Night Owl Capital Management, LLC Purchases in Q2 2024

Night Owl Capital Management, LLC

  • $631 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
11.4K
New
$1204.71 - $1828.87 $13.7M - $20.8M
11.4K $18.3M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
51.4K
+ 34.82%
$127.7 - $179.69 $6.56M - $9.24M
199K $34.6M
CEG
Constellation Energy Corp

Utilities
35.6K
+ 24.6%
$180.9 - $231.27 $6.44M - $8.23M
180K $36.1M
VST
Vistra Corp.

Utilities
907
+ 0.47%
$65.66 - $106.2 $59.6K - $96.3K
193K $16.6M
META
Meta Platforms, Inc.

Communication Services
1.37K
+ 2.97%
$430.17 - $527.34 $590K - $724K
47.6K $24M
UBER
Uber Technologies, Inc

Technology
46.6K
+ 10.95%
$63.52 - $77.16 $2.96M - $3.6M
472K $34.3M
Ge Vernova
76.1K
New
N/A
76.1K $0
Activity Summary
Buys All Purchases 7 New Holdings 2 Increased Positions 5 Sells All Sells 17 Reductions 17 Sold out 0 Options Calls 0 Puts 0
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