Notify me when Night Owl Capital Management, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 29 | $912,430,340 | +$78,982,559 | -$76,677,611 | +$2,304,948 | GOOG, MSFT, AMZN, SAP, GEV | 13F-HR | 13 Feb 2026, 16:01 |
| Q3 2025 | 30 | $917,284,076 | +$60,919,439 | -$46,626,029 | +$14,293,410 | GOOG, MSFT, SAP, AMZN, GEV | 13F-HR | 14 Nov 2025, 16:01 |
| Q2 2025 | 31 | $864,798,793 | +$95,168,897 | -$175,114,485 | -$79,945,588 | AMZN, SAP, MSFT, GOOG, GEV | 13F-HR | 14 Aug 2025, 16:06 |
| Q1 2025 | 28 | $799,952,223 | +$41,741,393 | -$7,808,727 | +$33,932,666 | SAP, AON, FI, AMZN, GOOG | 13F-HR | 15 May 2025, 16:04 |
| Q4 2024 | 28 | $774,161,827 | +$51,165,429 | -$43,813,299 | +$7,352,130 | AMZN, GOOG, SAP, FI, AON | 13F-HR | 14 Feb 2025, 16:01 |
| Q3 2024 | 27 | $731,219,915 | +$49,716,410 | -$25,908,040 | +$23,808,370 | AMZN, GOOG, MSFT, SAP, AON | 13F-HR | 14 Nov 2024, 16:00 |
| Q2 2024 | 27 | $668,357,186 | +$51,539,351 | -$51,393,236 | +$146,115 | GOOG, AMZN, MSFT, SAP, AON | 13F-HR | 14 Aug 2024, 16:05 |
| Q1 2024 | 29 | $658,718,047 | +$163,360,244 | -$16,526,510 | +$146,833,734 | AMZN, MSFT, GOOG, AON, SAP | 13F-HR | 15 May 2024, 16:09 |
| Q4 2023 | 25 | $363,299,293 | $0 | $0 | $0 | GOOG, AMZN, MSFT, AON, V | Restatement | 14 Jun 2024, 12:44 |
| Q3 2023 | 25 | $399,318,650 | +$26,407,000 | -$110,460 | +$26,296,540 | GOOG, AMZN, MSFT, AON, V | Restatement | 14 Jun 2024, 12:41 |
| Q2 2023 | 24 | $386,691,324 | +$77,455,361 | -$11,795,362 | +$65,659,999 | GOOG, AMZN, MSFT, AON, V | Restatement | 14 Jun 2024, 12:39 |
| Q1 2023 | 19 | $276,693,543 | +$39,153,165 | -$4,273,402 | +$34,879,763 | GOOG, MSFT, AMZN, AON, V | Restatement | 14 Jun 2024, 12:37 |
| Q4 2022 | 17 | $215,005,152 | +$15,656,650 | -$47,334,520 | -$31,677,870 | GOOG, AON, MSFT, AMZN, V | Restatement | 14 Jun 2024, 12:34 |
| Q3 2022 | 16 | $240,164,000 | +$43,049,930 | -$26,942,000 | +$16,107,930 | AMZN, AON, GOOG, MSFT, MA | 13F-HR | 14 Nov 2022, 16:17 |
| Q2 2022 | 19 | $260,529,000 | +$32,380,418 | -$17,471,062 | +$14,909,356 | GOOG, AON, AMZN, MSFT, MA | 13F-HR | 12 Aug 2022, 16:00 |
| Q1 2022 | 19 | $352,124,000 | +$4,246,899 | -$97,623,611 | -$93,376,712 | AMZN, GOOG, MSFT, AON, MA | 13F-HR | 13 May 2022, 16:03 |
| Q4 2021 | 21 | $491,902,000 | +$29,016,660 | -$117,729,850 | -$88,713,190 | MSFT, AMZN, AON, GOOG, NOW | 13F-HR | 14 Feb 2022, 16:01 |
| Q3 2021 | 26 | $569,837,000 | +$64,083,101 | -$20,244,509 | +$43,838,592 | MSFT, AMZN, AON, SHOP, FI | 13F-HR | 12 Nov 2021, 16:06 |
| Q2 2021 | 25 | $506,511,000 | +$9,531,655 | -$51,533,761 | -$42,002,106 | AMZN, MSFT, SHOP, MA, V | 13F-HR | 13 Aug 2021, 16:04 |
| Q1 2021 | 27 | $491,411,000 | +$34,429,683 | -$48,997,387 | -$14,567,704 | AMZN, MSFT, SHOP, MA, V | 13F-HR | 14 May 2021, 16:20 |
| Q4 2020 | 30 | $519,540,000 | +$12,237,857 | -$22,337,313 | -$10,099,456 | SHOP, AMZN, MSFT, MA, V | 13F-HR | 12 Feb 2021, 15:53 |
| Q3 2020 | 31 | $480,354,000 | +$35,048,170 | -$5,568,700 | +$29,479,470 | AMZN, SHOP, MSFT, MA, V | 13F-HR | 13 Nov 2020, 16:12 |
| Q2 2020 | 28 | $419,523,000 | +$16,361,072 | -$14,060,515 | +$2,300,557 | SHOP, AMZN, MSFT, MA, V | 13F-HR | 14 Aug 2020, 16:09 |
| Q1 2020 | 27 | $299,326,000 | +$40,732,551 | -$69,551,272 | -$28,818,721 | AMZN, MSFT, SHOP, MA, V | 13F-HR | 15 May 2020, 16:00 |
| Q4 2019 | 27 | $347,695,000 | +$2,318,000 | -$4,682,201 | -$2,364,201 | MA, V, MSFT, AMZN, SHOP | 13F-HR | 14 Feb 2020, 16:05 |
| Q3 2019 | 28 | $314,765,000 | +$18,878,318 | -$22,555,968 | -$3,677,650 | MA, V, AMZN, MSFT, GOOG | 13F-HR | 14 Nov 2019, 16:07 |
| Q2 2019 | 29 | $326,818,000 | +$24,273,169 | -$11,582,181 | +$12,690,988 | MA, V, AMZN, MSFT, SHOP | 13F-HR | 14 Aug 2019, 16:02 |
| Q1 2019 | 30 | $279,399,000 | +$12,126,172 | -$20,863,874 | -$8,737,702 | MA, V, AMZN, GOOG, MSFT | 13F-HR | 14 May 2019, 16:12 |
| Q4 2018 | 30 | $233,603,000 | +$12,502,288 | -$19,262,310 | -$6,760,022 | MA, V, AMZN, GOOG, MSFT | 13F-HR | 14 Feb 2019, 16:05 |
| Q3 2018 | 29 | $282,053,000 | +$3,490,866 | -$18,882,634 | -$15,391,768 | MA, V, AMZN, GOOG, MSFT | 13F-HR | 15 Nov 2018, 16:00 |
| Q2 2018 | 29 | $273,164,000 | +$20,251,719 | -$7,029,022 | +$13,222,697 | MA, V, AMZN, GOOG, MSFT | 13F-HR | 14 Aug 2018, 16:06 |
| Q1 2018 | 27 | $238,969,000 | +$30,709,577 | -$22,674,140 | +$8,035,437 | MA, V, AMZN, GOOG, MSFT | 13F-HR | 15 May 2018, 16:05 |
| Q4 2017 | 25 | $214,642,000 | +$7,667,940 | -$14,072,536 | -$6,404,596 | V, MA, GOOG, AMZN, MSFT | 13F-HR | 14 Feb 2018, 18:00 |
| Q3 2017 | 25 | $206,939,000 | +$7,835,156 | -$5,741,802 | +$2,093,354 | V, MA, GOOG, AMZN, MSFT | 13F-HR | 14 Nov 2017, 16:15 |
| Q2 2017 | 23 | $191,194,000 | +$5,825,000 | -$21,103,647 | -$15,278,647 | V, MA, GOOG, AMZN, PCLN | 13F-HR | 14 Aug 2017, 16:22 |
| Q1 2017 | 22 | $189,901,000 | +$9,679,000 | -$9,742,616 | -$63,616 | V, MA, GOOG, AMZN, PCLN | 13F-HR | 15 May 2017, 16:09 |
| Q4 2016 | 20 | $170,119,000 | +$9,176,221 | -$3,869,522 | +$5,306,699 | V, MA, GOOG, AMZN, MSFT | 13F-HR | 14 Feb 2017, 15:30 |
| Q3 2016 | 19 | $169,998,000 | +$15,557,000 | -$2,313,662 | +$13,243,338 | V, MA, GOOG, MSFT, AMZN | 13F-HR | 14 Nov 2016, 16:23 |
| Q2 2016 | 16 | $140,132,000 | +$8,190,519 | -$4,430,225 | +$3,760,294 | V, MA, GOOG, MSFT, AMZN | 13F-HR | 12 Aug 2016, 16:25 |
| Q1 2016 | 15 | $139,080,000 | +$9,296,019 | -$26,830,940 | -$17,534,921 | V, MA, GOOG, MSFT, FLT | 13F-HR | 13 May 2016, 15:06 |
| Q4 2015 | 19 | $157,535,000 | +$5,981,128 | -$24,575,819 | -$18,594,691 | V, MA, GOOG, MSFT, FLT | 13F-HR | 12 Feb 2016, 16:09 |
| Q3 2015 | 20 | $161,675,000 | +$20,399,975 | -$43,940,857 | -$23,540,882 | V, MA, GOOG, MSFT, ECL | 13F-HR | 13 Nov 2015, 16:18 |
| Q2 2015 | 25 | $194,213,000 | +$6,130,515 | -$376,000 | +$5,754,515 | ECL, MA, V, FLT, GOOG | 13F-HR | 14 Aug 2015, 16:04 |
| Q1 2015 | 25 | $191,402,000 | +$35,812,790 | -$34,328,628 | +$1,484,162 | ECL, V, MA, GOOG, FLT | 13F-HR | 15 May 2015, 16:22 |
| Q4 2014 | 26 | $203,197,000 | +$20,310,764 | -$49,106,936 | -$28,796,172 | FOXA, V, ECL, MA, PCLN | 13F-HR | 13 Feb 2015, 16:13 |
| Q3 2014 | 27 | $223,201,000 | +$20,968,612 | -$23,599,739 | -$2,631,127 | ECL, V, FOXA, AON, MA | 13F-HR | 14 Nov 2014, 16:46 |
| Q2 2014 | 22 | $230,688,000 | +$30,169,469 | -$16,632,354 | +$13,537,115 | ECL, V, FOXA, AON, DNKN | 13F-HR | 14 Aug 2014, 16:13 |
| Q1 2014 | 20 | $225,661,000 | +$45,523,948 | -$30,602,587 | +$14,921,361 | V, GOOG, ECL, EBAY, DNKN | 13F-HR | 15 May 2014, 16:08 |
| Q4 2013 | 23 | $227,356,000 | $0 | $0 | $0 | V, GOOGL, ECL, FOXA, EBAY | 13F-HR | 14 Feb 2014, 17:44 |