Long-term investor

Night Owl Capital Management, LLC @nightowlcapitalmanagemen

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001410833).

Record

  • Tracked since 2025-06-30 (431 days), 41 trades recorded
  • Returns: week n/a · month n/a · 90 days +13.8% · 6 months +10.2% · 1 year +15.2% · all +15.2%
  • Max drawdown -5.4% · Sharpe 0.62 · win rate 60% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 02079K107 · 9.5% · long · since 2025-06-30
  • TSM · 8.2% · long · since 2025-06-30
  • MSFT · 6.9% · long · since 2025-06-30
  • AMZN · 6.7% · long · since 2025-06-30
  • AMAT · 6.7% · long · since 2026-03-31
  • 369604301 · 6.2% · long · since 2025-06-30
  • WWD · 5.7% · long · since 2025-06-30
  • 907818108 · 5.4% · long · since 2025-06-30
  • META · 4.9% · long · since 2025-06-30
  • G0403H108 · 3.9% · long · since 2025-06-30
  • V · 3.5% · long · since 2025-06-30
  • CRS · 3.4% · long · since 2025-06-30

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