Universe · entity
Bowie Capital Management, LLC
Institutional manager (13F) · CIK 1691982
13F holdings · as of 2026-03-31 · top 29 · reported portfolio $2.1B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ALPHABET INC | $152M | 529,253 |
| 2 | FAIR ISAAC CORP | $151M | 141,165 |
| 3 | META PLATFORMS INC | $148M | 258,214 |
| 4 | MICROSOFT CORP | $140M | 379,148 |
| 5 | NVIDIA CORPORATION | $133M | 760,395 |
| 6 | NETFLIX INC. | $111M | 1,151,860 |
| 7 | MASTERCARD INCORPORATED | $107M | 213,698 |
| 8 | VISA INC | $105M | 348,026 |
| 9 | AON PLC | $104M | 322,167 |
| 10 | S&P GLOBAL INC | $101M | 236,705 |
| 11 | COPART INC | $97M | 2,927,842 |
| 12 | UNITEDHEALTH GROUP INC | $96M | 355,479 |
| 13 | GALLAGHER ARTHUR J & CO | $95M | 438,928 |
| 14 | AMAZON COM INC | $93M | 448,553 |
| 15 | ASML HLDG NV | $92M | 69,749 |
| 16 | INTUIT | $90M | 209,284 |
| 17 | MSCI INC | $73M | 135,845 |
| 18 | OREILLY AUTOMOTIVE INC | $63M | 684,513 |
| 19 | ORACLE CORP | $56M | 378,571 |
| 20 | MOODYS CORP | $42M | 97,087 |
| 21 | BOOKING HOLDINGS INC | $32M | 7,658 |
| 22 | MKS INC. | $15M | 64,593 |
| 23 | NIKE INC | $10M | 190,903 |
| 24 | ISHARES TR | $2M | 18,000 |
| 25 | WELLS FARGO & CO | $2M | 1,400 |
| 26 | ISHARES TR | $1M | 33,000 |
| 27 | SERVICENOW INC | $941k | 8,999 |
| 28 | SCHWAB STRATEGIC TR | $753k | 30,000 |
| 29 | BROADCOM INC | $750k | 2,422 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.