Hedge Fund - Night Owl Capital Management

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No. Security Ticker Shares Value Activity % Port History
1. GOOGL 319,270 $77,758,291 +1% 8.48%
2. MSFT 148,206 $76,763,044 +1% 8.37%
3. SAP 245,058 $65,481,948 +1% 7.14%
4. AMZN 258,499 $56,758,625 -24% 6.19%
5. GEV 88,990 $54,719,951 +1% 5.97%