Bowie Capital Management

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

  • Top 5 stock holdings are GOOGL, NVDA, META, MSFT, FICO, and represent 46.18% of Bowie Capital Management's stock portfolio.
  • Added to shares of these 10 stocks: GOOGL (+$350M), FICO (+$86M), NVDA (+$85M), ORCL (+$55M), AMZN (+$47M), AJG (+$45M), MSFT (+$37M), BKNG (+$32M), UNH (+$21M), NFLX (+$17M).
  • Started 3 new stock positions in AVGO, MKSI, BKNG.
  • Reduced shares in these 10 stocks: , ICE (-$51M), FISV (-$42M), RACE (-$41M), MSCI (-$34M), LIN (-$28M), ADP (-$20M), ASML (-$9.8M), MCO (-$8.0M), SPGI (-$7.4M).
  • Sold out of its positions in ADBE, ADP, FISV, ICE, LIN, RACE.
  • Bowie Capital Management was a net buyer of stock by $503M.
  • Bowie Capital Management has $2.7B in assets under management (AUM), dropping by 8.37%.
  • Central Index Key (CIK): 0001691982

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Portfolio Holdings for Bowie Capital Management

Bowie Capital Management holds 29 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Alphabet Cap Stk Cl A (GOOGL) 18.4 $497M +237% 1.7M 287.56
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NVIDIA Corporation (NVDA) 8.1 $220M +62% 1.3M 174.40
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Meta Platforms Cl A (META) 7.6 $205M 358k 572.13
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Microsoft Corporation (MSFT) 6.1 $166M +28% 449k 370.17
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Fair Isaac Corporation (FICO) 6.0 $162M +113% 152k 1067.54
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Amazon (AMZN) 5.4 $146M +47% 699k 208.27
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Visa Com Cl A (V) 4.4 $120M +12% 398k 302.24
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Netflix (NFLX) 4.1 $111M +17% 1.2M 96.15
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Mastercard Incorporated Cl A (MA) 3.9 $107M +8% 214k 499.66
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Aon Shs Cl A (AON) 3.8 $104M -6% 322k 322.78
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S&p Global (SPGI) 3.7 $101M -6% 237k 425.34
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Copart (CPRT) 3.6 $97M 2.9M 33.20
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UnitedHealth (UNH) 3.6 $96M +27% 356k 270.59
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Arthur J. Gallagher & Co. (AJG) 3.5 $95M +91% 439k 216.58
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Asml Hldg Nv N Y Registry Shs (ASML) 3.4 $92M -9% 70k 1320.83
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Intuit (INTU) 3.3 $91M +18% 209k 432.38
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Msci (MSCI) 2.7 $73M -31% 136k 539.01
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O'reilly Automotive (ORLY) 2.3 $63M -5% 685k 92.31
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Oracle Corporation (ORCL) 2.1 $56M +19126% 379k 147.11
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Moody's Corporation (MCO) 1.6 $42M -15% 97k 436.25
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Booking Holdings (BKNG) 1.2 $32M NEW 7.7k 4210.32
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MKS Instruments (MKSI) 0.5 $15M NEW 65k 229.81
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Nike CL B (NKE) 0.4 $10M +48% 191k 52.82
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Ishares Tr Core Us Aggbd Et (AGG) 0.1 $1.8M +80% 18k 99.27
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Wells Fargo & Co Perp Pfd Cnv A (WFC.PL) 0.1 $1.6M +16% 1.4k 1155.00
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Ishares Tr Pfd And Incm Sec (PFF) 0.0 $1.0M 33k 30.32
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Servicenow (NOW) 0.0 $941k +95% 9.0k 104.55
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $753k 30k 25.10
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Broadcom (AVGO) 0.0 $750k NEW 2.4k 309.51
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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