Night Owl Capital Management, LLC - Q12026 Holdings

Night Owl Capital Management, LLC holds 30 stocks with a total portfolio value of $ 858.04M as of Q12026. In Q12026, Night Owl Capital Management, LLC added 1 new position, increased stakes in 25 stocks, reduced 1 holding, and fully exited 0 positions. The largest holding is Alphabet Inc Cap Stk Cl C (GOOG), representing 10.92% of the total portfolio.