Holdings
Night Owl Capital Management, LLC
As of Jun 30, 2026, Night Owl Capital Management, LLC reported 24 positions worth US$835M. Largest: Alphabet Inc (google) Class C, Taiwan Semiconductor Manufacturing Co., Ltd. and Microsoft Corp. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Alphabet Inc (google) Class C | 253K | US$90.6M | −75,915 | Jun 30, 2026 |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 163K | US$77.9M | +2,507 | Jun 30, 2026 |
| Microsoft Corp. | 175K | US$65.4M | +2,362 | Jun 30, 2026 |
| Amazon.com, Inc. | 268K | US$63.9M | +3,607 | Jun 30, 2026 |
| Applied Materials, Inc. | 88,107 | US$63.7M | +59,582 | Jun 30, 2026 |
| Ge Aerospace | 158K | US$59M | +2,371 | Jun 30, 2026 |
| Woodward, Inc. | 127K | US$54.2M | +2,147 | Jun 30, 2026 |
| Union Pacific Corporation | 189K | US$51.5M | +3,197 | Jun 30, 2026 |
| Meta Platforms, Inc. | 83,116 | US$46.8M | +1,421 | Jun 30, 2026 |
| Visa Inc. | 96,957 | US$33.3M | +1,161 | Jun 30, 2026 |