Night Owl Capital Management, LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $694 Million distributed in 28 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Amazon Com Inc with a value of $68.1M, Alphabet Inc. with a value of $65.9M, Sap Se with a value of $56.1M, Aon PLC with a value of $54.8M, and Microsoft Corp with a value of $53.4M.

Examining the 13F form we can see an increase of $19.4M in the current position value, from $675M to 694M.

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.

Portfolio value $694 Million
Technology: $211 Million
Communication Services: $127 Million
Financial Services: $109 Million
Industrials: $69.8 Million
Consumer Cyclical: $68.1 Million
Utilities: $63.8 Million
Healthcare: $30.5 Million
ETFs: $7.91 Million
Other: $7.28 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 28
  • Current Value $694 Million
  • Prior Value $675 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 2 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
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