Hedge Fund - Night Owl Capital Management

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No. Security Ticker Shares Value Activity % Port History
1. GOOGL 324,613 $101,863,666 +2% 11.16%
2. MSFT 171,942 $83,154,354 +17% 9.11%
3. AMZN 262,874 $60,676,577 +2% 6.65%
4. SAP 247,552 $60,132,856 +2% 6.59%
5. GEV 90,403 $59,084,689 +2% 6.48%