Night Owl Capital Management, LLC - Portfolio overview

Night Owl Capital Management, LLC has 31 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. GOOG - ALPHABET INC CAP STK CL C, 10.22%
2. MSFT - MICROSOFT CORP COM, 6.99%
3. GEV - GE VERNOVA, 6.13%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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