Hedge Fund - Night Owl Capital Management

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No. Security Ticker Shares Value Activity % Port History
1. GOOGL 326,750 $93,731,603 +1% 10.92%
2. MSFT 173,081 $64,069,213 +1% 7.47%
3. GEV 64,446 $56,254,913 -29% 6.56%
4. AMZN 264,647 $55,118,031 +1% 6.42%
5. TSM 160,601 $54,275,115 +1% 6.33%