Stock Taper 
NIGHT OWL CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 GE Aerospace | GE | 157.92K | $59.02M |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 163.11K | $77.9M |
 Microsoft Corporation | MSFT | 175.44K | $65.44M |
 SAP SE | SAP | 188.85K | $29.1M |
 Union Pacific Corporation | UNP | 189.18K | $51.46M |
 Alphabet Inc. | GOOG | 256.34K | $90.57M |
 Amazon.com, Inc. | AMZN | 268.25K | $63.94M |
 GE HealthCare Technologies Inc. | GEHC | 283.29K | $18.13M |