Hedge Fund - Night Owl Capital Management

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No. Security Ticker Shares Value Activity % Port History
1. GOOGL 256,337 $90,571,552 -22% 9.51%
2. TSM 163,108 $77,895,497 +2% 8.18%
3. MSFT 175,443 $65,443,565 +2% 6.87%
4. AMZN 268,254 $63,935,658 +2% 6.71%
5. AMAT 88,107 $63,701,361 +209% 6.69%