Hedge Fund - Night Owl Capital Management
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Last updated on based on SEC 13F filings Last update:
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| No. | Security | Ticker | Shares | Value | Activity | % Port | History |
|---|---|---|---|---|---|---|---|
| 1. | AMZN | 338,588 | $74,282,821 | +7% | 8.59% | ||
| 2. | SAP | 242,973 | $73,888,089 | +4% | 8.54% | ||
| 3. | MSFT | 147,011 | $73,124,498 | +12% | 8.46% | ||
| 4. | GOOGL | 316,696 | $56,178,764 | -12% | 6.5% | ||
| 5. | GEV | 88,243 | $46,693,783 | -28% | 5.4% |
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