Night Owl Capital Management, LLC - Q42025 Holdings

Night Owl Capital Management, LLC holds 29 stocks with a total portfolio value of $ 912.43M as of Q42025. In Q42025, Night Owl Capital Management, LLC added 1 new position, increased stakes in 23 stocks, reduced 2 holdings, and fully exited 2 positions. The largest holding is Alphabet Inc Cap Stk Cl C (GOOG), representing 11.16% of the total portfolio.