Night Owl Capital Management, LLC
GREENWICH CT · SEC CIK 0001410833
$9.53亿2026Q2 申报市值
30持仓数
64.0%前十大占比 · 第一大 9.5%
2 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
AMAT 加仓+$4,307.78万
NTRA 新建仓+$1,119.84万
BIL 加仓+$824.97万
TWST 新建仓+$471.57万
SGOV 加仓+$170.36万
2026Q2 卖出最多 按季末市值估算
GEV 减仓-$4,732.57万
GOOG 减仓-$2,487.90万
NFLX 清仓-$2,349.27万
SAP 减仓-$927.26万
CEG 减仓-$303.76万
2026Q2 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 | $9,057.16万 | 9.51% | 256,337 | -70,413 | -21.5% | -$2,487.90万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MFG CO SP | $7,789.55万 | 8.18% | 163,108 | 2,507 | 1.6% | $119.73万 | 加仓 |
| MSFT | MICROSOFT CORP COM | $6,544.36万 | 6.87% | 175,443 | 2,362 | 1.4% | $88.11万 | 加仓 |
| AMZN | AMAZON COM INC COM | $6,393.57万 | 6.71% | 268,254 | 3,607 | 1.4% | $85.97万 | 加仓 |
| AMAT | APPLIED MATERIALS INC | $6,370.14万 | 6.69% | 88,107 | 59,582 | 208.9% | $4,307.78万 | 加仓 |
| GE | GE AEROSPACE | $5,901.98万 | 6.19% | 157,921 | 2,371 | 1.5% | $88.61万 | 加仓 |
| WWD | WOODWARD | $5,419.04万 | 5.69% | 127,375 | 2,147 | 1.7% | $91.34万 | 加仓 |
| UNP | UNION PACIFIC CORP. | $5,145.64万 | 5.40% | 189,178 | 3,197 | 1.7% | $86.96万 | 加仓 |
| META | META PLATFORMS INC CL A | $4,681.84万 | 4.91% | 83,116 | 1,421 | 1.7% | $80.04万 | 加仓 |
| AON | AON PLC REGISTERED SHS CL A | $3,681.05万 | 3.86% | 110,978 | 1,490 | 1.4% | $49.42万 | 加仓 |
| V | VISA INC COM CL A | $3,326.49万 | 3.49% | 96,957 | 1,161 | 1.2% | $39.83万 | 加仓 |
| CRS | CARPENTER TECHNOLOGY | $3,282.45万 | 3.45% | 53,214 | 797 | 1.5% | $49.16万 | 加仓 |
| BIL | SPDR BLOOMBERG 1-3 MONTH T-BIL | $3,165.83万 | 3.32% | 345,464 | 90,023 | 35.2% | $824.97万 | 加仓 |
| SAP | SAP SE SPON ADR | $2,910.34万 | 3.05% | 188,848 | -60,169 | -24.2% | -$927.26万 | 减仓 |
| GEV | GE VERNOVA | $2,838.93万 | 2.98% | 24,164 | -40,282 | -62.5% | -$4,732.57万 | 减仓 |
| MA | MASTERCARD INC CL A | $2,817.36万 | 2.96% | 54,855 | 652 | 1.2% | $33.49万 | 加仓 |
| LIN | LINDE PLC | $2,737.36万 | 2.87% | 52,749 | 783 | 1.5% | $40.63万 | 加仓 |
| AVGO | BROADCOM | $2,585.25万 | 2.71% | 68,438 | 1,037 | 1.5% | $39.17万 | 加仓 |
| HWM | HOWMET AEROSPACE | $2,244.31万 | 2.36% | 83,475 | 1,249 | 1.5% | $33.58万 | 加仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC | $1,813.35万 | 1.90% | 283,292 | 4,734 | 1.7% | $30.30万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY SA | $1,450.48万 | 1.52% | 31,592 | 528 | 1.7% | $24.24万 | 加仓 |
| NTRA | NATERA | $1,119.84万 | 1.18% | 41,254 | 41,254 | — | $1,119.84万 | 新建仓 |
| GWRE | GUIDEWIRE SOFTWARE | $1,019.16万 | 1.07% | 82,825 | 1,377 | 1.7% | $16.94万 | 加仓 |
| SGOV | ISHARES 0-3 MONTH TREASURY BON | $784.71万 | 0.82% | 77,949 | 16,923 | 27.7% | $170.36万 | 加仓 |
| MELI | MERCADOLIBRE | $687.78万 | 0.72% | 4,052 | 71 | 1.8% | $12.05万 | 加仓 |
| CEG | CONSTELLATION ENERGY | $602.12万 | 0.63% | 24,243 | -12,230 | -33.5% | -$303.76万 | 减仓 |
| TWST | TWIST BIOSCIENCE | $471.57万 | 0.49% | 45,837 | 45,837 | — | $471.57万 | 新建仓 |
| CSGP | COSTAR GROUP INC COM | $313.99万 | 0.33% | 110,871 | 1,627 | 1.5% | $4.61万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC CL A | $74.89万 | 0.08% | 1 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC CL B | $50.04万 | 0.05% | 1,000 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC COM | $0 | 0.00% | 0 | -244,334 | -100.0% | -$2,349.27万 | 清仓 |
| GOOGL | ALPHABET INC. CL A | $0 | 0.00% | 0 | -3,400 | -100.0% | -$97.77万 | 清仓 |