Night Owl Capital’s Q3 Bets: Alphabet Inc (GOOG), Starbucks Corporation (SBUX) & More

Night Owl Capital Management also held 189,827 shares of Sensata Technologies Holding N.V. (NYSE:ST) worth  at the end of September. The fund trimmed its stake by 1% in the third quarter, but amid an 11.1% jump registered by the stock, the value of the holding went up to $7.36 million from $6.72 million. A total of 28 funds tracked by us were bullish on this stock, down by 10% over the quarter. Among these funds, Cantillon Capital Management held the most valuable stake in Sensata Technologies Holding N.V. (NYSE:ST), which was worth $212.3 million at the end of the second quarter. On the second spot was Blue Ridge Capital which amassed $169.3 million worth of shares. Moreover, Generation Investment Management, Stockbridge Partners, and Ashe Capital were also bullish on Sensata Technologies Holding N.V. (NYSE:ST).

Finally, Tyler Technologies, Inc. (NYSE:TYL)’s shares went up by 2.7% last quarter, while the fund inched down its stake by 1% over the quarter to 35,001 shares worth $5.99 million at the end of September. Heading into the third quarter of 2016, 21 investors from our database held long positions in this stock, an increase of 40% from the end of March. The largest stake in Tyler Technologies, Inc. (NYSE:TYL) was held by RGM Capital, which reported holding $51.4 million worth of stock as of the end of June. It was followed by Citadel Investment Group with a $51.1 million position. Other investors bullish on the company included Columbus Circle Investors, GAMCO Investors, and AQR Capital Management.

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