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Disclosed positions
Night Owl Capital Management, LLC: source evidence dated 2026-08-15T03:59:59.999Z.
- Issuer
- ALPHABET INC CAP STK CL C
- Ticker
- GOOG
- Class
- COM
- Reported value
- $90,571,552
- Reported amount
- 256,337
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001410833-26-000005Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
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| ALPHABET INC CAP STK CL C | GOOG | COM | $90,571,552 | 256,337 | SH | None |
| TAIWAN SEMICONDUCTOR MFG CO SP | TSM | COM | $77,895,497 | 163,108 | SH | None |
| MICROSOFT CORP COM | MSFT | COM | $65,443,565 | 175,443 | SH | None |
| AMAZON COM INC COM | AMZN | COM | $63,935,658 | 268,254 | SH | None |
| APPLIED MATERIALS INC | AMAT | COM | $63,701,361 | 88,107 | SH | None |
| GE AEROSPACE | GE | COM | $59,019,815 | 157,921 | SH | None |
| WOODWARD | WWD | COM | $54,190,420 | 127,375 | SH | None |
| UNION PACIFIC CORP. | UNP | COM | $51,456,416 | 189,178 | SH | None |
| META PLATFORMS INC CL A | META | COM | $46,818,412 | 83,116 | SH | None |
| AON PLC REGISTERED SHS CL A | AON | COM | $36,810,452 | 110,978 | SH | None |
| VISA INC COM CL A | V | COM | $33,264,865 | 96,957 | SH | None |
| CARPENTER TECHNOLOGY | CRS | COM | $32,824,524 | 53,214 | SH | None |
| SPDR BLOOMBERG 1-3 MONTH T-BIL | BIL | TR UNIT | $31,658,321 | 345,464 | SH | None |
| SAP SE SPON ADR | SAP | COM | $29,103,365 | 188,848 | SH | None |
| GE VERNOVA | GEV | COM | $28,389,317 | 24,164 | SH | None |
| MASTERCARD INC CL A | MA | COM | $28,173,618 | 54,855 | SH | None |
| LINDE PLC | LIN | COM | $27,373,566 | 52,749 | SH | None |
| BROADCOM | AVGO | COM | $25,852,454 | 68,438 | SH | None |
| HOWMET AEROSPACE | HWM | COM | $22,443,088 | 83,475 | SH | None |
| GE HEALTHCARE TECHNOLOGIES INC | GEHC | COM | $18,133,521 | 283,292 | SH | None |
| SPOTIFY TECHNOLOGY SA | SPOT | COM | $14,504,835 | 31,592 | SH | None |
| NATERA | NTRA | COM | $11,198,398 | 41,254 | SH | None |
| GUIDEWIRE SOFTWARE | GWRE | COM | $10,191,616 | 82,825 | SH | None |
| ISHARES 0-3 MONTH TREASURY BON | SGOV | TR UNIT | $7,847,126 | 77,949 | SH | None |
| MERCADOLIBRE | MELI | COM | $6,877,824 | 4,052 | SH | None |
| CONSTELLATION ENERGY | CEG | COM | $6,021,234 | 24,243 | SH | None |
| TWIST BIOSCIENCE | TWST | COM | $4,715,711 | 45,837 | SH | None |
| COSTAR GROUP INC COM | CSGP | COM | $3,139,858 | 110,871 | SH | None |
| BERKSHIRE HATHAWAY INC CL A | BRK.A | COM | $748,850 | 1 | SH | None |
| BERKSHIRE HATHAWAY INC CL B | BRK.B | COM | $500,390 | 1,000 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.