Night Owl Capital Management, LLC

All 13F Filings

Location
Greenwich, CT
Most recent 13F
Q2 2026
Holdings value ($000)
952,806
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 8/14/2026 30 952,806 13F-HR Night Owl Capital Management, LLC
Q1 2026 5/15/2026 30 858,035 13F-HR Night Owl Capital Management, LLC
Q4 2025 2/13/2026 29 912,430 13F-HR Night Owl Capital Management, LLC
Q3 2025 11/14/2025 30 917,284 13F-HR Night Owl Capital Management, LLC
Q2 2025 8/14/2025 31 864,799 13F-HR Night Owl Capital Management, LLC
Q1 2014 5/15/2014 20 225,661 13F-HR Night Owl Capital Management, LLC
Q4 2013 2/18/2014 23 227,356 13F-HR Night Owl Capital Management, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 913.3 K 95.9% 84.82 K 0 84.82 K
ETFs 39.51 K 4.1% 9.953 K 0 9.953 K
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Fund Snapshot

Q2 2026
Latest filed
8/14/2026
Total value ($000)
952,806
Holdings
30
QoQ value change ($000)
94,771 (11.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.