Night Owl Capital Management Llc (1410833) Portfolio


Number of Companies: 18
Inflow: $9,045 K
Outflow: $-27,794 K
Net Flow: $-18,748 K
2016-03-31: Recent SEC Filing
2015-12-31: Previous SEC Filing


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Mffais Overall Rank Mffais Industry Rank Company Industry Shares Action Qty Chg Close Price Mffais Flow(K) Current Value (K)
588 23 Tyler Technologies Inc (TYL) Application Software 35,721 New Holding 35,721 $128.61 $4,594 $4,594
3080 12 Amazoncom Inc (AMZN) Ecommerce Discretionary 16,249 Added More 7,431 $593.64 $4,411 $9,646
2780 27 Fleetcor Technologies Inc (FLT) Consumer Finance 68,702 Added More 215 $148.75 $31 $10,219
3078 18 Priceline Group Incthe (PCLN) Internet Based Services 5,957 Added More 6 $1288.95 $7 $7,678
3076 10 Johnson And Johnson (JNJ) Large Pharma 5,296 No Change 0 $108.19 $0 $573
3016 38 Starbucks Corp (SBUX) Restaurants 149,924 Sold Some -17 $59.70 $-1 $8,950
3074 26 Facebook Inc-A (FB) Internet Media 76,081 Sold Some -20 $114.09 $-2 $8,680
629 7 Baidu Inc (BIDU) Internet Media 38,531 Sold Some -201 $190.88 $-38 $7,354
3072 34 Microsoft Corp (MSFT) Infrastructure Software 253,685 Sold Some -726 $55.23 $-40 $14,011
2655 2 Sensata Technologies Holding (ST) Factory Automation Equipment 193,900 Sold Some -1,400 $38.84 $-54 $7,531
3037 33 Mastercard Inc-Class A (MA) Consumer Finance 180,334 Sold Some -584 $94.50 $-55 $17,041
2941 6 Aon Plc (AON) Insurance Brokers 87,838 Sold Some -672 $104.44 $-70 $9,174
3052 34 Visa Inc-Class A Shares (V) Consumer Finance 248,567 Sold Some -1,130 $76.48 $-86 $19,010
1542 2 Sally Beauty Holdings Inc (SBH) Other Spec Retail Discr 0 Sold All -115,052 $32.38 $-3,725 $0
76 1 Canadian Pacific Railway Ltd (CP) Rail Freight 0 Sold All -37,776 $132.69 $-5,012 $0
2951 12 Ecolab Inc (ECL) Other Commercial Services 0 Sold All -51,150 $111.51 $-5,704 $0
2854 6 Vulcan Materials Co (VMC) Cement And Aggregates 0 Sold All -58,438 $105.57 $-6,169 $0
3019 8 Union Pacific Corp (UNP) Rail Freight 0 Sold All -85,917 $79.55 $-6,834 $0