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Night Owl Capital Management, LLC
Night Owl Capital Management, LLC is an SEC-registered investment advisory firm headquartered in Greenwich, Connecticut. Founded in 2007, the firm manages approximately $865.8 million in assets (as of March 2025) for high net worth individuals, pooled investment vehicles, charitable organizations, and other institutions. With a small team of around 7 employees, Night Owl Capital focuses on serving sophisticated and institutional investors, emphasizing rigorous equity research and portfolio management.
Investment Strategy
Night Owl Capital Management, LLC utilizes a long-term, value-oriented investment approach focused primarily on US and international public equities. The firm's strategy includes comprehensive fundamental analysis to identify companies with durable business models, capable management, and attractive valuations, often with an emphasis on technology and growth sectors. Night Owl aims to construct concentrated, high-conviction portfolios, seeking opportunities where market prices diverge significantly from intrinsic value. Risk management and research rigor are central to the firm's investment philosophy.
Latest 13F Filing Activity
Night Owl Capital Management, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 31 equity positions with a total 13F market value of $865M. The fund increased holdings in Microsoft Corp. Com, Woodward, Guidewire Software among other positions. Night Owl Capital Management, LLC reduced exposure to Unitedhealth Group Inc. Com, Fiserv, Aon PLC Registered SHS CL A among others.
Top Holdings
Equity Positions (31)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AMZN | AMAZON COM INC COM | 8.59% | $74.3M | 338,588 | $72.27 | $219.39 | +$13.7M |
S SAP | SAP SE SPON ADR | 8.54% | $73.9M | 242,973 | $150.59 | $304.10 | +$10.6M |
M MSFT | MICROSOFT CORP COM | 8.46% | $73.1M | 147,011 | $159.89 | $497.41 | +$23.8M |
G GOOG | ALPHABET INC CAP STK CL C | 6.50% | $56.2M | 316,696 | $87.12 | $177.39 | +$358.8K |
G GEV | GE VERNOVA | 5.40% | $46.7M | 88,243 | $225.87 | $529.15 | +$9.4M |
Industry Allocation
Investment Team (3)
| Name | Role | Location | |
|---|---|---|---|
E Eileen Kim | President | Greenwich, CT , United States | |
J John Kim | Portfolio Manager, Principal | Greenwich, CT , United States | |
 | Incoming Investment Banking Analyst | Greenwich, CT , United States |
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