Hedge Fund - Night Owl Capital Management

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No. Security Ticker Shares Value Activity % Port History
1. AMZN 302,737 $56,408,985 +3% 7.71%
2. GOOGL 336,424 $56,246,785 +3% 7.69%
3. MSFT 123,346 $53,075,573 +3% 7.25%
4. SAP 221,023 $50,636,369 +4% 6.92%
5. AON 145,750 $50,428,209 +4% 6.89%