John Kim’s Night Owl Capital Is Betting On These Stocks

Night Owl Capital Management, managed by John Kim, is a financial investment advisory firm based in Greenwich, Conn. The firm has about $371 million in assets under management. Kim previously worked at Southfield Investment Advisors Inc. and Morgan Stanley & Co. Inc. Kim is managing director of the firm and has been in this role since 2005.

Visa Inc (NYSE:V)

In its latest 13F, Night Owl Capital has revealed its holdings as held at the end of the fourth quarter of 2013. The value of the fund’s equity portfolio totaled $227.36 million, up from $205.29 million in the third quarter. In this article, we will discuss about Night Owl Capital’s top five holdings in terms of value that the fund held in its equity portfolio at the end of last year.

On the top spot is Visa Inc (NYSE:V), in which the fund increased its stake to 103,959 shares from 102,800 shares. The value of holding is close to $24 million. The second position is held by Google Inc (NASDAQ:GOOG). The fund reported ownership of 19,200 shares, up from 14,500 disclosed at the end of the third quarter. The value of stake is more than $21 million.

The third-largest holding is Ecolab Inc. (NYSE:ECL), where the fund boosted its position to 162,900 shares from 159,700 shares. The value holding is nearly $17 million. For the fourth quarter ended December 31, 2013, the company reported consolidated revenues of $16.86 billion, an increase of 17% compared to the fourth quarter of 2012.

On the fourth spot is Twenty-First Century Fox Inc (NASDAQ:FOXA), in which Night Owl Capital reported holding 481,000 shares, with a reported value of approximately $17 million. The stake represents an increase from 467,101 shares disclosed at the end of September 2013.

The fifth position is represented by eBay Inc (NASDAQ:EBAY), in which the fund increased its stake by 20,600 shares to 289,200 shares, worth nearly $16 million. On Feb. 19, eBay Inc (NASDAQ:EBAY) announced that it acquired PhiSix, a computer graphics company that creates 3D models of clothing from photos, pattern files and other sources and simulates the behavior of the garments.

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