Night Owl Capital Management, LLC has filed its 13F form on May 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $615 Million distributed in 29 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Amazon Com Inc with a value of $56M, Microsoft Corp with a value of $51.8M, Alphabet Inc. with a value of $51.7M, Aon PLC with a value of $47.9M, and Sap Se with a value of $42.3M.
Examining the 13F form we can see an increase of $149M in the current position value, from $466M to 615M.
Night Owl Capital Management, LLC is based out at Greenwich, CT
Below you can find more details about Night Owl Capital Management, LLC portfolio as well as his latest detailed transactions.