NIGHT OWL CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | UBER | 442K | $43.29M |
 | GOOG | 319K | $77.76M |
 | AMZN | 258K | $56.76M |
 | SAP | 245K | $65.48M |
 | UNP | 182K | $42.97M |
 | TSM | 157K | $43.94M |
 | GE | 153K | $45.99M |
 | MSFT | 148K | $76.76M |
 | WWD | 122K | $30.92M |
 | VST | 116K | $22.76M |
 | CSGP | 108K | $9.09M |
 | AON | 107K | $38.16M |
 | V | 94K | $32.04M |
 | GEV | 89K | $54.72M |
 | HWM | 80K | $15.80M |
 | GWRE | 80K | $18.30M |
 | AVGO | 66K | $21.80M |
 | CEG | 66K | $21.64M |
 | META | 65K | $47.89M |
 | MA | 53K | $30.21M |
Uber Technologies, Inc.
UBER
Shares Held
442K
Value
$43.29M
Alphabet Inc.
GOOG
Shares Held
319K
Value
$77.76M
Amazon.com, Inc.
AMZN
Shares Held
258K
Value
$56.76M
SAP SE
SAP
Shares Held
245K
Value
$65.48M
Union Pacific Corporation
UNP
Shares Held
182K
Value
$42.97M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
157K
Value
$43.94M
GE Aerospace
GE
Shares Held
153K
Value
$45.99M
Microsoft Corporation
MSFT
Shares Held
148K
Value
$76.76M
Woodward, Inc.
WWD
Shares Held
122K
Value
$30.92M
Vistra Corp.
VST
Shares Held
116K
Value
$22.76M
CoStar Group, Inc.
CSGP
Shares Held
108K
Value
$9.09M
Aon plc
AON
Shares Held
107K
Value
$38.16M
Visa Inc.
V
Shares Held
94K
Value
$32.04M
GE Vernova Inc.
GEV
Shares Held
89K
Value
$54.72M
Howmet Aerospace Inc.
HWM
Shares Held
80K
Value
$15.80M
Guidewire Software, Inc.
GWRE
Shares Held
80K
Value
$18.30M
Broadcom Inc.
AVGO
Shares Held
66K
Value
$21.80M
Constellation Energy Corporation
CEG
Shares Held
66K
Value
$21.64M
Meta Platforms, Inc.
META
Shares Held
65K
Value
$47.89M
Mastercard Incorporated
MA
Shares Held
53K
Value
$30.21M