Night Owl Capital Management, LLC
Night Owl Capital Management, LLC reported 30 positions worth $952.8M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: GOOG (9.5%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | GOOG | SH | $90.6M | 9.51% | 256,337 | — | — | |
| ▸ 2 | TSM | SH | $77.9M | 8.18% | 163,108 | — | — | |
| ▸ 3 | MSFT | SH | $65.4M | 6.87% | 175,443 | — | — | |
| ▸ 4 | AMZN | SH | $63.9M | 6.71% | 268,254 | — | — | |
| ▸ 5 | AMAT | SH | $63.7M | 6.69% | 88,107 | — | — | |
| ▸ 6 | GE | SH | $59.0M | 6.19% | 157,921 | — | — | |
| ▸ 7 | WWD | SH | $54.2M | 5.69% | 127,375 | — | — | |
| ▸ 8 | UNP | SH | $51.5M | 5.40% | 189,178 | — | — | |
| ▸ 9 | META | SH | $46.8M | 4.91% | 83,116 | — | — | |
| ▸ 10 | AON | SH | $36.8M | 3.86% | 110,978 | — | — |
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Frequently Asked Questions
What stocks does Night Owl Capital Management, LLC hold as of Q2 2026?
Night Owl Capital Management, LLC reported 30 positions worth $952.8M in its Q2 2026 13F filing. Largest positions: GOOG (9.5%), TSM (8.2%), MSFT (6.9%), AMZN (6.7%) and AMAT (6.7%).
What did Night Owl Capital Management, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Night Owl Capital Management, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.