Bowie Capital Management as of Dec. 31, 2017
Portfolio Holdings for Bowie Capital Management
Bowie Capital Management holds 23 positions in its portfolio as reported in the December 2017 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Aon | 17.6 | $42M | 313k | 134.00 | |
AutoZone (AZO) | 16.6 | $40M | 56k | 711.45 | |
priceline.com Incorporated | 7.3 | $17M | 10k | 1737.75 | |
Nike (NKE) | 6.4 | $15M | 244k | 62.55 | |
Colgate-Palmolive Company (CL) | 5.9 | $14M | 187k | 75.45 | |
MasterCard Incorporated (MA) | 4.5 | $11M | 71k | 151.37 | |
Verisk Analytics (VRSK) | 4.3 | $10M | 106k | 96.00 | |
Charles Schwab Corporation (SCHW) | 4.0 | $9.5M | 184k | 51.37 | |
Copart (CPRT) | 3.4 | $8.0M | 185k | 43.19 | |
Unilever (UL) | 3.1 | $7.4M | 134k | 55.34 | |
Msci (MSCI) | 3.1 | $7.3M | 58k | 126.53 | |
Apple (AAPL) | 3.0 | $7.1M | 42k | 169.24 | |
Wells Fargo & Company (WFC) | 2.7 | $6.5M | 107k | 60.67 | |
Walt Disney Company (DIS) | 2.7 | $6.5M | 60k | 107.52 | |
Fiserv (FI) | 2.5 | $6.0M | 46k | 131.13 | |
O'reilly Automotive (ORLY) | 2.0 | $4.8M | 20k | 240.55 | |
Tesla Motors (TSLA) | 2.0 | $4.7M | 15k | 311.33 | |
Pepsi (PEP) | 1.9 | $4.4M | 37k | 119.92 | |
Diageo (DEO) | 1.8 | $4.2M | 29k | 146.03 | |
Brown-Forman Corporation (BF.B) | 1.6 | $3.8M | 56k | 68.68 | |
Alphabet Inc Class A cs (GOOGL) | 1.3 | $3.1M | 2.9k | 1053.45 | |
Unilever | 1.2 | $3.0M | 53k | 56.32 | |
Estee Lauder Companies (EL) | 1.1 | $2.5M | 20k | 127.25 |