Night Owl Capital Management, LLC
GREENWICH CT · SEC CIK 0001410833
$8.58亿2026Q1 申报市值
30持仓数
63.7%前十大占比 · 第一大 10.9%
1 / 0新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
AMAT 新建仓+$974.96万
BIL 加仓+$258.73万
GOOG 加仓+$61.30万
MSFT 加仓+$42.16万
AMZN 加仓+$36.93万
2026Q1 卖出最多 按季末市值估算
GEV 减仓-$2,265.79万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| GOOG | ALPHABET INC CAP STK CL C | $9,373.16万 | 10.92% | 326,750 | 2,137 | 0.7% | $61.30万 | 加仓 |
| MSFT | MICROSOFT CORP COM | $6,406.92万 | 7.47% | 173,081 | 1,139 | 0.7% | $42.16万 | 加仓 |
| GEV | GE VERNOVA | $5,625.49万 | 6.56% | 64,446 | -25,957 | -28.7% | -$2,265.79万 | 减仓 |
| AMZN | AMAZON COM INC COM | $5,511.80万 | 6.42% | 264,647 | 1,773 | 0.7% | $36.93万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MFG CO SP | $5,427.51万 | 6.33% | 160,601 | 1,008 | 0.6% | $34.07万 | 加仓 |
| META | META PLATFORMS INC CL A | $4,674.02万 | 5.45% | 81,695 | 572 | 0.7% | $32.73万 | 加仓 |
| UNP | UNION PACIFIC CORP. | $4,512.27万 | 5.26% | 185,981 | 1,213 | 0.7% | $29.43万 | 加仓 |
| WWD | WOODWARD | $4,482.16万 | 5.22% | 125,228 | 843 | 0.7% | $30.17万 | 加仓 |
| GE | GE AEROSPACE | $4,414.04万 | 5.14% | 155,550 | 966 | 0.6% | $27.41万 | 加仓 |
| SAP | SAP SE SPON ADR | $4,263.42万 | 4.97% | 249,017 | 1,465 | 0.6% | $25.08万 | 加仓 |
| AON | AON PLC REGISTERED SHS CL A | $3,534.07万 | 4.12% | 109,488 | 714 | 0.7% | $23.05万 | 加仓 |
| V | VISA INC COM CL A | $2,895.33万 | 3.37% | 95,796 | 534 | 0.6% | $16.14万 | 加仓 |
| MA | MASTERCARD INC CL A | $2,708.32万 | 3.16% | 54,203 | 301 | 0.6% | $15.04万 | 加仓 |
| LIN | LINDE PLC | $2,576.27万 | 3.00% | 51,966 | 322 | 0.6% | $15.96万 | 加仓 |
| NFLX | NETFLIX INC COM | $2,349.27万 | 2.74% | 244,334 | 1,602 | 0.7% | $15.40万 | 加仓 |
| BIL | SPDR BLOOMBERG 1-3 MONTH T-BIL | $2,340.86万 | 2.73% | 255,441 | 28,233 | 12.4% | $258.73万 | 加仓 |
| AVGO | BROADCOM | $2,086.13万 | 2.43% | 67,401 | 463 | 0.7% | $14.33万 | 加仓 |
| CRS | CARPENTER TECHNOLOGY | $2,066.02万 | 2.41% | 52,417 | 333 | 0.6% | $13.13万 | 加仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC | $1,982.78万 | 2.31% | 278,558 | 1,927 | 0.7% | $13.72万 | 加仓 |
| HWM | HOWMET AEROSPACE | $1,894.98万 | 2.21% | 82,226 | 523 | 0.6% | $12.05万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY SA | $1,506.32万 | 1.76% | 31,064 | 202 | 0.7% | $9.80万 | 加仓 |
| GWRE | GUIDEWIRE SOFTWARE | $1,218.14万 | 1.42% | 81,448 | 528 | 0.7% | $7.90万 | 加仓 |
| CEG | CONSTELLATION ENERGY | $1,018.51万 | 1.19% | 36,473 | 261 | 0.7% | $7.29万 | 加仓 |
| AMAT | APPLIED MATERIALS INC | $974.96万 | 1.14% | 28,525 | 28,525 | — | $974.96万 | 新建仓 |
| MELI | MERCADOLIBRE | $688.32万 | 0.80% | 3,981 | 30 | 0.8% | $5.19万 | 加仓 |
| SGOV | ISHARES 0-3 MONTH TREASURY BON | $614.29万 | 0.72% | 61,026 | 2,902 | 5.0% | $29.21万 | 加仓 |
| CSGP | COSTAR GROUP INC COM | $440.69万 | 0.51% | 109,244 | 629 | 0.6% | $2.54万 | 加仓 |
| GOOGL | ALPHABET INC. CL A | $97.77万 | 0.11% | 3,400 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC CL A | $71.81万 | 0.08% | 1 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC CL B | $47.92万 | 0.06% | 1,000 | 0 | 0.0% | — | 不变 |