Managers / Q1 2020 · view latest →
Night Owl Capital Management, LLC
CIK 0001410833 · 102 GREENWICH AVENUE, GREENWICH, CT, 06830 · 203-302-3870
Reported Value
$299M
Q1 2020
Positions
27
Filings on Record
35
2019–present window
Filed
May 15, 2020
original filing
Summary
Night Owl Capital Management, Llc reported $299M in U.S.-listed holdings across 27 positions for Q1 2020.
Its largest position, AMZN, represents 9.2% of the portfolio.
Compared with Q4 2019, the fund opened 4 new positions and exited 4.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q1 2020
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $858M | 30 | May 15, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $912M | 29 | Feb 13, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $917M | 30 | Nov 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $865M | 31 | Aug 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $800M | 28 | May 15, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $774M | 28 | Feb 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $731M | 27 | Nov 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $668M | 27 | Aug 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $659M | 29 | May 15, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $500M | 26 | Feb 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $403M | 25 | Nov 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $392M | 24 | Aug 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $283M | 19 | May 12, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $213.8B | 17 | Feb 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $240M | 16 | Nov 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $261M | 19 | Aug 12, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $352M | 19 | May 13, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $492M | 21 | Feb 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $570M | 26 | Nov 12, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $507M | 25 | Aug 13, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $491M | 27 | May 14, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $520M | 30 | Feb 12, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $480M | 31 | Nov 13, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $420M | 28 | Aug 14, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $299M | 27 | May 15, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $348M | 27 | Feb 14, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $315M | 28 | Nov 14, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $327M | 29 | Aug 14, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $279M | 30 | May 14, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $234M | 30 | Feb 14, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.