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.
Hedge Fund - Night Owl Capital Management
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Fund Profile
Filing Period:
| Fund Name: | Night Owl Capital Management |
| Manager | John Kim |
| Portfolio Value | $352,122,000 |
| Change This QTR | +0.72% |
Top 13F Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| 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% |
News, Interviews and Investor Letters
Night Owl Capital's Q3 Bets: Alphabet Inc (GOOG), Starbucks Corporation (SBUX) & More
Insider Monkey believes in mimicking hedge funds' long positions, because research-based evidence consistently prove that the smart money returns positive gains from long sides of its portfolios.
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.
