Bowie Capital Management

Latest statistics and disclosures from Bowie Capital Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are SPGI, GOOGL, MSFT, CPRT, AON, and represent 29.29% of Bowie Capital Management's stock portfolio.
  • Added to shares of these 10 stocks: SPGI (+$69M), INTU (+$39M), CPRT (+$37M), AJG (+$33M), AON (+$30M), V (+$19M), RACE (+$17M), NFLX (+$16M), LRCX (+$14M), FI (+$13M).
  • Started 2 new stock positions in TSLA, AJG.
  • Reduced shares in these 10 stocks: GOOGL (-$136M), , ASML (-$17M), MA (-$16M), AMZN (-$9.3M), META (-$8.1M), NVDA, AVGO, , MCO.
  • Sold out of its positions in ORCL, VCSH.
  • Bowie Capital Management was a net buyer of stock by $115M.
  • Bowie Capital Management has $2.3B in assets under management (AUM), dropping by 7.42%.
  • Central Index Key (CIK): 0001691982

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Portfolio Holdings for Bowie Capital Management

Bowie Capital Management holds 32 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
S&p Global (SPGI) 6.3 $145M +89% 298k 486.71
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Alphabet Cap Stk Cl A (GOOGL) 6.0 $138M -49% 569k 243.10
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Microsoft Corporation (MSFT) 5.8 $133M 256k 517.95
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Copart (CPRT) 5.7 $130M +39% 2.9M 44.97
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Aon Shs Cl A (AON) 5.5 $127M +30% 357k 356.58
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Intuit (INTU) 5.5 $126M +43% 185k 682.91
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Meta Platforms Cl A (META) 5.1 $118M -6% 160k 734.38
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Fair Isaac Corporation (FICO) 5.1 $118M +9% 79k 1496.53
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Msci (MSCI) 5.1 $116M +5% 205k 567.41
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Visa Com Cl A (V) 4.9 $112M +20% 329k 341.38
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Amazon (AMZN) 4.7 $108M -7% 493k 219.57
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Mastercard Incorporated Cl A (MA) 4.6 $106M -13% 187k 568.81
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Asml Holding N V N Y Registry Shs (ASML) 4.6 $106M -14% 110k 968.09
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NVIDIA Corporation (NVDA) 4.4 $101M -3% 540k 186.58
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Fiserv (FI) 4.3 $98M +15% 762k 128.93
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UnitedHealth (UNH) 4.0 $92M +8% 265k 345.30
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Adobe Systems Incorporated (ADBE) 3.9 $89M +16% 253k 352.75
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O'reilly Automotive (ORLY) 3.1 $72M +2% 667k 107.81
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Moody's Corporation (MCO) 2.6 $59M 125k 476.48
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Servicenow (NOW) 1.6 $37M 41k 920.28
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Arthur J. Gallagher & Co. (AJG) 1.4 $33M NEW 106k 309.74
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Lam Research Corp Com New Put Option (LRCX) 1.3 $31M +82% 230k 133.90
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Netflix (NFLX) 1.3 $30M +119% 25k 1198.92
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Ferrari Nv Ord (RACE) 1.3 $30M +125% 62k 485.22
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Broadcom (AVGO) 1.0 $24M -7% 73k 329.91
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Tesla Motors Put Option (TSLA) 0.4 $8.9M NEW 20k 444.72
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Nike CL B (NKE) 0.3 $6.5M 93k 69.73
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Wells Fargo Perp Pfd Cnv A (WFC.PL) 0.1 $1.5M 1.2k 1234.29
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Ishares Tr Core Us Aggbd Et (AGG) 0.0 $1.0M 10k 100.25
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Ishares Tr Pfd And Incm Sec (PFF) 0.0 $791k 25k 31.62
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $771k 30k 25.71
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Alto Neuroscience Com Shs (ANRO) 0.0 $78k 20k 4.02
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Past Filings by Bowie Capital Management

SEC 13F filings are viewable for Bowie Capital Management going back to 2016

View all past filings