Night Owl Capital Management, LLC

13F Filings History

Latest 13F report
Q2 2025 - Aug 14, 2025
Value $
$865M
Signature - Title
Eileen Ohnell - President and Chief Compliance Officer
Location
Greenwich, CT
Summary
This page shows a list of all the recent 13F filings made by Night Owl Capital Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Night Owl Capital Management, LLC reported 31 stock holdings with total value $865M as of Q2 2025. Top holdings included AMZN, SAP, MSFT, GOOG, and GEV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2025 31 $865M +$95.2M -$175M -$79.9M AMZN, SAP, MSFT, GOOG, GEV 13F-HR 8/14/2025, 04:06 PM
Q1 2025 28 $800M +$41.7M -$7.81M +$33.9M SAP, AON, FI, AMZN, GOOG 13F-HR 5/15/2025, 04:04 PM
Q4 2024 28 $774M +$51.2M -$43.8M +$7.35M AMZN, GOOG, SAP, FI, AON 13F-HR 2/14/2025, 04:01 PM
Q3 2024 27 $731M +$49.7M -$25.9M +$23.8M AMZN, GOOG, MSFT, SAP, AON 13F-HR 11/14/2024, 04:00 PM
Q2 2024 27 $668M +$51.5M -$51.4M +$146K GOOG, AMZN, MSFT, SAP, AON 13F-HR 8/14/2024, 04:05 PM
Q1 2024 29 $659M +$161M -$16.5M +$144M AMZN, MSFT, GOOG, AON, SAP 13F-HR 5/15/2024, 04:09 PM
Q4 2023 22 $363M $0 $0 GOOG, AMZN, MSFT, AON, V Restatement 6/14/2024, 12:44 PM
Q3 2023 25 $399M +$26.4M -$110K +$26.3M GOOG, AMZN, MSFT, AON, V Restatement 6/14/2024, 12:41 PM
Q2 2023 24 $387M +$77.5M -$11.8M +$65.7M GOOG, AMZN, MSFT, AON, V Restatement 6/14/2024, 12:39 PM
Q1 2023 19 $277M +$39.2M -$4.27M +$34.9M GOOG, MSFT, AMZN, AON, V Restatement 6/14/2024, 12:37 PM
Q4 2022 17 $215M +$15.7M -$47.3M -$31.7M GOOG, AON, MSFT, AMZN, V Restatement 6/14/2024, 12:34 PM
Q3 2022 16 $240M +$43M +$43M AMZN, AON, GOOG, MSFT, MA 13F-HR 11/14/2022, 03:17 PM
Q2 2022 19 $261M +$32.4M -$17.5M +$14.9M GOOG, AON, AMZN, MSFT, MA 13F-HR 8/12/2022, 04:00 PM
Q1 2022 19 $352M +$4.25M -$77.8M -$73.6M AMZN, GOOG, MSFT, AON, MA 13F-HR 5/13/2022, 04:03 PM
Q4 2021 21 $492M +$29M -$47.7M -$18.7M MSFT, AMZN, AON, GOOG, NOW 13F-HR 2/14/2022, 03:01 PM
Q3 2021 26 $570M +$64.1M -$20.2M +$43.8M MSFT, AMZN, AON, SHOP, FI 13F-HR 11/12/2021, 04:06 PM
Q2 2021 25 $507M +$9.53M -$51.5M -$42M AMZN, MSFT, SHOP, MA, V 13F-HR 8/13/2021, 04:04 PM
Q1 2021 27 $491M +$34.4M -$49M -$14.6M AMZN, MSFT, SHOP, MA, V 13F-HR 5/14/2021, 04:20 PM
Q4 2020 30 $520M +$12.2M -$10.3M +$1.94M SHOP, AMZN, MSFT, MA, V 13F-HR 2/12/2021, 02:53 PM
Q3 2020 31 $480M +$35M -$5.57M +$29.5M AMZN, SHOP, MSFT, MA, V 13F-HR 11/13/2020, 03:12 PM
Q2 2020 28 $420M +$16.4M -$13.8M +$2.53M SHOP, AMZN, MSFT, MA, V 13F-HR 8/14/2020, 04:09 PM
Q1 2020 27 $299M +$40.7M -$45.3M -$4.59M AMZN, MSFT, SHOP, MA, V 13F-HR 5/15/2020, 04:00 PM
Q4 2019 27 $348M +$2.32M -$2M +$317K MA, V, MSFT, AMZN, SHOP 13F-HR 2/14/2020, 03:05 PM
Q3 2019 28 $315M +$18.9M -$1.88M +$17M MA, V, AMZN, MSFT, GOOG 13F-HR 11/14/2019, 03:07 PM
Q2 2019 29 $327M +$24.3M -$6.75M +$17.5M MA, V, AMZN, MSFT, SHOP 13F-HR 8/14/2019, 04:02 PM
Q1 2019 30 $279M +$12.1M -$10.9M +$1.19M MA, V, AMZN, GOOG, MSFT 13F-HR 5/14/2019, 04:12 PM
Q4 2018 30 $234M +$12.5M -$4.62M +$7.88M MA, V, AMZN, GOOG, MSFT 13F-HR 2/14/2019, 03:05 PM
Q3 2018 29 $282M +$3.49M -$9.32M -$5.83M MA, V, AMZN, GOOG, MSFT 13F-HR 11/15/2018, 03:00 PM
Q2 2018 29 $273M +$20.3M -$1.81M +$18.4M MA, V, AMZN, GOOG, MSFT 13F-HR 8/14/2018, 04:06 PM
Q1 2018 27 $239M +$30.7M -$5.75M +$25M MA, V, AMZN, GOOG, MSFT 13F-HR 5/15/2018, 04:05 PM
Q4 2017 25 $215M +$7.67M -$9.88M -$2.21M V, MA, GOOG, AMZN, MSFT 13F-HR 2/14/2018, 05:00 PM
Q3 2017 25 $207M +$7.84M -$5.54M +$2.3M V, MA, GOOG, AMZN, MSFT 13F-HR 11/14/2017, 03:15 PM
Q2 2017 23 $191M +$5.82M -$11.4M -$5.53M V, MA, GOOG, AMZN, PCLN 13F-HR 8/14/2017, 04:22 PM
Q1 2017 22 $190M +$9.68M -$9.74M -$63.6K V, MA, GOOG, AMZN, PCLN 13F-HR 5/15/2017, 04:09 PM
Q4 2016 20 $170M +$9.18M -$3.87M +$5.31M V, MA, GOOG, AMZN, MSFT 13F-HR 2/14/2017, 02:30 PM
Q3 2016 19 $170M +$15.6M -$2.31M +$13.2M V, MA, GOOG, MSFT, AMZN 13F-HR 11/14/2016, 03:23 PM
Q2 2016 16 $140M +$8.19M -$4.43M +$3.76M V, MA, GOOG, MSFT, AMZN 13F-HR 8/12/2016, 04:25 PM
Q1 2016 15 $139M +$9.3M -$348K +$8.95M V, MA, GOOG, MSFT, FLT 13F-HR 5/13/2016, 03:06 PM
Q4 2015 19 $158M +$5.98M -$13.3M -$7.32M V, MA, GOOG, MSFT, FLT 13F-HR 2/12/2016, 03:09 PM
Q3 2015 20 $162M +$20.4M -$7.09M +$13.3M V, MA, GOOG, MSFT, ECL 13F-HR 11/13/2015, 03:18 PM
Q2 2015 25 $194M +$6.13M +$6.13M ECL, MA, V, FLT, GOOGXXXX 13F-HR 8/14/2015, 04:04 PM
Q1 2015 25 $191M +$35.8M -$16.1M +$19.7M ECL, V, MA, GOOGXXXX, FLT 13F-HR 5/15/2015, 04:22 PM
Q4 2014 26 $203M +$20.3M -$38.3M -$18M FOXA, V, ECL, MA, PCLN 13F-HR 2/13/2015, 03:13 PM
Q3 2014 27 $223M +$21M -$9.14M +$11.8M ECL, V, FOXA, AONXXXX, MA 13F-HR 11/14/2014, 03:46 PM
Q2 2014 22 $231M +$30.2M -$15.9M +$14.2M ECL, V, FOXA, AONXXXX, DNKN 13F-HR 8/14/2014, 04:13 PM
Q1 2014 20 $226M +$45.5M -$7.83M +$37.7M V, GOOGXXXX, ECL, EBAY, DNKN 13F-HR 5/15/2014, 04:08 PM
Q4 2013 23 $227M V, GOOGLXXXX, ECL, FOXA, EBAY 13F-HR 2/14/2014, 04:44 PM