NIGHT OWL CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | GOOG | 327K | $93.73M |
 | GEHC | 279K | $19.83M |
 | AMZN | 265K | $55.12M |
 | SAP | 249K | $42.63M |
 | NFLX | 244K | $23.49M |
 | UNP | 186K | $45.12M |
 | MSFT | 173K | $64.07M |
 | TSM | 161K | $54.28M |
 | GE | 156K | $44.14M |
 | WWD | 125K | $44.82M |
 | AON | 109K | $35.34M |
 | CSGP | 109K | $4.41M |
 | V | 96K | $28.95M |
 | HWM | 82K | $18.95M |
 | META | 82K | $46.74M |
 | GWRE | 81K | $12.18M |
 | AVGO | 67K | $20.86M |
 | GEV | 64K | $56.25M |
 | MA | 54K | $27.08M |
 | CRS | 52K | $20.66M |
Alphabet Inc.
GOOG
Shares Held
327K
Value
$93.73M
GE HealthCare Technologies Inc.
GEHC
Shares Held
279K
Value
$19.83M
Amazon.com, Inc.
AMZN
Shares Held
265K
Value
$55.12M
SAP SE
SAP
Shares Held
249K
Value
$42.63M
Netflix, Inc.
NFLX
Shares Held
244K
Value
$23.49M
Union Pacific Corporation
UNP
Shares Held
186K
Value
$45.12M
Microsoft Corporation
MSFT
Shares Held
173K
Value
$64.07M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
161K
Value
$54.28M
GE Aerospace
GE
Shares Held
156K
Value
$44.14M
Woodward, Inc.
WWD
Shares Held
125K
Value
$44.82M
Aon plc
AON
Shares Held
109K
Value
$35.34M
CoStar Group, Inc.
CSGP
Shares Held
109K
Value
$4.41M
Visa Inc.
V
Shares Held
96K
Value
$28.95M
Howmet Aerospace Inc.
HWM
Shares Held
82K
Value
$18.95M
Meta Platforms, Inc.
META
Shares Held
82K
Value
$46.74M
Guidewire Software, Inc.
GWRE
Shares Held
81K
Value
$12.18M
Broadcom Inc.
AVGO
Shares Held
67K
Value
$20.86M
GE Vernova Inc.
GEV
Shares Held
64K
Value
$56.25M
Mastercard Incorporated
MA
Shares Held
54K
Value
$27.08M
Carpenter Technology Corporation
CRS
Shares Held
52K
Value
$20.66M