Stock Taper 
NIGHT OWL CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Berkshire Hathaway Inc. | BRK-A | 1 | $748.85K |
 Berkshire Hathaway Inc. | BRK-B | 1K | $500.39K |
 MercadoLibre, Inc. | MELI | 4.05K | $6.88M |
 GE Vernova Inc. | GEV | 24.16K | $28.39M |
 Constellation Energy Corporation | CEG | 24.24K | $6.02M |
 Spotify Technology S.A. | SPOT | 31.59K | $14.5M |
 Natera, Inc. | NTRA | 41.25K | $11.2M |
 Twist Bioscience Corporation | TWST | 45.84K | $4.72M |
 Linde plc | LIN | 52.75K | $27.37M |
 Carpenter Technology Corporation | CRS | 53.21K | $32.82M |
 Mastercard Incorporated | MA | 54.85K | $28.17M |
 Broadcom Inc. | AVGO | 68.44K | $25.85M |
 Guidewire Software, Inc. | GWRE | 82.83K | $10.19M |
 Meta Platforms, Inc. | META | 83.12K | $46.82M |
 Howmet Aerospace Inc. | HWM | 83.47K | $22.44M |
 Applied Materials, Inc. | AMAT | 88.11K | $63.7M |
 Visa Inc. | V | 96.96K | $33.26M |
 CoStar Group, Inc. | CSGP | 110.87K | $3.14M |
 Aon plc | AON | 110.98K | $36.81M |
 Woodward, Inc. | WWD | 127.38K | $54.19M |