10 Technology Stock Picks of John Kim's Night Owl Capital
In this article, we will discuss 10 technology stock picks of John Kim's Night Owl Capital.
Fund Name: | Night Owl Capital Management |
Manager | John Kim |
Portfolio Value | $352,122,000 |
Change This QTR | +0.72% |
No. | Security | Ticker | Shares | Value (x$1000) | Activity | % Port | History |
---|---|---|---|---|---|---|---|
1. | AMZN | 15,922 | $51,905 | +1% | 14.74% | ||
2. | GOOG | 16,866 | $47,107 | +2% | 13.37% | ||
3. | MSFT | 137,696 | $42,453 | -28% | 12.05% | ||
4. | Aon Plc | 130,045 | $42,347 | -23% | 12.02% | ||
5. | MA | 97,258 | $34,758 | +1% | 9.87% |