Night Owl Capital Management, LLC Q3 2022 vs. Q4 2022 13F Holdings Comparison

In the world of finance, investment trends shift quickly, and staying up-to-date with the latest investment strategies is essential. That's why the Night Owl Capital Management LLC Q3 2022 vs. Q4 2022 13F Holdings Comparison is so valuable. In this post, we'll discuss the latest changes in holdings of funds, including top-performing stocks and insights into the market's performance.

One of the most notable changes in holdings is the increase in shares of Alphabet Inc. CL C, better known as Google. The Q4 2022 results show that Night Owl Capital Management has 340,206 shares, up from 335,674 in the previous quarter, with a decrease of 6.5% in value. Microsoft Corporation follows with a minor increase in shares, up to 120,327, from 118,863 in the previous quarter, resulting in a 4.2% increase in value.

On the other hand, the share value of Amazon.com declined significantly. The Q4 2022 results show that Night Owl Capital Management now has 317,220 shares compared to 312,728 shares in the previous quarter. It resulted in a decrease of 24.6% in value, making it one of the weaker-performing stocks in the portfolio.

Visa Inc. and Mastercard Incorporated had different Q4 2022 results. Visa Inc. share value declined by 4.1%, down to 121,877 shares compared to 148,606 shares in the previous quarter. On the other hand, Mastercard Incorporated’s share value decreased even further, with Night Owl Capital Management holding only 59,191 shares in the Q4 2022 compared to 96,130 shares in the previous quarter. It resulted in a decrease of 24.7% in value.

Costar Group Inc. had one of the most significant changes in holdings, with Night Owl Capital Management holding only 96,747 shares compared to 279,200 in the previous quarter. It resulted in a sharp decrease of 61.6% in value. Floor & Decor Holdings Inc. had a comparatively small change in shares, with Night Owl Capital Management holding 90,455 shares in Q4 2022, up slightly from 90,430 shares in the previous quarter, resulting in a decrease of 0.9% in value.

In conclusion, the Q3 2022 vs. Q4 2022 13F Holdings Comparison by Night Owl Capital Management LLC showcases the ever-changing trends in the finance industry. While some stocks, such as Google and Microsoft Corporation, remain steadfast, others like Amazon.com and Mastercard Incorporated had a significant decrease in value. This data provides investors with insights into the market, allowing them to make informed decisions about their portfolios. As always, it's essential to stay up-to-date with the latest trends in finance, and the Night Owl Capital Management LLC 13F Holdings Comparison is an excellent tool to do it.