Home / Leaderboard / Night Owl Capital Management, LLC
Night Owl Capital Management, LLC
John Kim · Investment Advisor · Growth
Night Owl Capital Management, LLC is a Greenwich, Connecticut-based investment firm founded in 1993, originally known as Southfield Investment Management. As an independent, SEC-registered investment advisor, the firm specializes in a concentrated approach to public equity investing, focusing on high-quality companies with significant long-term growth potential. Night Owl primarily targets mid-cap and large-cap businesses in the United States, managing capital for a diverse client base that includes high-net-worth individuals, charitable organizations, and its own private investment fund. The firm’s methodology emphasizes rigorous fundamental research and a three-to-five-year investment horizon.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +8.8% |
| YTD return | +6.8% |
| Sharpe ratio | 2.38 |
| Win rate | 52% |
| AUM | $0.9B |
| Inception | Oct 1, 2025 |
| Updated | Sep 18, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.9B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | http://nightowlcapital.com |
Current Holdings
Updated on Sep 18, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| GOOGL | Alphabet Inc Class A | 11.8% | +41.4% |
| GEV | GE Vernova LLC | 9.1% | +53.2% |
| MSFT | Microsoft Corporation | 7.9% | -0.6% |
| TSM | Taiwan Semiconductor Manufacturing | 7.0% | +49.8% |
| AMZN | Amazon.com Inc | 6.4% | +15.3% |
| GE | GE Aerospace | 6.1% | +4.0% |
| META | Meta Platforms Inc. | 6.1% | -5.0% |
| SAP | SAP SE ADR | 5.8% | -19.5% |
| UNP | Union Pacific Corporation | 5.7% | +19.7% |
| WWD | Woodward Inc | 5.6% | +26.5% |
| AON | Aon PLC | 4.3% | -16.0% |
| V | Visa Inc. Class A | 3.5% | +6.7% |
| MA | Mastercard Inc | 3.2% | -0.1% |
| LIN | Linde plc Ordinary Shares | 3.0% | -0.9% |
| GEHC | GE HealthCare Technologies Inc. | 2.7% | -23.9% |
| NFLX | Netflix Inc | 2.6% | -23.3% |
| AVGO | Broadcom Inc | 2.5% | +7.8% |
| HWM | Howmet Aerospace Inc | 2.5% | +1.9% |
| CRS | Carpenter Technology Corporation | 2.4% | +11.2% |
| SPOT | Spotify Technology SA | 1.8% | +0.9% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Mar 2, 2026 | BUY | GOOGL | 12.0% → 11.8% |
| Mar 2, 2026 | SELL | UNP | 5.8% → 5.7% |
| Mar 2, 2026 | BUY | GEV | 8.8% → 9.1% |
| Mar 2, 2026 | SELL | V | 3.6% → 3.5% |
| Mar 2, 2026 | BUY | MSFT | 7.2% → 7.9% |
Investment Style Analysis
Night Owl Capital Management, LLC is widely recognized for employing a Growth strategy. As of Sep 18, 2026, the firm oversees approximately $0.9B in assets under management (AUM). The portfolio demonstrates a clear preference for the Internet Content & Information and Aerospace & Defense sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Mar 2, Night Owl Capital Management, LLC made a significant move by increasing exposure to GOOGL. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Night Owl Capital Management employs a high-conviction, long-term strategy focused on a concentrated portfolio of approximately 15 to 25 companies. The investment team searches for growing, high-quality businesses with superior long-term earnings growth potential and secular tailwinds. By forecasting earnings power three to five years out, the firm seeks to invest in companies with durable competitive advantages. Position sizing is determined by the dispersion of possible outcomes rather than simple expected returns, aiming to provide strong downside protection while capturing upside in companies undergoing structural or transformative growth.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Night Owl Capital Management, LLC.
Similar Investment Style
Based on Growth.
- Jaunty Global Limited — Alvin Jiang · 3M +17.7%
- Summit Partners, L.P. — Peter Y. Chung · 3M +26.2%
- Oberweis Asset Management, Inc. — James W. Oberweis · 3M -22.3%
- Hartline Investment Corporation — Brian W. Hart · 3M +0.4%
Frequently asked questions
How is the simulated portfolio for Night Owl Capital Management, LLC constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Night Owl Capital Management, LLC's largest holding?
As of the latest filing, Night Owl Capital Management, LLC's top position is Alphabet Inc Class A (GOOGL), representing 11.8% of the portfolio. This reflects a high-conviction bet by the institution.
What is Night Owl Capital Management, LLC's historical performance and risk profile?
Our simulation indicates a total return of +8.8% with a win rate of 52%. Notably, the portfolio maintains a Sharpe Ratio of 2.38, suggesting an excellent level of risk-adjusted returns compared to the broader market.
What sectors does Night Owl Capital Management, LLC primarily invest in?
Night Owl Capital Management, LLC has a strong preference for the Internet Content & Information sector, which makes up 19.7% of their disclosed assets. The portfolio also has exposure to Aerospace & Defense, indicating a specific thematic focus.
Is Night Owl Capital Management, LLC's portfolio concentrated or diversified?
Night Owl Capital Management, LLC runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 28.8% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Night Owl Capital Management, LLC performed in 2026?
Our AI-simulated model portfolio for Night Owl Capital Management, LLC tracks a Year-to-Date (YTD) return of +6.8%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does John Kim manage Night Owl Capital Management, LLC directly?
Yes, John Kim serves as the key portfolio manager for Night Owl Capital Management, LLC, overseeing the investment strategy and final capital allocation decisions.