Night Owl Capital Management, LLC Top Holdings and 13F Report (2025) About Night Owl Capital Management, LLCInvestment ActivityNight Owl Capital Management, LLC has $799.95 million in total holdings as of March 31, 2025.Night Owl Capital Management, LLC owns shares of 28 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 5.22% of the portfolio was purchased this quarter.About 0.98% of the portfolio was sold this quarter.This quarter, Night Owl Capital Management, LLC has purchased 28 new stocks and bought additional shares in 24 stocks.Night Owl Capital Management, LLC sold shares of 1 stock and completely divested from 0 stocks this quarter.Largest Holdings SAP $63,311,037AON $63,277,109Fiserv $62,076,638Amazon.com $60,566,607Alphabet $55,819,939 Largest Purchases this Quarter UnitedHealth Group 23,694 shares (about $12.41M)Fiserv 11,077 shares (about $2.45M)SPDR Bloomberg Barclays 1-3 Month T-Bill ETF 26,166 shares (about $2.40M)AON 5,903 shares (about $2.36M)SAP 8,178 shares (about $2.20M) Largest Sales this Quarter Constellation Energy 38,728 shares (about $7.81M) Sector Allocation Over TimeMap of 500 Largest Holdings ofNight Owl Capital Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSAPSAP$63,311,037$2,195,302 ▲3.6%235,8487.9%Computer and TechnologyAONAON$63,277,109$2,355,835 ▲3.9%158,5537.9%FinanceFIFiserv$62,076,638$2,446,134 ▲4.1%281,1067.8%Business ServicesAMZNAmazon.com$60,566,607$1,535,018 ▲2.6%318,3367.6%Retail/WholesaleGOOGAlphabet$55,819,939$1,792,897 ▲3.3%357,2937.0%Computer and TechnologyMSFTMicrosoft$49,297,157$1,727,163 ▲3.6%131,3236.2%Computer and TechnologyUNHUnitedHealth Group$43,992,907$12,409,733 ▲39.3%83,9965.5%MedicalGE VERNOVA$37,299,416$1,517,242 ▲4.2%122,1814.7%COMNFLXNetflix$33,240,964$1,098,520 ▲3.4%35,6464.2%Consumer DiscretionaryUNPUnion Pacific$32,450,871$1,176,003 ▲3.8%137,3644.1%TransportationVVisa$31,625,396$1,217,844 ▲4.0%90,2404.0%Business ServicesUBERUber Technologies$30,990,782$1,166,343 ▲3.9%425,3473.9%Computer and TechnologyMETAMeta Platforms$30,317,112$1,149,838 ▲3.9%52,6013.8%Computer and TechnologyGEGE Aerospace$29,462,881$1,181,085 ▲4.2%147,2043.7%IndustrialsMAMastercard$27,995,874$1,083,089 ▲4.0%51,0763.5%Business ServicesVSTVistra$25,304,444$1,030,184 ▲4.2%215,4673.2%UtilitiesTSMTaiwan Semiconductor Manufacturing$25,075,299$990,688 ▲4.1%151,0563.1%Computer and TechnologyCEGConstellation Energy$23,834,481$7,808,727 ▼-24.7%118,2093.0%EnergyLINDE PLC$22,907,160$686,353 ▲3.1%49,1952.9%COMAVGOBroadcom$10,636,249$491,571 ▲4.8%63,5271.3%Computer and TechnologyHWMHowmet Aerospace$10,036,691$435,244 ▲4.5%77,3661.3%AerospaceCRSCarpenter Technology$8,937,972$408,742 ▲4.8%49,3321.1%Basic MaterialsCSGPCoStar Group$8,227,299$173,672 ▲2.2%103,8411.0%Computer and TechnologyBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$7,846,492$2,400,207 ▲44.1%85,5391.0%ETFSGOViShares 0-3 Month Treasury Bond ETF$3,564,648$1,072,686 ▲43.0%35,4110.4%ETFBRK.ABerkshire Hathaway$798,4420.0%10.1%FinanceBRK.BBerkshire Hathaway$532,5800.0%1,0000.1%FinanceGOOGLAlphabet$525,7760.0%3,4000.1%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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