SEC 13F Intelligence

Night Owl Capital Management, LLC / UBER

Night Owl Capital Management, LLC’s Uber Technologies Inc Position

Does Night Owl Capital Management, LLC own Uber Technologies Inc (UBER)? Not currently — the last reported position was 441.9K shares worth $43M in Q3 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$43M
Q3 2025
Shares
441.9K
% of Portfolio
+4.72%
Quarters Held
10
position exited

Position History UBER

Reported value by quarter
Q2 ’23: $17MQ2 ’23Q3 ’23: $19MQ4 ’23: $26MQ4 ’23Q1 ’24: $33MQ2 ’24: $34MQ2 ’24Q3 ’24: $37MQ4 ’24: $25MQ4 ’24Q1 ’25: $31MQ2 ’25: $41MQ2 ’25Q3 ’25: $43Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q3 2025441.9K$43M+4.72%
Q2 2025438.3K$41M+4.73%
Q1 2025425.3K$31M+3.87%
Q4 2024409.3K$25M+3.19%
Q3 2024486.9K$37M+5.00%
Q2 2024472.3K$34M+5.14%
Q1 2024425.7K$33M+4.98%
Q4 2023421.8K$26M+5.19%
Q3 2023406.7K$19M+4.64%
Q2 2023383.0K$17M+4.22%

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 UBER.