StockDriftsStockDriftsTop 29 Night Owl Capital Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOG | ALPHABET INC CAP STK CL C | 10.92% | 326.8K | $93.7M | +0.66%(+2.14K) | $90.17(+336.19%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP COM | 7.47% | 173.1K | $64.1M | +0.66%(+1.14K) | $204.16(+106.66%) | 2026-03-31 | |
| GEV | GE VERNOVA | 6.56% | 64.4K | $56.3M | -28.71%(-25.96K) | $215.21(+387.53%) | 2026-03-31 | |
| AMZN | AMAZON COM INC COM | 6.42% | 264.6K | $55.1M | +0.67%(+1.77K) | $74.22(+255.91%) | 2026-03-31 | |
| TSM | TAIWAN SEMICONDUCTOR MFG CO SP | 6.33% | 160.6K | $54.3M | +0.63%(+1.01K) | $121.87(+231.78%) | 2026-03-31 | |
| META | META PLATFORMS INC CL A | 5.45% | 81.7K | $46.7M | +0.71%(+572) | $532.87(+15.27%) | 2026-03-31 | |
| UNP | UNION PACIFIC CORP. | 5.26% | 186.0K | $45.1M | +0.66%(+1.21K) | $229.01(+18.14%) | 2026-03-31 | |
| WWD | WOODWARD | 5.22% | 125.2K | $44.8M | +0.68%(+843) | $228.05(+53.13%) | 2026-03-31 | |
| GE | GE AEROSPACE | 5.14% | 155.6K | $44.1M | +0.62%(+966) | $135.60(+107.61%) | 2026-03-31 | |
| SAP | SAP SE SPON ADR | 4.97% | 249.0K | $42.6M | +0.59%(+1.47K) | $149.64(+13.26%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +23.73% | +89.40% |
| Top 20 Holdings Unweighted | +27.83% | +108.86% |
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