Stock Taper 
NIGHT OWL CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 GE HealthCare Technologies Inc. | GEHC | 283.29K | $18.13M |
 Amazon.com, Inc. | AMZN | 268.25K | $63.94M |
 Alphabet Inc. | GOOG | 256.34K | $90.57M |
 Union Pacific Corporation | UNP | 189.18K | $51.46M |
 SAP SE | SAP | 188.85K | $29.1M |
 Microsoft Corporation | MSFT | 175.44K | $65.44M |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 163.11K | $77.9M |
 GE Aerospace | GE | 157.92K | $59.02M |
 Woodward, Inc. | WWD | 127.38K | $54.19M |
 Aon plc | AON | 110.98K | $36.81M |
 CoStar Group, Inc. | CSGP | 110.87K | $3.14M |
 Visa Inc. | V | 96.96K | $33.26M |
 Applied Materials, Inc. | AMAT | 88.11K | $63.7M |
 Howmet Aerospace Inc. | HWM | 83.47K | $22.44M |
 Meta Platforms, Inc. | META | 83.12K | $46.82M |
 Guidewire Software, Inc. | GWRE | 82.83K | $10.19M |
 Broadcom Inc. | AVGO | 68.44K | $25.85M |
 Mastercard Incorporated | MA | 54.85K | $28.17M |
 Carpenter Technology Corporation | CRS | 53.21K | $32.82M |
 Linde plc | LIN | 52.75K | $27.37M |