10 Technology Stock Picks of John Kim's Night Owl Capital
In this article, we will discuss 10 technology stock picks of John Kim's Night Owl Capital.
Founded in 1993 and formerly known as Southfield Investment Management, Night Owl Capital Management is a Connecticut-based hedge fund manager primarily owned by John Kim. The firm specializes in making concentrated, long-term public equity investments in growing companies. Night Owl's strategy focuses on mid-cap and large-cap companies globally, with a majority of its portfolio invested in US-based firms.
John Kim is the founder and serves as an advisor at Night Owl Capital Management, bringing 19 years of experience to the team. He has served as Managing Director and Chief Compliance Officer at Night Owl Capital Management LLC since July 2005. Mr. Kim holds a Series 65 certification and is registered to offer investment advice in Connecticut and Florida. John Kim also provides advisory services in other states under applicable exemptions from registration or notice filings.
Night Owl Capital Management is a prominent hedge fund managing discretionary assets totaling $652,700,000, according to their Form ADV filed on March 2024. Serving 162 clients, the firm reported $658,718,047 in managed 13F securities for Q1 2024, with a top 10 holdings concentration of 62.44%. Night Owl Capital Management's largest holding is Amazon.com Inc., with 310,687 shares held.
