SEC 13F Intelligence

Night Owl Capital Management, LLC / MSFT

Night Owl Capital Management, LLC’s Microsoft Corp Position

Does Night Owl Capital Management, LLC own Microsoft Corp (MSFT)? Yes — 173.1K shares worth $64M (+7.47% of its 13F portfolio) as of Q1 2026, up from 171.9K shares the prior filed quarter.

Position Value
$64M
Q1 2026
Shares
173.1K
% of Portfolio
+7.47%
Quarters Held
30
currently held

Position History MSFT

Reported value by quarter
Q4 ’18: $18MQ4 ’18Q1 ’19: $21MQ2 ’19: $23MQ3 ’19: $25MQ4 ’19: $28MQ4 ’19Q1 ’20: $27MQ2 ’20: $35MQ3 ’20: $38MQ4 ’20: $40MQ4 ’20Q1 ’21: $44MQ2 ’21: $51MQ3 ’21: $53MQ4 ’21: $64MQ4 ’21Q1 ’22: $42MQ2 ’22: $29MQ3 ’22: $28MQ4 ’22: $29MQ4 ’22Q1 ’23: $35MQ2 ’23: $40MQ3 ’23: $37MQ4 ’23: $46MQ4 ’23Q1 ’24: $52MQ2 ’24: $54MQ3 ’24: $53MQ4 ’24: $53MQ4 ’24Q1 ’25: $49MQ2 ’25: $73MQ3 ’25: $77MQ4 ’25: $83MQ4 ’25Q1 ’26: $64Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026173.1K$64M+7.47%
Q4 2025171.9K$83M+9.11%
Q3 2025148.2K$77M+8.37%
Q2 2025147.0K$73M+8.46%
Q1 2025131.3K$49M+6.16%
Q4 2024126.7K$53M+6.90%
Q3 2024123.3K$53M+7.26%
Q2 2024120.2K$54M+8.03%
Q1 2024123.1K$52M+7.86%
Q4 2023122.7K$46M+9.23%
Q3 2023117.6K$37M+9.22%
Q2 2023118.3K$40M+10.28%
Q1 2023122.4K$35M+12.48%
Q4 2022120.3K$29M+13.49%
Q3 2022118.9K$28M+11.53%
Q2 2022113.7K$29M+11.21%
Q1 2022137.7K$42M+12.06%
Q4 2021189.6K$64M+12.96%
Q3 2021188.4K$53M+9.32%
Q2 2021187.9K$51M+10.05%
Q1 2021187.5K$44M+8.99%
Q4 2020179.8K$40M+7.70%
Q3 2020178.3K$38M+7.81%
Q2 2020173.8K$35M+8.43%
Q1 2020172.6K$27M+9.10%
Q4 2019178.3K$28M+8.09%
Q3 2019177.9K$25M+7.86%
Q2 2019174.5K$23M+7.15%
Q1 2019174.0K$21M+7.34%
Q4 2018172.9K$18M+7.52%

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 MSFT.