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Night Owl Capital Management, LLC: GOOG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Night Owl Capital Management, LLC on GOOG, newest first. How the timeline and the estimate are built.

Night Owl Capital Management, LLC held 256,337 GOOG shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 256,337 shares
    Change vs previous 13F -70,413 shares

    9.51% of the 13F portfolio, value $90,571,552.

    13F-HR 0001410833-26-000005 filed by Night Owl Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 326,750 shares
    Change vs previous 13F +2,137 shares

    10.92% of the 13F portfolio, value $93,731,603.

    13F-HR 0001410833-26-000004 filed by Night Owl Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 324,613 shares
    Change vs previous 13F +5,343 shares

    11.16% of the 13F portfolio, value $101,863,666.

    13F-HR 0001410833-26-000003 filed by Night Owl Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 319,270 shares
    Change vs previous 13F +2,574 shares

    8.48% of the 13F portfolio, value $77,758,291.

    13F-HR 0001410833-25-000008 filed by Night Owl Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 316,696 shares
    Change vs previous 13F -40,597 shares

    6.5% of the 13F portfolio, value $56,178,764.

    13F-HR 0001410833-25-000006 filed by Night Owl Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 357,293 shares
    Change vs previous 13F +11,476 shares

    6.98% of the 13F portfolio, value $55,819,939.

    13F-HR 0001410833-25-000005 filed by Night Owl Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 345,817 shares
    Change vs previous 13F +9,393 shares

    8.51% of the 13F portfolio, value $65,857,454.

    13F-HR 0001410833-25-000002 filed by Night Owl Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 336,424 shares
    Change vs previous 13F not available

    7.69% of the 13F portfolio, value $56,246,785.

    13F-HR 0001410833-24-000012 filed by Night Owl Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).