Hedge Fund - Night Owl Capital Management

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Fund Profile

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Fund Name:	Night Owl Capital Management
Manager	John Kim
Portfolio Value	$491,413,000
Change This QTR	+0.95%

Top 13F Holdings

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Last updated on May 14, 2021 based on SEC 13F filings Last update: May 14, 2021

No.	Security	Ticker	Shares	Value (x$1000)	Activity	% Port
1.	Amazon Com Inc	AMZN	15,165	$46,922	+4%	9.54%
2.	Microsoft Corp	MSFT	187,466	$44,199	+5%	8.99%
3.	Shopify Inc.	SHOP	31,311	$34,646	-28%	7.05%
4.	Mastercard Inc	MA	96,966	$34,525	+2%	7.02%
5.	Visa Inc.	V	147,437	$31,217	+3%	6.35%

News, Interviews and Investor Letters

Night Owl Capital’s Q3 Bets: Alphabet Inc (GOOG), Starbucks Corporation (SBUX) & More