$327 Million is the total value of Night Owl Capital Management, LLC's 29 reported holdings in Q2 2019. The portfolio turnover from Q1 2019 to Q2 2019 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2019 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-08-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VISA INC COM CL A | 45 | Q2 2024 | 13.7% |
| MASTERCARD INC CL A | 45 | Q2 2024 | 12.6% |
| MICROSOFT CORP COM | 41 | Q2 2024 | 13.5% |
| BERKSHIRE HATHAWAY INC CL A | 41 | Q2 2024 | 0.4% |
| ALPHABET INC. CL C | 36 | Q2 2024 | 14.1% |
| AMAZON COM INC COM | 35 | Q2 2024 | 14.7% |
| META PLATFORMS INC CL A | 31 | Q2 2024 | 6.2% |
| COSTAR GROUP INC COM | 31 | Q2 2024 | 8.1% |
| JOHNSON & JOHNSON | 31 | Q4 2020 | 0.5% |
| AON | 27 | Q4 2019 | 6.8% |
View Night Owl Capital Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-27 |
| 13F-HR | 2024-08-14 |
| 13F-HR/A | 2024-06-14 |
| 13F-HR/A | 2024-06-14 |
| 13F-HR/A | 2024-06-14 |
| 13F-HR/A | 2024-06-14 |
| 13F-HR/A | 2024-06-14 |
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
View Night Owl Capital Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.