiserv$55,469,357$1,758,190 ▲3.3%270,0297.2%Business ServicesAONAON$54,825,947$2,478,212 ▲4.7%152,6507.1%FinanceMSFTMicrosoft$53,413,117$1,422,979 ▲2.7%126,7226.9%Computer and TechnologyGE VERNOVA$38,554,214$12,690,448 ▲49.1%117,2115.0%COMCEGConstellation Energy$35,108,376$6,546,202 ▼-15.7%156,9374.5%EnergyNFLXNetflix$30,722,018$955,495 ▲3.2%34,4684.0%Consumer DiscretionaryUNHUnitedHealth Group$30,504,372$1,286,908 ▲4.4%60,3023.9%MedicalUNPUnion Pacific$30,189,303$1,019,567 ▲3.5%132,3863.9%TransportationMETAMeta Platforms$29,630,319$967,263 ▲3.4%50,6063.8%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$28,653,433$11,949,529 ▼-29.4%145,0883.7%Computer and TechnologyVSTVistra$28,497,040$968,123 ▲3.5%206,6953.7%UtilitiesVVisa$27,421,108$951,909 ▲3.6%86,7653.5%Business ServicesMAMastercard$25,854,680$927,820 ▲3.7%49,1003.3%Business ServicesUBERUber Technologies$24,691,328$4,678,721 ▼-15.9%409,3393.2%Computer and TechnologyGEGeneral Electric$23,567,927$762,397 ▲3.3%141,3033.0%TransportationLINDE PLC$19,979,351$705,459 ▲3.7%47,7212.6%COMAVGOBroadcom$14,047,311$13,366,402 ▼-48.8%60,5911.8%Computer and TechnologyHWMHowmet Aerospace$8,094,583$8,094,583 ▲New Holding74,0111.0%AerospaceCRSCarpenter Technology$7,989,268$7,989,268 ▲New Holding47,0761.0%Basic MaterialsCSGPCoStar Group$7,277,031$196,657 ▲2.8%101,6490.9%Computer and TechnologyBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$5,428,473$2,111,027 ▲63.6%59,3730.7%ETFSGOViShares 0-3 Month Treasury Bond ETF$2,483,669$801,536 ▲47.7%24,7550.3%ETFBRK.ABerkshire Hathaway$680,9200.0%10.1%FinanceGOOGLAlphabet$643,6200.0%3,4000.1%Computer and TechnologyBRK.BBerkshire Hathaway$453,2800.0%1,0000.1%FinanceDDOGDatadog$0$7,272,445 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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