News + Filings Holdings
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Night Owl Capital Management, LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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SAP SE
| SAP | ADR | 126,586 | 126,586 | 17,318,231,000 | 17,318,231,000 | 4.42 | 0.01 |
Hist
| 06/30/2023 |
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Uber Technologies, Inc
| UBER | Common Stock | 383,011 | 383,011 | 16,534,585,000 | 16,534,585,000 | 4.22 | |
Hist
| 06/30/2023 |
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MongoDB, Inc.
| MDB | COM | 37,985 | 37,985 | 15,611,455,000 | 15,611,455,000 | 3.99 | 0.05 |
Hist
| 06/30/2023 |
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CANADIAN PACIFIC KANSAS CITY LTD/CN
| CP | Stock | 159,020 | 159,020 | 12,844,045,000 | 12,844,045,000 | 3.28 | 0.02 |
Hist
| 06/30/2023 |
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UNION PACIFIC CORP
| UNP | Common | 62,497 | 62,497 | 12,788,136,000 | 12,788,136,000 | 3.26 | 0.01 |
Hist
| 06/30/2023 |
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TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
| TSM | Common | 108,524 | 108,524 | 10,952,244,000 | 10,952,244,000 | 2.80 | |
Hist
| 06/30/2023 |
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NVIDIA CORP
| NVDA | Common | 12,707 | 12,707 | 5,375,315,000 | 5,375,315,000 | 1.37 | 0.00 |
Hist
| 06/30/2023 |
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