SEC Form 13F

Night Owl Capital Management, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-15
Reported value$952,805,629
Positions30

Largest disclosed positions

IssuerTickerClassReported valueReported amount
ALPHABET INC CAP STK CL CGOOGCOM$90,571,552256,337
TAIWAN SEMICONDUCTOR MFG CO SPTSMCOM$77,895,497163,108
MICROSOFT CORP COMMSFTCOM$65,443,565175,443
AMAZON COM INC COMAMZNCOM$63,935,658268,254
APPLIED MATERIALS INCAMATCOM$63,701,36188,107
GE AEROSPACEGECOM$59,019,815157,921
WOODWARDWWDCOM$54,190,420127,375
UNION PACIFIC CORP.UNPCOM$51,456,416189,178
META PLATFORMS INC CL AMETACOM$46,818,41283,116
AON PLC REGISTERED SHS CL AAONCOM$36,810,452110,978

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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