Night Owl Capital Management, LLC
Q4 2024 13F Holdings
- Locationgreenwich, CT
- Num holdings
28
- Value ($000)
$774,162
- Date Filed02/14/2025
- Form type13F-HR
- CIK0001410833
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AMZN AMAZON COM INC COM | COM | 023135106 | $68.07M | 9 % | 310,268 | ||
GOOG ALPHABET INC CAP STK CL C | COM | 02079K107 | $65.86M | 9 % | 345,817 | ||
SAP SAP SE SPON ADR | COM | 803054204 | $56.05M | 7 % | 227,670 | ||
FI FISERV | COM | 337738108 | $55.47M | 7 % | 270,029 | ||
AON AON PLC REGISTERED SHS CL A | COM | G0403H108 | $54.83M | 7 % | 152,650 | ||
MSFT MICROSOFT CORP COM | COM | 594918104 | $53.41M | 7 % | 126,722 | ||
GEV GE VERNOVA | COM | 36828A101 | $38.55M | 5 % | 117,211 | ||
CEG CONSTELLATION ENERGY | COM | 21037T109 | $35.11M | 5 % | 156,937 | ||
NFLX NETFLIX INC COM | COM | 64110L106 | $30.72M | 4 % | 34,468 | ||
UNH UNITEDHEALTH GROUP INC COM | COM | 91324P102 | $30.50M | 4 % | 60,302 |
Rows Per Page
1 - 10 of 2810
- 10
- 50
- 100