Bowie Capital Management as of March 31, 2025
Portfolio Holdings for Bowie Capital Management
Bowie Capital Management holds 32 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alphabet Cap Stk Cl A (GOOGL) | 9.8 | $209M | 1.3M | 154.64 | |
| Amazon (AMZN) | 7.6 | $161M | 846k | 190.26 | |
| Meta Platforms Cl A (META) | 7.3 | $156M | 271k | 576.36 | |
| Microsoft Corporation (MSFT) | 7.2 | $154M | 410k | 375.39 | |
| UnitedHealth (UNH) | 5.9 | $126M | 241k | 523.75 | |
| Fair Isaac Corporation (FICO) | 5.5 | $116M | 63k | 1844.16 | |
| Copart (CPRT) | 5.0 | $107M | 1.9M | 56.59 | |
| Msci (MSCI) | 4.9 | $105M | 187k | 565.50 | |
| Mastercard Incorporated Cl A (MA) | 4.7 | $100M | 182k | 548.12 | |
| Visa Com Cl A (V) | 4.4 | $94M | 268k | 350.46 | |
| Asml Holding N V N Y Registry Shs (ASML) | 4.3 | $93M | 140k | 662.63 | |
| Aon Shs Cl A (AON) | 4.3 | $93M | 232k | 399.09 | |
| Intuit (INTU) | 4.3 | $92M | 151k | 613.99 | |
| Fiserv (FI) | 3.9 | $83M | 375k | 220.83 | |
| S&p Global (SPGI) | 3.6 | $77M | 152k | 508.10 | |
| NVIDIA Corporation (NVDA) | 3.6 | $77M | 711k | 108.38 | |
| Adobe Systems Incorporated (ADBE) | 3.4 | $73M | 192k | 383.53 | |
| O'reilly Automotive (ORLY) | 3.4 | $72M | 50k | 1432.58 | |
| Moody's Corporation (MCO) | 2.9 | $61M | 131k | 465.69 | |
| Servicenow (NOW) | 1.0 | $21M | 26k | 796.14 | |
| Linde SHS (LIN) | 0.7 | $15M | 31k | 465.64 | |
| Oracle Corporation (ORCL) | 0.7 | $14M | 103k | 139.81 | |
| Nike CL B (NKE) | 0.5 | $12M | 181k | 63.48 | |
| Canadian Pacific Kansas City (CP) | 0.3 | $5.8M | 83k | 70.21 | |
| Netflix (NFLX) | 0.2 | $5.1M | 5.5k | 932.53 | |
| Lam Research Corp Com New (LRCX) | 0.2 | $4.1M | 57k | 72.70 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $1.7M | 21k | 78.94 | |
| Wells Fargo Perp Pfd Cnv A (WFC.PL) | 0.1 | $1.4M | 1.2k | 1200.80 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $989k | 10k | 98.92 | |
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $840k | 39k | 21.53 | |
| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $768k | 25k | 30.73 | |
| Alto Neuroscience Com Shs (ANRO) | 0.0 | $42k | 20k | 2.16 |
