SEC 13F Intelligence

Night Owl Capital Management, LLC / GOOG

Night Owl Capital Management, LLC’s Alphabet Inc Position

Does Night Owl Capital Management, LLC own Alphabet Inc (GOOG)? Yes — 326.8K shares worth $94M (+10.92% of its 13F portfolio) as of Q1 2026, up from 324.6K shares the prior filed quarter.

Position Value
$94M
Q1 2026
Shares
326.8K
% of Portfolio
+10.92%
Quarters Held
30
currently held

Position History GOOG

Reported value by quarter
Q4 ’18: $19MQ4 ’18Q1 ’19: $21MQ2 ’19: $19MQ3 ’19: $22MQ4 ’19: $24MQ4 ’19Q1 ’20: $11MQ2 ’20: $13MQ3 ’20: $14MQ4 ’20: $18MQ4 ’20Q1 ’21: $22MQ2 ’21: $26MQ3 ’21: $34MQ4 ’21: $48MQ4 ’21Q1 ’22: $47MQ2 ’22: $35MQ3 ’22: $32MQ4 ’22: $30MQ4 ’22Q1 ’23: $36MQ2 ’23: $41MQ3 ’23: $44MQ4 ’23: $48MQ4 ’23Q1 ’24: $52MQ2 ’24: $60MQ3 ’24: $56MQ4 ’24: $66MQ4 ’24Q1 ’25: $56MQ2 ’25: $56MQ3 ’25: $78MQ4 ’25: $102MQ4 ’25Q1 ’26: $94Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026326.8K$94M+10.92%
Q4 2025324.6K$102M+11.16%
Q3 2025319.3K$78M+8.48%
Q2 2025316.7K$56M+6.50%
Q1 2025357.3K$56M+6.98%
Q4 2024345.8K$66M+8.51%
Q3 2024336.4K$56M+7.69%
Q2 2024327.1K$60M+8.98%
Q1 2024339.7K$52M+7.85%
Q4 2023341.1K$48M+9.61%
Q3 2023334.0K$44M+10.93%
Q2 2023334.9K$41M+10.34%
Q1 2023345.3K$36M+12.70%
Q4 2022340.2K$30M+14.12%
Q3 2022335.7K$32M+13.44%
Q2 202216.1K$35M+13.48%
Q1 202216.9K$47M+13.38%
Q4 202116.7K$48M+9.80%
Q3 202112.6K$34M+5.89%
Q2 202110.6K$26M+5.22%
Q1 202110.5K$22M+4.42%
Q4 202010.2K$18M+3.44%
Q3 20209.8K$14M+3.01%
Q2 20209.4K$13M+3.16%
Q1 20209.3K$11M+3.63%
Q4 201917.9K$24M+6.88%
Q3 201917.9K$22M+6.93%
Q2 201917.9K$19M+5.91%
Q1 201918.0K$21M+7.58%
Q4 201818.1K$19M+8.02%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Night Owl Capital Management, LLC’s full portfolio or all institutional holders of GOOG.