Night Owl Capital Management, LLC Incresed Positions in Q3 2025

Night Owl Capital Management, LLC

  • $838 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
UNP
Union Pacific Corp

Industrials
101K
+ 124.45%
$214.91 - $237.16 $21.7M - $23.9M
182K $43M
GOOG
Alphabet Inc.

Communication Services
2.57K
+ 0.81%
$175.16 - $255.24 $451K - $657K
319K $77.8M
WWD
Woodward, Inc.

Industrials
43.5K
+ 55.15%
$237.33 - $266.1 $10.3M - $11.6M
122K $30.9M
SPOT
Spotify Technology S.A.

Communication Services
17.4K
+ 134.67%
$620.01 - $738.53 $10.8M - $12.9M
30.4K $21.2M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.51K
+ 0.97%
$224.68 - $282.71 $339K - $426K
157K $43.9M
META
Meta Platforms, Inc.

Communication Services
10.9K
+ 20.14%
$695.21 - $791.73 $7.6M - $8.66M
65.2K $47.9M
GE
General Electric CO

Industrials
1.23K
+ 0.81%
$244.75 - $305.63 $302K - $377K
153K $46M
AVGO
Broadcom Inc.

Technology
593
+ 0.91%
$264.74 - $369.57 $157K - $219K
66.1K $21.8M
MSFT
Microsoft Corp

Technology
1.2K
+ 0.81%
$491.09 - $535.64 $587K - $640K
148K $76.8M
UBER
Uber Technologies, Inc

Technology
3.58K
+ 0.82%
$86.91 - $99.57 $311K - $356K
442K $43.3M
CEG
Constellation Energy Corp

Utilities
641
+ 0.98%
$298.82 - $354.89 $192K - $227K
65.8K $21.6M
MA
Mastercard Inc

Financial Services
424
+ 0.8%
$550.18 - $598.96 $233K - $254K
53.1K $30.2M
CSGP
Costar Group, Inc.

Real Estate
818
+ 0.77%
$81.42 - $96.83 $66.6K - $79.2K
108K $9.09M
VST
Vistra Corp.

Utilities
1.12K
+ 0.98%
$182.0 - $217.92 $205K - $245K
116K $22.8M
AON
Aon PLC

Financial Services
938
+ 0.88%
$350.91 - $375.27 $329K - $352K
107K $38.2M
Ge Vernova
747
+ 0.85%
N/A
89K $0
Linde PLC
424
+ 0.84%
N/A
51.1K $0
GWRE
Guidewire Software, Inc.

Technology
661
+ 0.84%
$207.82 - $261.88 $137K - $173K
79.6K $18.3M
MELI
Mercadolibre Inc

Consumer Cyclical
39
+ 1.01%
$2292.04 - $2514.05 $89.4K - $98K
3.89K $9.08M
V
Visa Inc.

Financial Services
832
+ 0.89%
$332.09 - $358.86 $276K - $299K
93.9K $32M
CRS
Carpenter Technology Corp

Industrials
435
+ 0.85%
$232.4 - $287.42 $101K - $125K
51.3K $12.6M
NFLX
Netflix Inc

Communication Services
224
+ 0.95%
$1147.87 - $1297.18 $257K - $291K
23.9K $28.6M
SAP
Sap Se

Technology
2.09K
+ 0.86%
$252.42 - $311.93 $526K - $650K
245K $65.5M
Activity Summary
Buys All Purchases 24 New Holdings 0 Increased Positions 24 Sells All Sells 3 Reductions 3 Sold out 0 Options Calls 0 Puts 0
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