Bowie Capital Management, LLC
29 holdingsFiling period: 2026-03-31Current AUM: $3.00Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | 1.73M | $497.3M | $615.8M | 20.55% | +1.22M | 2026-03-31 |
| 2 | NVDA | NVIDIA CORPORATION | 1.26M | $219.8M | $253.0M | 8.44% | +485.6K | 2026-03-31 |
| 3 | META | META PLATFORMS INC | 358.2K | $204.9M | $199.4M | 6.66% | +537 | 2026-03-31 |
| 4 | MSFT | MICROSOFT CORP | 449.1K | $166.3M | $208.7M | 6.97% | +100.0K | 2026-03-31 |
| 5 | FICO | FAIR ISAAC CORP | 152.2K | $162.4M | $170.9M | 5.70% | +80.8K | 2026-03-31 |
| 6 | AMZN | AMAZON COM INC | 698.6K | $145.5M | $189.7M | 6.33% | +226.0K | 2026-03-31 |
| 7 | V | VISA INC | 398.0K | $120.3M | $145.7M | 4.86% | +45.7K | 2026-03-31 |
| 8 | NFLX | NETFLIX INC. | 1.15M | $110.8M | $82.6M | 2.76% | +174.6K | 2026-03-31 |
| 9 | MA | MASTERCARD INCORPORATED | 213.7K | $106.8M | $122.5M | 4.09% | +16.1K | 2026-03-31 |
| 10 | — | AON PLC | 322.2K | $104.0M | $104.0M | 3.47% | -21,982 | 2026-03-31 |
| 11 | SPGI | S&P GLOBAL INC | 236.7K | $100.7M | $97.5M | 3.25% | -17,362 | 2026-03-31 |
| 12 | CPRT | COPART INC | 2.93M | $97.2M | $85.3M | 2.85% | -9,870 | 2026-03-31 |
| 13 | UNH | UNITEDHEALTH GROUP INC | 355.5K | $96.2M | $147.3M | 4.92% | +76.8K | 2026-03-31 |
| 14 | AJG | GALLAGHER ARTHUR J & CO | 438.9K | $95.1M | $109.5M | 3.65% | +209.5K | 2026-03-31 |
| 15 | — | ASML HLDG NV | 69.7K | $92.1M | $92.1M | 3.07% | -7,435 | 2026-03-31 |
| 16 | INTU | INTUIT | 209.3K | $90.5M | $66.1M | 2.21% | +32.3K | 2026-03-31 |
| 17 | MSCI | MSCI INC | 135.8K | $73.2M | $77.7M | 2.59% | -62,809 | 2026-03-31 |
| 18 | ORLY | OREILLY AUTOMOTIVE INC | 684.5K | $63.2M | $61.2M | 2.04% | -38,488 | 2026-03-31 |
| 19 | ORCL | ORACLE CORP | 378.6K | $55.7M | $49.2M | 1.64% | +376.6K | 2026-03-31 |
| 20 | MCO | MOODYS CORP | 97.1K | $42.4M | $46.4M | 1.55% | -18,420 | 2026-03-31 |
| 21 | BKNG | BOOKING HOLDINGS INC | 7.7K | $32.2M | $36.9M | 1.23% | -- | 2026-03-31 |
| 22 | MKSI | MKS INC. | 64.6K | $14.8M | $19.2M | 0.64% | -- | 2026-03-31 |
| 23 | NKE | NIKE INC | 190.9K | $10.1M | $8.0M | 0.27% | +62.3K | 2026-03-31 |
| 24 | AGG | ISHARES TR | 18.0K | $1.8M | $1.8M | 0.06% | +8.0K | 2026-03-31 |
| 25 | WFC | WELLS FARGO & CO | 1.4K | $1.6M | $1.8M | 0.06% | +200 | 2026-03-31 |
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