$491 Million is the total value of Night Owl Capital Management, LLC's 27 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
BRKA | BERKSHIRE HATHAWAY INC CL A | $386,000 | +10.9% | 1 | 0.0% | 0.08% | +17.9% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-05-14
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VISA INC COM CL A | 42 | Q3 2023 | 13.7% |
MASTERCARD INC CL A | 42 | Q3 2023 | 12.6% |
MICROSOFT CORP COM | 38 | Q3 2023 | 13.5% |
BERKSHIRE HATHAWAY INC CL A | 38 | Q3 2023 | 0.4% |
ALPHABET INC. CL C | 33 | Q3 2023 | 14.1% |
AMAZON COM INC COM | 32 | Q3 2023 | 14.7% |
JOHNSON & JOHNSON | 31 | Q4 2020 | 0.5% |
META PLATFORMS INC | 29 | Q4 2021 | 6.2% |
COSTAR GROUP INC COM | 28 | Q3 2023 | 8.1% |
AON | 27 | Q4 2019 | 6.8% |
View Night Owl Capital Management, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-05-15 |
13F-HR | 2024-02-14 |
13F-HR | 2023-11-14 |
13F-HR | 2023-08-14 |
13F-HR | 2023-05-12 |
13F-HR | 2023-02-14 |
13F-HR | 2022-11-14 |
13F-HR | 2022-08-12 |
13F-HR | 2022-05-13 |
13F-HR | 2022-02-14 |
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.