Bowie Capital Management

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

  • Top 5 stock holdings are META, MSFT, NVDA, NFLX, GOOGL, and represent 42.36% of Bowie Capital Management's stock portfolio.
  • Added to shares of these 10 stocks: NFLX (+$92M), BKNG (+$67M), AVGO (+$61M), ORCL (+$57M), META (+$50M), MSFT (+$49M), TMO (+$24M), CME (+$23M), NOW (+$22M), INTU (+$22M).
  • Started 2 new stock positions in TMO, CME.
  • Reduced shares in these 10 stocks: GOOGL (-$447M), AMZN (-$113M), FICO (-$81M), NVDA (-$70M), V (-$69M), UNH (-$56M), MCO (-$42M), ASML (-$38M), MSCI (-$26M), AON (-$24M).
  • Sold out of its position in MCO.
  • Bowie Capital Management was a net seller of stock by $-576M.
  • Bowie Capital Management has $2.4B in assets under management (AUM), dropping by -13.23%.
  • Central Index Key (CIK): 0001691982

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Portfolio Holdings for Bowie Capital Management

Bowie Capital Management holds 30 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Meta Platforms Cl A (META) 10.7 $252M +24% 447k 563.29
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Microsoft Corporation (MSFT) 9.2 $216M +29% 580k 373.02
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NVIDIA Corporation (NVDA) 7.8 $182M -27% 911k 200.09
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Netflix (NFLX) 7.4 $175M +112% 2.4M 71.40
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Alphabet Cap Stk Cl A (GOOGL) 7.3 $171M -72% 478k 357.37
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Oracle Corporation (ORCL) 4.8 $113M +102% 768k 146.55
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Asml Hldg Nv N Y Registry Shs (ASML) 4.3 $101M -27% 51k 1989.44
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Fair Isaac Corporation (FICO) 4.3 $101M -44% 85k 1194.78
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Mastercard Incorporated Cl A (MA) 4.1 $95M -13% 185k 513.60
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UnitedHealth (UNH) 3.9 $92M -37% 221k 415.63
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Arthur J. Gallagher & Co. (AJG) 3.7 $87M -13% 378k 229.57
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S&p Global (SPGI) 3.6 $84M -12% 207k 407.26
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Aon Shs Cl A (AON) 3.5 $83M -22% 250k 331.69
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Intuit (INTU) 3.3 $77M +40% 293k 261.00
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Visa Com Cl A (V) 2.9 $68M -50% 199k 343.09
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Booking Holdings (BKNG) 2.9 $68M +4882% 382k 178.24
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Copart (CPRT) 2.8 $65M -20% 2.3M 28.19
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Broadcom (AVGO) 2.7 $62M +6713% 165k 377.75
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O'reilly Automotive (ORLY) 2.3 $54M -14% 582k 92.09
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Amazon (AMZN) 2.3 $53M -68% 223k 238.34
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Msci (MSCI) 2.1 $50M -34% 90k 560.04
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Thermo Fisher Scientific (TMO) 1.0 $24M NEW 49k 501.36
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Servicenow (NOW) 1.0 $23M +2494% 234k 99.28
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Cme (CME) 1.0 $23M NEW 104k 220.83
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MKS Instruments (MKSI) 0.8 $19M -33% 43k 444.80
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Nike CL B (NKE) 0.3 $6.2M -21% 150k 41.05
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Ishares Tr Core Us Aggbd Et (AGG) 0.1 $1.9M +5% 19k 98.98
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Wells Fargo & Co Perp Pfd Cnv A (WFC.PL) 0.1 $1.6M 1.4k 1157.00
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Ishares Tr Pfd And Incm Sec (PFF) 0.1 $1.5M +51% 50k 30.49
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $869k 30k 28.96
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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