NIGHT OWL CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | GOOG | 325K | $101.86M |
 | GEHC | 277K | $22.69M |
 | AMZN | 263K | $60.68M |
 | SAP | 248K | $60.13M |
 | NFLX | 243K | $22.76M |
 | UNP | 185K | $42.74M |
 | MSFT | 172K | $83.15M |
 | TSM | 160K | $48.50M |
 | GE | 155K | $47.62M |
 | WWD | 124K | $37.60M |
 | AON | 109K | $38.38M |
 | CSGP | 109K | $7.30M |
 | V | 95K | $33.41M |
 | GEV | 90K | $59.08M |
 | HWM | 82K | $16.75M |
 | META | 81K | $53.55M |
 | GWRE | 81K | $16.27M |
 | AVGO | 67K | $23.17M |
 | MA | 54K | $30.77M |
 | CRS | 52K | $16.40M |
Alphabet Inc.
GOOG
Shares Held
325K
Value
$101.86M
GE HealthCare Technologies Inc.
GEHC
Shares Held
277K
Value
$22.69M
Amazon.com, Inc.
AMZN
Shares Held
263K
Value
$60.68M
SAP SE
SAP
Shares Held
248K
Value
$60.13M
Netflix, Inc.
NFLX
Shares Held
243K
Value
$22.76M
Union Pacific Corporation
UNP
Shares Held
185K
Value
$42.74M
Microsoft Corporation
MSFT
Shares Held
172K
Value
$83.15M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
160K
Value
$48.50M
GE Aerospace
GE
Shares Held
155K
Value
$47.62M
Woodward, Inc.
WWD
Shares Held
124K
Value
$37.60M
Aon plc
AON
Shares Held
109K
Value
$38.38M
CoStar Group, Inc.
CSGP
Shares Held
109K
Value
$7.30M
Visa Inc.
V
Shares Held
95K
Value
$33.41M
GE Vernova Inc.
GEV
Shares Held
90K
Value
$59.08M
Howmet Aerospace Inc.
HWM
Shares Held
82K
Value
$16.75M
Meta Platforms, Inc.
META
Shares Held
81K
Value
$53.55M
Guidewire Software, Inc.
GWRE
Shares Held
81K
Value
$16.27M
Broadcom Inc.
AVGO
Shares Held
67K
Value
$23.17M
Mastercard Incorporated
MA
Shares Held
54K
Value
$30.77M
Carpenter Technology Corporation
CRS
Shares Held
52K
Value
$16.40M